Robert Trieu is a financial advisor at Hickok Advisory, LLC holding Series 63 and Series 65 licenses. He has been with Hickok Advisory since 2026 and has prior experience with Chase, Wells Fargo, Bank of America, and Codex Lending. He is also engaged in tax preparation through Hickok Tax and has worked as an independent licensed agent and consultant since 2014. Hickok Advisory provides discretionary and non-discretionary asset management along with financial planning and consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, and businesses. The firm employs fundamental and cyclical investment analysis and offers strategies ranging from long-term purchases to short-term trading, with regular account reviews and tax-loss harvesting.

Daniel Rhyasen is a financial advisor at NIM Wealth Solutions with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Franklin Templeton Distributors, Inc. for 20 years before joining NIM Wealth Solutions and its affiliated entities. NIM Wealth Solutions provides discretionary investment management to individuals, families, trusts, estates, foundations, corporations, and institutional clients. The firm offers personalized asset allocation using fundamental, quantitative, and technical analysis, along with tax planning, insurance and annuity solutions, and estate-planning coordination through affiliated businesses.

Ranga Srinivasan is a financial advisor at Everest Private Wealth in Cupertino, CA, holding a Series 65 designation with 18 years of industry experience. He has been with Everest Management Corp since 2007. Everest Private Wealth is an SEC-registered, fee-only investment adviser serving individuals, trusts, estates, and small businesses with personalized financial planning and portfolio management. The firm uses a strategic asset allocation framework combining low-cost mutual funds and ETFs with selective active management and provides detailed reporting and a concierge service for expanded planning and transition support.

David Hicks is a CFP® professional with six years at Petersen and Hicks and three years of industry experience overall. Prior to joining Petersen and Hicks, he worked at Peak Tax and Finance and spent nine years with the Department of Veterans Affairs at the VA Palo Alto Health Care System. He is involved in non-CPA tax preparation and planning through Petersen and Hicks. Petersen and Hicks serves individual clients, including high-net-worth individuals, providing comprehensive financial planning, investment advisory, and consulting services. The firm acts as a fiduciary, tailoring advice to client objectives and risk tolerance, and refers clients to third-party managers while conducting ongoing due diligence.

David Rousselot is a ChFC® credentialed financial advisor with 21 years of industry experience, currently serving at DWR Wealth Management, LLC since 2005. He engages in an unrelated family business, Rousselot & Sons, which he has maintained since 1980. DWR Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, charitable organizations, and retirement plans. The firm employs a risk-based investment approach grounded in modern portfolio theory, utilizing diversified models with mutual funds and ETFs, and is affiliated with Dunham Associates CPAs for coordinated tax and advisory services.

I am committed to supporting individuals through life’s transitions—whether it’s a career shift, divorce, loss of a loved one, inheritance, or other major life events. Change can be overwhelming, and my mission is to help clients move through it with confidence, security, and a clear plan for what comes next. With a holistic and compassionate approach, I help simplify complex financial decisions—addressing everything from budgeting and cash flow to tax considerations, investment strategy, and estate planning. Each plan is personalized to reflect your goals, values, and unique circumstances. Since beginning my career in 2006, I’ve worked across wealth management, employee benefits, and financial education. Over the years, I’ve seen how empowering it can be when people gain control and understanding over their finances—especially during uncertain times. I’m particularly passionate about working with Solo Agers and women navigating life transitions. Having rebuilt my own financial foundation after becoming a single mom in 2010, I understand firsthand the challenges and opportunities that come with starting over. Through persistence and smart financial choices, I achieved one of my proudest milestones—purchasing my own condo in 2021. I am based in the San Francisco Bay Area and work with clients all across the country. In my spare time, I enjoy nature walks, biking, learning about health and nutrition, painting, sewing, and spending time with my daughter and our two rescue cats, Turbo and Tyson. If you're ready to embark on your financial journey with a trusted partner by your side, I invite you to schedule a complimentary consultation with me at https://calendly.com/jenniferbush-iwp/intro-call. Together, we'll navigate life's financial transitions with confidence and purpose.

Ka Ki Leung is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Beyond Financial Services. He has worked previously at Millar Financial Group and Raymond James Financial Services. Beyond Financial Services offers investment advice and financial planning to individuals and families, including high-net-worth clients, trusts, estates, special needs trustees, conservatorships, and non-profit organizations. The firm emphasizes non-discretionary portfolio management, requiring client approval for all recommendations, and integrates services related to special-needs planning and conservatorships.

Sheri Pan is a CFP® and holds a Series 66 license with 23 years of industry experience. She founded Pantheon Wealth Planning in 2013 and has also been affiliated with LPL Financial since 2009. In addition to her advisory work, she acts as an agent selling fixed life, disability, and health insurance products. Pantheon Wealth Planning provides written financial planning and consulting services to individuals, high-net-worth clients, medical professionals, and business entities. The firm focuses on planning rather than asset management, offering both one-time and ongoing concierge planning services that cover retirement, tax, estate, insurance, and business planning topics.

Kyle McCauley is a financial advisor with Entrust Investment Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Entrust, he was affiliated with City Center Advisors, LLC and City Center Financial, LLC. Outside of his advisory work, he owns and operates a farming business through Green Pastures CSA, LLC. Entrust Investment Services provides discretionary investment management and financial planning to individuals, businesses, and other registered investment advisers. The firm employs Modern Portfolio Theory and offers services including ERISA plan management and the use of options and leveraged strategies in managed accounts.

Regina Legates is a financial advisor at Figtree Financial Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prosperity Financial Group, Inc. and Ameriprise Financial Services, Inc. Legates is also a licensed insurance agent handling health, disability, life, and long-term care insurance products. Figtree Financial Advisors provides investment advisory and planning services to individual and high-net-worth clients, focusing on asset allocation and a combination of fundamental, technical, cyclical, and sector analysis. The firm manages portfolios on a discretionary basis and offers consultative monitoring services, integrating insurance offerings alongside traditional investment management.

John Arao is a financial advisor with Mine & Arao Wealth Creation and Management, LLC, holding a Series 65 designation and 27 years of industry experience. He has worked at Mine & Arao Wealth Creation & Management since 1999 and is also a partner in Mine & Arao, LLP, a certified public accounting firm offering tax preparation, planning, and related services. Mine & Arao Wealth Creation & Management serves individual investors, pension plans, and businesses, primarily drawing clients from its affiliated CPA practice. The firm provides discretionary investment management alongside financial planning and tax, retirement, and estate planning, using a comprehensive asset allocation approach that integrates investment advice with tax and bookkeeping services.

Chui Wa Leung is a financial advisor at Pacific Excel Wealth Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Voya Financial Advisors and Center Pillar Wealth Management. Leung is also an independent insurance agent involved in the sales of fixed insurance products. Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charitable organizations. The firm employs a combination of fundamental and technical analysis and offers tiered service levels ranging from core financial planning to private client services.

Ronald Petersen is a financial advisor at Petersen and Hicks in Campbell, CA, with 38 years of industry experience. He holds a Series 63 designation and previously worked at First Allied Securities, Inc. and Petersen & Associates. In addition to his advisory role, he is involved in non-CPA accounting and tax preparation and is a licensed insurance agent. Petersen and Hicks serves individual and high-net-worth clients by providing financial planning, investment advisory, and consulting services. The firm acts as a fiduciary, tailoring advice to client objectives and risk tolerance, and utilizes third-party managers for asset management while charging flat or hourly fees.

Ethan Pepper is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, an Enrolled Agent, and a Registered Life Planner™. He earned a Bachelor of Science in Business Administration with a concentration in Finance from San Jose State University. Ethan started Orchard City Wealth Management, LLC after years of working for investment advisory firms that focused on helping older generations achieve their financial goals. He grew weary of financial service models that excluded individuals still establishing their wealth because they didn’t meet the minimum assets requirements to become a client. The notion that only established wealthy people use financial advisors didn’t sit well with Ethan. He wanted to help mid-career professionals thrive in their financial lives, too. Ethan services individuals and families who are establishing wealth and want a guide for their financial decisions to help them build and protect their money. He also continues to work with ultra-high-net-worth and high-net-worth clients. With over a decade of tax preparation experience, he completes his clients' wealth management with the necessary tax strategy and planning services for real-time savings and future income generation.

Edwin Ryu is a PFS™ credentialed advisor with 25 years of experience, currently serving at Legacy Wealth Advisors, LLC since 1999. He previously operated as Edwin K.S. Ryu DBA Legacy Real Estate Advisors and Ryu & Company from 1984 to 2017. Outside of his advisory work, Mr. Ryu is a shareholder and board member of Concert Global Group and participates on its investment committee. He also holds board positions at the Mountain View Buddhist Temple, the York School of Monterey, and Pitzer College, serving in leadership roles related to facilities planning and investment committees. Legacy Wealth Advisors, LLC provides multi-family office and wealth management services to individuals, high-net-worth families, and institutions. The firm uses a top-down investment approach combined with customized portfolios, tactical asset allocation, and integrated tax and real estate advisory services.

Hannah Farrow is a financial advisor at RightWise Wealth in Santa Clara, CA, holding a Series 65 designation with two years of industry experience. Prior to joining RightWise Wealth, she worked six years at Apple Inc. and was a full-time student for two years. Outside of her advisory role, she manages a rental property in Somerville, MA. RightWise Wealth is a boutique firm serving individual clients through comprehensive financial planning and discretionary portfolio management, with a focus on low-cost ETFs and factor-based strategies. The firm also facilitates tax preparation services via a third-party provider and requires clients to custody assets at Charles Schwab.

Kyle Chuang is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Pantheon Wealth Planning in San Jose, CA. He previously worked at Farmers Insurance Group and Farmers Financial Solutions for 19 years. Outside of his advisory role, he operates an insurance agency under KC & Associates Insurance Agency. Pantheon Wealth Planning provides written financial planning and consulting services to individuals, high-net-worth clients, medical professionals, and business entities. The firm focuses on planning rather than asset management, offering both one-time and ongoing concierge planning services without discretionary control over client assets.

Patricia Williams is a CFP® with 39 years of industry experience, currently serving as an advisor at Silicon Private Wealth, LLC in Fremont, CA. She has worked at Purshe Kaplan Sterling Investments and Silicon Private Wealth since 2016. In addition to her advisory role, she holds insurance licenses and performs insurance reviews and variable annuity discussions for clients. Silicon Private Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $177.8 million in assets. The firm employs a range of investment strategies and analysis methods and offers both discretionary and non-discretionary management services.

Scott Pearring is a CFP® with 15 years of industry experience, currently serving as an advisor at Seek First Inc. He has previously worked at firms including G.A. Repple & Company and Expand Financial Group, LLC. Mr. Pearring is also an insurance agent appointed with various companies to receive trail commissions but does not write new policies. Seek First Inc. is a supported advisory firm serving individuals and high-net-worth households with comprehensive financial planning, tax, estate, and insurance planning alongside discretionary portfolio management. The firm manages approximately $203 million in discretionary assets and employs a fundamental analysis and strategic asset allocation approach, integrating third-party professionals into a bundled consulting program.

Gage Campbell is a financial advisor at Altura Wealth Advisors Inc. in Santa Clara, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Altura, he worked at J.R. Financial and Insurance Services and Harper Investing. Altura Wealth Advisors is a SEC-registered advisory team managing approximately $169 million for around 400 individual and high-net-worth clients. The firm follows a long-term, largely passive investment approach focused on ETF- and mutual fund-based portfolios, with periodic review and rebalancing, and offers both discretionary account management and one-time financial planning engagements.