Sharon Almeida is a financial advisor with Duet Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include work with Private Client Services and Calton & Associates, Inc., as well as founding Cents & Sensibility, Inc. Outside of advising, she serves as treasurer for the Willow Ridge Owners Association and is vice chair for community outreach and fundraising at Tri-Valley REACH, an organization supporting independent living for adults with intellectual and developmental disabilities. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $316 million in assets, employing a tailored investment approach that includes mutual funds, ETFs, individual equities, and unaffiliated third-party Independent Managers.

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.

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.

Michael Lin is a financial advisor at Arta Finance with a Series 65 credential and four years of industry experience. Prior to joining Arta Finance Wealth Management LLC and Arta Finance Inc. in 2026, he worked at ICONIQ Capital, LLC for five years. Arta Finance provides investment services primarily to accredited investors, qualified clients, and qualified purchasers via a digital platform that offers discretionary managed products and self-directed options. The firm utilizes a proprietary algorithm incorporating machine learning and minimum-volatility methodology alongside human oversight, and offers access to public market strategies, private funds, structured products, and alternatives.

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.

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.

Emilie Goldman is a CFP® and CFA® with 17 years of industry experience. She has been with Tamarind Financial Planning since 2010. Tamarind Financial Planning serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing comprehensive financial planning and portfolio advice on a fee-only basis. The firm’s approach focuses on customized financial plans and asset allocation based on Modern Portfolio Theory, typically delegating portfolio management to vetted sub-advisers.

Arthur Shaw is a Series 65 licensed financial advisor with 9 years of industry experience. He is affiliated with 3 Factor Indexing, LLC and also serves as CEO of RepairPal and as Lead Director on the board of the financial technology startup Insikt. 3 Factor Indexing is a registered investment adviser focusing on discretionary investment management for high-net-worth individuals, families, trusts, and closely held businesses. The firm emphasizes strategic asset allocation and broad diversification using exchange-traded products, mutual funds, separately managed accounts, equities, and bonds.

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.

Jane Beule is a CFP® professional with 20 years of experience in financial advising. She has been with Griffin Black, LLC since 2001. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets. The firm serves executives, professionals, entrepreneurs, retirees, and small-business owners, with expertise in working with Silicon Valley tech and bio-tech clients as well as those with cross-border family or business interests. Their approach includes Holistic Wealth Management, Investment Management, ongoing financial planning, and specialized analysis for RSUs and executive compensation.

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.

Carlos Perez is a financial advisor at Evart, Young & Hobbs Investment Management with 22 years of industry experience. He holds a Series 65 designation and has worked at the firm since 1996. Perez also has prior experience at Seed V Investors LLC and manages his own real estate holdings. Evart, Young & Hobbs Investment Management provides discretionary portfolio management and pension consulting services to individual investors, trusts, business entities, and qualified retirement plan sponsors. The firm employs a research-driven investment approach focused on strategic asset allocation, long-term buy-and-hold strategies, and tax-aware decision making, utilizing globally diversified, low-cost ETFs and institutional mutual funds.

Brooks Nelson is a CFA® charterholder with 12 years of industry experience. He has been with Nelson Capital Management, LLC since 2004. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers by providing portfolio management, financial planning, and retirement plan asset-management services. Nelson Capital Management’s investment approach combines fundamental analysis with a mix of ETFs, mutual funds, individual securities, and both long- and short-term strategies, with regular portfolio reviews and use of institutional resources.