Marjorie Carbajal is a financial advisor at Figtree Financial Advisors, LLC in Santa Clara, CA, holding a Series 66 designation with 21 years of industry experience. She previously worked at Prosperity Wealth Management, Inc. and Ameriprise Financial Services, Inc. before joining Figtree Financial Advisors in 2019. Figtree Financial Advisors provides investment advisory and planning services to individual and high-net-worth clients, focusing on asset management, financial planning, and pension consulting. The firm employs a multi-faceted investment approach that includes asset allocation, fundamental and technical analysis, and continuous portfolio monitoring and rebalancing.

Ramiz Janjua is a financial advisor at Morling Financial Advisors, LLC in Fremont, CA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Fidelity Investments, Fremont Bank, JP Morgan Chase, and Wells Fargo Bank. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and consulting services. The firm customizes portfolios using a mix of indexed public equities, fixed income, mutual funds, ETFs, and alternatives such as private equity and real estate, with ESG integration available upon request.

Harrison Willner is a financial advisor at Ttp Investments, Inc. with 12 years of industry experience. He holds a Series 65 credential and has been with Ttp Investments since 2016. Willner also provides tax preparation services through The Tax Practice, Inc., where he works as an accountant and tax preparer. Ttp Investments offers discretionary asset management, financial planning, and tax-related advice to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm customizes investment programs based on client objectives and risk profiles, employing both fundamental and technical analysis alongside active derivatives strategies.

Brooks Nelson is a CFA® charterholder with 12 years of industry experience. He has been with Nelson Capital Management, LLC since 2004. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers by providing portfolio management, financial planning, and retirement plan asset-management services. Nelson Capital Management’s investment approach combines fundamental analysis with a mix of ETFs, mutual funds, individual securities, and both long- and short-term strategies, with regular portfolio reviews and use of institutional resources.

Mark Johnsen is a financial advisor at Wealth Architects, LLC with 28 years of industry experience. He has been with Wealth Architects since 2005 and holds Series 63 and Series 65 designations. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations by providing comprehensive wealth management, planning, and consulting services. The firm’s investment approach is based on modern portfolio theory and emphasizes tailored portfolio management supported by strategic asset allocation, ongoing monitoring, and regular reporting.

Jacqueline Lares is a CFP® professional with 10 years of experience in the financial services industry. She has been with Wealth Architects, LLC since 2019 and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2015 to 2019. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management along with wealth planning and consulting. The firm’s investment approach is based on modern portfolio theory, with tailored portfolio management supported by formal planning tools and regular monitoring.

Laura Thomas is a financial advisor at International Asset Management with nine years of industry experience. She holds a Series 63 designation and has worked at Individual Asset Management since 2016. International Asset Management is a team-based registered investment adviser serving individual clients, including high-net-worth and expatriate investors, as well as advisory firms and small businesses. The firm employs a global investment approach with services such as discretionary portfolio management, financial planning, and cross-border consulting.

Jawad Ehsanyar is a financial advisor at Morling Financial Advisors, LLC with a Series 65 credential and three years of industry experience. Prior to joining Morling Financial Advisors in 2022, he held positions at Copenhagen Business School and Moore Afghanistan. Morling Financial Advisors serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and nonprofit organizations, offering discretionary investment management, financial planning, and pension consulting services. The firm customizes portfolios using a mix of index-based public equity and fixed-income strategies, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Taras Zatvarskiy is a financial advisor at Grant Private Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Nordstrom for eight years. Grant Private Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, business entities, and qualified retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to tailor strategies to clients’ goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with retirement-plan advisory services.

Jimmy Diep is a financial advisor at Secure Investment Management, LLC in San Jose, CA, with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and NIM Retirement Group. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory and long-term diversified allocations using low-cost mutual funds, ETFs, and third-party managers.

Svetlana Kot is a financial advisor at Rebalance LLC in Palo Alto, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Rebalance in 2023, she worked at Eqitrade Limited and has a background including roles at Tulsa Ballet Theatre Inc. and Integrity Gaming Corp. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm uses a strategic asset allocation framework focused on ETFs within seven model portfolios and manages approximately $1.56 billion in discretionary assets across several hundred accounts.

John Stachnick is a financial advisor at Kaizen Financial Strategies, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. He also has experience with Savannah Chanelle Vineyards and is licensed as an insurance agent. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations by offering financial planning, retirement plan consulting, and asset management. The firm employs a diverse investment approach, including fundamental and technical analysis, and uses advanced option strategies and margin within its wrap-fee managed accounts.

Nathan Dingler is a CFP® with 14 years of industry experience, currently serving at DiversiFi Capital Inc in Los Altos, CA. He has been with DiversiFi Capital LLC (formerly Compass Capital Management) since 2015. Outside of financial advising, Dingler is active as a real estate agent and referral agent, and he manages several private investment funds and venture entities affiliated with DiversiFi. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, in addition to advising pooled investment vehicles. The firm combines fundamental, technical, and quantitative analysis with an explicit social-impact investment filter and manages multiple private funds focused on frontier technology investments.

Don Garman is a CFP® with 32 years of industry experience, currently serving as an advisor at Mirador Capital Partners. He has previously worked at Purshe Kaplan Sterling Investments and has been with Mirador since 2015. Garman is also a partner in venture funds Tri-Valley Ventures, LLC and Tri-Valley Ventures II, LP. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines top-down fundamental analysis with technical analysis and employs a variety of asset-allocation models across public and private securities and alternative vehicles.

Anthony Blagrove is a CFP®, CFA®, and Series 65-licensed advisor with 17 years of industry experience. He currently works at Traveka Wealth, LLC and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Partners. Traveka Wealth serves individuals, trusts, estates, corporations, and retirement plans with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm emphasizes fundamental analysis, broad diversification, low costs, tax efficiency, and customization to client circumstances, managing approximately $648 million in assets with a focus on wealthier households.

Wai Fung Tang is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has been with Wealth Architects, LLC since 2015. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management along with wealth planning and consulting. The firm’s investment approach is based on modern portfolio theory and includes tailored portfolio management supported by documented client goals, ongoing monitoring, and regular reporting.

Jung Chang is a financial advisor with Andrew Garrett, Inc. in Palo Alto, CA, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Andrew Garrett, Inc. since 2008. Outside of advisory work, he owns a tax preparation and accounting business where he provides tax and accounting services. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model using various sub-advisers and program sponsors to implement strategies tailored to client suitability profiles.

Raymond Vo is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with DiversiFi Capital Inc (formerly Compass Capital Management) since 2015. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients and also advises pooled investment vehicles. The firm uses a combination of fundamental, technical, charting, and quantitative analysis, incorporates an explicit social-impact investment filter, and manages multiple private funds and special purpose vehicles focused on frontier technology investments.

David Hart is a CFA® charterholder with 34 years of industry experience. He currently works at Grant Private Wealth Management and has held prior roles at Blaylock Van, LLC, CINCaP Investment Group, Inc., and Ross, Sinclaire & Associates, Inc. Grant Private Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm provides tailored investment strategies based on clients’ goals, time horizons, and risk tolerance, and is notable for offering public educational seminars and workshops at no charge.

Mitchell Tuchman is a financial advisor at Rebalance LLC in Palo Alto, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Rebalance LLC since 2011 and is also involved with Jacksonnet, LLC since 2000. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm uses a strategic asset-allocation framework focused on long-term rebalancing and manages accounts primarily on a discretionary basis.