Anna Sergunina is a CFP® professional with 16 years of industry experience. She has been with MainStreet Financial Planning, Inc. since 2014 and also owns Anna Sergunina Media LLC. MainStreet Financial Planning provides fee-only, advice-only financial planning and consultation services to individuals, families, business owners, and nonprofit employers. The firm emphasizes long-term, low-cost passive investing and delivers multi-session planning engagements, educational seminars, and employer-facing workshops.

Nilima Agrawal is a financial advisor at Safe Money Inc. based in San Jose, CA, holding Series 66 and Series 65 licenses with nine years of industry experience. Her prior work includes roles at Commonwealth Financial Network and Anomalous Business Systems. Outside of advisory services, she provides tax preparation for individual and corporate clients. Safe Money Inc. offers discretionary portfolio management for individual and high-net-worth clients, focusing on individualized Investment Policy Statements and regular account monitoring. The firm combines fundamental and quantitative analysis with a long-term trading horizon, recommending a range of investment products including mutual funds, fixed-income securities, and real estate funds.

David Hildreth is a CFA® charterholder with 13 years of industry experience, currently serving at Altos Financial Management, LLC since 1993. He also owns and operates an insurance brokerage focused on life, health, long-term care, disability, and fixed annuities. Altos Financial Management serves individual and high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary portfolio management and investment-related research and planning. The firm manages diversified portfolios using macroeconomic indicators and employs a hands-on, tailored approach with a small client base.

Yanjuan Huang is a CFP® with 15 years of industry experience and is the sole advisor at Vienna Asset Management LLC. Prior to founding Vienna Asset Management, Huang worked at UBS Financial Services and Western International Securities. She also operates a licensed insurance practice as a sole proprietor. Vienna Asset Management provides discretionary investment management and financial planning services primarily to high-net-worth individuals and families. The firm manages approximately $256.5 million in assets, implementing tailored investment strategies that include fundamental analysis, derivatives, and international exposures.

Christine Mason is a Series 65 licensed financial advisor with eight years of industry experience. She is currently with Authentikos Wealth Advisory LLC and has previously worked at Regent Wealth Management. In addition to her advisory role, she is an agent involved in the sale of commissionable insurance products through an affiliated insurance agency. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individual clients and retirement plans, as well as corporations and employee benefit plans. The firm customizes portfolio allocations using fundamental, cyclical, and technical analysis and offers discretionary portfolio management, third-party manager selection, and access to model-portfolio solutions implemented on a wrap-fee platform.

Christopher Thomas is a CFP® and holds a Series 66 license with 25 years of industry experience. He is currently a financial advisor at Align Wealth Management, LLC and is also the sole owner of Thomas & Company CPA, a San Jose-based accounting firm. His prior experience includes roles at LPL Financial and Vantage Wealth Management LLC. Align Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, pension and 401(k) consulting, and financial planning. The firm uses a documented investment process based on client goals and risk tolerance, employing a mix of analytical approaches and third-party manager selection.

Barbara Binder is a CFP® professional with 21 years of experience in financial advising. She has been with BKB Financial Advisors, LLC since 2004. The firm provides comprehensive, customized financial planning and consulting to individuals, couples, and families across various life stages, focusing on retirement planning, seniors, loss-related financial issues, divorce matters, and financial education for young adults. BKB Financial Advisors operates on an hourly fee basis without managing client investments or custody of assets, emphasizing client education and participation under a fiduciary standard.

Bud Mine is a financial advisor at Mine & Arao Wealth Creation and Management, LLC, with 27 years of industry experience. He holds a Series 65 designation and has been working at Mine & Arao Wealth Creation and Management since 1999. In addition to his advisory role, Mr. Mine is a partner at Mine & Arao, LLP, a certified public accounting firm providing tax preparation, planning, and bookkeeping services. Mine & Arao Wealth Creation and Management serves individual investors, pension plans, and businesses, largely drawing clients from its affiliated CPA tax practice. The firm offers discretionary investment management combined with financial, tax, retirement, and estate planning services, emphasizing comprehensive asset allocation and integration of investment advice with accounting services.

About Us: Israilov Financial is a fee-only, fiduciary advisory firm built specifically for Millennial professionals in tech and corporate careers across California. We work with people who are earning well, navigating complex compensation (RSUs, ESPPs, stock options, 401(k)s) and want to create a comprehensive financial plan tailored around their current needs and future life aspirations. We don't have asset minimums or net worth requirements. If your financial life is getting complex and you want someone genuinely in your corner, we built this firm for you. Why We Founded the Firm Most high-earning young professionals don't qualify for traditional wealth management. They're told to wait until they have more assets. We disagreed with that. The people who need holistic, expert advice the most are often the ones being turned away. We founded Israilov Financial to serve them from day one. Who We Work With Our clients are Millennial professionals (software engineers, product managers, finance and corporate professionals) who are building wealth through their careers and want a long-term partner to help them do it right. We specialize in equity compensation, tax optimization, retirement planning, home purchase planning, and investment management. What Sets Us Apart Israilov Financial brings together a CFP® and a CFA® under one roof. Said Israilov handles financial planning, tax, and retirement strategy; Max Stamakun leads investment management and portfolio design. That combination is rare at independent firms, and it means your financial plan and investment strategy are built by specialists who work together on your behalf. We operate as a fiduciary, always. No commissions, no proprietary products, no conflicts of interest. Our only incentive is to give you advice that serves your goals. Where most firms offer annual reviews, we take a proactive approach: frequent check-ins, adaptive strategies, and education built into every engagement. We don't just manage your money; we help you understand it. Ideal Clients Gen Y / Millennials, tech and corporate professionals with equity compensation and complex financial lives. Fee Options Fee-only. Contact us for details.

Christopher Torres is a financial advisor with Mayfield Advisors, Inc. in Palo Alto, CA, holding a Series 65 designation and bringing 19 years of industry experience. He has been with Mayfield Advisors since 2007 and is also affiliated with Irvin, Abrahamson & Co., where he has been involved since 2004. Mayfield Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and small businesses. The firm employs a diversified, buy-and-hold investment approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and is noted for its integrated advisory and accounting services through an affiliation with an accounting firm.

Jonathan Tiemann is the sole advisor at Tiemann Investment Advisors, LLC in Menlo Park, CA, and holds a Series 63 designation with 25 years of industry experience. He founded his current firm in 2002 after three years at One Capital Management, LLC. Tiemann also works part-time as a self-employed consultant providing algorithm design, valuation services, and economic analysis for government, self-regulatory organizations, and investment-related businesses. Tiemann Investment Advisors serves individuals and families, including high-net-worth clients and related entities, offering discretionary portfolio management, consulting, and services tailored to other investment professionals. The firm uses a quantitative investment process based on Modern Portfolio Theory and customizes portfolios with tax management and ongoing monitoring.

Monica Kalra is a financial advisor at NRI Wealth Management, LLC in Santa Clara, CA, holding a Series 65 designation with six years of industry experience. She has been with NRI Wealth Management since 2016 and also operates as a sole proprietor. NRI Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plans. The firm offers discretionary portfolio management and comprehensive financial plans, implementing strategies based on fundamental analysis and diversified allocations with regular monitoring and rebalancing.

Lamberto Torres is a CFP® professional with 19 years of experience at Mayfield Advisors, Inc. He has been with Mayfield since 2007 and is also affiliated with Irvin, Abrahamson & Co., where he has worked since 1983. Mayfield Advisors, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses, including high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach, favoring diversified, buy-and-hold portfolios primarily using passively managed funds, and integrates advisory services with accounting through its affiliation with an accounting firm.

Joshua Williams is a financial advisor with Farm and Community Advisory in Los Gatos, CA, holding a Series 65 credential and one year of industry experience. He previously worked at Lockton Insurance and operates WH Personal Finance, a financial coaching practice focused on personal money management and debt strategies. Farm and Community Advisory provides portfolio management, pension consulting, and financial planning services to individuals and business entities. The firm uses a range of analytic methods and manages assets on both a discretionary and non-discretionary basis, with a focus on aligning investment strategies to client goals and risk tolerance.

Gael Knight is a financial advisor at Knight and Company Wealth Advisors, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a CPA and operates The Gael Knight Company Certified Public Accountants, Inc., providing a full range of accounting services including tax preparation. Knight and Company Wealth Advisors offers investment management and wealth-planning services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs an asset-class, passive investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios primarily composed of passively managed mutual funds and ETFs.

Johanna King is a financial advisor at King Wealth Advisors, LLC in San Mateo, CA, holding a Series 65 designation with seven years of industry experience. She has worked at King Wealth Advisors since 2018 and previously was employed at Netsuite, Inc. from 2015 to 2018. King Wealth Advisors is a small independent firm serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes discretionary investment management focused on mutual funds and ETFs, using a selection process based on momentum, value factors, and economic conditions, and offers flexible portfolio strategies including Growth, Growth & Income, and Fixed Income approaches.

Calum Cunningham is a Series 66-licensed financial advisor at Silicon Private Wealth, LLC with 10 years of industry experience. He has worked at Silicon Private Wealth since 2016 and previously spent time at Purshe Kaplan Sterling Investments. 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 uses multiple analysis methods and offers both discretionary and non-discretionary management, with a focus on a variety of investment types including mutual funds, equities, fixed income, and private placements.

Kyla Sy Cip is a financial advisor with Griffin Black, LLC, holding a Series 65 designation and currently in the early stages of her career. She has experience working at Griffin Black since 2023 and previously held roles at the University of California, Riverside, and Western Pacific Wealth Management. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets, serving executives, professionals, entrepreneurs, retirees, and small-business owners, with particular expertise in Silicon Valley tech and bio-tech sectors and clients with cross-border family or business interests. The firm offers Holistic Wealth Management, investment management, and ongoing financial planning tailored to client goals, risk tolerance, and cash-flow needs.

Karen Landry is a financial advisor with The Tilted Funds Group LLC, holding a Series 63 designation and bringing 34 years of industry experience. She has held roles including advisor at Benefunder, a platform supporting funders and entrepreneurs, and serves as Treasurer for the Club Place Lane Home Owners Association. The Tilted Funds Group LLC provides investment consulting and portfolio allocation guidance to individuals, trusts, institutions, charitable organizations, and corporations. The firm emphasizes a primarily non-discretionary advisory model, utilizing quantitative methods to optimize portfolios with a focus on risk control and reduced turnover.

Ryan Mc Carthy is a CFP® professional with six years of experience at McCarthy Asset Management, Inc. and Stephen P. McCarthy, CPA. He previously worked for three years at PricewaterhouseCoopers, LP and spent a year at the University of Southern California. McCarthy Asset Management, Inc. serves individual investors, trusts, small businesses, and pension plans, managing approximately $422.4 million on a discretionary basis. The firm emphasizes long-term, diversified portfolios across multiple asset classes and integrates tax preparation and planning services as part of its offering.