Maosong Fu is a financial advisor with Tianhu Investments in Foster City, CA, holding a Series 65 credential and four years of industry experience. He has prior work experience at Twitter, Inc. and currently works as a software engineer at Samsung Research America, where he designs and develops big data software. Tianhu Investments provides investment supervisory services and discretionary separately managed account management primarily for individual and high-net-worth clients. The firm employs a process-driven, systematic investment approach based on quantitative analysis and proprietary computer models to manage actively traded, diversified portfolios across multiple asset classes.

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.

Samah Naguib is a CFA® charterholder with 13 years of industry experience, currently serving as the sole advisor at Pleasanton Wealth since 2018. Prior to founding Pleasanton Wealth, Samah worked at Charles Schwab for 11 years. Pleasanton Wealth provides comprehensive financial planning and ongoing portfolio management to individuals, families, trusts, estates, business entities, charitable organizations, and retirement/pension plans. The firm employs a discovery-driven financial planning process combined with a mix of technical, fundamental, cyclical, quantitative, and qualitative analysis in portfolio construction, with a notable focus on retirement plan and pension consulting services.

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.

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.

Ryan Taleghani is a financial advisor at Peninsula Equity Capital with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of his advisory role, he is involved as a partner in a real estate business and operates an online retail store. Peninsula Equity Capital is a state-registered investment adviser serving primarily institutional clients and pooled vehicles. The firm focuses on equity-centered portfolios using a combination of fundamental, cyclical, and behavioral analysis to identify undervalued businesses, with an investment approach that includes concentrated equity positions and the use of derivatives for hedging and trading within separately managed accounts.

Thien Nguyen is a financial advisor at TaxVet with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining TaxVet, he worked at First Command Advisory Services and related entities, and served six years in the U.S. Navy. Outside of his advisory role, Nguyen provides tax preparation services, acts as a certified notary, and volunteers as a bilingual tutor for the Santa Clara County Library System, helping improve English skills for Vietnamese-speaking adults and children. TaxVet serves individuals, families, small trusts, small businesses, veterans, and active-duty servicemembers by providing financial planning, tax planning, and investment analysis with a primarily passive investment approach. The firm offers fixed-fee planning and tax services without taking custody of client assets, supporting client self-implementation of trades and supplementing advice through educational seminars and third-party planning tools.

Leon Shirman is a CFA® charterholder and the sole advisor at Emerald Hills Capital, LLC, an independent investment advisory firm based in Redwood City, CA. He has 14 years of industry experience and has led Emerald Hills Capital since 2011. Emerald Hills Capital provides discretionary portfolio management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages approximately $16 million in assets and specializes in fundamental, long-term equity investments focused on small- to mid-cap companies, while also managing a private pooled investment vehicle.

James Schwarz is a CFP® and Series 66 credentialed financial advisor with 14 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2011 to 2017 before founding Clear Retirement Advice LLC in 2017. He is a limited partner in a family limited partnership, Quarry Hill, with no decision-making authority or compensation. Clear Retirement Advice LLC provides discretionary portfolio management and goal-based financial planning primarily for individual and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory to create tailored asset allocations and uses a fixed-fee billing structure without third-party subadvisers.

Donald Hejna is a CFA® charterholder and holds a Series 65 license with 12 years of experience in the financial industry. He is the principal at Stantum, LLC, an independent advisory firm, and has held roles at Microsoft Corporation as a principal data science manager and at Accenture, LLP. He also serves as a teaching assistant and facilitator at Stanford University Graduate School of Business. Outside of his advisory work, Hejna is the managing partner of Virentem Ventures, LLC, a software and technology company. Stantum provides financial planning and portfolio management services to individuals, corporations, trusts, and other entities, employing a quantitative, risk-focused approach that incorporates Monte Carlo simulations, optimization techniques, and machine-learning methods. The firm offers a combination of traditional advisory services and specialized analytical projects, including securities ratings and bespoke valuation models.