Carissa Yen is a Series 65 licensed financial advisor with three years of industry experience. She currently works at Brickley Wealth Management and previously held roles at Summitry LLC and Clarity Wealth Advisors LLC. Brickley Wealth Management serves individuals, trusts, pension and profit sharing plans, and business entities by providing portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm employs a long-term, diversified investment approach that combines modern portfolio theory with active and passive funds, ESG screening, and manager due diligence.

Erik Davis is a CFP® professional with 33 years of industry experience. He has been with Navigation Group LLC since 2000 and is also associated with LPL Financial, LLC since 1998. Based in Redwood City, CA, he holds a Series 63 license. Navigation Group provides discretionary investment management and comprehensive wealth planning primarily for individual and high-net-worth households, along with pension plans and business entities. The firm’s investment approach emphasizes strategic asset allocation with a mix of passive index funds and actively managed mutual funds or ETFs, coordinated with tax and estate planning considerations.

Stephen Brickley is a financial advisor with Brickley Wealth Management in San Mateo, CA, holding a Series 66 designation and 26 years of industry experience. He previously worked at LPL Financial from 1999 to 2017 and has been associated with Brickley & Company CPA since 1985. He serves as an appointed member of the Audit and Finance Committee for the Town of Atherton, CA. Brickley Wealth Management offers comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with active and passive investment strategies, ESG screening, and manager due diligence, overseeing over $824 million in discretionary assets.

John Parker is a financial advisor at Parker Investment Management, LLC in Atherton, CA, holding a Series 65 designation with 15 years of industry experience. He is part of a two-advisor team at the firm. Parker Investment Management serves individual investors, retirement plans, charitable organizations, and corporations, providing discretionary portfolio management and financial planning services. The firm employs a tactical asset allocation strategy using low-cost mutual funds and ETFs, supplemented by proprietary analysis and option overlays for qualified clients, and offers both performance-based and traditional asset-based billing options.

Nathan Walsh is a financial advisor at Occidental Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Occidental Asset Management and Acc Investment Management since 2013. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a mix of analytical methods and offers both discretionary and non-discretionary services, managing approximately $1.07 billion across nearly 900 separately managed accounts.

Kenneth Sitnick is a financial advisor with Meristead Wealth, LLC, holding Series 63, 65, and 66 licenses and 22 years of industry experience. He has worked at Stansberry Asset Management since 2018 and previously held positions at Sii Jhfn and managed rental properties. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach that combines top-down macro analysis with fundamental bottom-up research across global equities and credit, and it manages multiple private credit funds targeted to accredited and qualified investors.

Aaron Brickley is a CFP® with 18 years of industry experience. He is a principal at Brickley Wealth Management, where he has worked since 2017. Prior to that, he was affiliated with LPL Financial for six years. Brickley Wealth Management provides portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension and profit sharing plans, and business entities. The firm employs a long-term, diversified investment approach that combines modern portfolio theory, active and passive funds, ESG screening, and manager due diligence.

Gary De Mera is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory work, he serves as Co-Trustee managing the Desmond Family Trust and owns Bay Valley Properties, a real estate referral and management business. RB Capital Management, LLC serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management with an emphasis on hedged strategies and managed fixed-income portfolios, integrating personalized financial planning and active portfolio monitoring.

Bugra Bakan is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Occidental Asset Management, LLC since 2020 and previously spent a decade at Shield Wealth Management. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients with wealth management, financial planning, and portfolio management services. The firm customizes investment strategies using a combination of fundamental, technical, and cyclical analysis and integrates technology platforms for portfolio implementation.

Carlo Panaccione is a financial advisor with Navigation Group LLC in Redwood City, CA, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Navigation Group since 1999 and affiliated with LPL Financial, LLC since 1998. He has also engaged in paid speaking on practice management and tools in the past. Navigation Group provides wealth planning, investment management, consulting, and advisory referral services to individuals, including high-net-worth clients, pension and profit-sharing plans, investment companies, and business entities. The firm employs a strategic asset allocation approach combining passive and actively managed funds, integrates investment management with coordinated wealth planning, and manages over $1 billion in client assets.

Martin Miller is a financial advisor at MA Private Wealth, LLC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Outside of advising, he serves as CEO of Fly Big Blue, LLC, an aviation holding company. MA Private Wealth, LLC manages approximately $584 million for about 350 clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, and select entities. The firm employs a tailored, holistic investment approach focused on fundamental analysis and long-term strategies.

Austin Lastinger is a CFP® with nine years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2016. He holds a Series 65 license and is based in Foster City, California. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs an active multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable investing options upon request.

Archana Turaga is a financial advisor at Summitry, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspiriant LLC, Yellow Brick Road Financial Advisors LLC, and Carlton Pace Wealth Management. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach combining internally managed core strategies with independent managers and alternative approaches, while also advising a registered mutual fund.

Glenn Davis is a CFA® charterholder with 30 years of industry experience, currently serving at Bailard, Inc. since 1991. He previously worked at Bailard Fund Services, Inc. from 1991 to 2018. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs an active multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, with offerings in sustainable and impact investing, and serves as both a sub-adviser and a manager of affiliated pooled vehicles.

Judy Han is a financial advisor at SVB Wealth with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at multiple SVB-affiliated entities as well as First Citizens Investor Services. Han serves as Managing Director - Client Service, providing wealth management advice to private bank and wealth clients. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients with wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers, offering both discretionary and non-discretionary investment management through its investment adviser representatives.

Michael Faust is a CFA® charterholder with 24 years of industry experience. He has been with Bailard, Inc. since 2008, including five years in his current role. His career spans positions within Bailard Fund Services, Inc. outside of their asset management platform. Bailard provides wealth and asset management services to both individual and institutional clients, employing an active, multi-asset approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base that includes high-net-worth individuals, endowments, foundations, and pension plans, and offers sustainable and impact investing options upon request.

James Vandevoorde is a financial advisor at Summitry, LLC with 30 years of industry experience. He holds the Series 65 designation and previously worked at Vantage Wealth for 33 years before joining Summitry in 2026. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other investment advisers. The firm emphasizes a research-driven, bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, third-party manager selection, and advisory services to a registered mutual fund.

Richard Larsen is a Series 65-licensed advisor with Team Hewins, LLC in Foster City, CA, bringing two years of industry experience. Prior to joining Team Hewins, he worked at Insight Global in various roles from 2019 to 2024. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, offering investment advisory, financial planning, and retirement plan consulting services. The firm’s investment approach is grounded in asset-allocation principles based on Modern Portfolio Theory and includes both discretionary and non-discretionary management, with a notable focus on serving state and municipal employee benefit plans.

Mary Bersot is a CFA® charterholder with 20 years of industry experience. She spent 20 years at BERSOT Capital Management, LLC before joining Bailard, Inc. in 2025. Bailard provides wealth management and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm employs an active, multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon client request.

Mikhael Balachov is a financial advisor at Team Hewins, LLC with four years of industry experience. He holds a Series 65 designation and has been with Team Hewins since 2018, previously working at Hewins Financial Advisors, LLC from 2005 to 2018. Balachov serves as a board member of The Russian Center of San Francisco, where he participates in board meetings and annual festival planning. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee using Modern Portfolio Theory and offers specialized retirement plan services, managing approximately $3.43 billion in regulatory assets under management.