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.

Thomas Berry is a financial advisor with LPL Financial in Campbell, CA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked with LPL Financial since 2004 and is also associated with Pacific Benefits Advisors and Pacific Wealth Advisors, LLC. Berry's activities include involvement with group health, life, disability, and pension plan insurance through Pacific Benefits Advisors. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and credit products through affiliated agencies.

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.

Stephen Lajala is the principal advisor at Lajala & Associates in San Jose, CA, with 8 years of industry experience. He has operated Lajala & Associates since 1983. In addition to his advisory role, he is involved in a CPA firm. Lajala & Associates provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, and estates. The firm combines portfolio management with public accountancy and income-tax preparation services, utilizing a strategic asset-allocation approach focused on no-load mutual funds and ETFs.

Brandon Amaral is a CFP® professional with five years of experience in financial planning. He is the principal advisor at Amaral Financial Planning in San Jose, CA. Prior to founding his firm, he worked at Ballast Point Financial Planning, Wade Financial Advisory, and Ameriprise Financial Services. In addition to financial planning, he offers tax preparation, IRS representation, and limited notarization services. Amaral Financial Planning serves individuals, families, and trusts with fee-only financial planning and discretionary portfolio management. The firm focuses on long-term, passive investing based on Modern Portfolio Theory and provides tailored investment strategies through custodial platforms such as Betterment and Charles Schwab.

Brenda Friederich is a CFP® and Series 66-certified financial advisor with 22 years of industry experience. She is the principal of Abundit Wealth, an independent registered investment adviser based in San Jose, CA, where she has worked since 2023. Her prior experience includes roles at Mariner Independent Advisor Network and Rnp Advisory Services. Friederich is also a licensed insurance agent in California. Abundit Wealth serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, providing comprehensive financial planning, discretionary portfolio management, and pension consulting. The firm follows a long-term, systematic investment approach grounded in modern portfolio theory, utilizing broadly diversified mutual funds and ETFs, and partners with a third-party asset manager for portfolio implementation and reporting.

Xiuya Li is a financial advisor at Dao Trading & Advisory Inc. with three years of industry experience. Li holds Series 65 and Series 66 licenses and has worked as a software engineer at Cadence Design Systems, Inc. since 2002. Dao Trading & Advisory Inc. provides investment management, financial planning, and wealth management services to individuals, high-net-worth clients, families, charitable organizations, and business entities. The firm’s investment approach focuses on macroeconomic analysis and asset allocation, with discretionary account management and an emphasis on educational seminars and market trend training.

Boris Suvorov is the sole advisor at Three Main Points LLC, an independent investment advisory firm based in Los Gatos, CA. He holds a Series 65 designation and has three years of experience in the industry. Prior to founding Three Main Points LLC, he operated a software outsourcing business under Bovas LLC. In addition to his advisory work, Suvorov continues to provide software engineering consulting outside of trading hours. Three Main Points LLC offers discretionary portfolio management and financial planning services to individuals and corporate clients, managing approximately $14.4 million in assets. The firm employs a tailored approach combining long- and short-term trading, option strategies, and AI-supported research, and features a notable international client base as well as performance-fee arrangements uncommon among similar independent advisors.

Michael Hudick is a CFP® professional with 19 years of experience in financial planning, currently serving as principal of MiGH Financial Planner, LLC, an independent firm based in Los Gatos, CA. He has operated his sole proprietorship practice since 2007 and founded MiGH Financial Planner, LLC in 2016. MiGH Financial Planner provides investment management and financial planning services to individual investors, high-net-worth clients, and certain retirement plans. The firm employs a model portfolio approach focused on ETFs for equity exposure and a detailed fixed-income strategy, emphasizing buy-and-hold diversification and utilizing specialized screening tools for bond and closed-end fund selection.

We Yu Chou is a financial advisor at New Assets Investment Advisors LLC in Milpitas, CA, holding a Series 65 designation with 12 years of industry experience. He has been with New Assets Investment Advisors since its founding in 2013. New Assets Investment Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as charitable organizations and corporate/business clients. The firm emphasizes individualized multi-asset allocation, periodic portfolio rebalancing, and due diligence on real estate alternatives, while also offering educational seminars and Chinese-language outreach.

Lindy Chan is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Vibrance Wealth Management LLC and its predecessor entities since 2019 and held roles at Centric Advisors, Sierra Pacific Financial Advisor, and Wells Fargo. In addition to her advisory work, she is a licensed insurance agent and occasionally offers commissionable insurance products to clients. Vibrance Wealth Management LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plan sponsors. The firm combines pension-plan consulting with individual portfolio management and uses a range of investment strategies, including fundamental and technical analysis, with the option to delegate to sub-advisers.

Alex Quan is the sole advisor at SkySphere LLC in San Jose, CA, holding a Series 65 designation with 17 years of industry experience. He has been with SkySphere since 2012. Outside of his advisory role, Quan serves as president and board member of Atzen Inc., a San Jose-based skincare company unrelated to investment management. SkySphere LLC provides investment management and financial planning services to pooled and institutional clients as well as individual investors. The firm uses a combination of proprietary quantitative models and fundamental analysis across various strategies, offering tailored portfolio management that includes growth equity, balanced equity/bond, income, and direct bond ladders.

Chao Wen Huang is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 12 years of industry experience. He is the sole advisor at Candor Financial, LLC, an independent firm based in Santa Clara, CA, where he has worked since 2010. Candor Financial serves individuals, small businesses, trusts, and charitable organizations, with a significant portion of its client base consisting of high-net-worth individuals. The firm employs a fee-only comprehensive financial planning approach and combines passive and active investment strategies based on Modern Portfolio Theory and the CAPM framework.

Michael Zaplitny is a CFP® professional based in San Jose, CA, with 29 years of experience at Fireside Financial Planning, Inc., which he founded in 1997. He also operates Fireside Tax Consulting Inc., where he provides tax preparation and related services. Fireside Financial Planning, Inc. is an independent advisory firm serving individuals, trusts, small businesses, and institutional clients with both financial planning and portfolio management. The firm’s approach integrates a range of analyses and generally focuses on long-term investments in mutual funds, ETFs, and ETNs, while also offering services to corporate pension and profit-sharing plans and charitable institutions.

Ying Chen is a financial advisor with Wolfe Signal Capital LLC in San Jose, CA, holding a Series 65 designation and one year of industry experience. She is also a Senior Analyst with Aurum Equity Partners, a position she will hold until the end of September 2025. Wolfe Signal Capital LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, using a blend of fundamental analysis, modern portfolio theory, and quantitative models to tailor portfolios according to client risk tolerance and objectives. The firm offers discretionary portfolio management and fixed-fee financial plans, with a distinctive investable universe that includes venture capital funds and private placements.

John Kessler is a CFP® with 37 years of experience in the financial services industry. He is affiliated with American Investors Company and owns Kessler Financial Services, where he provides financial planning and private fiduciary services. In addition to his advisory work, Kessler is president of Kessler-Gates Real Estate Services, Inc., a commercial real estate firm. American Investors Company offers investment advisory, financial planning, and asset supervisory services to individuals and institutional clients. The firm combines advisory and brokerage activities within a multi-advisor structure and manages approximately $578 million in client assets.

Wei Shao is a CFA® charterholder and principal of Consonance Wealth Management with 10 years of industry experience. She has worked exclusively at Consonance Wealth Management since 2016. Outside of advisory services, she is a licensed insurance agent in California and devotes part of her time to selling insurance products. Consonance Wealth Management serves individuals, families, high-net-worth clients, trusts, and small businesses by providing discretionary investment management and financial consultation. The firm focuses on diversified, low-cost, tax-aware portfolios with integrated retirement and financial planning offered at no additional fee.

Olga Mavrody is a financial advisor at OLMA Advisors with six years of industry experience. She holds a Series 65 designation and has worked in tax planning and compliance through her firm, Olga Mavrody, Inc. (DBA Olma Tax), where she serves as president. OLMA Advisors provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business clients. The firm employs a primarily passive investment approach using diversified portfolios of index mutual funds and ETFs, integrating its services with a related tax practice and family management company for coordinated tax and business planning.

Junyu Guo is a financial advisor at JY Capital Management with three years of industry experience. He holds a Series 65 designation and previously worked at eHEALTH, INC. and Fehr & Peers. JY Capital Management provides fee-based investment advisory services with a focus on customized portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using a broad range of instruments, including options, short sales, and margin, tailored to client objectives and risk tolerances.

Jen I Cheng is the sole advisor at Cheng, Jen I and holds the Series 65 designation. He has over 30 years of business experience, including 26 years at Dynavista Inc. and managing his own advisory and property management activities since 2021. He is involved in the property management of his own rental properties. Cheng, Jen I provides investment advice focused on real estate investment vehicles, particularly third-party Delaware Statutory Trusts offered under Regulation D. The firm serves individual and high-net-worth clients by delivering research and due diligence without managing assets or providing discretionary authority.