Prasant Sahoo is a CFA® charterholder and principal of Mission Peak Investors, LLC, an independent wealth management firm based in Fremont, CA. He has nine years of industry experience, including time as a self-employed advisor before founding Mission Peak Investors in 2017. Mission Peak Investors is a fee-only practice serving individual and family clients, trusts, and select institutional accounts. The firm focuses on discretionary portfolio management driven by bottom-up fundamental analysis, using a mix of ETFs, mutual funds, closed-end funds, and selected individual securities, with occasional tactical strategies and performance-based fee arrangements for qualified clients.

Russell Towne is the sole advisor at Towne Investments LLC in Campbell, CA, holding a Series 65 designation with 22 years of industry experience. He has led Towne Investments since 2003. Towne Investments primarily serves individual clients, offering discretionary portfolio management and investment consulting focused on equities, with selective use of bond, commodity, and REIT funds. The firm manages approximately $17.9 million for around 32 clients and combines long-term equity ownership with quality and valuation metrics to guide investment decisions.

Hi! I'm Stanley, a fee-only financial planner based in the San Francisco Bay Area. I founded DRS Financial Partners to help equity-compensated tech professionals steer through the complexities of their equity compensation and ever-changing lives, committing to an objective approach and fiduciary standard. Fascinated with the stock market since I was young, I began my career at a boutique wealth management firm in SF and quickly discovered how rewarding it is to help people gain clarity around their finances and make decisions with confidence. Whether it's preparing for a liquidity event or starting a family, seven years of helping tech executives and early employees with their complex situations helped me appreciate just how important it is to build a solid financial foundation. During my time there, I earned the CERTIFIED FINANCIAL PLANNER™ designation and CFA® charter, sat on the investment committee, and led the firm's financial planning efforts. Adopted from Okinawa as a baby, I grew up in Hawaii and fell in love with the Bay Area during a high school summer program. I graduated Cum Laude from Santa Clara University with a B.S. in Economics (Mathematical Economics concentration) and a Math minor. Outside of work, you can find me on one of the Bay Area's many beautiful hiking trails, unwinding with some video games, or keeping up with an F1 race weekend.

Vishwas Godbole is the sole advisor at Opulent Strategies, LLC in Saratoga, CA, holding a Series 65 designation with 21 years of industry experience. He has managed Opulent Strategies since 2004 and operates a separate business, Navin Systems, which has provided test equipment manufacturing, engineering consulting, and investment software development since 1986. Opulent Strategies offers discretionary portfolio management to individuals, high-net-worth clients, and small business or corporate accounts, focusing on options-based strategies designed to generate monthly cash flow. The firm uses technical analysis and real-time block trading to manage risk and adjusts positions regularly, with performance-based fees available for qualified clients.

Renee Snow is a Certified Financial Planner (CFP®) with 30 years of industry experience. She is the owner of ASL Financial, LLC, an independent registered investment adviser based in Los Gatos, CA. Prior to founding ASL Financial, she worked at SagePoint Financial, Inc. and OsaiC Wealth, Inc. In addition to her advisory role, she teaches courses in transpersonal leadership and research methods at Sofia University. ASL Financial, LLC serves individuals, corporations, and pension or profit-sharing plans by providing portfolio management, financial planning, and consulting services. The firm employs a technology-driven approach using the VISION2020 Advisor Managed Portfolios platform and acts as a sponsor of a wrap fee program, which is notable among independent advisers.

Robert Beck is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He is currently the sole advisor at Lemniscate Partners Advisory LLC, having previously worked at ICONIQ Capital, Adero Partners, Private Management Group, Inc., Bryant Stibel, and Pepperdine University. Lemniscate Partners Advisory LLC is an independent registered investment adviser focusing on high-net-worth individuals, trusts, estates, and business entities, particularly fund partners, entrepreneurs, and technology employees with concentrated professional exposures. The firm provides combined investment management and financial planning services, emphasizing cost and tax efficiency, deliberate diversification, and client-specific, exposure-aware portfolio construction.

Long Nguyen is the sole advisor at sigma3capital LLC in San Jose, CA, holding Series 63 and Series 65 licenses with two years at sigma3capital and one year at Sigma3Tax LLC. He also owns and operates a 7-Eleven convenience store through Josemite Inc., a business he has managed since 2005. Sigma3capital LLC is an independent advisory firm serving individual and high-net-worth clients with discretionary asset management and financial planning. The firm manages approximately $17 million across 65 client relationships and utilizes fundamental, technical, and quantitative analysis, including option pricing techniques, to guide portfolio allocations and trade timing.

Satya Chillara is a financial advisor at RAJS Funds with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Boustead Securities, Darrow Associates, Mercury Securities, and Aemetis. Outside of his advisory role, he is involved in investing in almond farms and serves on the advisory board of Blue Power Systems. RAJS Funds provides discretionary and non-discretionary asset management and financial planning services to institutional investors, pension and profit-sharing plans, banks, charitable organizations, corporations, and individuals. The firm employs diversified, asset-class exposure strategies using mutual funds, ETFs, equities, fixed income, and alternative instruments, with portfolios monitored continuously and reviewed at least annually.

Danelle Jenetayeva is a CFP® professional with 11 years of experience in financial advising. She has worked at PI Wealth Plan LLC since 2018 and previously spent two years at YellowBrickRoad Financial Advisors, LLC. Based in San Jose, CA, she leads PI Wealth Plan LLC as its sole advisor. PI Wealth Plan LLC is an independent state-registered investment advisory firm serving individuals, high-net-worth, and ultra-high-net-worth clients. The firm provides comprehensive financial planning, investment management, tax planning, and specialized services such as divorce financial analysis, focusing on sustainable and impact investing through a fixed annual advisory fee structure.

John Hathaway is a financial advisor at Hathaway Financial LLC in San Jose, CA, holding a Series 65 designation with eight years of industry experience. Prior to founding his independent firm in 2018, he worked for six years at Netflix. Hathaway Financial LLC provides ongoing portfolio management services to individual and high-net-worth clients, tailoring Investment Policy Statements to each client’s goals, income, tax considerations, and risk tolerance. The firm combines fundamental analysis, quantitative models, and modern portfolio theory with a long-term trading horizon, primarily recommending ETFs alongside mutual funds, fixed income, REITs, and other securities.

Alan David is a financial advisor based in San Jose, CA, with 18 years of industry experience. He holds a Series 66 designation and has operated his own CPA practice since 1981, focusing on tax preparation and consulting. His professional activities include providing accounting services alongside financial planning. His firm, David, Alan R., offers comprehensive financial planning and accounting services, including tax planning, IRS representation, and business consulting. While it is registered as an investment adviser, it does not manage client assets directly and typically refers clients to third-party advisers for investment management.

Loren Kinczel is a financial advisor at Cultivate Financial Group LLC with 16 years of industry experience. He holds a Series 65 designation and has held various roles including involvement with Scharf Investments, LLC. Kinczel serves as a trustee and chair of the Investment & Finance Committee for the UC Santa Cruz Foundation and holds board positions with the University of California Observatories Director's Advisory and the University of California Fiat Lux Alliance. Cultivate Financial Group LLC offers discretionary investment management, wealth and financial planning, and institutional consulting to individuals, families, trusts, and institutional clients, including charitable organizations and corporate/business clients. The firm employs a fundamental analysis-based investment process with defined strategies such as Core Growth, Tactical Growth, Hedged Growth, and Capital Preservation, incorporating options, derivatives, and risk monitoring methods tailored for its diverse client base.

Barbara Steinmetz is a CFP® professional with 36 years of experience at Steinmetz Financial Planning, an independent firm based in Redwood City, CA. She has maintained her practice since 1990. In addition to her financial planning credentials, she holds a real estate broker license, which she does not use in client engagements. Steinmetz Financial Planning is a California-registered, fee-only adviser serving individual investors and small business owners. The firm offers financial planning and portfolio management services guided by a fiduciary standard, employing a blend of fundamental, technical, and cyclical analyses with a range of investment exposures.

Eli Cohen is the sole advisor at Crescent Park Management, L.P., an independent firm based in Los Altos Hills, CA. He holds a Series 65 designation and has been with Crescent Park since 2014. Crescent Park Management provides discretionary investment advisory services to high-net-worth individuals and small businesses, focusing on a concentrated, multi-year long/short strategy across U.S. and international equities. The firm employs derivatives, short sales, margin, and hedging as part of its portfolio management and distinguishes itself with practices such as detailed hypothetical performance illustrations, proxy voting policies, and the use of AI in research and operations.

Gino Greco is the sole advisor at G. P. Greco & Co., Inc., an independent registered investment adviser based in Palo Alto, CA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior roles include positions at Northwestern Mutual and First Republic Bank. Outside of his advisory work, he is a licensed life and health insurance agent managing fixed and indexed personal insurance products through Greco Insurance Agency. G. P. Greco & Co., Inc. provides customized portfolio advisory services primarily to individual clients, managing approximately $4.7 million across 16 accounts. The firm employs a long-term investment approach combining cyclical and fundamental analysis with modern portfolio theory, offering both discretionary and non-discretionary management while limiting advice to a defined range of asset classes.

Michael Hollars is a CFP® professional with 21 years of experience in financial advising, operating Client First Finance LLC since 2005. His background includes advanced technical graduate degrees and prior Silicon Valley executive experience. He participates in NAPFA activities and offers pro bono community workshops. Client First Finance LLC serves individuals, couples, trusts, estates, small businesses, and retirement-plan clients, providing financial advice ranging from specific issues to comprehensive multi-year planning. The firm focuses on long-term, passive index-based portfolios, disciplined asset allocation, and written investment policies, operating on a fee-only, non-discretionary model without custody of client assets.

Brian Murphy is a CFA® charterholder with 25 years of industry experience. He has been with Pariveda Investment Management since 2000. Murphy is also the CEO and partial owner of Kivalia, an online investment resource that provides free investment insights and model portfolios to participants in employee-sponsored retirement plans. He may provide management and business consulting services to third parties as well. Pariveda Investment Management offers fee-only investment management to individuals, high-net-worth clients, families, trusts, and select institutional accounts. The firm uses a combination of quantitative screening and fundamental analysis to manage portfolios focused on income generation and capital appreciation, employing a range of securities including equities, mutual funds, ETFs, and derivatives.

Warren Jackson is a CFA® charterholder with nine years of industry experience. He is the principal advisor at Kukui Tree Capital Management LLC, an independent firm he has been with since 2024. His prior roles include positions at Media Wealth, Adero Partners, Vista Wealth Management, and Bank of New York Mellon. Kukui Tree Capital Management advises individuals, high net worth individuals, trusts, and estates with discretionary investment management and comprehensive financial planning. The firm’s investment approach centers on fundamental analysis and a long-term orientation, tailoring portfolios to client goals, time horizons, and risk tolerance while overseeing third-party independent managers.

Jitesh Shah is a financial advisor at Avaari Financial with 15 years of industry experience. He holds a Series 65 designation and has worked as an engineer at IDT since 1999. Outside of advising, he maintains his engineering role, which is unrelated to his investment activities. Avaari Financial is an independent, fee-only advisory firm that serves medium- to high-net-worth individuals and some institutional clients through comprehensive financial planning and portfolio management. The firm employs a long-term, disciplined investment approach emphasizing diversified asset allocation, fundamental analysis, and tax minimization.

Prakash Aditham is a financial advisor at Dubbu Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Meta Inc, Sensor Tower, Workday Inc, and several technology companies. Dubbu Advisors provides fee-only financial advice to individual and high-net-worth clients, focusing on accessibility and affordability for those with tech-sector income cycles. The firm combines behavioral financial counseling with traditional planning and offers model portfolio-based investment management through selected outside managers.