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.

James Hanson is the principal advisor at James P. Hanson Accountancy Corporation in Los Gatos, CA, with 32 years of industry experience. He holds the PFS™ and Series 63 designations and has operated his own accountancy corporation since 1975. In addition to financial advising, he is a CPA and provides accounting, tax preparation, and planning services. James P. Hanson Accountancy Corporation offers investment advisory services integrated with tax and accounting consultations. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, providing tailored investment recommendations primarily involving publicly traded no-load mutual funds and stocks.

Sathish Veeraraghavan is a CFA® charterholder and principal advisor at First Principles Investment Management LLC with four years of industry experience. He previously worked at First Republic Investment Management Inc. and Loring Ward Holdings. Outside of advisory work, he serves as a head learning facilitator for UC Berkeley Executive Education and as a business development officer for MetroMapper LLC. First Principles Investment Management is an independent advisory firm serving individual clients through discretionary asset management and financial planning. The firm employs fundamental analysis and customized asset allocation, offering personalized investment strategies and periodic account 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 16 years of industry experience. He holds a Series 65 designation and has held various roles including involvement with Scharf Investments, LLC. Kinczel serves as a trustee and chair of the Investment & Finance Committee for the UC Santa Cruz Foundation and holds board positions with the University of California Observatories Director's Advisory and the University of California Fiat Lux Alliance. Cultivate Financial Group LLC offers discretionary investment management, wealth and financial planning, and institutional consulting to individuals, families, trusts, and institutional clients, including charitable organizations and corporate/business clients. The firm employs a fundamental analysis-based investment process with defined strategies such as Core Growth, Tactical Growth, Hedged Growth, and Capital Preservation, incorporating options, derivatives, and risk monitoring methods tailored for its diverse client base.

Edward Rodden is the sole advisor at Disciplined Growth Capital, LLC, an independent firm based in Aptos, CA. He holds Series 63 and Series 65 registrations and has 21 years of industry experience. Rodden previously worked at Charles Schwab and 3 Factor Indexing, and he 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 and risk tolerance. The firm employs a combination of fundamental analysis and modern portfolio theory with a long-term trading focus, offering diversified portfolios across multiple asset classes.

Mercy Tanudjojo is a financial advisor at FullGuards Financial in Santa Cruz, CA, holding Series 63 and Series 65 designations with 28 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 25 years before founding FullGuards Financial in 2023. FullGuards Financial serves individuals and small business owners, managing accounts for trusts, estates, and retirement plans. The firm uses a strategic asset-allocation framework tailored to client objectives and risk tolerance, typically managing assets on a non-discretionary basis while providing modular financial planning and ongoing asset management.

Boris Suvorov is the sole advisor at Three Main Points LLC, an independent investment advisory firm based in Los Gatos, CA. He holds a Series 65 designation and has three years of experience in the industry. Prior to founding Three Main Points LLC, he operated a software outsourcing business under Bovas LLC. In addition to his advisory work, Suvorov continues to provide software engineering consulting outside of trading hours. Three Main Points LLC offers discretionary portfolio management and financial planning services to individuals and corporate clients, managing approximately $14.4 million in assets. The firm employs a tailored approach combining long- and short-term trading, option strategies, and AI-supported research, and features a notable international client base as well as performance-fee arrangements uncommon among similar independent advisors.

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 with six years of industry experience. He holds a Series 65 designation and has worked at WealthDevs since 2019. Prior to that, he was employed by TrueCar from 2012 to 2018. WealthDevs serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and tax return preparation. The firm primarily uses passively managed portfolios of index mutual funds and ETFs, incorporating fundamental and cyclical analysis to guide investment decisions.

Robert Arne is a CFP®-certified financial advisor with 11 years of industry experience. He is the principal at Carpe Diem Financial Life Planning, an independent firm based in Ben Lomond, CA. Prior to founding Carpe Diem, he worked with DWR Wealth Management and Dunham Associates CPAs. Outside of advising, he serves as an adjunct professor in the Financial Planning Program at Golden Gate University and is president of Carpe Diem Tax Services SLV, providing accounting and tax services. Carpe Diem Financial Life Planning serves individuals, high-net-worth clients, and small businesses, offering comprehensive financial planning, educational workshops, and nondiscretionary portfolio management that combines Modern Portfolio Theory with Austrian Economic Theory. The firm emphasizes long-term, globally diversified, and tax-efficient portfolios, with investment decisions requiring client pre-approval and regular reviews.

Ying Chen is a financial advisor with Wolfe Signal Capital LLC in San Jose, CA, holding a Series 65 designation and one year of industry experience. She is also a Senior Analyst with Aurum Equity Partners, a position she will hold until the end of September 2025. Wolfe Signal Capital LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, using a blend of fundamental analysis, modern portfolio theory, and quantitative models to tailor portfolios according to client risk tolerance and objectives. The firm offers discretionary portfolio management and fixed-fee financial plans, with a distinctive investable universe that includes venture capital funds and private placements.

Wei Shao is a CFA® charterholder and principal of Consonance Wealth Management with 10 years of industry experience. She has worked exclusively at Consonance Wealth Management since 2016. Outside of advisory services, she is a licensed insurance agent in California and devotes part of her time to selling insurance products. Consonance Wealth Management serves individuals, families, high-net-worth clients, trusts, and small businesses by providing discretionary investment management and financial consultation. The firm focuses on diversified, low-cost, tax-aware portfolios with integrated retirement and financial planning offered at no additional fee.

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.

Jaywant Srivatsa is the founder and sole advisor at Future Wealth LLC, based in Los Gatos, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previous work experience at Oracle Corporation, Jobvite Inc, and On24. Outside of his advisory role, he is the CEO of WEALTH AI LLC, a company focused on AI software development for wealth advisors. Future Wealth LLC provides customized financial planning and discretionary portfolio management primarily to individuals and high-net-worth clients, with additional services for small businesses and educational workshops. The firm employs a Core+Satellite investment approach grounded in Modern Portfolio Theory, incorporating scenario analysis, stress testing, and tail-risk management, and serves a substantial non-U.S. client base with considerations for foreign securities and currencies.

William Barsi is a financial advisor at Koda Capital Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at T3 Trading Group, LLC and Merrill Lynch. Koda Capital Management LLC provides discretionary portfolio management and standalone financial planning services to individuals, including high-net-worth clients. The firm’s investment approach combines charting, fundamental, quantitative, and technical analysis, employing a range of strategies including margin and short sales across various asset classes.

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 with 28 years of industry experience. She holds the Series 63 designation and has worked at Integral Investment Advisors, Inc. prior to joining Equinox in 2018. Equinox Wealth Management serves individuals, families, businesses, and institutional clients, including retirement plans, foundations, and endowments. The firm offers customized investment management and financial planning based on modern portfolio theory, managing accounts on a non-discretionary basis with a focus on ETFs, stocks, and bonds.

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.