Eric Hickok is the principal of Hickok Advisory, LLC and holds Series 65 and Series 66 licenses with five years of industry experience. Prior to founding his firm, he worked at Wells Fargo and has been involved in various business activities including tax preparation and legal services through Hickok Tax and Hickok Tax Law. He also maintains an active real estate license. Hickok Advisory, LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors investment strategies to client objectives, offering both long-term and short-term approaches with regular account reviews for allocation and tax opportunities.

Douglas Andrey is a financial advisor based in San Jose, CA, with four years of industry experience. He holds a Series 65 designation and serves as the sole advisor at his independent firm. Prior to founding his advisory practice, he worked at Kaplan for 12 years and OrthoFX for three years. In addition to his advisory role, he is head of operations at OmniIndex.io, a data analytics tool focused on unstructured data. His firm provides discretionary portfolio management and investment advice to individual clients, constructing customized portfolios primarily using stocks, ETFs, and bonds. The firm employs fundamental analysis and a generally long-term investment strategy, with weekly account reviews and flexibility for shorter-term trading when appropriate.

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.

Anand Sethuraman is a financial advisor at Investcraft Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Verb Surgical Inc. and Apple Inc. prior to his current role. Investcraft Advisors LLC provides discretionary portfolio management focused on equity-oriented strategies for individuals, small businesses, and institutional clients. The firm employs fundamental and technical analysis, actively uses equity derivatives and other higher-risk trading techniques, and manages a small client roster with assets under $10 million.

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.

Russell Towne is the sole advisor at Towne Investments LLC in Campbell, CA, holding a Series 65 designation with 22 years of industry experience. He has led Towne Investments since 2003. Towne Investments primarily serves individual clients, offering discretionary portfolio management and investment consulting focused on equities, with selective use of bond, commodity, and REIT funds. The firm manages approximately $17.9 million for around 32 clients and combines long-term equity ownership with quality and valuation metrics to guide investment decisions.

Vishwas Godbole is the sole advisor at Opulent Strategies, LLC in Saratoga, CA, holding a Series 65 designation with 21 years of industry experience. He has managed Opulent Strategies since 2004 and operates a separate business, Navin Systems, which has provided test equipment manufacturing, engineering consulting, and investment software development since 1986. Opulent Strategies offers discretionary portfolio management to individuals, high-net-worth clients, and small business or corporate accounts, focusing on options-based strategies designed to generate monthly cash flow. The firm uses technical analysis and real-time block trading to manage risk and adjusts positions regularly, with performance-based fees available for qualified clients.

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.

Thomas Berry is a financial advisor with LPL Financial in Campbell, CA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked with LPL Financial since 2004 and is also associated with Pacific Benefits Advisors and Pacific Wealth Advisors, LLC. Berry's activities include involvement with group health, life, disability, and pension plan insurance through Pacific Benefits Advisors. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and credit products through affiliated agencies.

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.

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.

John Kessler is a CFP® with 37 years of experience in the financial services industry. He is affiliated with American Investors Company and owns Kessler Financial Services, where he provides financial planning and private fiduciary services. In addition to his advisory work, Kessler is president of Kessler-Gates Real Estate Services, Inc., a commercial real estate firm. American Investors Company offers investment advisory, financial planning, and asset supervisory services to individuals and institutional clients. The firm combines advisory and brokerage activities within a multi-advisor structure and manages approximately $578 million in client assets.

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.