Bruce Barton is a financial advisor at Savant Wealth Management in Los Gatos, CA, holding CFP®, CFA®, and Series 65 designations with 23 years of industry experience. He previously worked for Parkworth Wealth Management, Inc. (formerly Prialta Advisors, Inc.) for 22 years before joining Savant Wealth Management in 2025. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Kyle Certo is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at GWFS Equities, Xactly Corp., and Proofpoint Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns and savings rates, delivered through platforms affiliated with Empower’s recordkeeping and administrative systems.

Suruchi Rastogi is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, she worked at LPL Financial and held various positions including at UC Santa Cruz and Med Pro Group. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including placement and investment banking.

Boaz Chan is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and First Republic Investment Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jessica Regidor is a financial advisor with Sanctuary Advisors, LLC in Los Gatos, CA, holding a Series 66 designation and having 16 years of industry experience. Prior to joining Sanctuary Advisors in 2023, she spent 16 years at UBS Financial Services. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors who create their own investment strategies within a supervised framework and provides a variety of portfolio management options through distinct analytical approaches and multiple custodial arrangements.

Michal Zyla is a CFP® and Series 65 licensed advisor with eight years of industry experience. He has worked at Savant Wealth Management since 2025, following four years at Parkworth Wealth Management, Inc. Prior to his advisory career, he held positions at Columbia University and Kaiser Permanente. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and specialized affiliated entities for accounting, legal, and trust services.

Jennifer Seacrist is a financial advisor at Rockefeller Financial LLC in Los Gatos, CA, holding a Series 66 designation with 19 years of industry experience. Her career includes a decade at Morgan Stanley and roles at First Republic Investment Management and First Republic Securities prior to joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients and corporations. The firm operates a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including placement and investment banking.

Juliette Castelli is a financial advisor with Eagle Strategies (NY Life) based in Los Gatos, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked with New York Life and its affiliates since 2014 and operates Castelli Financial & Insurance Services, through which she brokers insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services primarily on a non-discretionary basis within an integrated New York Life structure.

Michael Flynn Jr. is a financial advisor with Eagle Strategies (NY Life) based in Capitola, CA, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities Inc. since 2005 and operates his own firms, Flynn Wealth Strategies and Insurance Solutions, Inc. and BIGGR Wealth Strategies and Insurance Solutions, LLC. Outside of his advisory work, he hosts The Impact Entrepreneur Show Podcast, which features interviews with entrepreneurs across various industries. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of assets managed on a non-discretionary basis.

Jerry Lopez is a financial advisor with Valic Financial Advisors in Scotts Valley, CA, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including 23 years with Valic Financial Advisors and a current role with Agia. Lopez serves on the board of the Community Foundation of Santa Cruz County, participating in philanthropy and finance committees. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options to tailor client portfolios.

Michael Jordan is a financial advisor at Lincoln Investment with 31 years of industry experience. He has been with Lincoln Investment since 2017 and previously spent 22 years at Legend Equities Corporation. Outside of advising, he serves as an executor for estate settlements requiring travel to Michigan. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm’s investment approach combines in-house model portfolio management, third-party managers, and advisor-led discretionary and non-discretionary services.

Rocky George Marania is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Scharf Investments, LLC, San Jose State University, and various other organizations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates a Private Advisor model supported by a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, brokerage services, and alternative investment placement.

Xichan Liu is a financial advisor with Rockefeller Financial LLC in Los Gatos, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes positions at First Republic Investment Management, Morgan Stanley Smith Barney, Wells Fargo Clearing, and HSBC Bank USA. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model and provides a consolidated investment platform that includes discretionary and non-discretionary solutions, access to third-party managers, and performs broker-dealer activities including placement and investment banking services.

Hao Dong is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Sand Hill Global Advisors and Morgan Stanley. Outside of his advisory role, he works as an independent contractor for Uber. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm employs a Private Advisor model and offers a consolidated investment platform providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Leigh Shimamoto is a CFP® and holds a Series 66 license, with 15 years of experience in the financial advisory industry. She currently works at Mercer Global Advisors Inc. and previously was with Wealth Architects, LLC and Vernal Point Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm uses a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a wide range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Christopher Young is a financial advisor at Farther with 24 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Meridian Investment Counsel Inc. for 13 years before joining Farther in 2026. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary models, algorithmic rebalancing, and a range of investment vehicles, supplemented by AI tools under internal controls.

Blake Romero is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2026, he worked at Morgan Stanley and Ameriprise. His background also includes roles outside of finance at Grand Canyon University and PB Window Cleaning. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a broad range of investment and placement services through its Private Advisor model and Rockefeller Global Investment Management platform.

Matthew Mendoza is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds a Series 66 credential and previously worked at Merrill Lynch and Bank of America. Outside of his advisory role, he is a manager of a family-held investment LLC created to invest in early-stage companies. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, operating both as a registered investment adviser and broker-dealer with capabilities across equities, fixed income, alternatives, and placement services.

Scott Bloom is a financial advisor with Centaurus Financial, Inc. in Aptos, CA, holding a Series 63 designation and 44 years of industry experience. He has been with Centaurus Financial since 1999 and concurrently provides services at Pacific Tax Service since 1979. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment analysis methods and provides both discretionary and non-discretionary portfolio management, along with specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Nicholas Peterson is a financial advisor with Rockefeller Financial LLC in Los Gatos, CA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His career includes roles at Morgan Stanley and First Republic, among others. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm combines a Private Advisor model with a consolidated investment platform, providing discretionary and non-discretionary solutions across multiple asset classes, and operates as a registered broker-dealer with integrated trust and insurance services.