Jonathan Tiemann is the sole advisor at Tiemann Investment Advisors, LLC in Menlo Park, CA, and holds a Series 63 designation with 25 years of industry experience. He founded his current firm in 2002 after three years at One Capital Management, LLC. Tiemann also works part-time as a self-employed consultant providing algorithm design, valuation services, and economic analysis for government, self-regulatory organizations, and investment-related businesses. Tiemann Investment Advisors serves individuals and families, including high-net-worth clients and related entities, offering discretionary portfolio management, consulting, and services tailored to other investment professionals. The firm uses a quantitative investment process based on Modern Portfolio Theory and customizes portfolios with tax management and ongoing monitoring.

Monica Kalra is a financial advisor at NRI Wealth Management, LLC in Santa Clara, CA, holding a Series 65 designation with six years of industry experience. She has been with NRI Wealth Management since 2016 and also operates as a sole proprietor. NRI Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plans. The firm offers discretionary portfolio management and comprehensive financial plans, implementing strategies based on fundamental analysis and diversified allocations with regular monitoring and rebalancing.

Lamberto Torres is a CFP® professional with 19 years of experience at Mayfield Advisors, Inc. He has been with Mayfield since 2007 and is also affiliated with Irvin, Abrahamson & Co., where he has worked since 1983. Mayfield Advisors, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses, including high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach, favoring diversified, buy-and-hold portfolios primarily using passively managed funds, and integrates advisory services with accounting through its affiliation with an accounting firm.

Joshua Williams is a financial advisor with Farm and Community Advisory in Los Gatos, CA, holding a Series 65 credential and one year of industry experience. He previously worked at Lockton Insurance and operates WH Personal Finance, a financial coaching practice focused on personal money management and debt strategies. Farm and Community Advisory provides portfolio management, pension consulting, and financial planning services to individuals and business entities. The firm uses a range of analytic methods and manages assets on both a discretionary and non-discretionary basis, with a focus on aligning investment strategies to client goals and risk tolerance.

Gael Knight is a financial advisor at Knight and Company Wealth Advisors, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a CPA and operates The Gael Knight Company Certified Public Accountants, Inc., providing a full range of accounting services including tax preparation. Knight and Company Wealth Advisors offers investment management and wealth-planning services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs an asset-class, passive investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios primarily composed of passively managed mutual funds and ETFs.

Karen Landry is a financial advisor with The Tilted Funds Group LLC, holding a Series 63 designation and bringing 34 years of industry experience. She has held roles including advisor at Benefunder, a platform supporting funders and entrepreneurs, and serves as Treasurer for the Club Place Lane Home Owners Association. The Tilted Funds Group LLC provides investment consulting and portfolio allocation guidance to individuals, trusts, institutions, charitable organizations, and corporations. The firm emphasizes a primarily non-discretionary advisory model, utilizing quantitative methods to optimize portfolios with a focus on risk control and reduced turnover.

Justin Boren is a financial advisor at Lagos Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities and Triad Advisors, LLC. Boren is also an associate professor at Santa Clara University, where he teaches organizational strategy, communication, and quantitative research methods, and is an active published researcher. Additionally, he serves on the boards of two non-profit organizations, including as president of the Western States Communication Association. Lagos Wealth Advisors serves individual clients, sponsoring organizations, and other entities, offering discretionary portfolio management, retirement plan consulting, advisory referral and monitoring services, and a Next Level IRA program. The firm manages client assets through the AssetMark platform and third-party managers, conducting regular performance reviews and client meetings.

Eleonora Tomasello is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. She is currently with Corinthian Wealth Management, where she has worked since 2018, following prior roles at Arbor Point Advisors, KMS Financial Services, and other firms. Tomasello is a licensed independent insurance agent and volunteers with the Silicon Valley Financial Planning Association. Corinthian Wealth Management serves individual investors and small businesses by providing ongoing portfolio management and tailored financial planning. The firm uses both strategic and tactical asset allocation, incorporating fundamental, technical, and cyclical analysis, and offers discretionary and non-discretionary portfolio management including the use of third-party sub-advisors and various active trading strategies.

Kristen Worth is a financial advisor at Flywheel Private Wealth LLC in Los Altos, CA, with 23 years of industry experience. She holds Series 63, 65, and 66 designations. Her prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, where she worked for a combined ten years. Flywheel Private Wealth serves high-net-worth individuals, families, trusts, estates, family entities, and related businesses. The firm offers customized, risk-adjusted, and tax-aware investment strategies that combine active and passive management across various asset classes and manages approximately $338 million in regulatory assets.

Henry Reed is a financial advisor at PWJohnson Wealth & Legacy, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Griffin Black, LLC, Silicon Valley Capital Partners, and AssetMark Financial, Inc. before joining PWJohnson. PWJohnson Wealth & Legacy provides fee-only financial planning and investment management to high-net-worth individuals, trusts, estates, charitable organizations, and small business retirement plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and behavioral finance, operating primarily on a non-discretionary basis with a focus on comprehensive planning and family legacy services.

Gabriela Mechem is a financial advisor at NIM Wealth Solutions with one year of industry experience. She holds a Series 65 designation and has worked with several affiliated entities within the NIM organization since 2021. Outside of her advisory role, she is involved with the Bay Area Learning Center. NIM Wealth Solutions provides discretionary investment management for individuals, families, trusts, estates, foundations, corporations, and other institutional clients. The firm offers personalized asset allocation using a combination of fundamental, quantitative, and technical analysis, and integrates tax planning, insurance, annuity solutions, and estate-planning coordination through affiliated entities.

Zhaohui Li is a financial advisor at Acela Capital Management, LLC in Los Altos, CA, holding a Series 66 designation with 21 years of industry experience. He has been with Acela Capital Management since 2010. Acela provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals and high-net-worth families, managing approximately $38 million in client assets. The firm’s investment approach incorporates mean reversion, value, and diversification, utilizing both fundamental and technical analysis alongside AI-supported models to construct globally diversified portfolios.

Zhaozhu Ge is a financial advisor at Acela Capital Management, LLC in Los Altos, CA, holding a Series 66 designation with 19 years of industry experience. He has been with Acela Capital Management since 2010. Acela Capital Management provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals and high-net-worth families, managing approximately $38 million in client assets. The firm’s investment approach combines mean reversion, value, and diversification, utilizing both fundamental and technical analysis alongside AI-supported models and proprietary algorithms.

Ricky Dunham is a financial advisor with DWR Wealth Management, LLC in San Jose, CA, holding the PFS™ designation and a Series 65 license. He has 21 years of experience in the financial industry and has been with DWR Wealth Management since 2005. In addition, he has served as President of Dunham Associates CPAs, Inc., an accounting firm, since 1996. DWR Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, charitable organizations, and retirement plans. The firm uses a risk-based investment approach grounded in modern portfolio theory, offering diversified portfolios primarily composed of no-load mutual funds and ETFs tailored to various risk profiles.

Anithah Neelakanda Pillai is a CFP®-certified financial advisor with 10 years of industry experience. She is the sole advisor at AP Investment Management in Mountain View, CA, having previously worked at LPL Financial LLC and E.K. Riley Investments, LLC. AP Investment Management offers investment advisory and planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm uses a range of securities to construct individualized portfolios, employs multiple methods of analysis, and provides pension consulting and ERISA-aware retirement plan services for employer plan sponsors.

Kuldip Ambastha is a financial advisor at Ambastha Financial LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Aspiriant from 2015 to 2018. Ambastha Financial LLC provides discretionary investment management and advisory services primarily to high-net-worth individuals and small businesses, combining fundamental analysis with modern portfolio theory and employing both active and passive strategies. The firm manages a concentrated portfolio of roughly $6 million and is notable for its use of derivatives and educational seminars.

David Levenson is a CFP® professional with 12 years of experience at Value Monitoring, Inc., where he has worked since 2014. He is based in Menlo Park, CA. Value Monitoring, Inc. provides investment management and financial planning primarily for individual and high-net-worth clients through separately managed accounts and serves as sub-advisor to the H & L Insurance Fund. The firm employs proprietary quantitative technology and momentum-based models across multiple strategies, including fixed income, balanced portfolios, and high-turnover equities.

Brent Woolsey is a CFP® and holds a Series 66 license, with 21 years of industry experience. He has been with Red Crane Wealth Management, LLC in Palo Alto, CA since 2016. Red Crane Wealth Management offers discretionary asset management, investment consulting, and standalone financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm combines a wrap fee program with private fund advising and pooled investment vehicles, employing varied investment techniques while allowing clients to place reasonable restrictions on holdings.

Judy Chang is a financial advisor with Pacrim Advisory Services in San Francisco, CA, holding a Series 65 designation and 43 years of industry experience. She has previously worked at WHJR Associates, Inc. and Royal Alliance Associates, Inc. Judy is also president of Pacrim Benefits Management, Inc., an insurance business. Pacrim Advisory Services provides investment advisory services primarily to individual clients who are generally non–high-net-worth households. The firm adheres to fiduciary standards and offers educational seminars, with a focus on third-party conformance assessments.

Houzhen Yan is a financial advisor at InsideOut Wealth Strategies, LLC with one year of industry experience. Yan holds the Series 65 designation and has worked previously at JPMorgan Chase and World Financial Group. Prior to the financial sector, Yan held various roles in the food and hospitality industry. InsideOut Wealth Strategies serves individuals, trusts, estates, and small businesses, providing discretionary asset management and ERISA retirement-plan advisory services. The firm employs a multi-method investment approach combining decision analysis, cyclical analysis, fundamental and technical tools, and modern portfolio theory to manage portfolios on a discretionary basis tailored to clients’ objectives and risk tolerance.