Bruce Stamper is the principal of Stamper Capital & Investments, Inc. in Capitola, CA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Stamper Capital & Investments since 1995. Stamper Capital & Investments specializes in investment supervisory services focused exclusively on municipal bond accounts for high-tax-bracket individual investors and institutional clients. The firm employs a proprietary investment process that combines fundamental, technical, and cyclical analysis with a value-contrarian approach.

Sathish Veeraraghavan is a CFA® charterholder and principal at First Principles Investment Management LLC with three years of industry experience. He has prior experience at First Republic Investment Management Inc. and has held roles in business development and education, including positions at MetroMapper LLC and UC Berkeley Executive Education. Outside of his advisory role, he serves as Head Learning Facilitator at UC Berkeley Executive Education and is involved in business development with MetroMapper LLC. First Principles Investment Management LLC is an independent registered investment adviser serving individual clients through discretionary asset management and financial planning. The firm focuses on fundamental analysis and customized asset allocation, offering performance-based fee arrangements and regular portfolio reviews.

Renee Snow is a Certified Financial Planner (CFP®) with 30 years of industry experience. She is the owner of ASL Financial, LLC, an independent registered investment adviser based in Los Gatos, CA. Prior to founding ASL Financial, she worked at SagePoint Financial, Inc. and OsaiC Wealth, Inc. In addition to her advisory role, she teaches courses in transpersonal leadership and research methods at Sofia University. ASL Financial, LLC serves individuals, corporations, and pension or profit-sharing plans by providing portfolio management, financial planning, and consulting services. The firm employs a technology-driven approach using the VISION2020 Advisor Managed Portfolios platform and acts as a sponsor of a wrap fee program, which is notable among independent advisers.

Loren Kinczel is a financial advisor at Cultivate Financial Group LLC with 15 years of industry experience. He holds a Series 65 designation and has served in various roles, including positions with Scharf Investments, LLC and involvement with the University of California system. Kinczel is a trustee and Investment & Finance Committee Chair for the UC Santa Cruz Foundation and serves on the advisory boards of the University of California Observatories and the University of California Fiat Lux Alliance. Cultivate Financial Group LLC provides discretionary investment management, financial planning, and institutional consulting to individuals, families, trusts, and institutions, with a focus on charitable organizations and corporate clients. The firm employs a fundamental analysis-based investment process with strategies such as Core Growth and Capital Preservation, offering tailored portfolio management and outsourced chief investment officer services.

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.

Filiep Sackx is a financial advisor at Kensington Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kensington Securities since 2007. In addition to his advisory role, he serves as president and insurance agent at Kensington Financial Group, Inc., where he spends a significant portion of his time. Kensington Securities, LLC offers personalized financial planning and discretionary investment management to individuals, trusts, small businesses, and charitable organizations. The firm customizes investment strategies based on client objectives and employs fundamental, technical, and cyclical analysis, providing quarterly account reviews and ongoing monitoring.

Mercy Tanudjojo is a financial advisor at FullGuards Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 25 years. Mercy has been with FullGuards Financial since 2023. FullGuards Financial provides advisory services to individuals, qualified retirement plans, and nonprofit entities, offering financial planning, investment supervisory services, and retirement plan consulting. The firm uses asset allocation models based on Modern Portfolio Theory and employs fundamental, technical, and cyclical analysis across a range of risk profiles, allowing clients to set investment constraints and choose discretionary or non-discretionary arrangements.

Boris Suvorov is the sole advisor at Three Main Points LLC, an independent firm based in Los Gatos, CA. He holds a Series 65 designation and has three years of industry experience. In addition to his advisory role, Suvorov operates a software engineering consulting business, which he manages outside of trading hours. Three Main Points LLC provides discretionary portfolio management and financial planning to individual and select corporate clients, serving a notable portion of non-U.S. clients. Portfolios are customized and may include U.S. and foreign equities, U.S. treasuries, ETFs, and options, with both long- and short-term strategies. The firm offers performance-based fee arrangements for qualified clients and manages approximately $4.9 million for about 20 clients.

Michael Hudick is a CFP® professional with 19 years of experience in financial planning, currently serving as principal of MiGH Financial Planner, LLC, an independent firm based in Los Gatos, CA. He has operated his sole proprietorship practice since 2007 and founded MiGH Financial Planner, LLC in 2016. MiGH Financial Planner provides investment management and financial planning services to individual investors, high-net-worth clients, and certain retirement plans. The firm employs a model portfolio approach focused on ETFs for equity exposure and a detailed fixed-income strategy, emphasizing buy-and-hold diversification and utilizing specialized screening tools for bond and closed-end fund selection.

Michael Wunsch is a financial advisor at WealthDevs in Santa Cruz, CA, holding a Series 65 designation with five years of industry experience. Prior to joining WealthDevs in 2019, he worked at TrueCar from 2012 to 2018. WealthDevs provides investment management, comprehensive financial planning, and personal tax return preparation to individual and high-net-worth clients. The firm employs a passive investment approach with portfolios of index mutual funds and ETFs, complemented by fundamental and cyclical analysis for asset allocation and security selection, and integrates tax planning directly into its advisory services.

Robert Arne is a CFP® with 10 years of experience in financial planning and wealth management. He is the principal at Carpe Diem Financial Life Planning, an independent advisory firm he has led since 2020. Prior to this, he worked at DWR Wealth Management and Dunham Associates CPAs. In addition to his advisory role, Arne serves as an adjunct professor in the Financial Planning Program at Golden Gate University and operates an affiliated accounting and tax practice. Carpe Diem Financial Life Planning serves individuals, high-net-worth clients, and small businesses, providing comprehensive financial planning and nondiscretionary portfolio management. The firm integrates Modern Portfolio Theory with Austrian Economic Theory to offer long-term, globally diversified, and tax-efficient investment strategies.

Wei Shao is a CFA® charterholder and principal of Consonance Wealth Management in Los Gatos, California, with nine years of industry experience. She has been with Consonance Wealth Management since 2016 and is also a licensed insurance agent in California, conducting insurance sales activities separately as a sole proprietor. Consonance Wealth Management provides discretionary investment management and financial consultation services to individuals, families, high-net-worth clients, trusts, and small businesses. The firm emphasizes diversified, low-cost, tax-aware portfolios and integrated retirement and financial planning, managing a concentrated client base primarily on a discretionary basis.

Olga Mavrody is a financial advisor at OLMA Advisors with six years of industry experience. She holds a Series 65 designation and has worked in tax planning and compliance through her firm, Olga Mavrody, Inc. (DBA Olma Tax), where she serves as president. OLMA Advisors provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business clients. The firm employs a primarily passive investment approach using diversified portfolios of index mutual funds and ETFs, integrating its services with a related tax practice and family management company for coordinated tax and business planning.

Robert Gaukel is a financial advisor at Newhouse Integrated Financial Advisors LLC with one year of industry experience. He holds a Series 65 credential and also works as a Certified Public Accountant providing tax preparation and strategy services for individuals, as well as a real estate agent involved in property management and buyer/seller transactions. Prior to his current role, he was affiliated with Newhouse and has experience outside finance with Verve Coffee Roasters and Mountain Bikers of Santa Cruz. Newhouse Integrated Financial Advisors LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, managing a concentrated book of accounts that may include mutual funds, ETFs, equities, fixed income, and occasionally venture capital or private placements.

Jaywant Srivatsa is the sole advisor at Future Wealth LLC in Los Gatos, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior work includes roles at Oracle Corporation, Jobvite Inc, and On24. He is also the CEO of Wealth AI LLC, a company developing AI software for wealth advisors. Future Wealth LLC provides customized financial planning and discretionary portfolio management primarily to individuals and high-net-worth clients, as well as small businesses. The firm employs a Core+Satellite investment approach grounded in Modern Portfolio Theory, incorporating scenario analysis and tail-risk management, and serves a notable non-U.S. client base with considerations for foreign securities and emerging markets.

Tony Alarcon is a financial advisor at Legacy Wealth Capital, LLC in Los Gatos, CA, with 26 years of industry experience. He holds a Series 63 designation and has been with Legacy Wealth Capital since 2015. Outside of his advisory role, he is a licensed Realtor with Coldwell Banker in California and occasionally consults for private equity firms and other companies. Legacy Wealth Capital is an independent, fee-only registered investment adviser that serves high-net-worth individuals, foundations, endowments, pension plans, and businesses. The firm offers portfolio management and comprehensive financial planning, using an approach that emphasizes fundamental analysis, valuation, momentum, and trend techniques to manage portfolios typically composed of 20–40 positions.

Kristen Marinovic is a financial advisor at Equinox Wealth Management in Santa Cruz, CA, with 27 years of industry experience. She holds a Series 63 designation and previously worked at Integral Investment Advisors, Inc. from 2010 to 2019 before joining Equinox in 2018. Equinox Wealth Management provides investment management and financial planning services to individuals, families, businesses, foundations, and retirement plans. The firm emphasizes customized, diversified portfolios based on modern portfolio theory and serves a notable client segment of pension and profit-sharing retirement plans, operating as a fiduciary under ERISA/IRC standards.

Jennipher Lommen is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Wildflower Financial LLC since 2017 and was previously with Natural Bridges Financial Advisors from 2014 to 2017. Wildflower Financial provides comprehensive financial life planning and investment management for individuals and families, including higher-net-worth clients. The firm uses a passive, globally diversified investment approach with low-cost index funds and ETFs, emphasizes tax efficiency, and operates primarily on a non-discretionary basis with fee-only subscription/retainer pricing.

Raman Bindlish is a Series 65-licensed financial advisor with one year of industry experience, currently serving as the sole advisor at Proflex Finance LLC. He has prior experience at Broadcom Inc and is involved in multiple business ventures, including acting as a general partner of Blockstart Ventures LP and owning Blockstart LLC, a software consultancy and training firm. Proflex Finance is an investment manager that advises and manages pooled investment vehicles and offers discretionary portfolio management for institutional and high-net-worth clients. The firm employs a combination of charting, fundamental, quantitative, and technical analysis with strategies focused on options overlays and customized income approaches involving derivatives and frequent trading.

Richard Rifredi is a financial advisor at Los Gatos Financial LLC in Los Gatos, California. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, he worked at Get Smart Labs and operated as a sole proprietor. Los Gatos Financial LLC provides financial planning, education, portfolio analysis, and ongoing planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes tailored guidance through a planning-driven approach and does not manage or custody client assets.