Edmond Chen is a CFA® charterholder and financial advisor at Talanton Capital Management, LLC with seven years of industry experience. He has been with Talanton Capital Management since 2017 and also works as an independent consultant for non-public small businesses, focusing on business strategy. Talanton Capital Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, foundations, small businesses, and family wealth offices. The firm employs an opportunistic global value investing approach with concentrated, long-biased portfolios and uses margin and derivatives for hedging and cash management.

Leslie Smith is a financial advisor with Coronado Financial Group L.L.C. in San Mateo, CA, holding Series 63 and Series 65 designations and possessing 38 years of industry experience. She has worked at Osaic Wealth, Inc. and Sagepoint Financial, Inc., and serves as managing member and owner of Coronado Financial Group. In addition to her advisory role, Smith provides insurance products as an agent and offers consulting services to boards and supervisory committees on financial report analysis. Coronado Financial Group provides financial planning, portfolio advice, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm serves a small client roster with tailored, non-discretionary advisory services, emphasizing fundamental analysis and utilizing mutual funds and third-party managed portfolios.

David Magnuson is a CFP® professional with eight years of experience in financial advising at Burlingame Wealth Management, LLC and a prior year at Dan Goldie Financial Services. He is also an attorney and owner of the Law Offices of David Magnuson, where he has provided legal advice since 2010. Burlingame Wealth Management serves individuals, high-net-worth clients, and a pooled investment vehicle through a small independent advisory model. The firm employs an evidence-based, long-term investment approach using broadly diversified institutional funds and manages client accounts on a non-discretionary basis.

Mark Muntean is the sole advisor at Windy Hill Ventures, Inc. in Redwood City, CA, with 29 years of industry experience. He has been with Windy Hill Ventures since 1993. In addition to investment advisory services, Mr. Muntean provides consulting and manages a staff of personal assistants, and also offers photography services under the firm. Windy Hill Ventures delivers investment advice and portfolio management to individuals, high-net-worth clients, private investment companies, and corporate and nonprofit entities. The firm emphasizes fundamental analysis and uses model portfolios with typical holding periods of one to three years, offering both ongoing discretionary management and project-based advisory engagements.

Roland Chow is a financial advisor at Optura Advisors, Inc. with 10 years of industry experience and a Series 65 designation. He has worked at Alternativ Wealth and has been involved with affiliated firms Optura Insurance Solutions and Optura Ventures, LLC, where he provides independent insurance services and consulting for newly formed businesses. Optura Advisors, Inc. serves individual clients, retirement plan sponsors, and charitable entities with comprehensive wealth management, financial planning, and retirement-plan consulting. The firm uses model portfolios monitored by computer models and offers advice on non-traditional investments, while also providing insurance and tax-related referral services through affiliated entities.

Kent Grealish is a CFP® professional with 25 years of industry experience. He is the sole advisor at Grealish Investment Counseling LLC, which he joined in 2024 after spending nine years at Garrett Investment Advisors, LLC/CGA Advisors. Grealish Investment Counseling LLC provides investment counseling to individual clients, focusing on investment planning, portfolio construction, retirement cash-flow planning, and supplementary financial planning related to investments and retirement. The firm employs a long-term, primarily passive buy-and-hold strategy using low-cost equity index funds and fixed-income ETFs, and operates on a time-based/project fee model without discretionary trading authority or asset custody.

Frederick Myers is the principal and sole advisor at Northwood Investment Partners, LLC, an independent registered investment adviser. He holds a Series 65 designation and has 12 years of industry experience. Since 2018, he has also been a co-partner at Western Pacific Investments, LLC, a boutique real estate investment firm where he manages finance, tax, and accounting functions. Northwood Investment Partners manages separate discretionary accounts for individual and institutional clients, including family offices and pension funds. The firm employs a concentrated value and event-driven investment approach, focusing on fundamental analysis of undervalued securities and event opportunities such as bankruptcies and mergers.

John Antonakos is the sole advisor at Integrated Financial Strategies, Inc. in San Mateo, CA, with 22 years of experience in the financial industry. He holds a Series 66 designation and also maintains a law practice as a sole practitioner, where he spends approximately 80% of his time. His prior experience includes roles at QA3 Financial LLC and QA3 Financial Corp since 2003. Integrated Financial Strategies, Inc. provides investment supervisory services to individual clients, high-net-worth individuals, profit-sharing plans, trusts, estates, and charitable organizations. The firm offers personalized portfolio management and referrals to third-party money managers, employing a non-discretionary approach that requires client approval for trades and combines fundamental and technical analysis with asset allocation strategies.

David Barson is a CFP®-certified financial advisor with 17 years of industry experience. He is the principal and sole advisor at Barson Financial Planning, an independent firm he founded in 2017 after nine years with Fisher Investments. Barson Financial Planning provides investment management and comprehensive financial planning to individuals, profit-sharing plans, charitable organizations, and businesses. The firm primarily constructs passive, low-cost portfolios using index mutual funds and ETFs, while also incorporating fundamental, technical, and cyclical analyses. It utilizes outsourced portfolio management combined with individualized trade execution to serve approximately 40 client relationships managing around $47.8 million in assets.

William Harvey is the sole advisor at Harvey Wealth Management LLC in Redwood City, CA, holding a Series 66 credential and bringing six years of industry experience. He previously worked at Edward Jones and held positions in the technology sector before founding his independent advisory firm. Harvey Wealth Management LLC serves individuals, trusts, pension and profit-sharing plans, and corporations with comprehensive portfolio management and financial planning. The firm employs a variety of analytical methods and investment strategies, managing both discretionary and non-discretionary accounts while maintaining a small client base that includes institutional-type clients.

Thomas Lo is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Aspiriant from 2015 to 2018 and has been with Vested Financial Planning, LLC since 2018. Vested Financial Planning is a single-advisor SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm combines passive portfolio construction with fundamental analysis and selective use of outside managers and ETFs, focusing on discretionary portfolio management, comprehensive financial planning, and employee equity planning.

Yen Wu is a Series 66-licensed financial advisor with 16 years of industry experience. He is the sole advisor at 1N Capital, LLC, an independent firm he has been with since 2020. Prior to this, he worked at Intellectus Partners, LLC, OceanIQ Capital LLC, and Robertson Stephens. 1N Capital provides investment management and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm customizes portfolios using a range of securities and investment methods, often managing accounts on a discretionary basis and serving both high-net-worth and institutional clients, including those with cross-border investment needs.

Hasnain Karim is a CFA® charterholder and the sole advisor at Kilimanjaro Capital, LLC, an independent firm based in San Mateo, CA. He has 16 years of industry experience and has been with Kilimanjaro Capital since 2009. Kilimanjaro Capital manages discretionary investment accounts primarily for individuals using two principal strategies: a long/short strategy and a long-only strategy. The firm employs an opportunistic, value-oriented approach that includes hedging, derivatives, and short-selling in its long/short strategy, with a focus on securities trading below intrinsic value and a typical investment horizon of one to five years.

Asaph Elan is a financial advisor at Equilibrium Wealth LLC based in San Carlos, CA, holding a Series 66 designation with 12 years of industry experience. His prior work includes positions at The Prudential Insurance Company of America and Bank of America, as well as managing an investment advisory firm in Israel. He is also a licensed insurance agent providing term life and disability insurance. Equilibrium Wealth LLC offers discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs a customized, primarily long-term investment approach using a mix of fundamental and technical analysis to construct diversified portfolios across various asset classes.

Shawn Tydlaska is a CFP® professional with 10 years of industry experience. He is currently with Tessara Wealth in Burlingame, CA, and previously worked for Ballast Point Financial Planning, LLC for eight years. Tessara Wealth serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and tax planning services. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, often managing accounts non-discretionarily through Betterment while providing modular ongoing financial planning and tax-return preparation.

Charles Lee is a financial advisor at Lexington Avenue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Lexington Avenue since 2020, following seven years as a self-employed advisor. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services to individuals, trusts and estates, small businesses, retirement plans, corporations, and nonprofit organizations. The firm employs a long-term, diversified investment approach using low-fee passive mutual funds and ETFs, while incorporating behavioral finance insights and tailored recommendations based on clients’ broader life circumstances.

Daniel Binn is a financial advisor with Private Portfolios, Inc. in San Mateo, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked with Private Portfolios since 2000 and Securities America, Inc. from 2000 to 2024. In addition to his advisory role, he is involved in insurance sales, including variable and indexed annuities. Private Portfolios, Inc. offers fee-based investment advisory and financial planning services to individuals, trusts, pension plans, and corporate clients. The firm emphasizes diversified portfolios through model asset allocation and individualized discretionary management, operating a sponsored wrap-fee Wealth Management Platform and providing specialized educational workshops.

Mark Flowers is a CFP® with 15 years of industry experience, currently serving as an advisor at Private Portfolios, Inc. in San Mateo, CA. He has worked with Private Portfolios, Inc. since 2012 and previously with Securities America, Inc. He participates in a collaborative networking group focused on financial issues related to divorce and leads regional divorce workshops offering general financial planning guidance. He also operates a sole proprietorship providing financial analyses and consulting services for clients undergoing divorce. Private Portfolios, Inc. provides fee-based investment advisory and financial planning services to individuals, trusts, pension plans, and corporate entities, with a focus on diversified portfolio management using tailored asset allocation strategies. The firm offers discretionary account management through a sponsored wrap-fee Wealth Management Platform and operates educational workshops, including a structured divorce workshop integrating financial, legal, and therapeutic modules.

Melissa Eugenio is a financial advisor at Alexander Beard (USA) Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Alexander Beard since 2018, following prior roles including five years at ABD Retirement Services, Inc. Outside of her advisory work, she is a Bikram yoga instructor, teaching weekly classes at Being Yoga. Alexander Beard (USA) Inc. provides advisory services primarily to individuals and retirement plans, focusing on UK citizens or former UK residents living in the U.S. with UK-based pension accounts. The firm offers pension consulting, portfolio management, and financial planning, tailoring advice to client goals and working with pension trustees to facilitate pension transfers and flexible arrangements.

Matthew King is a CFA charterholder with 20 years of experience in the financial advisory industry. He has worked at Bell Investment Advisors, Inc. from 2000 to 2018 and has been with King Wealth Advisors, LLC since 2015. King Wealth Advisors is a small independent firm serving individuals, families, high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm focuses on discretionary investment management using mutual funds and ETFs, applying a selection process based on momentum, value factors, and economic conditions, with an analytic approach that includes fundamental, technical, cyclical, and charting methods.