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.

Tracy Newquist is a financial advisor at DWR Wealth Management, LLC in San Jose, CA, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Buckingham Strategic Wealth, Securities America, and Foothill Securities. Outside of her advisory role, she serves as Treasurer and Board Member of Balanced Access, a nonprofit focused on providing internet access to underserved communities. DWR Wealth Management offers investment advisory and financial planning services to individuals, high-net-worth clients, business entities, charitable organizations, and retirement plans. The firm uses a risk-based investment approach grounded in modern portfolio theory and maintains an affiliation with Dunham Associates CPAs for coordinated tax and advisory services.

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.

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.

William Fung is the sole advisor at Chinese Abraham Investment Advisors LLC in Cupertino, CA, holding a Series 65 designation with 21 years of industry experience. He has been with Chinese Abraham Investment Advisors LLC since 2004 and also has prior experience with CS Planning Corp and IP Financial Advisory Services LLC. Chinese Abraham Investment Advisors LLC provides discretionary investment advisory and portfolio management services primarily to individuals, trusts, charitable organizations, and retirement plans. The firm employs an active, asset-allocation and market-timing strategy that uses fundamental, technical, and cyclical analysis and offers both performance-based fee arrangements and tax-efficient investment programs.

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.

Claudia Deras Sosa is a CFP® with four years of industry experience, currently working at Corinthian Wealth Management in San Jose, CA. Her prior experience includes roles at Arbor Point Advisors and KMS Financial Services. She also provides notary services to clients, dedicating several hours monthly to this activity. Corinthian Wealth Management serves individual investors and small businesses with portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs both strategic and tactical asset allocation and offers discretionary and non-discretionary portfolio management, including the use of third-party sub-advisors and a range of investment strategies.

Harrison Willner is a financial advisor at Ttp Investments, Inc. with 12 years of industry experience. He holds a Series 65 credential and has been with Ttp Investments since 2016. Willner also provides tax preparation services through The Tax Practice, Inc., where he works as an accountant and tax preparer. Ttp Investments offers discretionary asset management, financial planning, and tax-related advice to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm customizes investment programs based on client objectives and risk profiles, employing both fundamental and technical analysis alongside active derivatives strategies.

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.

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.

Adam Roberts is a CFP® professional with seven years of experience in financial advisory roles, currently serving at Potentia Wealth. His prior experience includes positions at Mariner Independent Advisor Network and LPL Financial, as well as a teaching role at San Jose State University. He is also licensed to sell fixed insurance products in San Jose, CA. Potentia Wealth provides investment management and financial planning services to individual and high-net-worth clients, focusing on discretionary portfolio management and personalized financial plans. The firm integrates tax preparation services through its affiliated business, Potentia Tax, and offers a variety of investment strategies including wrap-fee programs and third-party manager options.