Wei Shao is a CFA® charterholder and principal of Consonance Wealth Management in Los Gatos, CA, with nine years of industry experience. She has managed Consonance Wealth Management since 2016. In addition to her advisory role, Shao is a licensed insurance agent authorized to sell insurance products in California. Consonance Wealth Management provides discretionary investment management and financial consultation services primarily to high-net-worth individuals, families, trusts, and charitable organizations. The firm emphasizes 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.

Jeremy Nadel is a financial advisor at Ameriprise in Los Angeles, CA, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience with Delta Agricultural Holdings and running a self-owned business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered through a centralized consulting team and emphasizes managed accounts within its planning approach.

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, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has held roles at Mission Capital Advisors as well as at Gordian Investments, Alumni Ventures Group, Independent Brokerage Solutions, and Oxford Economics USA. In addition to his advisory work, he operates a consulting business providing management, operations, and strategy guidance separate from investment portfolio management. Mission Capital Advisors primarily serves institutional and pooled accounts such as foundations, endowments, and charitable organizations, while also advising businesses and individuals. The firm uses macroeconomic analysis and diversified asset allocation to develop customized investment policies and offers consulting and educational services without managing assets on a discretionary basis.

Jonathan Whitcraft is the sole advisor at Whitcraft Capital Management in Mountain View, CA, holding a Series 63 designation and bringing 45 years of industry experience. He has managed Whitcraft Capital since its founding in 1997. Whitcraft Capital Management is an independent advisory firm offering discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and custodial accounts. The firm employs an active growth portfolio strategy using proprietary computer screens alongside fundamental and technical analysis, managing accounts on a fully discretionary basis with an emphasis on risk management and diversified investment instruments.

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.

Lee Scundi is the principal of Scundi Investment Management, LLC, an independent firm based in Mountain View, CA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding his own firm in 2009, he worked with Niemann Capital and Quasar Distributors. Outside of his financial advisory role, he holds a General Building Class B license and conducts limited construction project work on a part-time basis. Scundi Investment Management provides discretionary investment management for high-net-worth individuals, trusts, and small businesses. The firm employs an asset-mix approach using model portfolios and incorporates macroeconomic data, fundamental and technical analysis, and volatility measures in managing client accounts.

Han Chung Lee is the sole advisor at Calabazas Creek Advisors, LLC, an independent investment advisory firm based in San Jose, CA. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. In addition to his advisory role, he works as a Senior Data Scientist at Evolution Finance Inc, where he applies advanced statistical and predictive modeling techniques to develop complex algorithms and data-driven solutions. Calabazas Creek Advisors provides discretionary portfolio management primarily to high-net-worth individuals, trusts, and other entities. The firm employs a proprietary quantitative Dynamic Asset Allocation Strategy that uses machine-assisted learning and momentum signals to allocate among exchange-traded products, typically maintaining concentrated portfolios 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.