Anthony Carr is a CFP® professional with 25 years of industry experience. He is the principal of Carr Wealth Management LLC, an independent firm he has led since 2015. Prior to that, he operated as a sole proprietor for nine years. Outside of advisory services, he works part-time as a controller for a small contractor in Pleasanton. Carr Wealth Management LLC provides discretionary investment management and financial planning primarily to individuals in or nearing retirement. The firm applies Modern Portfolio Theory to develop portfolios aligned with clients' objectives and risk tolerances and offers planning and consulting services on an hourly or fixed-fee basis.

Cynthia Gaertner Bridges is a CFP® with 17 years of industry experience and has been the sole advisor at Kuleana Wealth Advisors since 2010. She holds a Series 65 license and operates out of Los Altos, CA. Kuleana Wealth Advisors provides integrated financial planning and investment management to individual investors, trusts, estates, and charitable organizations. The firm emphasizes goal-based planning and portfolio construction using low-cost mutual funds, ETFs, individual securities, and private investments, with a notable focus on non-discretionary accounts and client education through workshops.

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.

Sanjay Misra is a CFA® charterholder and the sole advisor at Acumain Capital, LLC with one year of industry experience. Prior to founding Acumain Capital, he spent eleven years at BlackRock Inc. He also serves as a board member of Calfus Inc., a technology consulting and engineering services firm. Acumain Capital provides discretionary portfolio management focused on equity strategies for high-net-worth individuals and institutional investors. The firm employs a combination of fundamental analysis, quantitative modeling, and macroeconomic research to manage long-only and long/short equity portfolios.

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.

Gregory Crofton is a CFP® professional with over 8 years of experience, serving as the principal and sole advisor at Adap Tax Financial, Inc. He has been with the firm since 2004 and briefly worked at Rose International in 2016. In addition to his advisory role, he is a part-time instructor at UC Berkeley Extension, teaching courses in personal finance, accounting, and tax. Adap Tax Financial, Inc. offers financial planning, discretionary investment management, and tax services to a diverse client base including individuals, families, trusts, estates, and business entities. The firm focuses on a passive, asset-allocation investment approach using low-cost index funds and ETFs, incorporating tax considerations and options strategies for clients with concentrated equity positions.

David Meyers is a CFP® professional with 17 years of industry experience. He is the sole advisor at Meyers Wealth Management, an independent firm he has operated since 2008 in Palo Alto, CA. Meyers Wealth Management provides fee-only financial planning and investment advisory services to individuals, families, trusts, small businesses, qualified retirement plan sponsors, and charitable organizations. The firm employs a strategic asset allocation approach primarily using passively managed index funds, with customization based on clients’ tax and estate circumstances.

Michael Starr is the sole advisor at Stellar Financial Planning in Fremont, CA, with 31 years at the firm and one year of industry experience listed. He has been involved in theatrical entertainment since 1977. Stellar Financial Planning is an independent, fee-only firm serving individual and high-net-worth clients, managing approximately $10.37 million in discretionary assets. The firm combines bottom-up and top-down security selection with a contrarian/value approach, emphasizes client education, and maintains a small, concentrated client base.

Ran Shi is a financial advisor at Queensbury Global Advisors in Los Altos, CA, holding a Series 65 credential with two years of industry experience. Prior to founding Queensbury Global Advisors, Shi worked at Gortune Limited for five years. Queensbury Global Advisors provides discretionary asset management and distributes investment-related commentary through a subscription newsletter. The firm employs a combination of technical, macro, and fundamental analysis with quantitative ranking to manage tactical allocations across various styles, sectors, and regions.

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.

Daven Sharma is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Abundance Advisers in Pleasanton, CA. He holds CPA credentials and is involved in several business activities including a CPA practice, accounting and tax services, and is a board member and treasurer for the nonprofit Truekarma.org. Abundance Wealth Advisers provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, business clients, and qualified retirement plans. The firm employs an asset-allocation model based on fundamental analysis, manages portfolios for the long term with quarterly reviews, and offers specialized strategies such as the “Turtle & Hare” investment approach alongside insurance-based principal protection and pension consulting.

Robert Brown is a CFA charterholder and principal of The R.L. Brown Advisory Group, LLC, an independent advisory firm based in Pleasanton, California. He has 18 years of industry experience and has led his firm since 2007. In addition to his advisory work, he operates R.L. Brown Insurance Services, a life and health insurance business. The R.L. Brown Advisory Group provides asset management and integrated financial planning for individuals, families, trusts, estates, businesses, and organizations. The firm offers discretionary portfolio management guided by Modern Portfolio Theory and a value-oriented investment approach, serving a diverse client base that includes corporate and institutional accounts.

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.

Zhou Yu is a financial advisor at Forward Horizon Investment L.L.C. with a Series 65 designation and two years of industry experience. Prior to joining Forward Horizon Investment in 2023, Zhou worked at Grow Therapy, Signalfire, and Stitch Fix. Outside of advisory work, Zhou conducts technical data science and AI consulting for start-ups and venture capital firms. Forward Horizon Investment provides portfolio management and investment advisory services to individual and high-net-worth clients, focusing on equities with supplemental use of fixed income, ETFs, and TIPS. The firm employs a combination of charting, cyclical, fundamental, and quantitative analysis within a long-term trading framework and offers both discretionary and non-discretionary mandates.

Imran Thanvi is a financial advisor at Total Wealth Solutions with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for over two decades before founding his independent advisory firm in 2023. Total Wealth Solutions provides fee-based investment advisory and comprehensive wealth-planning services to individual and high-net-worth clients, including physicians and engineers. The firm emphasizes strategic asset allocation with global diversification and offers tailored portfolio management that incorporates alternative investments and tax-aware strategies.

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.

Nicholas Raffin is the principal advisor at The Raffin Group LLC, an independent advisory firm based in Los Altos Hills, CA. He holds the Series 65 and Series 63 designations and has 11 years of industry experience, including four years at Merrill prior to founding his firm in 2020. In addition to his advisory work, he serves as an advisor and strategic partner to Rowzzy, an AI startup, and is an independent licensed insurance agent. The Raffin Group provides tailored portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm utilizes a combination of fundamental, quantitative, technical, and modern-portfolio approaches, favoring low-cost, diversified ETFs and mutual funds, and sponsors a wrap-fee program.

Helen Zha is a CFA® charterholder and financial advisor at EnvisionX Capital, LLC with 17 years of industry experience. She previously worked at Menta Capital LLC from 2009 to 2020 before joining EnvisionX Capital. EnvisionX Capital is a small independent advisory firm that manages discretionary portfolios primarily for individual investors. The firm employs a pooled long-short strategy using stocks, ETFs, and options, combining global macro analysis with fundamental and quantitative research to guide asset allocation and stock selection.