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.

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.

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.

Arvind Chopra is a financial advisor at Sagepointe Advisors LLC with nine years of industry experience. He holds a Series 65 designation and concurrently works as a Senior Principal Engineer at Cadence Design Systems. Sagepointe Advisors serves individual, high-net-worth, and business clients, providing discretionary portfolio management tailored to client objectives and risk profiles. The firm employs a variety of analytical methods and trading strategies, including the use of sophisticated instruments such as futures and structured notes, and it is notable for its work with corporate clients in addition to individual investors.

Jerry Nightingale is the sole advisor at Nightingale Financial Advisory in Fremont, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Nightingale Financial Advisory since 2000. The firm provides discretionary investment management to individual clients and nonprofit organizations, managing approximately $36.8 million in assets. Its investment approach focuses on capital preservation and disciplined risk management, employing qualitative and quantitative filters with a contrarian tilt that allows for concentrated industry positions while maintaining diversification and fixed-income allocations.

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 in financial advising and is the principal of Circuit Wealth LLC. Prior to founding Circuit Wealth, he was affiliated with Woodson Wealth Management. He also provides tax accounting services through his outside tax preparation practice, 5AB Inc DBA TaxSquad. Circuit Wealth LLC is an independent wealth management firm serving individual and high-net-worth clients, focusing on asset allocation and a combination of passive and active investment strategies. The firm offers fee-only financial planning and investment management, integrating retirement, estate, tax, insurance, and business planning services.

I’m Gitanjali Kumar, CFP®, founder of Worthique, a fee only financial planning firm serving women and their families in the San Francisco Bay Area and virtually across the United States. I bring more than 20 years of experience in financial services. I began my career on financial planning teams at Merrill Lynch and Lincoln Financial, where I helped develop financial plans, support the hiring and development of planners, and evaluate financial planning technology. I later spent more than a decade leading the development of financial planning and digital wealth platforms at Fiserv, U.S. Bank, and fintech firms. I founded Worthique to provide a thoughtful, judgment free space where women can talk openly about money and take greater ownership of their financial lives. I work with women who already lead their household’s financial decisions, as well as those stepping into that role for the first time. My clients often include professionals building and managing wealth, women navigating equity compensation, and those preparing for or living in retirement. As an immigrant, I also understand the experience of building financial confidence within a new and unfamiliar financial system. My approach combines empathy, technical expertise, and a modern planning experience designed to make financial planning feel clear, practical, and even a little less overwhelming. Together, we connect the dots across investments, taxes, equity compensation, retirement income, Social Security, healthcare, insurance, cash flow, and estate planning. The goal is not simply to organize the numbers. It is to turn them into a plan that helps you move forward with greater confidence.

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.

Qian Wang is a financial advisor with JW Golden Gate Investment, LLC, holding Series 63 and Series 65 licenses and over 29 years of industry experience. He has been with JW Golden Gate Investment since 2020 and has prior experience at LPL Financial, LLC since 2007. Outside of advisory work, Wang is also engaged as a software programmer and has experience as a personal assistant and health assistant. JW Golden Gate Investment, LLC provides portfolio management services to individuals and high-net-worth clients, focusing on client-specific investment policy statements, asset allocation, and regular portfolio monitoring. The firm employs a long-term trading approach based on charting, cyclical, fundamental, and technical analysis, offering both discretionary and non-discretionary services.

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.

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.

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.