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.

David Smith is a CFA® charterholder with 17 years of experience in the financial services industry. He has worked at Redwood Park Advisors since 2020 and previously spent several years at LPL Financial. Redwood Park Advisors offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a diversified investment approach that includes fundamental, quantitative, and technical methods, serving both individual wealth clients and institutional retirement plans.

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.

Scott Smith is a financial advisor at Silicon Private Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Dresner Investment Services, Viant Ventures One, and Viant Capital. Outside of his advisory role, he serves as a director for PUENTE-International, a tequila and mescal producer, and for Microshares, an IT-cloud software company. 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. The firm offers both discretionary and non-discretionary management, employs multiple analysis methods, and uses a range of investment strategies including options and tactical instruments.

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.

Benjamin Pettigrew is a CFP® professional with 21 years of industry experience. He has worked at Redwood Park Advisors since 2020 and previously spent eight years with LPL Financial. He teaches high school students the fundamentals of money management through seminars. Redwood Park Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans with asset management, financial planning, and retirement plan consulting. The firm employs a mix of analytical approaches and discretionary management and offers institutional retirement plan services alongside its smaller advisory team.

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.

Curtis Chen is a CFP® professional with 29 years of experience in financial advising. He is the principal of Chen Financial Group, LLC, a solo-practitioner firm based in San Mateo, CA, and has been affiliated with LPL Financial since 2009. Outside of his advisory work, he serves as a hockey referee. Chen Financial Group serves individuals, families, trusts, estates, non-profit organizations, and companies, offering comprehensive financial life planning services. The firm provides advice and implementation recommendations without discretionary asset management, emphasizing fixed or hourly fees and including employer-directed education as part of its retirement plan counseling.

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.