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.

Sumeet Ganju is a financial advisor at InverseWealth LLC with one year of industry experience. He holds the Series 65 designation. Prior to joining InverseWealth, he worked in various roles including positions at Draft.co dba Contentfly Inc and Mixmax. InverseWealth LLC provides financial planning and discretionary portfolio management services to individual and high-net-worth clients. The firm uses proprietary quantitative investment models and typically implements portfolios with ETFs, employing trend-following rules and active management strategies.

Phillip Rice is a financial advisor at Insight Capital Management with five years of industry experience. He holds a Series 65 designation and has been with Insight Capital Management since 2012. The firm serves individual and high-net-worth clients, as well as trusts, foundations, and other entities, managing approximately $330 million across about 374 client relationships. Insight Capital Management provides discretionary and non-discretionary portfolio management, financial planning, and educational workshops, tailoring investment recommendations to clients’ goals and risk tolerance using a combination of fundamental and technical analysis.

Peter Verbica is a CFP® with 19 years of industry experience, currently serving at Silicon Private Wealth, LLC since 2020. His prior roles include positions at Viant Capital, LLC, All American Cowboy Funds Management, LLC, and Bank of America/Merrill, where he worked for eight years. Outside of financial advisory, Verbica is a licensed California real estate broker, founder of a private family LLC, an author, and involved in several entrepreneurial and nonprofit activities, including serving on the San Jose Symphony Foundation board and chairing the Santa Cruz County Republican Central Committee. He is also a candidate for U.S. Congress in California’s 19th district. Silicon Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $177.8 million in assets. The firm employs multiple analysis methods and offers both discretionary and non-discretionary management, advising across a broad range of investments and occasionally referring clients to third-party advisers.

Sergio Rivera Vazquez is a financial advisor at Veraz Advisors with 12 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Edward Jones, Morgan Stanley Smith Barney, Veq Capital, and Petro Equity Partners. Veraz Advisors manages approximately $110 million for around 150 individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and consulting services. The firm uses customized investment strategies incorporating equities, ETFs, fixed-income securities, and multiple analytical approaches, while also offering educational seminars and workshops to clients and prospects.

George Berla is a CFA® charterholder and principal at Berla Investment Consulting with over 40 years of industry experience. He previously operated as a sole proprietor under the name George Alexander Berla DBA Berla Investment Consulting before the firm’s reorganization in 2026. In addition to his advisory work, he maintains part-time public sector employment in information systems. Berla Investment Consulting provides investment consulting to institutional clients and high-net-worth individuals, focusing on investment policy, asset allocation, and manager evaluation. The firm delivers non-discretionary advice without managing client accounts or participating in wrap fee programs, and it distinguishes itself by using negotiated fixed or hourly fees rather than percentage-of-AUM charges.

Janine Keeperman is a CFP® with 17 years of experience in financial advising. She is currently with Gebhardt Group, Inc., having held prior roles at Integrity Alliance, LLC, Summit Financial Group, and Ameriprise Financial Services, Inc. Gebhardt Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, managing approximately $346 million across three advisors. The firm employs an actively managed, trend-oriented "Protected Growth" strategy combined with a proprietary four-step planning process that includes behavioral assessments.

Atul Dubal is a CFP® with over 21 years of experience in the financial services industry. He has been with Prudent Prospera Planning, Inc. since 2015 and also works as a licensed insurance agent through SaveOnTerms.com. Additionally, he has involvement in tax planning services through Professional Tax Planners America. Prudent Prospera Planning offers financial planning and advisory services to individuals and businesses, including high-net-worth clients. The firm focuses on written financial plans, asset-allocation analysis, and third-party investment adviser recommendations, with a distinctive approach that includes insurance sales and sharing of management fees disclosed as potential conflicts of interest.

Scott Dawson is a CFP® professional with 25 years of experience in the financial services industry. He is a principal at Mosher Financial Advisors LLC and is also a licensed individual insurance agent. His career includes long-term associations with American Investors Company and Mosher & Ellis Financial Planning. Mosher Financial Advisors provides financial planning and investment advice to individuals, trusts, retirement plans, and other entities. The firm focuses on a structured planning process and investment research but does not hold client assets, typically referring clients to third-party money managers while facilitating securities transactions.

Zheng Wan is a CFP® professional with 12 years of industry experience, currently serving at Sierra Pacific Private Wealth, LLC. He has been with Sierra Pacific Financial Advisors, LLC since 2005. Sierra Pacific Private Wealth provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, including high-net-worth clients, and plan sponsors. The firm manages approximately $212.7 million in assets for about 122 clients, offering individualized asset management with regular reviews and rebalancing, and supports plan participant education through seminars and workshops.

Erick Ormsby is the sole advisor at Alcosta Capital Management, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Alcosta Capital Management since 2002. Alcosta Capital Management serves individual clients, trusts, and pension plans through discretionary portfolio management and limited financial planning. The firm employs a combination of quantitative and fundamental analysis to select U.S.-listed equities for diversified portfolios tailored to various risk profiles.

Sudeep Goel is a financial advisor at Lucerna Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has been associated with Lucerna since its formation in 2026. Outside of his advisory role, he has been involved with Greenfield Realty as a business activity since 2015. Lucerna Capital Management LLC is a state-registered advisory firm that provides discretionary investment management, modular and stand-alone financial planning, and integrated wealth-management services. The firm serves individuals, including technology professionals and dual-income households with equity compensation, as well as trusts, estates, and business entities, focusing on diversified, low-cost core allocations supplemented by active strategies when appropriate.

Roshan Weeramantry is a financial advisor at Hyphen Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Helium Advisors LLC, RINA Wealth Management Services LLC, and Strategic Capital Distributors. Outside of his advisory role, he is also an independent insurance agent. Hyphen Wealth Management serves individual clients, including high-net-worth households, and pension or profit-sharing plans by providing portfolio management, pension consulting, and financial planning. The firm employs a tailored investment approach based on fundamental, quantitative, and modern portfolio theory within a long-term framework, and offers access to a variety of investment types, including alternative and insurance products.

Salim Reshwan is a financial advisor at Auxi Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc from 2012 to 2020 before continuing his tenure at Auxi Asset Management since 2005. Auxi Asset Management provides investment and portfolio management services to individuals, including high-net-worth clients, as well as corporations and institutions. The firm employs an active, multi-strategy approach across various asset classes and sectors, managing approximately $99.4 million for a diverse client base through discretionary and non-discretionary advisory services.

John Kim is a financial advisor at Giving Tree Wealth Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and operated Kim Financial Advisors, Inc. as well as a sole proprietorship. Giving Tree Wealth Advisors is a two-advisor firm managing approximately $138 million for individuals, qualified retirement plans, and charitable institutions. The firm employs model-based asset allocations using institutional no-load mutual funds, low-cost ETFs, and third-party managers, providing discretionary portfolio management, financial planning, and ERISA 3(21) fiduciary services.

Deepesh Srivastava is a CFA® charterholder affiliated with Lucerna Capital Management LLC in Dublin, CA. He has over 12 years of experience in the financial industry, including a long tenure at Nuveen, a TIAA company, before transitioning to independent consulting and his current role at Lucerna Capital Management. Lucerna Capital Management LLC is a recently established advisory firm that provides discretionary investment management, modular financial planning, and integrated wealth-management services primarily for individuals such as technology professionals, dual-income households with equity compensation, and pre-retirees with substantial investable assets. The firm's investment approach emphasizes diversified, low-cost core allocations complemented by active and tax-aware strategies, with ongoing portfolio monitoring and formal quarterly reviews.

Jerry Mosher is a CFP® professional with over 55 years of experience in the financial services industry. He has been associated with American Investors Company since 1975 and has held roles at several related firms throughout his career. In addition to his advisory work, Mosher is a licensed individual insurance agent. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and brokerage activities through a multi-advisor structure, offering both fee-based and commission-based services.

Christopher Gallagher is a financial advisor at Gallagher Wealth Management in Danville, CA, holding a Series 63 designation with 28 years of industry experience. He has led Gallagher Wealth Management since 2012. Outside of his advisory work, he serves as a co-trustee for the James Gallagher 2008 Trust. Gallagher Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored plans. The firm employs a blend of fundamental, technical, and cyclical analysis across various investment strategies and uses options and margin borrowing as part of its portfolio construction.

John Spees is a financial advisor with Granite Capital, holding a Series 65 designation and 19 years of industry experience. He has been with Granite Capital Management since 2000 and previously worked at Banc of America Securities. Granite Capital Management is an independent advisory firm managing approximately $315 million for about 76 clients, including individuals, pension plans, trusts, and charitable organizations. The firm focuses on discretionary portfolio management with an emphasis on diversified equity exposure and fixed-income investments, utilizing a range of analytical approaches and tailored strategies.

Calum Cunningham is a Series 66-licensed financial advisor at Silicon Private Wealth, LLC with 10 years of industry experience. He has worked at Silicon Private Wealth since 2016 and previously spent time at Purshe Kaplan Sterling Investments. 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 uses multiple analysis methods and offers both discretionary and non-discretionary management, with a focus on a variety of investment types including mutual funds, equities, fixed income, and private placements.