Mark Johnsen is a financial advisor at Wealth Architects, LLC with 28 years of industry experience. He has been with Wealth Architects since 2005 and holds Series 63 and Series 65 designations. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations by providing comprehensive wealth management, planning, and consulting services. The firm’s investment approach is based on modern portfolio theory and emphasizes tailored portfolio management supported by strategic asset allocation, ongoing monitoring, and regular reporting.

Jacqueline Lares is a CFP® professional with 10 years of experience in the financial services industry. She has been with Wealth Architects, LLC since 2019 and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2015 to 2019. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management along with wealth planning and consulting. The firm’s investment approach is based on modern portfolio theory, with tailored portfolio management supported by formal planning tools and regular monitoring.

Laura Thomas is a financial advisor at International Asset Management with nine years of industry experience. She holds a Series 63 designation and has worked at Individual Asset Management since 2016. International Asset Management is a team-based registered investment adviser serving individual clients, including high-net-worth and expatriate investors, as well as advisory firms and small businesses. The firm employs a global investment approach with services such as discretionary portfolio management, financial planning, and cross-border consulting.

Jawad Ehsanyar is a financial advisor at Morling Financial Advisors, LLC with a Series 65 designation and three years of industry experience. Prior to joining Morling Financial Advisors in 2022, he held positions at Copenhagen Business School and Moore Afghanistan. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management and financial planning, typically implementing portfolios through index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments.

Taras Zatvarskiy is a financial advisor at Grant Private Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Nordstrom for eight years. Grant Private Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, business entities, and qualified retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to tailor strategies to clients’ goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with retirement-plan advisory services.

Svetlana Kot is a financial advisor at Rebalance LLC in Palo Alto, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Rebalance in 2023, she worked at Eqitrade Limited and has a background including roles at Tulsa Ballet Theatre Inc. and Integrity Gaming Corp. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm uses a strategic asset allocation framework focused on ETFs within seven model portfolios and manages approximately $1.56 billion in discretionary assets across several hundred accounts.

John Stachnick is a financial advisor at Kaizen Financial Strategies, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. He also has experience with Savannah Chanelle Vineyards and is licensed as an insurance agent. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations by offering financial planning, retirement plan consulting, and asset management. The firm employs a diverse investment approach, including fundamental and technical analysis, and uses advanced option strategies and margin within its wrap-fee managed accounts.

Jai Huynh is a financial advisor at East West Wealth Advisors LLC with 23 years of industry experience. He holds a Series 66 designation. His previous roles include positions at LPL Financial, Cetera, and BMO Bank NA. East West Wealth Advisors provides discretionary separately managed account advisory services for high-net-worth individuals, trusts, institutional investors, and other entities. The firm uses a goals-based, multi-asset investment approach overseen by an Investment Policy Committee and manages portfolios tailored to clients’ objectives, risk tolerance, and liquidity needs.

Nathan Dingler is a CFP® with 14 years of industry experience, currently serving at DiversiFi Capital Inc in Los Altos, CA. He has been with DiversiFi Capital LLC (formerly Compass Capital Management) since 2015. Outside of financial advising, Dingler is active as a real estate agent and referral agent, and he manages several private investment funds and venture entities affiliated with DiversiFi. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, in addition to advising pooled investment vehicles. The firm combines fundamental, technical, and quantitative analysis with an explicit social-impact investment filter and manages multiple private funds focused on frontier technology investments.

Don Garman is a CFP® with 32 years of industry experience, currently serving as an advisor at Mirador Capital Partners. He has previously worked at Purshe Kaplan Sterling Investments and has been with Mirador since 2015. Garman is also a partner in venture funds Tri-Valley Ventures, LLC and Tri-Valley Ventures II, LP. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines top-down fundamental analysis with technical analysis and employs a variety of asset-allocation models across public and private securities and alternative vehicles.

Anthony Blagrove is a CFP®, CFA®, and Series 65-licensed advisor with 17 years of industry experience. He currently works at Traveka Wealth, LLC and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Partners. Traveka Wealth serves individuals, trusts, estates, corporations, and retirement plans with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm emphasizes fundamental analysis, broad diversification, low costs, tax efficiency, and customization to client circumstances, managing approximately $648 million in assets with a focus on wealthier households.

Wai Fung Tang is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has been with Wealth Architects, LLC since 2015. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management along with wealth planning and consulting. The firm’s investment approach is based on modern portfolio theory and includes tailored portfolio management supported by documented client goals, ongoing monitoring, and regular reporting.

Jung Chang is a financial advisor with Andrew Garrett, Inc. in Palo Alto, CA, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Andrew Garrett, Inc. since 2008. Outside of advisory work, he owns a tax preparation and accounting business where he provides tax and accounting services. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model using various sub-advisers and program sponsors to implement strategies tailored to client suitability profiles.

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 at Malakoff Wealth with 40 years of industry experience. He holds a Series 63 designation and has worked with Master Wealth, LLC, Malakoff & Associates, and LPL Financial over his career. Outside of advisory work, Malakoff serves as a preacher at a Masonic residence. Malakoff Wealth provides financial planning and consulting services to individuals, trusts, nonprofits, banks, businesses, and pension/profit-sharing plans. The firm focuses on written financial plans and periodic reviews but does not manage client assets or accept custody, typically referring clients to LPL Financial for investment implementation and ongoing supervision.

Jason Papier is a Series 65 licensed financial advisor with 19 years of industry experience. He has been with Werba Rubin Papier Wealth Management, LLC since 2017 and previously worked at Fluent Wealth Partners, LLC for ten years. He is based in San Jose, CA, and is part of a seven-advisor team. Werba Rubin Papier Wealth Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a long-term, risk-based allocation approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets.