Taylor Ames is a financial advisor at Arena Advisors LLC in San Jose, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor Inc. prior to founding Arena Advisors. Outside of finance, Taylor is a fitness instructor at F45 Training, a group fitness organization. Arena Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, and business entities, offering both discretionary and non-discretionary advisory services. The firm’s investment approach emphasizes ETFs and integrates fundamental analysis, modern portfolio theory, and technical analysis, including long-term trading and options strategies.

Preston Dodd is a financial advisor at Mission Capital Advisors Inc. in Sunnyvale, CA, with 11 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at Credit Suisse Securities, AllianceBernstein, Oxford Economics USA, and Gordian Investments. In addition to his advisory work, he operates a consulting business that provides non-discretionary management and strategy guidance separate from his firm’s investment services. Mission Capital Advisors primarily serves institutional and pooled accounts such as foundations, endowments, and charitable organizations, while also advising businesses and individual clients. The firm’s approach focuses on macroeconomic analysis and diversified asset allocation, with customized investment policy development and ongoing monitoring, charging fees based on hourly and flat consulting rather than assets under management.

Todd Smith is a financial advisor at Silicon Valley Wealth Management Solutions, Inc. in San Jose, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his current firm since 2012. In addition to advisory services, he works as an insurance agent, assisting clients with life and health insurance as well as annuities. Silicon Valley Wealth Management Solutions is an independent registered investment adviser that provides asset management, pension consulting, and financial planning to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm focuses on non-discretionary portfolio supervision and pension consulting, serving a broad client base including high-net-worth individuals and plan sponsors.

Han Chung Lee is a financial advisor with Calabazas Creek Advisors, LLC in San Jose, CA, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. He has been with Calabazas Creek Advisors since 2014. Outside of advisory work, Lee serves as a Senior Data Scientist at Evolution Finance Inc, where he applies advanced statistical and predictive modeling techniques to develop technology solutions. Calabazas Creek Advisors is an independent investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and other entities. The firm employs a proprietary Dynamic Asset Allocation Strategy driven by quantitative research and machine-assisted learning, primarily using exchange-traded products with monthly rebalancing.

Adaeze Ezeh is a Series 65-licensed financial advisor at Endowe Advisory LLC with one year of industry experience. Prior to joining Endowe Advisory, Ezeh held roles at companies including Applied Intuition, Ledabox Inc., Workboard Inc., Applied Materials, Juniper Networks, and Synaptics Inc. Ezeh is also involved with Ledabox LLC and Endowe Inc. Endowe Advisory LLC provides automated investment advisory services to individual U.S. investors through a proprietary website and mobile app, using algorithm-driven portfolio construction and model portfolios with Interactive Brokers as custodian. The firm integrates its platform with a gift-registry service to facilitate contributions and offers discretionary asset management without individualized human advice.

Vincent Siewit is a financial advisor at Small Victories Wealth with four years of industry experience. He holds a Series 65 designation and has a concurrent role as an Account Executive at Tableau Software. His dual career includes significant time spent in the technology sector. Small Victories Wealth serves individual and household clients, including some high-net-worth individuals, providing tailored investment management and a range of financial planning services. The firm employs a Modern Portfolio Theory framework focused on passive management combined with fundamental analysis and offers individualized investment policies along with third-party model portfolios and occasional alternative investment recommendations.

Jaywant Srivatsa is the founder and sole advisor at Future Wealth LLC, based in Los Gatos, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previous work experience at Oracle Corporation, Jobvite Inc, and On24. Outside of his advisory role, he is the CEO of WEALTH AI LLC, a company focused on AI software development for wealth advisors. Future Wealth LLC provides customized financial planning and discretionary portfolio management primarily to individuals and high-net-worth clients, with additional services for small businesses and educational workshops. The firm employs a Core+Satellite investment approach grounded in Modern Portfolio Theory, incorporating scenario analysis, stress testing, and tail-risk management, and serves a substantial non-U.S. client base with considerations for foreign securities and currencies.

Larysa Prytula is a CFP®-certified financial advisor with 19 years of industry experience. She has worked at ClearBridge Financial since 2017 and has been associated with LPL Financial since 2010. In addition to her advisory work, she is licensed to sell fixed life, health, and long-term care insurance. ClearBridge Financial provides fee-for-service financial planning and consulting to high-net-worth individuals and business clients, including physicians, small business owners, and retirees. The firm focuses on delivering written plans and implementation recommendations without discretionary portfolio management, emphasizing fundamental analysis and long-term asset allocation.

Anil Godbole is a financial advisor at Kanaka Strategies with a Series 65 designation and two years of industry experience. He has worked at Intel Corp since 2017 and previously at eASIC Corp from 2014 to 2017. Kanaka Strategies provides discretionary portfolio management primarily to high-net-worth individual clients, utilizing a combination of charting, technical, and fundamental analysis across stocks, ETFs, long/short positions, and options strategies. The firm is notable for its explicit use of derivatives in separately managed accounts and its focus on clients granting discretionary trading authority.

Eyal Bilgrai is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is the sole advisor at ABA Capital LLC, an independent registered investment adviser based in Sunnyvale, CA. Prior to founding ABA Capital, he worked at Sonen Capital and in management consultancy. ABA Capital provides fee-based investment management and tailored portfolio construction primarily for high-net-worth individuals, trusts, corporations, and estates. The firm emphasizes long-term strategic asset and risk-factor allocation, employing tactical shifts and incorporating a range of asset types including equities, fixed income, and private investments, with a notable focus on cross-border investing.

Tony Alarcon is a financial advisor at Legacy Wealth Capital, LLC in Los Gatos, CA, with 26 years of industry experience. He holds a Series 63 designation and has been with Legacy Wealth Capital since 2015. Outside of his advisory role, he is a licensed Realtor with Coldwell Banker in California and occasionally consults for private equity firms and other companies. Legacy Wealth Capital is an independent, fee-only registered investment adviser that serves high-net-worth individuals, foundations, endowments, pension plans, and businesses. The firm offers portfolio management and comprehensive financial planning, using an approach that emphasizes fundamental analysis, valuation, momentum, and trend techniques to manage portfolios typically composed of 20–40 positions.

Mohan Navaratna is a financial advisor at Nine Gems Investment Management with five years of industry experience. He holds a Series 65 credential and has previously worked at Equinix Inc. Outside of his advisory role, he is involved in mobile gaming development through Nine Gems LLC as a software developer. Nine Gems Investment Management provides discretionary portfolio management, financial planning, and qualified retirement plan consulting to individual investors and plan sponsors. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, managing portfolios on a custom discretionary basis with a focus on risk management and periodic account reviews.

Chirag Shah is a CFA® charterholder and the sole advisor at Quant Portfolio Management, with one year of industry experience. He also serves as a consultant, investor, and entrepreneur at QIG LLC, dedicating about 20% of his time to this role. Quant Portfolio Management provides investment management and financial planning services to individual and high-net-worth clients. The firm employs a "Quantamental Investing" approach that combines fundamental research with quantitative models and modern portfolio theory, offering both passive and active strategies along with tailored portfolio construction and manager selection services.

Vaishali Desai is the principal advisor at Desai Wealth LLC in Campbell, CA, holding a Series 65 designation with one year of industry experience. Prior to founding Desai Wealth, she was with Desai Group LLC for four years and worked at Genentech and eMarketingOperations. Outside of her advisory role, she teaches Pilates for compensation. Desai Wealth LLC serves individuals, high-net-worth clients, endowments, foundations, and government entities with discretionary investment management and retirement plan advisory services. The firm emphasizes customized portfolios featuring individual equities, ETFs, and low-cost mutual funds, including ESG strategies, and offers uncommon ERISA retirement plan consulting and 3(38) fiduciary services among independent advisors.

Raman Bindlish is a Series 65-licensed financial advisor with one year of industry experience, currently serving as the sole advisor at Proflex Finance LLC. He has prior experience at Broadcom Inc and is involved in multiple business ventures, including acting as a general partner of Blockstart Ventures LP and owning Blockstart LLC, a software consultancy and training firm. Proflex Finance is an investment manager that advises and manages pooled investment vehicles and offers discretionary portfolio management for institutional and high-net-worth clients. The firm employs a combination of charting, fundamental, quantitative, and technical analysis with strategies focused on options overlays and customized income approaches involving derivatives and frequent trading.

Weiming Ho is the sole advisor at Integral Financial LLC in Cupertino, CA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He founded IF Direct LLC, an insurance agency, and is an investor in Sifu Wong Kitchen LLC, a restaurant business. Integral Financial LLC provides portfolio management services primarily to individual clients, employing a low-turnover, buy-and-hold investment approach that uses low-cost index funds, U.S. bonds, and FDIC-insured instruments. The firm emphasizes annual rebalancing and discourages frequent trading to manage transaction costs and tax effects.

Michael Goody is a Series 65-credentialed financial advisor with seven years of industry experience. He is the sole advisor at Sodium Advisors Inc., an independent firm based in Santa Clara, CA, where he has worked since 2018. Prior to founding Sodium Advisors, he was associated with Scharf Investments, LLC from 2014 to 2019. Sodium Advisors Inc. provides discretionary portfolio management primarily to high-net-worth individuals, overseeing a limited number of client accounts. The firm builds customized Investment Policy Statements and employs strategies including long-term equity positions, options, and short sales, utilizing performance-based fees with a high-water mark for qualified clients.

Richard Rifredi is a financial advisor at Los Gatos Financial LLC in Los Gatos, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Get Smart Labs and as a sole proprietor. Los Gatos Financial LLC offers personalized financial planning, portfolio analysis, and ongoing coaching to individuals, high-net-worth clients, and business entities. The firm focuses on delivering customized written financial plans without managing assets or receiving commissions, emphasizing fee transparency and client education.

Larry Behage is a CFP® with eight years of experience in financial advising. He is the principal of Behage Financial, an independent firm based in Campbell, CA. In addition to his advisory work, he operates a tax preparation business during the first part of the year. Behage Financial provides investment management and financial planning services to individuals, small businesses, and high-net-worth clients. The firm focuses on long-term investment strategies using mutual fund asset-management programs and conducts portfolio reviews at least quarterly, primarily managing accounts on a non-discretionary basis.

Ravdeep Bhasin is a financial advisor with Global Advisors, LLC in San Jose, CA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked in various roles since 2016, including positions at Worldwide Services, LLC and Principal Securities Inc. In addition to his advisory role, Bhasin is a licensed insurance agent, tax preparer, immigration consultant, financial consultant, and notary public. Global Advisors serves individuals, high-net-worth clients, and retirement plans with discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA plan services. The firm employs a variety of analytical techniques and trading strategies, and also provides pension consulting alongside insurance, real estate, and mortgage services through the principal’s outside business activities.