Tierney Bosset is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Saratoga Research & Investment Management since 2019, following a brief tenure at Mutual Advisors, LLC. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only approach focused on large-cap equities, using a structured process that combines quantitative screening with qualitative analysis and dual valuation techniques.

Mark Astrinos is a CFP®, PFS™, and Series 65-licensed financial advisor at Libra Wealth LLC with 13 years of industry experience. He previously worked at Chamberlain Financial Planning & Wealth Management and Vista Wealth Management, LLC. Libra Wealth LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm employs a Modern Portfolio Theory and Fama–French multi-factor framework-based investment approach, utilizing low-cost, passive mutual funds and ETFs while emphasizing diversification, tax efficiency, and long-term strategies.

Mathew Spencer is a financial advisor at Saratoga Research & Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JMP Securities LLC for five years before joining Saratoga Research & Investment Management in 2019. Saratoga Research & Investment Management provides discretionary portfolio management primarily through separately managed accounts to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and charitable organizations. The firm employs a long-only, concentrated large-cap equity strategy using a four-step process that combines quantitative screening, qualitative analysis, and dual valuation techniques.

Robert Meng is a CFA® charterholder with 11 years of industry experience. He has been with Saratoga Research & Investment Management since 2014. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only, concentrated large-cap equity approach using a structured process combining quantitative and qualitative analysis, managing approximately $2.5 billion across about 2,800 clients.

Jodee Lownsbury is a CFP® professional with seven years of industry experience, currently serving as an advisor at BetterWealth LLC since 2015. Based in San Jose, CA, she is part of a five-advisor team. BetterWealth LLC provides investment advisory and integrated financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm focuses on long-term asset allocation using mutual funds and ETFs, offers discretionary account management, and is notable for employing strategies such as borrowing within client brokerage accounts and limited options trading.

Manjeshwar Bhat is a financial advisor with Kane Investment Management, Inc. in Los Gatos, CA, holding a Series 65 designation and 16 years of industry experience. He has been with Kane Investment Management since 2009. Kane Investment Management provides tailored investment account management and advisory services to individuals, high-net-worth clients, 401(k) plans, trusts, and estates. The firm uses a combination of charting, fundamental and technical analysis to manage portfolios, typically on a discretionary basis, and offers performance-based fee arrangements for qualified clients.

Marcos Peixoto is a financial advisor at ACT TWO INVESTORS LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at MACRO Consulting Group and operated a consulting service, Quartermaster Consulting Services, providing operational advice to Registered Investment Advisory firms. ACT TWO INVESTORS LLC offers discretionary portfolio management and investment advice to individuals, retirement accounts, trusts, and family offices through separately managed accounts. The firm employs two main strategies—Focused Equity and Focused Balanced—with concentrated equity portfolios complemented by mutual funds, ETFs, and fixed income, managing over $580 million in discretionary assets.

Kevin Tanner is a financial advisor with Saratoga Research & Investment Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Saratoga Research & Investment Management since 1995. Saratoga Research & Investment Management is an SEC-registered multi-advisor firm managing approximately $2.5 billion for over 2,500 clients. The firm focuses on discretionary, long-only large-cap equity strategies and serves high-net-worth individuals, retirement plans, foundations, corporations, registered investment companies, and pooled vehicles, offering model portfolios and sub-advisory services.

Dennis Kane is a financial advisor at Kane Investment Management, Inc. in Los Gatos, CA, with seven years of industry experience. He holds a Series 63 designation and is part of a six-advisor team at the firm. Kane Investment Management, Inc. provides investment account management and advisory services to individuals, high-net-worth clients, 401(k) plans, trusts, and estates, utilizing a mix of charting, fundamental and technical analysis to construct portfolios. The firm manages various securities including equities and U.S. government securities, generally on a discretionary basis, and offers performance-based fee arrangements for qualified clients.

Paula Brennan is a financial advisor at Gradient Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has been with Gradient Advisors since 2020. Prior to that, she worked at the Academy of Self Defense for four years and has operated her own independent business since 2005. Outside of her advisory role, she is involved in life and annuity sales as an independent life agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

Matthew Roberson is a CFP® professional with 27 years of industry experience. He has been with Arete Wealth Advisors, LLC since 2019, following a 19-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory work, he owns and manages a cattle raising operation and is involved as a partner in a company that connects solar companies with landowners. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management using both advisor-driven and proprietary model allocations, alongside third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Annrose Isaac is a CFP® professional with 12 years of industry experience, currently serving at Modern Wealth Management, LLC since 2025. She previously worked at Wade Financial Advisory, Inc. for eight years. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

John Han is a financial advisor with Mariner Independent who holds the ChFC®, Series 65, and Series 66 designations and has 23 years of industry experience. He previously worked at United Capital Financial Advisers, LLC for nine years and is the founder of Foothill Wealth Advisors. Outside of his advisory work, he serves as a volleyball coach at Santa Teresa High School in San Jose, CA. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives using both model and customized portfolios.

Benjamin Shively is a financial advisor at Moss Adams Wealth Advisors LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Moss Adams Wealth Advisors since 2010. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm offers comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets with a long-term, strategic approach that includes discretionary and non-discretionary portfolio management.

Christopher Duke is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior experience includes roles at Silicon Valley Wealth Advisors, Waddell & Reed, and various insurance carriers. He also worked with Central Christian Church from 2014 to 2018. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors, providing asset management and comprehensive financial consulting services to individuals, institutions, trusts, and retirement plans. The firm employs a mix of passive and active investment strategies tailored to client objectives and maintains notable relationships with sovereign wealth funds and a broad third-party ecosystem.

Jacqueline Lakocy is a CFP® with 42 years of experience in financial planning and investment advice. She is currently affiliated with Continuum Advisory, LLC and has previously worked at OSAIC, Triad Advisors, Inc., and Signator Investors, Inc. Outside of her advisory work, she hosts an Airbnb property in Aptos, CA. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to both individual and institutional clients. The firm integrates multiple professional practices among its advisors and offers retirement plan consulting and ERISA fiduciary services.

Jonathan Lubell is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Kingsview Asset Management since 2019 and has been affiliated with Wells Fargo Clearing and Wells Fargo Advisors since 2013. Outside of his advisory role, Lubell performs as a musician with a band. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion in assets for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based investment strategies, including proprietary ETFs and access to alternative investments.

Rodney Wade is a CFP® with 32 years of industry experience, currently serving at Modern Wealth Management, LLC since 2025. He previously led Wade Financial Advisory, Inc. for 27 years, where he also provided tax preparation services for individuals and businesses. Modern Wealth Management offers investment advisory and integrated planning services to a diverse client base, utilizing a centralized portfolio management model and providing specialized services such as ERISA plan management and tax planning through affiliated entities.

Justin Kennedy is a Series 65-licensed financial advisor at Integrity Advisory Solutions with two years of industry experience. He has been an owner and attorney at Litherland, Kennedy & Associates, APC, an estate planning and elder care law firm, since 2011. Outside of financial advising, Kennedy serves on the Silicon Valley Executive Leadership Team for the Alzheimer's Association Walk to End Alzheimer's. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a range of asset allocation strategies and third-party platforms.

Ethan Donahue is a financial advisor with Integrity Advisory Solutions in San Jose, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones and various non-financial firms. In addition to his advisory role, he provides investment advice to clients of Litherland, Kennedy & Associates, an estate attorney office affiliated with his firm. Integrity Advisory Solutions serves individuals, trusts, estates, and businesses through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a variety of asset-allocation strategies and third-party platforms.