Jacob Levy is a CFP® with three years of industry experience, currently serving as an advisor at Conquis Financial LLC since 2024. His prior roles include positions at Foreside Funds Distributors LLC, Matthews International Capital Management, LLC, The Burgiss Group LLC, Caissa LLC, and Tiedemann Advisors LLC. Outside of his advisory work, Levy is the president of Eastbayshore Eruv Corporation, a religious nonprofit organization. Conquis Financial LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm integrates passive and active strategies with tax-aware portfolio management, employing diversification and Modern Portfolio Theory principles to tailor investments to client objectives and risk tolerance.

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.

Ronan Gaudario is a financial advisor with Luna Capital Management, LLC in Burlingame, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Luna Capital since 2017 and was previously with VOYA Financial Advisors. Outside of advising, he is a licensed real estate agent and an independent insurance agent. Luna Capital Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing techniques such as asset allocation and options strategies, while also providing estate-planning coordination and ongoing suitability reviews.

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.

Karen Goodfriend is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. She has been with WealthValues, LLC (formerly KK Wealth Advisors, LLC) since 2006. WealthValues serves individual and high-net-worth clients by providing portfolio management, financial planning, and consultative wealth management services. The firm employs a diversified, tax-aware investment approach, combining active and passive strategies, and manages client accounts primarily on a discretionary basis.

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.

Derek Hobbs is a financial advisor at Evart, Young & Hobbs Investment Management with 22 years of industry experience. He holds the Series 65 designation and has been with the firm since 1998. Evart, Young & Hobbs Investment Management provides discretionary portfolio management to individual investors, trusts, business entities, and qualified retirement plan sponsors, as well as pension consulting services. The firm employs a research-driven investment approach grounded in modern portfolio theory, utilizing globally diversified, low-cost, tax-efficient ETFs and institutional mutual funds.

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 a Series 65 designation and four years of industry experience. Prior to joining InsideOut Wealth Strategies, Yan worked at World Financial Group and JPMorgan Chase. Outside of finance, Yan has experience in the restaurant industry, having worked at Cafe Lattea, Mori Kitchen, and Liang's Village. InsideOut Wealth Strategies is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary asset management and ERISA retirement-plan advisory services, employing a decision-analysis framework alongside cyclical and technical methods to manage customized portfolios.

Ramprasad Satagopan is a financial advisor at Everest Private Wealth with 18 years of industry experience. He holds a Series 65 designation and has been employed at Magma Design Automation since 2003. Everest Private Wealth is an SEC-registered, fee-only investment adviser serving individuals, trusts, estates, and small businesses with personalized financial planning and portfolio management. The firm utilizes a strategic asset allocation framework with a core-and-satellite approach, combining low-cost mutual funds and ETFs with selective active management to meet client objectives.

Brandon Smith is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Flywheel Private Wealth LLC since 2023. His prior experience includes seven years at Wells Fargo Clearing and four years at Wells Fargo Advisors, LLC. He serves on the board and investment committee of the Los Altos Rotary Endowment Fund, where he advises on investment decisions and asset allocation. Flywheel Private Wealth provides investment management and financial advisory services to high-net-worth individuals, families, trusts, estates, and related entities. The firm offers customized, risk-adjusted, and tax-aware asset allocations blending active and passive strategies, managing both discretionary and non-discretionary assets with approximately $338 million in regulatory assets under management.