Jesse Burns is a financial advisor with Entrust Investment Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Entrust Investment Services, Jesse worked at Ridgeline Retirement, PFS Investments Inc., and Primerica Financial Services. Outside of advisory work, he has been involved in the sale of investment-related and home service products through affiliated companies. Entrust Investment Services provides discretionary investment management and financial planning to a diverse client base, including other registered investment advisers, high-net-worth individuals, households, and businesses. The firm employs a Modern Portfolio Theory framework and offers ERISA plan services as well as public educational seminars.

Roberto Trejo is a financial advisor with Entrust Investment Services, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Roberto is also the managing director of Coeus Financial & Insurance Services Inc., an insurance agency where he recommends and places life and annuity products. Entrust Investment Services provides discretionary investment management and financial planning to a diverse client base, including other registered investment advisers, high-net-worth individuals, households, and businesses. The firm employs a Modern Portfolio Theory framework and offers unique services such as acting as a sub-advisor for other RIAs, providing ERISA 3(38) investment management, and conducting no-cost public educational seminars.

Ramprasad Satagopan is a financial advisor at Everest Private Wealth with 18 years of industry experience. He holds a Series 65 designation and has been employed at Magma Design Automation since 2003. 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 utilizes a strategic asset allocation framework with a core-and-satellite approach, combining low-cost mutual funds and ETFs with selective active management to meet client objectives.

Garrison Hunter is a financial advisor with NIM Wealth Solutions in San Jose, CA, holding a Series 65 license and one year of industry experience. He previously worked at Baker Tilly and the Defense Contract Audit Agency and is the managing member of Fulcrum Accounting, LLC, where he provides tax preparation services. Hunter also works as a licensed insurance agent with various carriers. NIM Wealth Solutions offers discretionary investment management services to individuals, families, trusts, estates, foundations, corporations, and other institutional clients. The firm combines personalized asset allocation with fundamental, quantitative, and technical analysis and provides additional services through affiliated entities, including tax planning, insurance and annuity solutions, and estate-planning coordination.

Tracy Newquist is a financial advisor at DWR Wealth Management, LLC in San Jose, CA, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Buckingham Strategic Wealth, Securities America, and Foothill Securities. Outside of her advisory role, she serves as Treasurer and Board Member of Balanced Access, a nonprofit focused on providing internet access to underserved communities. DWR Wealth Management offers investment advisory and financial planning services to individuals, high-net-worth clients, business entities, charitable organizations, and retirement plans. The firm uses a risk-based investment approach grounded in modern portfolio theory and maintains an affiliation with Dunham Associates CPAs for coordinated tax and advisory services.

Peter Bradshaw is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Altura Wealth Advisors Inc., where he has worked since 2020. Prior to this, he held roles at J.R. Financial & Insurance Services and Qualified Planning. Altura Wealth Advisors is a SEC-registered team of four advisers managing approximately $169 million for around 400 individual and high-net-worth clients. The firm employs a long-term, largely passive investment approach focused on ETF- and mutual-fund-based allocations, with discretionary account management and periodic rebalancing.

Salil Prasad is a financial advisor at Farm and Community Advisory in Los Gatos, CA. He holds a Series 65 credential and has experience as a self-employed professional and at Picarro. In addition to his advisory role, he works as a real estate agent with Keller Williams. Farm and Community Advisory provides portfolio management, pension consulting, and financial planning services to individuals, pension and profit-sharing plans, and business entities, utilizing a range of analytic methods to implement long-term trading strategies across various investment instruments.

Marjorie Carbajal is a financial advisor at Figtree Financial Advisors, LLC in Santa Clara, CA, holding a Series 66 designation with 21 years of industry experience. She previously worked at Prosperity Wealth Management, Inc. and Ameriprise Financial Services, Inc. before joining Figtree Financial Advisors in 2019. Figtree Financial Advisors provides investment advisory and planning services to individual and high-net-worth clients, focusing on asset management, financial planning, and pension consulting. The firm employs a multi-faceted investment approach that includes asset allocation, fundamental and technical analysis, and continuous portfolio monitoring and rebalancing.

Claudia Deras Sosa is a CFP® with four years of industry experience, currently working at Corinthian Wealth Management in San Jose, CA. Her prior experience includes roles at Arbor Point Advisors and KMS Financial Services. She also provides notary services to clients, dedicating several hours monthly to this activity. Corinthian Wealth Management serves individual investors and small businesses with portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs both strategic and tactical asset allocation and offers discretionary and non-discretionary portfolio management, including the use of third-party sub-advisors and a range of investment strategies.

Charles Stermetz is a CFP® with seven years of industry experience, currently serving as an advisor at EquityFTW since 2024. His prior experience includes roles at Moss Adams, Blue Barn Wealth, Utah Valley University, and Northwestern Mutual. Equity For The Win LLC provides fee-only, advice-only financial planning to individuals, high-net-worth clients, and businesses, focusing on retirement and tax planning, business planning, employee benefits, estate planning, and equity compensation analysis. The firm emphasizes asset allocation, fundamental analysis, and modern portfolio theory without managing client assets, relying on fixed, project, and hourly fee structures.

Harrison Willner is a financial advisor at Ttp Investments, Inc. with 12 years of industry experience. He holds a Series 65 credential and has been with Ttp Investments since 2016. Willner also provides tax preparation services through The Tax Practice, Inc., where he works as an accountant and tax preparer. Ttp Investments offers discretionary asset management, financial planning, and tax-related advice to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm customizes investment programs based on client objectives and risk profiles, employing both fundamental and technical analysis alongside active derivatives strategies.

Adam Roberts is a CFP® professional with seven years of experience in financial advisory roles, currently serving at Potentia Wealth. His prior experience includes positions at Mariner Independent Advisor Network and LPL Financial, as well as a teaching role at San Jose State University. He is also licensed to sell fixed insurance products in San Jose, CA. Potentia Wealth provides investment management and financial planning services to individual and high-net-worth clients, focusing on discretionary portfolio management and personalized financial plans. The firm integrates tax preparation services through its affiliated business, Potentia Tax, and offers a variety of investment strategies including wrap-fee programs and third-party manager options.

Jimmy Diep is a financial advisor at Secure Investment Management, LLC in San Jose, CA, with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and NIM Retirement Group. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory and long-term diversified allocations using low-cost mutual funds, ETFs, and third-party managers.

Jay Fong is a CFP® with 26 years of experience in the financial industry. He is affiliated with Concentrum Wealth Management, a team-based registered investment adviser in San Jose, CA, and has worked with Purshe Kaplan Sterling Investments since 2013. Concentrum Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities through wrap-fee asset management, financial planning, and retirement plan advisory services. The firm employs discretionary portfolio management using derivatives, margin, and other strategies that are uncommon among similarly sized advisory teams.

Jesse Lownsbury is a CFP® professional with two years of industry experience. He is currently with BetterWealth LLC and previously worked at Modern Wealth Management, LLC and Wade Financial Advisory, Inc. before joining BetterWealth. BetterWealth LLC is a team-based advisory firm serving individuals, trusts, estates, retirement plans, and business entities with integrated financial planning and investment advisory services. The firm emphasizes long-term asset allocation using mutual funds and ETFs, offers discretionary portfolio management, and provides specialized services including margin transactions and limited options strategies.

Christopher Combs is a financial advisor with Silicon Valley Capital Partners, L.P. in San Jose, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Silicon Valley Capital Partners since 2002. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages approximately $1.08 billion in assets and uses a combination of top-down macroeconomic analysis, bottom-up valuation, and proprietary momentum models in its investment process.

Harris Willner is a financial advisor at Ttp Investments, Inc. with 27 years of industry experience. He holds a Series 65 designation and has served as President and CEO of The Tax Practice, Inc., a tax preparation services firm, since 1992. Ttp Investments provides discretionary asset management, financial planning, and consulting to individuals, trusts, estates, retirement plans, and business entities. The firm integrates tax advice through its affiliated tax practice and uses a combination of fundamental and technical analysis to manage custom portfolios aligned with client risk profiles.

Jason Papier is a Series 65 licensed financial advisor with 19 years of industry experience. He has been with Werba Rubin Papier Wealth Management, LLC since 2017 and previously worked at Fluent Wealth Partners, LLC for ten years. He is based in San Jose, CA, and is part of a seven-advisor team. Werba Rubin Papier Wealth Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a long-term, risk-based allocation approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets.

Bryan Buchert is a CFP® with 12 years of industry experience, currently serving at Kera Capital Partners in San Jose, CA. His prior roles include positions at Citigroup, Bank of America, Merrill, and Mass Mutual Investors Services. Outside of advisory work, he is involved in insurance sales through Highland Capital Brokerage. Kera Capital Partners manages over $1.3 billion and serves individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with an outcomes-oriented asset allocation approach, offering discretionary and non-discretionary portfolio management alongside consulting on estate, real estate, and retirement matters.

Perry Clifton is a financial advisor with Tactive Advisors, LLC in Santa Clara, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Strategy Marketplace LLC, ChangePath, LLC, Sorrento Pacific Financial, LLC, Partnervest Advisory Services, and Heffernan. Clifton is also an insurance agent, involved in the sales of fixed, index, life, health, and property and casualty insurance products. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and an Advisor Advice service. The firm uses a Black-Litterman framework for blended model portfolios and operates both retail and sub-advisory services, with a notable focus on servicing other advisors and managing a mix of discretionary and non-discretionary assets.