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.

Roberto Trejo is a financial advisor at Entrust Investment Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Client One Securities, LLC. Outside of his advisory role, he serves as Managing Director of Coeus Financial & Insurance Services Inc., an insurance agency where he recommends and places life and annuity products. Entrust Investment Services provides discretionary investment management and financial planning to individuals, businesses, and other advisers, utilizing third-party asset management and offering ERISA plan services. The firm employs Modern Portfolio Theory and a range of investment tactics, including options and leverage, and is notable for hosting educational seminars and combining multiple service offerings in a two-advisor setup.

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.

Garrison Hunter is a financial advisor with NIM Wealth Solutions in San Jose, CA, holding a Series 65 license and one year of industry experience. He previously worked at Baker Tilly and the Defense Contract Audit Agency and is the managing member of Fulcrum Accounting, LLC, where he provides tax preparation services. Hunter also works as a licensed insurance agent with various carriers. NIM Wealth Solutions offers discretionary investment management services to individuals, families, trusts, estates, foundations, corporations, and other institutional clients. The firm combines personalized asset allocation with fundamental, quantitative, and technical analysis and provides additional services through affiliated entities, including tax planning, insurance and annuity solutions, and estate-planning coordination.

Yu Chi Peng Lee is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Mayfield Advisors, Inc. since 2007 and is also affiliated with Irvin, Abrahamson & Co., a CPA firm. 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 approach, emphasizing diversified, buy-and-hold allocations mainly through passively managed funds, and integrates advisory services with accounting through its affiliation with Irvin, Abrahamson & Co.

John Conway is a financial advisor at Conway Partners with two years of industry experience. Prior to his work in financial advising, he has been operating John Conway Law since 1992. Outside of finance, he is also a restaurant owner. Conway Partners provides wealth management, financial planning, consulting, and investment management services to a variety of clients, including individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and insurance companies. The firm’s investment approach centers on diversified, asset-allocation portfolios using low-cost ETFs and third-party independent managers, with additional services covering retirement plan consulting and specialized financial planning.

Rebecca Lyman is a CFP® and Series 65-licensed financial advisor with four years of industry experience. She is currently with Johnson Lyman Wealth Advisors in Los Altos, CA. Prior to joining the firm, she worked for Webcor Builders, LLP in various roles between 2012 and 2022. Johnson Lyman Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering fee-only financial planning and investment management. The firm focuses on strategic asset allocation using mutual funds and ETFs for diversified, long-term portfolios and employs tax-aware techniques alongside retirement plan advisory services.

Tracy Newquist is a financial advisor at DWR Wealth Management, LLC in San Jose, CA, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Buckingham Strategic Wealth, Securities America, and Foothill Securities. Outside of her advisory role, she serves as Treasurer and Board Member of Balanced Access, a nonprofit focused on providing internet access to underserved communities. DWR Wealth Management offers 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 and maintains an affiliation with Dunham Associates CPAs for coordinated tax and advisory services.

Thomas Wise is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an advisor at Galileo Planning Group, Inc. in Menlo Park, CA, where he has worked since 2018. Prior to his financial advising career, he was a student for 21 years. Galileo Planning Group serves senior corporate executives, high-income professionals, and wealthy individuals, offering customized financial planning and investment counseling on a non-discretionary basis. The firm emphasizes long-term, diversified portfolios and fundamental analysis of both marketable and non-marketable investments, while maintaining a non-discretionary, non-custodial model and personalized fee arrangements.

Peter Bradshaw is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Altura Wealth Advisors Inc., where he has worked since 2020. Prior to this, he held roles at J.R. Financial & Insurance Services and Qualified Planning. Altura Wealth Advisors is a SEC-registered team of four advisers managing approximately $169 million for around 400 individual and high-net-worth clients. The firm employs a long-term, largely passive investment approach focused on ETF- and mutual-fund-based allocations, with discretionary account management and periodic rebalancing.

Salil Prasad is a financial advisor at Farm and Community Advisory in Los Gatos, CA, holding a Series 65 designation with no prior industry experience. His work history includes roles at Picarro and self-employment periods, and he is also a licensed real estate agent with Keller Williams. Farm and Community Advisory provides portfolio management, pension consulting, and financial planning services primarily on a non-discretionary basis, focusing on individualized investment policy statements and employing a range of analytical methods with a long-term trading approach.

Adam Mcafee is a financial advisor with The Tilted Funds Group, LLC in Cupertino, CA, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has a diverse career background that includes leadership roles in renewable energy and agriculture companies, such as Vice President of Finance at Aemetis, Inc. and CEO of Nevo Energy, Inc. Outside of his advisory work, Mcafee is involved in managing several agribusiness ventures including dairy and farming operations. The Tilted Funds Group LLC provides investment consulting and portfolio allocation guidance to individuals, trusts, institutions, charitable organizations, and corporations. The firm emphasizes quantitative evaluation of securities, risk control, and maintains primarily non-discretionary advisory relationships where clients retain decision authority.

William Fung is the sole advisor at Chinese Abraham Investment Advisors LLC in Cupertino, CA, holding a Series 65 designation with 21 years of industry experience. He has been with Chinese Abraham Investment Advisors LLC since 2004 and also has prior experience with CS Planning Corp and IP Financial Advisory Services LLC. Chinese Abraham Investment Advisors LLC provides discretionary investment advisory and portfolio management services primarily to individuals, trusts, charitable organizations, and retirement plans. The firm employs an active, asset-allocation and market-timing strategy that uses fundamental, technical, and cyclical analysis and offers both performance-based fee arrangements and tax-efficient investment programs.

Tom Chun is a CFP® professional with 19 years of experience at Honu Wealth Management in San Jose, CA. He has provided tax preparation services since 2004 and has been a life and health insurance agent since 2002. Chun is part of a four-advisor team at Honu Wealth Management. Honu Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with financial planning, discretionary investment management, and pension consulting. The firm employs a low-cost, asset-allocation approach grounded in academic research and offers various strategies including mutual funds, ETFs, option writing, short sales, and margin use.

Charles Wise is a CFP® professional with 23 years of industry experience. He has been with Galileo Planning Group, Inc. since 2006. The firm is an independent, fee-only, non-discretionary advisory team based in Menlo Park, CA, serving primarily wealthy individuals, senior corporate executives, and high-income professionals. Galileo Planning Group provides customized financial planning and investment counseling, focusing on long-term, diversified investment analysis and fundamental evaluations of both marketable and private investments.

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.

Claudia Deras Sosa is a CFP® with four years of industry experience, currently working at Corinthian Wealth Management in San Jose, CA. Her prior experience includes roles at Arbor Point Advisors and KMS Financial Services. She also provides notary services to clients, dedicating several hours monthly to this activity. Corinthian Wealth Management serves individual investors and small businesses with portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs both strategic and tactical asset allocation and offers discretionary and non-discretionary portfolio management, including the use of third-party sub-advisors and a range of investment strategies.

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.