Anna Sergunina is a CFP® professional with 16 years of experience, currently serving at MainStreet Financial Planning, Inc. since 2014. She also owns Anna Sergunina Media LLC, a separate business unrelated to her advisory work. MainStreet Financial Planning serves individuals, couples, families, business owners, and non-profit organizations, offering fee-only financial planning and investment consultation with an emphasis on long-term, low-cost, passive investment strategies and tax-efficient asset allocation.

David Hildreth is a CFA® charterholder with 13 years of industry experience, currently serving at Altos Financial Management, LLC since 1993. He also owns and operates an insurance brokerage focused on life, health, long-term care, disability, and fixed annuities. Altos Financial Management serves individual and high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary portfolio management and investment-related research and planning. The firm manages diversified portfolios using macroeconomic indicators and employs a hands-on, tailored approach with a small client base.

Yanjuan Huang is a CFP® with 15 years of industry experience and is the sole advisor at Vienna Asset Management LLC. Prior to founding Vienna Asset Management, Huang worked at UBS Financial Services and Western International Securities. She also operates a licensed insurance practice as a sole proprietor. Vienna Asset Management provides discretionary investment management and financial planning services primarily to high-net-worth individuals and families. The firm manages approximately $256.5 million in assets, implementing tailored investment strategies that include fundamental analysis, derivatives, and international exposures.

Barbara Binder is a CFP® professional with 21 years of experience in financial advising. She has been with BKB Financial Advisors, LLC since 2004. The firm provides comprehensive, customized financial planning and consulting to individuals, couples, and families across various life stages, focusing on retirement planning, seniors, loss-related financial issues, divorce matters, and financial education for young adults. BKB Financial Advisors operates on an hourly fee basis without managing client investments or custody of assets, emphasizing client education and participation under a fiduciary standard.

About Us: Israilov Financial is a fee-only, fiduciary advisory firm built specifically for Millennial professionals in tech and corporate careers across California. We work with people who are earning well, navigating complex compensation (RSUs, ESPPs, stock options, 401(k)s) and want to create a comprehensive financial plan tailored around their current needs and future life aspirations. We don't have asset minimums or net worth requirements. If your financial life is getting complex and you want someone genuinely in your corner, we built this firm for you. Why We Founded the Firm Most high-earning young professionals don't qualify for traditional wealth management. They're told to wait until they have more assets. We disagreed with that. The people who need holistic, expert advice the most are often the ones being turned away. We founded Israilov Financial to serve them from day one. Who We Work With Our clients are Millennial professionals (software engineers, product managers, finance and corporate professionals) who are building wealth through their careers and want a long-term partner to help them do it right. We specialize in equity compensation, tax optimization, retirement planning, home purchase planning, and investment management. What Sets Us Apart Israilov Financial brings together a CFP® and a CFA® under one roof. Said Israilov handles financial planning, tax, and retirement strategy; Max Stamakun leads investment management and portfolio design. That combination is rare at independent firms, and it means your financial plan and investment strategy are built by specialists who work together on your behalf. We operate as a fiduciary, always. No commissions, no proprietary products, no conflicts of interest. Our only incentive is to give you advice that serves your goals. Where most firms offer annual reviews, we take a proactive approach: frequent check-ins, adaptive strategies, and education built into every engagement. We don't just manage your money; we help you understand it. Ideal Clients Gen Y / Millennials, tech and corporate professionals with equity compensation and complex financial lives. Fee Options Fee-only. Contact us for details.

Christopher Torres is a financial advisor at Mayfield Advisors, Inc. in Palo Alto, CA, holding a Series 65 designation with 18 years of industry experience. He has worked at Mayfield Advisors since 2007 and is also affiliated with Irvin, Abrahamson & Co., a CPA firm connected to Mayfield Advisors. Mayfield Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and small businesses. The firm emphasizes diversified, buy-and-hold portfolios based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and integrates advisory services with accounting and tax support through its affiliation with Irvin, Abrahamson & Co.

Jonathan Tiemann is a financial advisor with Tiemann Investment Advisors, LLC, holding a Series 63 designation and 24 years of industry experience. He has been with Tiemann Investment Advisors since 2002. In addition to his advisory role, he works as a self-employed consultant to government, self-regulatory organizations, and investment-related businesses, focusing on algorithm design, valuation services, and economic analysis. Tiemann Investment Advisors serves individuals and families, including high-net-worth clients, as well as other investment professionals. The firm employs a quantitative portfolio construction approach based on Modern Portfolio Theory, tailoring portfolios to clients’ specific circumstances and preferences, and provides discretionary management, consulting, and subadvisory services.

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 18 years of industry experience, currently serving at Mayfield Advisors, Inc. since 2007. He also has a longstanding association with Irvin, Abrahamson & Co., a CPA firm, where related personnel overlap with Mayfield Advisors. Mayfield Advisors, Inc. provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and small businesses. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing diversified, buy-and-hold strategies primarily using passively managed mutual funds and ETFs.

Joshua Williams is a financial advisor at Farm and Community Advisory with a Series 65 license. He has experience operating WH Personal Finance, a financial coaching practice focused on personal finance management, including expense tracking, savings improvement, and debt strategies. Prior to his advisory roles, he worked in various positions including at Santa Cruz Bicycles and Driscoll's Strawberry Association. Farm and Community Advisory provides portfolio management, pension consulting, and financial planning services tailored to individuals and employee benefit plans. The firm emphasizes non-discretionary management and uses written Investment Policy Statements to guide client goals, risk tolerances, and time horizons.

Johanna King is a financial advisor at King Wealth Advisors, LLC in San Mateo, CA, holding a Series 65 designation with seven years of industry experience. She has worked at King Wealth Advisors since 2018 and previously was employed at Netsuite, Inc. from 2015 to 2018. King Wealth Advisors is a small independent firm serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes discretionary investment management focused on mutual funds and ETFs, using a selection process based on momentum, value factors, and economic conditions, and offers flexible portfolio strategies including Growth, Growth & Income, and Fixed Income approaches.

Calum Cunningham is a financial advisor with Silicon Private Wealth, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Silicon Private Wealth since 2016 and previously worked at Purshe Kaplan Sterling Investments and Viant Capital, LLC. 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 across about 83 relationships. The firm offers a range of investment options and employs multiple analysis methods, providing both discretionary and non-discretionary management tailored to client objectives.

Kyla Sy Cip is a financial advisor with Griffin Black, LLC, holding a Series 65 designation and currently in the early stages of her career. She has experience working at Griffin Black since 2023 and previously held roles at the University of California, Riverside, and Western Pacific Wealth Management. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets, serving executives, professionals, entrepreneurs, retirees, and small-business owners, with particular expertise in Silicon Valley tech and bio-tech sectors and clients with cross-border family or business interests. The firm offers Holistic Wealth Management, investment management, and ongoing financial planning tailored to client goals, risk tolerance, and cash-flow needs.

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.

Ryan Mc Carthy is a CFP® professional with six years of experience at McCarthy Asset Management, Inc. and Stephen P. McCarthy, CPA. He previously worked for three years at PricewaterhouseCoopers, LP and spent a year at the University of Southern California. McCarthy Asset Management, Inc. serves individual investors, trusts, small businesses, and pension plans, managing approximately $422.4 million on a discretionary basis. The firm emphasizes long-term, diversified portfolios across multiple asset classes and integrates tax preparation and planning services as part of its offering.

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.

Min Kim is a financial advisor at Twin Lakes Capital with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Twin Lakes Capital Management since 2005 and First Allied Securities since 2000. Twin Lakes Capital serves primarily higher-net-worth individuals and families, offering customized portfolio management and financial planning. The firm combines macroeconomic analysis with proprietary fundamental research to build long-term, value-oriented, tax-efficient portfolios and also sources private investment opportunities for qualified clients.

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.