Brian Tayan is a financial advisor at Tayan Capital Management, LLC in Menlo Park, CA, holding Series 65 and Series 66 credentials with 14 years of industry experience. He has been with Tayan Capital Management since 2006 and previously worked at UBS Financial Services for one year. In addition to his advisory role, Mr. Tayan serves as a Research Associate at Stanford University. Tayan Capital Management serves individual investors, including both high-net-worth and non-HNW clients, by providing discretionary portfolio management and managing a private fund, Tayan Partners, LP. The firm employs an opportunistic, value-oriented investment approach focused on capital preservation and long holding periods, with a unique operational structure for its size.

Edwin Ryu is a PFS™ credentialed advisor with 25 years of experience, currently serving at Legacy Wealth Advisors, LLC since 1999. He previously operated as Edwin K.S. Ryu DBA Legacy Real Estate Advisors and Ryu & Company from 1984 to 2017. Outside of his advisory work, Mr. Ryu is a shareholder and board member of Concert Global Group and participates on its investment committee. He also holds board positions at the Mountain View Buddhist Temple, the York School of Monterey, and Pitzer College, serving in leadership roles related to facilities planning and investment committees. Legacy Wealth Advisors, LLC provides multi-family office and wealth management services to individuals, high-net-worth families, and institutions. The firm uses a top-down investment approach combined with customized portfolios, tactical asset allocation, and integrated tax and real estate advisory services.

Hannah Farrow is a financial advisor at RightWise Wealth in Santa Clara, CA, with two years of industry experience. She holds a Series 65 designation and previously worked at Apple Inc for six years before entering the financial advisory field. Outside of her advisory role, she manages a rental property in Sommerville, MA. RightWise Wealth serves individual clients, including high-net-worth households, offering comprehensive financial planning and discretionary investment management guided by Modern Portfolio Theory. The firm emphasizes a structured planning process and utilizes ETFs, mutual funds, and factor-based strategies to implement client portfolios.

Donna Williams is a financial advisor at Waverley Wealth Management LLC in Mountain View, CA, holding a Series 65 designation with 11 years of industry experience. She has been with Waverley Wealth Management since 2013. Waverley Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis to manage diversified portfolios, offering mostly discretionary management with ongoing account monitoring and regular reviews.

Noboru Muto is a financial advisor at APP with seven years of industry experience. He holds a Series 66 designation and previously worked at firms including LPL Financial LLC and Cambridge Investment Research. Outside of finance, he has been the general manager of Hilldale Golf Club since 1986, overseeing golf course operations. APP advises individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $12.9 million across 76 client relationships. The firm employs a long-term investment approach using a combination of analysis techniques and offers services such as ongoing portfolio management, financial planning, and pension consulting.

Kyle Chuang is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Pantheon Wealth Planning in San Jose, CA. He previously worked at Farmers Insurance Group and Farmers Financial Solutions for 19 years. Outside of his advisory role, he operates an insurance agency under KC & Associates Insurance Agency. Pantheon Wealth Planning provides written financial planning and consulting services to individuals, high-net-worth clients, medical professionals, and business entities. The firm focuses on planning rather than asset management, offering both one-time and ongoing concierge planning services without discretionary control over client assets.

Naoya Takashita is a financial advisor at Asset Planning and Protection LLC (APP) with less than one year of industry experience. His prior work includes roles at Value Financial Holdings, Inc., Value Insurance Solutions, Inc., Value Agent, Inc., and Kanagawa Insurance Group, Inc. APP advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, managing approximately $12.9 million across about 76 client relationships. The firm combines multiple analysis techniques and uses discretionary authority to implement long-term trading strategies aligned with each client’s Investment Policy Statement.

Nadine Thibault is a CFP® professional with five years of industry experience. She has been with Relevé Financial Group since 2021 and previously worked at NorthRock Partners from 2014 to 2021. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, consulting, and portfolio management, including a proprietary subscription-based online advisory platform alongside traditional managed-account services.

Anil Ambastha is a financial advisor at Ambastha Financial LLC with six years of industry experience. He holds a Series 65 designation and has a background in the oil and gas industry, currently serving as a Chevron Fellow and Senior Principal Reservoir Engineer. Ambastha Financial LLC provides discretionary investment management and advisory services primarily to high-net-worth individuals and small businesses. The firm combines fundamental analysis with modern portfolio theory, employing both active and passive strategies, including the use of derivatives, to meet client objectives.

Perry Kotval is a CFP® professional with 17 years of industry experience. He has been with Galileo Planning Group, Inc. since 2007. The firm serves senior corporate executives, high-income professionals, and wealthy individuals, providing customized financial planning and investment counseling on a non-discretionary basis. Galileo Planning Group emphasizes long-term, diversified portfolios and detailed analysis of private and alternative investments.

Patrick Mc Donnal is a CFP® professional at Tamarind Financial Planning with one year of industry experience. He also works as an applications engineer at Indicate Technologies, a company specializing in dimensional metrology, 3D scanning, and 3D printing. Additionally, he coaches athletic teams at Leigh High School. Tamarind Financial Planning is a fee-only advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm emphasizes asset allocation based on Modern Portfolio Theory and offers education-oriented services alongside outsourced investment management solutions.

Lucus Ubaldo is a financial advisor with Envest Advisors, LLC in San Mateo, CA. Holding a Series 65 designation, he has one year of industry experience and has previously worked with The Valoram Group LLC. He was a full-time student for eight years prior to beginning his advisory career. Envest Advisors, LLC provides discretionary asset management and financial planning services primarily to individual clients, tailoring portfolios based on clients’ goals, time horizons, and risk tolerance. The firm employs a variety of outsourced managers and platforms while maintaining a small advisory team.

Patricia Williams is a CFP® with 39 years of industry experience, currently serving as an advisor at Silicon Private Wealth, LLC in Fremont, CA. She has worked at Purshe Kaplan Sterling Investments and Silicon Private Wealth since 2016. In addition to her advisory role, she holds insurance licenses and performs insurance reviews and variable annuity discussions for clients. Silicon Private Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $177.8 million in assets. The firm employs a range of investment strategies and analysis methods and offers both discretionary and non-discretionary management services.

Gage Campbell is a financial advisor at Altura Wealth Advisors Inc. in Santa Clara, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Altura, he worked at J.R. Financial and Insurance Services and Harper Investing. Altura Wealth Advisors is a SEC-registered advisory team managing approximately $169 million for around 400 individual and high-net-worth clients. The firm follows a long-term, largely passive investment approach focused on ETF- and mutual fund-based portfolios, with periodic review and rebalancing, and offers both discretionary account management and one-time financial planning engagements.

Philip Nisonger is a financial advisor at Safe Money Inc. with 51 years of industry experience. He holds a Series 63 designation and has previously worked at HD Vest Investment Services and HD Vest Insurance Agency Inc. Nisonger is also the owner and sole proprietor of Anomalous Business Systems Inc., a tax preparation and accounting service. Safe Money Inc. provides discretionary portfolio management to individual and high-net-worth clients, focusing on building individualized Investment Policy Statements and monitoring accounts regularly. The firm’s investment approach combines fundamental and quantitative analysis with a long-term trading horizon.

Peter Verbica is a CFP® with 19 years of industry experience, currently serving at Silicon Private Wealth, LLC since 2020. His prior roles include positions at Viant Capital, LLC, All American Cowboy Funds Management, LLC, and Bank of America/Merrill, where he worked for eight years. Outside of financial advisory, Verbica is a licensed California real estate broker, founder of a private family LLC, an author, and involved in several entrepreneurial and nonprofit activities, including serving on the San Jose Symphony Foundation board and chairing the Santa Cruz County Republican Central Committee. He is also a candidate for U.S. Congress in California’s 19th district. Silicon Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $177.8 million in assets. The firm employs multiple analysis methods and offers both discretionary and non-discretionary management, advising across a broad range of investments and occasionally referring clients to third-party advisers.

Peter Johnson is a financial advisor with PWJohnson Wealth & Legacy, LLC, holding a Series 63 designation and over 35 years of industry experience. He has worked at PWJohnson Wealth Management and OneAscent Financial Services LLC before joining his current firm in 2020. Outside of advising, Mr. Johnson serves as President of AdvisorPress, Inc., a publisher focused on personal financial planning information and public financial literacy events. PWJohnson Wealth & Legacy provides personalized, fee-only financial planning and investment management primarily for high-net-worth individuals, trusts, estates, charitable organizations, and small business retirement plans. The firm employs a diversified, adaptive investment approach grounded in Modern Portfolio Theory and behavioral finance, operating mainly on a non-discretionary basis with an emphasis on tailored, ongoing planning and family legacy facilitation.

Dick Blakeley is the sole advisor at The Blakeley Group Inc in Santa Clara, CA, holding Series 63 and Series 65 credentials with 47 years of industry experience. He has led The Blakeley Group since 2009. The Blakeley Group provides discretionary portfolio and wealth management services to individual and high-net-worth clients, developing personalized investment policy statements through detailed interviews. The firm manages approximately $96 million in client assets and employs a range of investment methods including charting, technical and fundamental analysis, cyclical analysis, and Modern Portfolio Theory to tailor long- and short-term strategies according to client objectives.

Practicing financial planning since 2008, I came to this profession out of a desire to help others and work in a meaningful profession where I impact lives positively. A graduate of Smith College, I worked in consulting and marketing earlier in my career, which brings a broad perspective to my clients' financial lives. As a partner at Tamarind Financial Planning, I focus on George Kinder's Life Planning techniques, delving deeper into what clients want to get out of their time on this earth so we can direct their finances towards that end. Having lived in France, India, and the UK, I specialize in helping those with cross-border situations navigate complex financial journeys. I love the outdoors, yoga, Pilates, reading, and meditation. Married to an academic working in Climate Finance involves inevitable travel, and with our two children now pursuing studies and work, we are embracing life as fresh empty nesters! I welcome the opportunity to hear your story and help you plan your future.

Atul Dubal is a CFP® with over 21 years of experience in the financial services industry. He has been with Prudent Prospera Planning, Inc. since 2015 and also works as a licensed insurance agent through SaveOnTerms.com. Additionally, he has involvement in tax planning services through Professional Tax Planners America. Prudent Prospera Planning offers financial planning and advisory services to individuals and businesses, including high-net-worth clients. The firm focuses on written financial plans, asset-allocation analysis, and third-party investment adviser recommendations, with a distinctive approach that includes insurance sales and sharing of management fees disclosed as potential conflicts of interest.