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.

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 the sole advisor at JW Golden Gate Investment, LLC, an independent investment advisory firm, with 29 years of industry experience. He has previously worked at LPL Financial, Banc of America Investment Services, Quick & Reilly, and Merrill. In addition to his advisory role, he works as a software programmer and provides health assistance through IHSS. JW Golden Gate Investment, LLC offers portfolio management services primarily to individuals and high-net-worth clients. The firm employs a combination of charting, cyclical, fundamental, and technical analysis to manage discretionary accounts on a long-term basis, focusing on mutual funds, equities, and ETFs.

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.

Orm Limpisvasti is the sole advisor at Alpha Rush, LLC, an independent registered investment adviser based in San Mateo, CA. He holds a Series 66 designation and has 17 years of industry experience, including 10 years at C.M. Bidwell & Associates prior to founding Alpha Rush in 2010. Alpha Rush, LLC provides portfolio management services to individuals and corporations, with a proprietary investment process that integrates macroeconomic, fundamental, and technical analysis. The firm primarily serves corporate accounts, including plan-type relationships, and operates on a fee-only basis without participating in wrap fee programs.

Yash Patil is a CFA charterholder and securities licensed advisor with five years of industry experience. He is the principal of AGenTech Equities, LLC and previously worked at City National Rochdale and Northern Trust. AGenTech Equities provides discretionary portfolio management primarily for high-net-worth individuals, focusing on U.S. exchange-listed equities and related options strategies. The firm combines top-down thematic research with bottom-up fundamental and technical analysis to manage concentrated, options-driven portfolios on a discretionary basis.

Vaibhav Goel is a financial advisor at Simple Money Advisors LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at DoorDash, Google, and Lyft. Simple Money Advisors LLC provides discretionary and non-discretionary investment advisory services primarily to individuals and high-net-worth clients, offering both one-time and ongoing financial planning. The firm uses various investment methods, including fundamental and quantitative analysis, and offers a subscription-based account aggregation and planning platform developed by its affiliate, Simple Money, Inc.

Emmanuel Obel is the principal of Obel Financial Advisors in San Mateo, CA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has led Obel Financial Group since 2010. Outside of his advisory work, Obel serves on the boards of several nonprofit organizations focused on health and environmental issues and participates in fundraising and management advisory roles. Obel Financial Advisors provides portfolio management, written financial planning, and third-party investment adviser selection and monitoring for individuals, high-net-worth clients, charitable organizations, pension plans, and businesses. The firm primarily operates on a non-discretionary basis using a proprietary analysis system and individualized asset allocation, with clients receiving quarterly statements from independent custodians.

Len Do is a financial advisor based in San Bruno, CA, with 20 years of industry experience. He has worked at UBS Financial Services and Edward Jones before founding his own practice in 2019. Outside of his advisory work, Len provides homecare services through the San Mateo County Public Authority’s In-Home Supportive Services program. His firm offers financial planning, portfolio management, and employee benefits planning to individuals, business owners, and businesses. The firm emphasizes asset allocation, diversification, and quantitative analysis across various investment styles, providing portfolio oversight on a non-discretionary basis along with educational seminars and referrals to third-party advisers.

Akio Kurata is an advisor at Equity X Investments, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked with affiliated entities Equity X, Inc. and Equity X, Ltd. In addition to his advisory work, Kurata is CEO of Equity X, Inc., a data analytics and market analysis firm. Equity X Investments, LLC is an independent investment adviser serving individuals and businesses with discretionary and non-discretionary portfolio management. The firm also offers subscription-based AI market research and deal-flow introductions, combining analytical methods such as fundamental, technical, and cyclical analysis alongside modern portfolio theory.

As a Certified Financial Planner, I have worked with many clients from all walks of life in helping them with their financial journey. Many clients come to me for a more clearer picture of what their current financial journey looks like and what options they have to fulfill their financial goals as they walk through their journey. At Saaga Wealth Planning, we know that every client's journey is unique, and therefore, to better help them, we understand it takes time, dedication, and attention to details. With the understanding that not every client is looking for the same level and type of service. Saaga Wealth Planning offers tailored services to meet most any client's needs. We offer various service models from Comprehensive Financial Planning to Modular Financial Planning. Based on the client's needs, we offer one-time planning as well as ongoing planning on a retainer basis. We truly believe that comprehensive financial planning should go hand-in hand with portfolio management. Our portfolio management services include free financial planning. We focus on tax-efficient and cost friendly investments that align with our clients' risk tolerance and financial goals. We serve clients at various stages of their financial journey, from pre-retirees to retirees. If clarity and confidence is what you are looking for in your financial journey, then Saaga Wealth Planning is dedicated to helping you get there.

Parthiv Sangani is a financial advisor at Beacon Park Capital, LLC, holding a Series 65 credential with six years of industry experience. Prior to his advisory role, he worked at GoDaddy from 2013 to 2019. Beacon Park Capital is a small, independent advisory firm serving individuals, family offices, trusts, and estates through separately managed accounts. The firm offers a concentrated Long Term Growth strategy and a Tailored Strategy, with a focus on discretionary portfolio management and performance-based compensation for certain clients.

Stacy Turner is a financial advisor with The Wealth Mastery, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has operated as a sole proprietor and with The Wealth Mastery in various capacities since 2013. Turner also engages in licensed insurance sales, dedicating approximately 10% of her professional time to this activity. The Wealth Mastery, LLC serves individual and high-net-worth clients with discretionary and non-discretionary asset management, financial planning, and consulting services. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, using a combination of macro, fundamental, technical, and charting analysis.

I am the Founder of CareGen Wealth Management and a Wealth Advisor providing fee-only financial planning and wealth management services with customized solutions for my clients, with a primary focus on women. My clients may be divorced, retireed, widowed, or recent inheritors. They're looking for someone to literally and/or figuratively sit right next to them, hip to hip, as they make financial decisions that impact their lives and the lives of those who are important to them. My ultimate goal is to empower my clients to believe in themselves, make the most of their resources, make smart decisions, and forge better financial outcomes. I am a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Divorce Financial Analyst® professional, and hold the Accredited Behavioral Finance Professional(℠) credential. Prior to starting my own firm, I was a Vice President with Goldman Sachs, Personal Financial Management and have worked in the financial services industry since 2006 following an earlier career working in the aerospace and information systems industries. I studied Financial Planning at UC Berkeley, have an MBA from the University of Southern California, and a Bachelors degree in Mathematics and Economics from UC Santa Barbara. I live in the San Francisco, California area with my husband and when I'm not working with clients, I love to spend time in Brooklyn, Phoenix, and Los Angeles with my three grown children. (If you're curious, ask me about how this relates to my "Family Mission Statement".) I also enjoy spending time in Park City, Utah downhill skiing, hiking, or seeing films at the annual Sundance Film Festival.

Peter Yiu is a financial advisor with Tranquil Asset Management LLC in Foster City, CA, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His prior work history includes roles at Charles Schwab & Co., Inc., UBS Financial Services, and Fidelity. Tranquil Asset Management LLC provides portfolio management primarily to high-net-worth individuals, developing customized Investment Policy Statements and monitoring diverse asset classes. The firm uses a combination of analytical methods and trading strategies, focusing on a small number of clients with concentrated assets.

William Steinberger is a CFP® and holds a Series 65 license, with nine years of experience in the financial advisory industry. He is the sole advisor at Think Different Financial Planning, where he has worked since 2018 through various related entities. His prior experience includes roles at Buckingham Asset Management and Raub Brock Capital Management. Think Different Financial Planning serves individuals and high-net-worth clients with wealth management and financial planning services, emphasizing passive, index-oriented investment strategies using ETFs and low-cost funds. The firm employs fixed and hourly fee arrangements rather than percentage-of-assets fees and also coordinates with third-party managers as appropriate.

Robert Zapantis is the sole advisor at Zapa Investing LLC in San Mateo, CA. He holds a Series 65 designation and has been involved in the financial services industry since 2022, with experience in real estate and small-business operations alongside his advisory role. Outside of his advisory work, he is a licensed real estate agent with Keller Williams Peninsula Estates and serves as Head of Sales & Finance at ZALA Inc. Zapa Investing LLC is a California-registered investment adviser providing non-discretionary portfolio management to individuals, families, and small businesses. The firm focuses on diversified, long-term portfolios using fundamental and macroeconomic analysis combined with asset-allocation modeling, requiring client approval before executing trades.

Aaratee Rao is the sole advisor at Aure Advisors LLC, holding a Series 65 license with one year of industry experience. Prior to founding Aure Advisors, Rao worked at JPMorgan Chase for two years and held positions at Microsoft and Uber Technologies. Aure Advisors LLC is a state-registered independent investment adviser serving individuals, high-net-worth clients, and businesses with discretionary wealth management and financial planning. The firm uses both fundamental and technical analysis with a long-term investment approach and charges fixed, flat advisory fees rather than percentage-based fees.

Preston Dodd is a financial advisor with Mission Capital Advisors Inc. in Sunnyvale, CA, holding Series 65 and Series 66 licenses and 11 years of industry experience. His career includes roles at Credit Suisse Securities, AllianceBernstein, and Oxford Economics USA. He also runs a separate consulting business providing management, operations, and strategy advice on a non-discretionary basis. 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 offers customized investment planning and consulting focused on macroeconomic analysis, diversified asset allocation, and ESG considerations, using an hourly and flat fee model without asset custody or discretionary trading.