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.

Sunday Peters is the principal of SOBORA Capital and holds Series 63 and Series 65 licenses with nine years of industry experience. His prior work includes roles at Security Industry Specialists, Inc. and various SOBORA entities dating back to 2016. Peters also holds California real estate, mortgage, and insurance licenses and provides related services through affiliated SOBORA entities. SOBORA Capital offers non-discretionary investment management, capital-markets advisory, and financial planning primarily to institutional and business clients, including pension plans, endowments, and firms in real estate, construction, and engineering. The firm combines investment advisory with mortgage, real estate, and insurance services and provides ERISA plan consulting and participant education.

Eugene Demmler is a financial advisor with LPL Financial in Castro Valley, CA, holding a Series 63 designation and over 33 years of industry experience. He has been associated with LPL Financial since 1996 and operates E. Demmler & Associates, an independent investment advisory firm, since 2002. Through this firm, he provides financial planning and consulting services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with in-house research and a broad range of portfolio management options, combining advisory operations with non-advisory product offerings.

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.

Hariharan Iyer is a Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at WealthPaver and has worked at Wefea Capital LLC since 2018. Additionally, he serves as Chief Compliance Officer at Wefea Capital and works as an SCM Architect at Nvidia. WealthPaver focuses on helping students and their families accelerate repayment of student loan debt through discretionary portfolio management delivered via a proprietary web-based platform. The firm uses client-selected risk profiles and term lengths to guide investment decisions, emphasizing maintaining the chosen term to meet repayment goals.

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.

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.

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.

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.

Aaron Baker is a financial advisor with Baker & Associates Registered Investment Advisors, LLC in San Leandro, CA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at DeVry Education Group and his own advisory firm. His professional activities include insurance sales and business consulting alongside financial advising. Baker & Associates Registered Investment Advisors, LLC provides portfolio management and investment advisory services primarily on a non-discretionary basis to a small number of individual clients. The firm combines traditional portfolio management with private placements, insurance brokerage, other financial product sales, and educational seminars.

Sa Lvatore Guardino is a CFP® with 13 years of experience in financial advising. He has been with The Guardino Financial Group since 2012 and is also associated with C2 Financial Corporation. Outside of his advisory work, he is involved as a mortgage broker and insurance agency producer. The Guardino Financial Group provides financial planning and advisory services to individuals and families, including high net worth clients, focusing on cash flow, retirement, tax, estate, and insurance needs. The firm recommends no-load or low-load mutual funds and ETFs, emphasizing long-term, buy-and-hold strategies with global diversification and low-cost passive funds, and operates on an hourly fee basis rather than a percentage of assets.

Tanay Shah is the sole advisor at BayLeaf Financial Services and holds a Series 65 credential. He has been with BayLeaf Financial Services since 2026 and has 14 years of experience at Apple Inc. BayLeaf Financial Services provides portfolio management and financial planning to individual and high-net-worth clients, focusing on discretionary account management guided by customized Investment Policy Statements. The firm employs a range of analytical methods and strategies, including long- and short-term approaches, and may use advanced techniques such as options trading and short sales.

Ziming Huang is a Series 65-licensed financial advisor at MJ Capital Management LLC with one year of industry experience. Prior to founding his firm, he worked at American Express and Acquco, and held roles in academia at Columbia University and UCLA. MJ Capital Management LLC is a fee-only registered investment adviser providing discretionary investment management and individualized planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a multi-disciplinary investment process combining fundamental and technical analysis with Modern Portfolio Theory, integrating both passive and active strategies alongside a proprietary quantitative algorithmic trading approach focused on liquid U.S. equities and options.