John Arao is a financial advisor with Mine & Arao Wealth Creation and Management, LLC, holding a Series 65 designation and 27 years of industry experience. He has worked at Mine & Arao Wealth Creation & Management since 1999 and is also a partner in Mine & Arao, LLP, a certified public accounting firm offering tax preparation, planning, and related services. Mine & Arao Wealth Creation & Management serves individual investors, pension plans, and businesses, primarily drawing clients from its affiliated CPA practice. The firm provides discretionary investment management alongside financial planning and tax, retirement, and estate planning, using a comprehensive asset allocation approach that integrates investment advice with tax and bookkeeping services.

Chui Wa Leung is a financial advisor at Pacific Excel Wealth Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Voya Financial Advisors and Center Pillar Wealth Management. Leung is also an independent insurance agent involved in the sales of fixed insurance products. Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charitable organizations. The firm employs a combination of fundamental and technical analysis and offers tiered service levels ranging from core financial planning to private client services.

Mark James is a financial advisor at Alexander Beard (USA) Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with Alexander Beard (USA) LLC since 2014. Alexander Beard (USA) Inc. advises individuals, including high-net-worth clients, as well as pension and retirement plan sponsors. The firm provides pension transfer reports, discretionary and limited non-discretionary portfolio management, and retirement-plan consulting, often managing accounts on a discretionary basis with a combination of analytical approaches and third-party sub-advisors.

Ronald Petersen is a financial advisor at Petersen and Hicks in Campbell, CA, with 38 years of industry experience. He holds a Series 63 designation and previously worked at First Allied Securities, Inc. and Petersen & Associates. In addition to his advisory role, he is involved in non-CPA accounting and tax preparation and is a licensed insurance agent. Petersen and Hicks serves individual and high-net-worth clients by providing financial planning, investment advisory, and consulting services. The firm acts as a fiduciary, tailoring advice to client objectives and risk tolerance, and utilizes third-party managers for asset management while charging flat or hourly fees.

Stanley Mok is a financial advisor with Mok Capital Management in Los Altos, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2013 and founded Mok Capital Management in 1997. Outside of his advisory work, Mok serves as a current city council member and former mayor of Los Altos Hills, and he participates in the town’s Parks and Recreation Committee. Mok Capital Management provides financial planning and portfolio management services to individuals, trusts, charities, pension and profit-sharing plans, and business entities. The firm employs a value-based investment approach using fundamental and technical analysis to tailor portfolios, which may include individual stocks, bonds, ETFs, options strategies, and foreign securities.

Ethan Pepper is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, an Enrolled Agent, and a Registered Life Planner™. He earned a Bachelor of Science in Business Administration with a concentration in Finance from San Jose State University. Ethan started Orchard City Wealth Management, LLC after years of working for investment advisory firms that focused on helping older generations achieve their financial goals. He grew weary of financial service models that excluded individuals still establishing their wealth because they didn’t meet the minimum assets requirements to become a client. The notion that only established wealthy people use financial advisors didn’t sit well with Ethan. He wanted to help mid-career professionals thrive in their financial lives, too. Ethan services individuals and families who are establishing wealth and want a guide for their financial decisions to help them build and protect their money. He also continues to work with ultra-high-net-worth and high-net-worth clients. With over a decade of tax preparation experience, he completes his clients' wealth management with the necessary tax strategy and planning services for real-time savings and future income generation.

Flora Dong is a financial advisor at Arden Global Family Offices with 27 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at UBS Financial Services, Merrill, and Morgan Stanley. Ardenwood Advisors, LLC provides wealth management and advisory services primarily to ultra-high-net-worth families, family offices, trusts, estates, and certain institutional clients. The firm offers customized investment portfolios across a range of asset classes and delivers holistic family office administrative services alongside private fund and co-investment opportunities.

Brian Tayan is a financial advisor at Tayan Capital Management, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at UBS Financial Services before founding his current firm in 2006. In addition to his advisory role, Mr. Tayan serves as a Research Associate at Stanford University, a position he has held since 2006. Tayan Capital Management provides discretionary portfolio management and acts as the general partner and investment adviser to a private fund, serving both high-net-worth and non-HNW individual investors. The firm employs an opportunistic, value-oriented investment approach focused on capital preservation and long-term holding periods.

Edwin Ryu is a PFS™ credentialed advisor with 25 years of experience, currently serving at Legacy Wealth Advisors, LLC since 1999. He previously operated as Edwin K.S. Ryu DBA Legacy Real Estate Advisors and Ryu & Company from 1984 to 2017. Outside of his advisory work, Mr. Ryu is a shareholder and board member of Concert Global Group and participates on its investment committee. He also holds board positions at the Mountain View Buddhist Temple, the York School of Monterey, and Pitzer College, serving in leadership roles related to facilities planning and investment committees. Legacy Wealth Advisors, LLC provides multi-family office and wealth management services to individuals, high-net-worth families, and institutions. The firm uses a top-down investment approach combined with customized portfolios, tactical asset allocation, and integrated tax and real estate advisory services.

Vijay Kanal is the sole advisor at Stinson Capital Management, LLC, holding a Series 65 credential with 11 years of industry experience. He has been with Stinson Capital Management since 2015. Stinson Capital Management, LLC is a fee-only registered investment adviser serving individuals, high net worth clients, trusts, estates, and business entities. The firm provides discretionary portfolio management and financial planning, with an investment approach that emphasizes fundamental research, conservative valuation, and diversification across various asset classes.

Hannah Farrow is a financial advisor at RightWise Wealth in Santa Clara, CA, with two years of industry experience. She holds a Series 65 designation and previously worked at Apple Inc for six years before entering the financial advisory field. Outside of her advisory role, she manages a rental property in Sommerville, MA. RightWise Wealth serves individual clients, including high-net-worth households, offering comprehensive financial planning and discretionary investment management guided by Modern Portfolio Theory. The firm emphasizes a structured planning process and utilizes ETFs, mutual funds, and factor-based strategies to implement client portfolios.

Donna Williams is a financial advisor at Waverley Wealth Management LLC in Mountain View, CA, holding a Series 65 designation with 10 years of industry experience. She has been with Waverley Wealth Management since 2013. Waverley Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $201 million across around 114 client relationships, employing both fundamental and technical analysis to construct diversified portfolios with ongoing monitoring and quarterly reviews.

Noboru Muto is a financial advisor at APP with seven years of industry experience. He holds a Series 66 designation and previously worked at firms including LPL Financial LLC and Cambridge Investment Research. Outside of finance, he has been the general manager of Hilldale Golf Club since 1986, overseeing golf course operations. APP advises individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $12.9 million across 76 client relationships. The firm employs a long-term investment approach using a combination of analysis techniques and offers services such as ongoing portfolio management, financial planning, and pension consulting.

Kai Chen is a CFA® charterholder with 23 years of industry experience. He is a principal and managing member at Oceaniq Capital, LLC, where he has worked for 13 years. His prior experience includes roles at Credit Suisse Securities and FNEX Capital. 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. The firm employs a customized, discretionary investment approach using fundamental, quantitative, and qualitative analysis across public securities, options, and private investments.

Kyle Chuang is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Pantheon Wealth Planning in San Jose, CA. He previously worked at Farmers Insurance Group and Farmers Financial Solutions for 19 years. Outside of his advisory role, he operates an insurance agency under KC & Associates Insurance Agency. Pantheon Wealth Planning provides written financial planning and consulting services to individuals, high-net-worth clients, medical professionals, and business entities. The firm focuses on planning rather than asset management, offering both one-time and ongoing concierge planning services without discretionary control over client assets.

Naoya Takashita is a financial advisor at Asset Planning and Protection LLC (APP) with less than one year of industry experience. His prior work includes roles at Value Financial Holdings, Inc., Value Insurance Solutions, Inc., Value Agent, Inc., and Kanagawa Insurance Group, Inc. APP advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, managing approximately $12.9 million across about 76 client relationships. The firm combines multiple analysis techniques and uses discretionary authority to implement long-term trading strategies aligned with each client’s Investment Policy Statement.

Nadine Thibault is a CFP® professional with five years of industry experience. She has been with Relevé Financial Group since 2021 and previously worked at NorthRock Partners from 2014 to 2021. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, consulting, and portfolio management, including a proprietary subscription-based online advisory platform alongside traditional managed-account services.

Anil Ambastha is a financial advisor at Ambastha Financial LLC with six years of industry experience. He holds a Series 65 designation and has a background in the oil and gas industry, currently serving as a Chevron Fellow and Senior Principal Reservoir Engineer. Ambastha Financial LLC provides discretionary investment management and advisory services primarily to high-net-worth individuals and small businesses. The firm combines fundamental analysis with modern portfolio theory, employing both active and passive strategies, including the use of derivatives, to meet client objectives.

Perry Kotval is a CFP® professional with 17 years of industry experience. He has been with Galileo Planning Group, Inc. since 2007. The firm serves senior corporate executives, high-income professionals, and wealthy individuals, providing customized financial planning and investment counseling on a non-discretionary basis. Galileo Planning Group emphasizes long-term, diversified portfolios and detailed analysis of private and alternative investments.

Patrick Mc Donnal is a CFP® and Series 65-registered advisor with Tamarind Financial Planning, based in San Mateo, CA. He has been with Tamarind since 2024 and has additional experience as an applications engineer at Indicate Technologies and as a high school athletic coach. Outside of his advisory role, he is involved in automated inspection technology and coaching athletic teams. Tamarind Financial Planning serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing comprehensive financial planning, portfolio reviews, and project-based advice on a fee-only basis. The firm emphasizes customized financial plans and asset allocation using Modern Portfolio Theory and generally delegates portfolio management to selected sub-advisers.