Lee Michael Murphy

James Ward is a CFP® and holds a Series 66 license with four years of experience in financial advising. He is the principal of J Ward Financial, an independent firm based in Morgan Hill, CA. In addition to his financial advisory work, Ward is an attorney specializing in estate planning and elder law and owns businesses in real estate and insurance. J Ward Financial provides discretionary investment management and financial planning primarily to high-net-worth individuals, families, and their trusts. The firm’s investment approach emphasizes asset allocation based on a comprehensive risk analysis and employs third-party platforms and advisers to manage client portfolios.

Edward Rodden is a financial advisor at Disciplined Growth Capital, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Central Coast Partners, 3 Factor Indexing, and Silicon Valley Consulting. Rodden is also the owner of Central Coast Partners, a business consulting firm. Disciplined Growth Capital provides ongoing portfolio management primarily to individuals and high-net-worth clients, tailoring Investment Policy Statements to client goals, time horizon, and risk tolerance. The firm uses a combination of fundamental analysis and modern portfolio theory with a long-term trading orientation across a variety of asset classes.

Michael Garber is a CFP® with eight years of industry experience and the principal of Michael Garber Financial Planning, an independent advisory firm. He has worked at Keysight Technologies, Inc. since 2014 in an internal organizational consultant role focused on sales skills development. Michael Garber Financial Planning serves individuals and families through a fee-only, independent model offering comprehensive financial planning, investment consulting, tax preparation, estate-plan review, risk management, and small-business planning. The firm emphasizes a long-term, cost-minimizing investment approach using passive vehicles and operates on a retainer- and project-based fee structure without discretionary trading authority or acceptance of commissions.

Michael Zaplitny is a CFP® professional with 28 years of experience, serving as the sole advisor at Fireside Financial Planning, Inc. in San Jose, CA since 1997. He is also the president and sole employee of Fireside Tax Consulting, Inc., where he prepares tax returns and provides tax-related services. Fireside Financial Planning offers written financial plans and both discretionary and non-discretionary portfolio management for individuals, trusts, small businesses, and institutional clients such as corporate pension and profit-sharing plans. The firm emphasizes long-term investment strategies using mutual funds, ETFs/ETNs, and also provides pension consulting services.

Todd Smith is a financial advisor at Silicon Valley Wealth Management Solutions, Inc. in San Jose, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his current firm since 2012. In addition to advisory services, he works as an insurance agent, assisting clients with life and health insurance as well as annuities. Silicon Valley Wealth Management Solutions is an independent registered investment adviser that provides asset management, pension consulting, and financial planning to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm focuses on non-discretionary portfolio supervision and pension consulting, serving a broad client base including high-net-worth individuals and plan sponsors.

Vaishali Desai is a Series 65 credentialed advisor with Desai Wealth LLC in San Jose, CA. She has one year of experience in investment management and previously worked at Genentech, eMarketingOperations, and Cisco. Outside of her advisory role, she teaches Pilates on a part-time basis. Desai Wealth LLC provides discretionary investment management and retirement plan advisory services to individuals, high-net-worth clients, endowments, foundations, and government entities. The firm emphasizes fundamental analysis with a long-term investment approach and offers a range of retirement-plan services, including fiduciary consulting and ERISA-related support.