Raymond Vo is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with DiversiFi Capital Inc (formerly Compass Capital Management) since 2015. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients and also advises pooled investment vehicles. The firm uses a combination of fundamental, technical, charting, and quantitative analysis, incorporates an explicit social-impact investment filter, and manages multiple private funds and special purpose vehicles focused on frontier technology investments.

David Hart is a CFA® charterholder with 34 years of industry experience. He currently works at Grant Private Wealth Management and has held prior roles at Blaylock Van, LLC, CINCaP Investment Group, Inc., and Ross, Sinclaire & Associates, Inc. Grant Private Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm provides tailored investment strategies based on clients’ goals, time horizons, and risk tolerance, and is notable for offering public educational seminars and workshops at no charge.

Mitchell Tuchman is a financial advisor at Rebalance LLC in Palo Alto, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Rebalance LLC since 2011 and is also involved with Jacksonnet, LLC since 2000. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm uses a strategic asset-allocation framework focused on long-term rebalancing and manages accounts primarily on a discretionary basis.

J.C. Torres is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Solstein Capital, LLC since 2010. He is also a member of Solstein GP, LLC, an entity managing the affairs of Solstein Capital Partners, L.P. Solstein Capital provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors through private funds and separately managed accounts. The firm employs a value-based, concentrated investment approach focused on fundamental analysis and capital preservation.

Asha Culhane Husain is a financial advisor at Mirador Capital Partners with a Series 65 credential and one year of industry experience. Prior to joining Mirador, she held roles at Re:wild Your Compass, Boccaccios Restaurant, Conejo Family Health, Columbia University, and the University of California, Berkeley. Mirador Capital Partners provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers multiple proprietary strategies across different asset classes.

Erny Malakoff is a financial advisor with Malakoff Wealth based in Castro Valley, CA, holding a Series 63 designation and offering 40 years of industry experience. His career includes roles at LPL Financial spanning over three decades and leadership positions at Master Wealth, LLC and Malakoff & Associates. He also serves as a preacher at a Masonic residence outside of his financial advisory work. Malakoff Wealth provides financial planning and consulting services primarily to individuals, trusts, nonprofits, banks, business entities, and pension plans, delivering written plans and periodic reviews without managing client assets. The firm focuses on fundamental analysis and manager evaluation, recommending diversified allocations and offering advice through hourly, fixed-fee, or retainer engagements rather than discretionary portfolio management or percentage-of-AUM fees.

Victor Huang is a financial advisor at Morling Financial Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Morling Financial Advisors since 2015. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting. The firm employs a client-specific strategic asset allocation using index-based equities and fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Ying Ying Jing is a financial advisor at Oceaniq Capital, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Credit Suisse Securities and Merrill, among other firms. Jing has been associated with various entities within the Oceaniq group since 2014. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors by providing portfolio management, financial planning, family office services, and access to private investments. The firm combines fundamental, quantitative, and qualitative analysis in managing public and private assets and conducts due diligence on third-party managers.

Sharon Paratte is a CFP® professional at Traveka Wealth, LLC with four years of industry experience. Prior to joining Traveka Wealth in 2023, she worked at Goldman Sachs Personal Financial Management from 2019 to 2023 and United Capital Financial Advisors from 2018 to 2019. Traveka Wealth serves individual and institutional clients, including high-net-worth individuals, trusts, estates, corporations, and retirement plans, providing comprehensive financial planning and investment management. The firm emphasizes fundamental analysis, diversification, tax efficiency, and client-specific customization, managing approximately $730.8 million in assets.

Faisal Shujayee is a financial advisor at Grant Private Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles outside the financial industry and a recent transition from full-time student status. Grant Private Wealth Management is a six-advisor registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment programs are tailored to clients’ goals and risk tolerances, incorporating various analytical approaches, and it offers public educational seminars on general investment topics.

Vijay Patel is a financial advisor at MA Private Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mercer Global Advisors Inc. and Dragon Financial Group. Patel joined MA Private Wealth in 2021, where he is part of a team of five advisors. MA Private Wealth manages approximately $584 million for around 350 clients, offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm serves individuals, families, trusts, and select entities, using a tailored, long-term investment approach grounded in fundamental analysis and supported by third-party research and model recommendations.

Brett Sharkey is a financial advisor at Three Bridge Wealth Advisors in Los Altos, CA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. and Sanctuary Securities, LLC. Sharkey has served as managing director and financial advisor at Three Bridge Wealth Advisors since 2009. Three Bridge Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and select institutional entities. The firm offers discretionary portfolio management with a focus on ETFs, mutual funds, individual securities, and REITs, along with coordinated financial planning services including bill-pay and bookkeeping.

Tsun Tat Wong is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Tsun Tat works closely with clients to develop strategies aligned with their short-, mid-, and long-term objectives, providing guidance on investing, retirement planning, and unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. With over 10 years of banking experience, Tsun Tat provides tailored banking and investment strategies for both individuals and businesses. His approach is centered on delivering personalized and appropriate solutions designed to help clients navigate complex corporate cash management and wealth management objectives. He previously worked as a Trader in Hong Kong, China. Tsun Tat earned a Bachelor of Arts degree in Mathematics and Economics from the University of California, Berkeley. He holds FINRA Series 7 and 66 registrations as well as the Personal Investment Advisor (PIA) designation. He resides in Foster City with his wife. His personal interests include baseball, basketball, biking, bowling, cooking, hiking, music, swimming, traveling, and watching movies.

Yesu Lu is a financial advisor at Oceaniq Capital, LLC in Palo Alto, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Oceaniq Capital in 2026, he worked at Cisco and Amazon in various roles from 2018 to 2022. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors by providing portfolio management, financial planning, and family office services, along with corporate cash management and access to private investment opportunities. The firm employs a customized, discretionary investment approach that integrates fundamental, quantitative, and qualitative analysis, and it supports international clients through specialized custodial relationships.

William Li is a financial advisor at Morling Financial Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at IBM for 18 years. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and consulting services. The firm tailors portfolios using index-based equity and fixed-income strategies, mutual funds, ETFs, and alternative allocations, including private equity and real estate, with ESG integration available upon request.

Shijun Liu is a financial advisor at Parker Investment Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Parker Investment Management since 2010. The firm serves individual investors, retirement plans, charitable organizations, and corporations by providing discretionary portfolio management and financial planning services. Parker Investment Management employs a tactical asset allocation approach using low-cost mutual funds and ETFs, supplemented by proprietary analysis and option strategies for qualified clients.

Justin Mazzon is a CFA® charterholder at Wealth Architects, LLC with six years of industry experience. Before joining Wealth Architects in 2020, he worked at American Blue Chip Investment Management and held positions at the University of California, Berkeley, College of Marin, and Crate and Barrel. Wealth Architects serves individuals, trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations with comprehensive wealth management and planning services. The firm’s investment approach is based on modern portfolio theory and includes tailored portfolio management, ongoing monitoring, and the use of sub-advisors to implement specific strategies.

Keli Cole is a financial advisor at Avalon Capital Management in Menlo Park, CA, holding a Series 65 designation with five years of experience in the industry. Prior to joining Avalon, she worked at Capstone Financial Group and KPMG. Avalon Capital Management serves high net worth individuals and families, offering discretionary investment management alongside cash management and fixed-income services. The firm uses a proprietary, quantitative investment process combined with external research and investment-committee review to implement dynamic global asset allocation across a multi-asset framework.

Darcy Smoot is a CFA® charterholder with nine years of industry experience and has been with Nelson Capital Management, LLC since 2014. He holds a Series 63 license and is based in Menlo Park, CA. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers. The firm provides portfolio management, financial planning, and retirement plan asset-management services, employing a fundamental analysis approach with a mix of ETFs, mutual funds, stocks, and bonds across long- and short-term strategies.

Lyudmila Ter Avanesyan is a financial advisor with Grant Private Wealth Management in Pleasanton, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Fidelity Brokerage Services and Glava Realty. Outside of advising, she is involved in property management through her ownership of a rental property business. Grant Private Wealth Management provides fee-based investment management and financial planning to individuals, trusts, business entities, and qualified retirement plans, tailoring strategies to client goals and risk tolerance using a mix of analytical approaches. The firm offers various engagement options and conducts public educational seminars at no charge.