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.

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.

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.

Rodney Prezeau is a financial advisor at Belgrave Square Advisors in San Mateo, CA, with seven years of industry experience. He has held roles at Aviva plc and took a year as a stay-at-home parent before founding his current firm. He holds the Series 63 and Series 65 designations. Belgrave Square Advisors provides financial planning and portfolio management services to individuals, small businesses, and high-net-worth clients. The firm employs a diversified investment approach based on Modern Portfolio Theory and fundamental analysis, offering tailored plans and ongoing discretionary management.

Joel Meyer is the principal and sole advisor at Meyer Financial Advisors, Inc. in Los Altos, CA. He holds the CFA® designation and has seven years of industry experience. Prior to founding Meyer Financial Advisors, he worked at Administrative Software Applications, Inc. for 14 years. Since 2021, he has also served as CEO of Meyer Financial Counselors, LLC, providing financial planning for divorcing couples and business consulting. Meyer Financial Advisors, Inc. is an independent, single-advisor firm serving individuals, high-net-worth clients, and small businesses with financial planning, portfolio management, and investment consultation. The firm employs a Modern Portfolio Theory-based approach, combining fundamental and technical analysis to build diversified portfolios and offers periodic educational seminars and family-office style services.

Xu Tian is the principal of Tian Capital LLC, an independent investment management firm based in Mountain View, CA. He holds a Series 65 designation and has 10 years of industry experience, having founded and managed Tian Capital since 2016. Tian Capital LLC is a fee-only firm that provides discretionary portfolio management primarily to individual and high-net-worth investors. The firm employs fundamentally driven, equity-focused strategies including value, growth, and event-driven approaches, and is noted for its use of leverage and derivative instruments within separately managed accounts.

Jeffrey Yoakum is a CFP® professional with 23 years of industry experience. He is the sole advisor at Yoakum Wealth Management in South San Francisco, CA. His prior experience includes roles at Pacific Wealth Advisors, LLC and LPL Financial, LLC. Yoakum Wealth Management provides comprehensive financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, and small businesses. The firm employs a Core + Satellite investment approach combining indexed core holdings with actively managed satellite positions and offers additional services such as business and divorce consultation and educational workshops.

Allyson Saldana is the principal of AMS Capital Management LLC, an independent registered investment adviser based in San Mateo, CA. She holds Series 63 and Series 65 licenses and has 26 years of industry experience. Since 2007, she has also worked as a licensed insurance agent offering life, health, and disability fixed insurance products. AMS Capital Management LLC serves approximately 55 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors and participants. The firm provides investment supervisory services, financial planning, retirement plan consulting, and distributes a monthly newsletter, employing fundamental analysis and primarily non-discretionary portfolio oversight.

Lavina Nagar is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. She has been with Maya Advisors, Inc., an independent firm based in Menlo Park, CA, since 2008. Maya Advisors serves individual and high-net-worth clients as well as charitable organizations, offering investment and portfolio management, financial planning, and advisory services for donor-advised funds through Schwab Charitable. The firm’s investment approach emphasizes long-term fundamental analysis, utilizing low-cost diversified mutual funds and ETFs, and provides a notable client-managed program for self-directed investors.

Simranjot Bachal is a CFP® and CFA® with one year of experience as an investment advisor. He is the principal of Circuit Wealth LLC, which he founded in 2025, and previously worked at KPMG and Woodson Wealth Management. In addition to his advisory work, he provides tax accounting services through his separate business, 5AB Inc DBA TaxSquad. Circuit Wealth LLC offers wealth management and comprehensive financial planning services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary portfolio management. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis and combines passive and active strategies tailored to clients’ goals, risk tolerance, and tax considerations.

Chitra Staley is a CFA® charterholder and Series 65 licensee with 21 years of industry experience. She is the sole advisor at TPW Finance LLC, an independent registered investment adviser based in Mountain View, CA. Her prior experience includes roles at Tuscon ESG LLC and Beacon Pointe Advisors, LLC. TPW Finance LLC provides discretionary portfolio management and financial planning services to individuals, trusts, small businesses, and estates. The firm focuses on personalized portfolio management using fundamental, technical, and cyclical analysis across various asset classes, maintaining a small client base and requiring client authorization for discretionary trading.

Carol Acker is a CFP® and holds a Series 65 license, with 22 years of industry experience. She has been with Nancy K Weeks Associates, LLC since 2002. Nancy K Weeks Associates, LLC is an independent advisory firm serving individuals, families, and charitable organizations, primarily higher-net-worth clients. The firm focuses on comprehensive financial planning and the oversight of third-party investment managers, emphasizing planning-level guidance and specialized areas such as LGBTIQ+ planning, ESG, and special-needs planning.

Nicholas Rugh is the sole advisor at Rugh Financial, an independent firm based in Menlo Park, CA. He holds a Series 65 designation and has 17 years of industry experience. He has been with Rugh Financial since 2008. Rugh Financial is a fee-only advisory practice serving individuals, couples, families, and business owners with goal-oriented financial planning and portfolio management. The firm typically operates on a non-discretionary basis, providing customized advice through hourly, fixed-fee, and AUM arrangements, and emphasizes long-term investment strategies using mutual funds, ETFs, stocks, and bonds.

Orm Limpisvasti is the sole advisor at Alpha Rush, LLC, an independent registered investment adviser based in San Mateo, CA. He holds a Series 66 designation and has 17 years of industry experience, including 10 years at C.M. Bidwell & Associates prior to founding Alpha Rush in 2010. Alpha Rush, LLC provides portfolio management services to individuals and corporations, with a proprietary investment process that integrates macroeconomic, fundamental, and technical analysis. The firm primarily serves corporate accounts, including plan-type relationships, and operates on a fee-only basis without participating in wrap fee programs.

Charles Malsbury is a CFP® professional with 13 years of experience in financial advising. He has been with ThinkPlanSave, LLC since 2016, where he is the sole advisor. ThinkPlanSave provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm focuses on passive, index-based portfolio construction and typically acts as a co-advisor with GeoWealth Management, emphasizing tailored model allocations based on client objectives and risk tolerance.

Glen Davenport is the principal advisor at Davenport Wealth Advisors in Castro Valley, CA, with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has led his independent firm since 2015. In addition to his advisory role, he is a licensed insurance agent. Davenport Wealth Advisors serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm uses diversified, risk-based allocations with institutional mutual funds and passive ETFs, emphasizing small- and value-tilts, and typically manages client assets on a non-discretionary basis.

Vaibhav Goel is a financial advisor at Simple Money Advisors LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at DoorDash, Google, and Lyft. Simple Money Advisors LLC provides discretionary and non-discretionary investment advisory services primarily to individuals and high-net-worth clients, offering both one-time and ongoing financial planning. The firm uses various investment methods, including fundamental and quantitative analysis, and offers a subscription-based account aggregation and planning platform developed by its affiliate, Simple Money, Inc.

Emmanuel Obel is the principal of Obel Financial Advisors in San Mateo, CA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has led Obel Financial Group since 2010. Outside of his advisory work, Obel serves on the boards of several nonprofit organizations focused on health and environmental issues and participates in fundraising and management advisory roles. Obel Financial Advisors provides portfolio management, written financial planning, and third-party investment adviser selection and monitoring for individuals, high-net-worth clients, charitable organizations, pension plans, and businesses. The firm primarily operates on a non-discretionary basis using a proprietary analysis system and individualized asset allocation, with clients receiving quarterly statements from independent custodians.