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.

Dorothy Hundrieser is a financial advisor with Rice Financial Consulting, Inc. in Los Gatos, CA, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been with Rice Financial Consulting since 2014. Outside of her advisory role, she performs bookkeeping for a dentist on a limited basis. Rice Financial Consulting, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a manager-selection and supervisory approach, working with third-party advisers and emphasizing long-term investment strategies without directly managing client portfolios.

Neil Gavande is a CFP® and ChFC® with 23 years of industry experience. He is currently affiliated with Farm and Community Advisory in Los Gatos, CA, and has prior experience at Morgan Stanley Dean Witter and TCFG Investment Advisors. Neil serves as CEO of Farm and Community Asset Advisors LLC and holds licenses as a California Mortgage Broker and a Health and Life Insurance Agent through affiliated entities. Farm and Community Advisory provides portfolio management, pension consulting, and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of analytical methods and offers tailored investment strategies across diverse asset classes, maintaining a small client base with both discretionary and non-discretionary account management.

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.

Roger Debock is a financial advisor with Shepherd Investment Management in Palo Alto, CA, holding Series 63 and Series 65 designations and 17 years of industry experience. He has led Shepherd since 2026 and has operated RDB Consulting since 2015. Shepherd Investment Management provides fee-based portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other entities. The firm uses a long-term, fundamental, long-only approach focused on Growth-at-a-Reasonable-Price, emphasizing global technology and adjacent sectors with high-conviction, optimized portfolios tailored to client objectives.

Ryan Kolstad is a financial advisor at AP Investment Management with one year of industry experience. His prior roles include positions at Orr & Associates, Equinox, and New York Life, among others. AP Investment Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with asset management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm provides tailored investment strategies that utilize a variety of analytical methods and offers portfolio management for institutional clients alongside pension and retirement-plan consulting for employer plan sponsors.

Qianqian He is a financial advisor with Oceaniq Capital, LLC in Palo Alto, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Oceaniq Capital, she worked at Y LOGX Securities LLC, Vienna Asset Management, Citic Trust Co., Ltd., and Credit Suisse Group AG. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors with portfolio management, financial planning, family office services, and corporate cash management. The firm employs customized discretionary management combining fundamental, quantitative, and qualitative analysis across public and private investments and facilitates client access to private placements and pooled investment vehicles.

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.

Janelle Hansen is a financial advisor with Rice Financial Consulting, Inc. in Los Gatos, CA, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at the University of California Natural Reserve System and University of California Santa Cruz. Rice Financial Consulting, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $230.7 million across about 336 clients with a five-adviser team. The firm focuses on manager-selection and supervisory services, operating primarily on a non-discretionary basis and directing clients to third-party managers while performing due diligence and ongoing supervisory reviews.

Allyson Bakos is a Series 65-licensed advisor at Bakos Investment Management with 2 years of industry experience. Her prior work includes roles at Columbia University, the University of San Francisco, and Farmgirl Flowers. Bakos Investment Management advises individuals, trusts, estates, and charitable organizations, including high-net-worth clients, on discretionary portfolio management and investment planning. The firm emphasizes tailored portfolios using asset allocation, fundamental and technical analysis, and tax considerations, offering access to a wide range of mutual funds and alternative investment vehicles.

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.

Kanaka Szabo Cummings is a CFP® with 27 years of experience in the financial services industry. She has been with Gates Pass Advisors, LLC since 2015. Gates Pass Advisors, LLC provides comprehensive financial planning and ongoing wealth management primarily for individual and high-net-worth clients. The firm emphasizes financial-planning-driven asset allocation, diversification, and tax-aware management, typically implementing strategies through third-party independent managers on a turn-key platform.

David Spector is the sole advisor at Legal Advantage Investments, Inc. in Los Altos Hills, CA, with 33 years of industry experience. His practice focuses on managing discretionary investment accounts and tailoring asset allocations to client objectives. Legal Advantage Investments serves individuals, trusts, estates, and charitable organizations, including high-net-worth clients, offering portfolio management, investment recommendations, and financial and estate planning. The firm utilizes specialized strategies such as borrowing and margin, hedge strategies including short sales and options, and concentrated-position solutions like exchange funds and Qualified Opportunity Zone investments.

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.

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.

Stanley Mok is a financial advisor with Mok Capital Management in Los Altos, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2013 and founded Mok Capital Management in 1997. Outside of his advisory work, Mok serves as a current city council member and former mayor of Los Altos Hills, and he participates in the town’s Parks and Recreation Committee. Mok Capital Management provides financial planning and portfolio management services to individuals, trusts, charities, pension and profit-sharing plans, and business entities. The firm employs a value-based investment approach using fundamental and technical analysis to tailor portfolios, which may include individual stocks, bonds, ETFs, options strategies, and foreign securities.

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.

Flora Dong is a financial advisor at Arden Global Family Offices with 26 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services for 17 years. Ardenwood Advisors provides wealth and investment advisory services primarily to ultra-high-net-worth families and related entities through a Family Wealth Program. The firm employs a customized, multi-asset investment approach with an emphasis on long-term, diversified allocations across U.S. and non-U.S. public and private markets, including alternative strategies and private placement opportunities.