Kimun Lee is the sole advisor at Lee, Kimun with six years of industry experience. He has extensive prior experience dating back to 1980 under the business name Resources Consolidated. Lee serves as a director or trustee on multiple investment fund boards, including Firsthand Technology Value Fund and FundX Investment Trust. Lee, Kimun is an independent firm providing discretionary portfolio management to approximately 55 clients with about $38 million in assets under management. The firm employs a fundamental analysis investment process with discretionary authority over trading and broker selection, offering a broad range of investment instruments and accommodating a variety of client types.

Qian Wang is a financial advisor with JW Golden Gate Investment, LLC, holding Series 63 and Series 65 licenses and over 29 years of industry experience. He has been with JW Golden Gate Investment since 2020 and has prior experience at LPL Financial, LLC since 2007. Outside of advisory work, Wang is also engaged as a software programmer and has experience as a personal assistant and health assistant. JW Golden Gate Investment, LLC provides portfolio management services to individuals and high-net-worth clients, focusing on client-specific investment policy statements, asset allocation, and regular portfolio monitoring. The firm employs a long-term trading approach based on charting, cyclical, fundamental, and technical analysis, offering both discretionary and non-discretionary services.

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.

Gillette Edmunds is the sole advisor and principal at Rockridge Money Management LLC, an independent firm based in Oakland, CA. He holds a Series 65 credential and has 16 years of industry experience, having led Rockridge Money Management since its founding in 2010. Outside of his advisory work, Edmunds is an author of fiction novels, which he writes and publishes independently. Rockridge Money Management provides discretionary asset management and individualized portfolio supervision primarily for a small number of individual clients. The firm emphasizes fundamental analysis, focusing on dividend-paying stocks and constructing diversified portfolios that may include mutual funds, equities, and special situations, with trades executed on an individual account basis.

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.

Harry Oxley is the sole advisor at Double Bay Management & Planning in San Francisco, holding the CFA® designation along with Series 63 and 65 licenses. He has 14 years of industry experience and has been with Double Bay Management & Planning since 1998. Double Bay Management & Planning is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, small businesses, and pension or profit-sharing plans. The firm focuses on comprehensive financial planning and pension consulting, with investment strategies guided by asset allocation and client-specific objectives, primarily utilizing low-cost mutual funds and ETFs. Its notable concentration on retirement and plan advisory work includes pension consulting services and management of pooled vehicles and private fund interests.

Samundra Timilsina is a financial advisor with C Suite Investment LLC in San Francisco, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing Services, LLC and Personal Adviser Inc. Timilsina serves as the managing member and Chief Compliance Officer of C Suite Investment LLC and also works as an insurance agent. C Suite Investment LLC is an independent registered investment adviser serving individual and high-net-worth clients. The firm provides financial planning, consulting, and portfolio management services, specializing in non-discretionary management and advising on held-away retirement assets such as 401(k) accounts and HSAs.

Yash Patil is a CFA charterholder and holds Series 66 and Series 63 licenses, with five years of industry experience. He is the principal at AGenTech Equities, LLC and previously worked at City National Rochdale, Northern Trust, and Regius Lifespaces. AGenTech Equities, LLC provides discretionary portfolio management primarily for high-net-worth individuals, focusing on U.S. exchange-listed equities and options strategies such as cash-secured puts and covered calls. The firm combines thematic research on secular trends like artificial intelligence with fundamental and technical analysis to construct concentrated, options-driven portfolios managed on a discretionary basis.

Jack Chang is a CFP® professional with 20 years of industry experience. He is the owner of TaiBay Wealth Management LLC, where he has worked since 2021, and previously held roles at Woodbury Financial Services, Inc. and Questar Capital Corporation. In addition to his advisory work, he owns JLC Financial Services, assisting clients with life, long-term care, and disability insurance for estate and protection planning. TaiBay Wealth Management LLC provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory in managing diversified portfolios and serves a significant non-U.S. client base.

Glen Davenport is the principal advisor at Davenport Wealth Advisors in Castro Valley, CA, with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has led his independent firm since 2015. In addition to his advisory role, he is a licensed insurance agent. Davenport Wealth Advisors serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm uses diversified, risk-based allocations with institutional mutual funds and passive ETFs, emphasizing small- and value-tilts, and typically manages client assets on a non-discretionary basis.

Huayu Tsu is the sole advisor at Huayu Tsu Investment Management in Dublin, CA, holding a Series 66 designation with 10 years of industry experience. Prior to founding his firm in 2016, he worked at Lockheed Martin. He is also the general partner of Buffalo Real Estate Investments LP, overseeing its real estate investment holdings. Huayu Tsu Investment Management serves select individuals and families, including business owners, professionals, executives, and retirees, through discretionary portfolio management focused on asset allocation using cost-efficient, value-oriented ETFs. The firm is notable for its significant non-U.S. client base and reliance on electronic custodial reporting to support cross-border servicing.

Howard Chen is the CEO and owner of Parah Capital Management, LLC, an independent advisory firm based in Fremont, CA. He holds a Series 63 designation and has 34 years of industry experience. Prior to founding Parah Capital Management in 2013, he has been associated with Globalink Securities, Inc. since 2009. Parah Capital Management provides integrated financial planning and portfolio management services to individuals, businesses, retirement plans, trusts, and estates. The firm employs a "Core++" investment approach that combines a broadly diversified core with active selection, emphasizing equities, value orientation, long-term holding, and fundamental research.

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.

Frank Pare is a CFP® professional with over 32 years of industry experience. He is president of PF Wealth Management Group, LLC, where he has worked since 2006, and he also provides consulting services related to insurance needs through Ohio National Life Insurance Company. PF Wealth Management Group serves individuals, non-profit organizations, group retirement plans, and business owners seeking exit planning. The firm offers investment management, comprehensive financial planning, estate-planning support via digital platforms, and life and long-term-care insurance brokerage services.

Huy Trieu is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He is the sole advisor at Key Focus Wealth LLC, where he has worked since 2020. Prior to that, he spent seven years at Bellwether Capital Management LLC. Key Focus Wealth LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm also offers ERISA plan services for qualified retirement plans, tailoring investment programs using fundamental and technical analysis along with both long- and short-term strategies.

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.

Sunil Chowdary Vemulapalli is a CFA charterholder based in Pleasanton, CA, with over a decade of experience in investment management across multiple firms including Sensato Investors and Trunk Road Capital. He currently manages Golkonda Investment Advisors and holds a concurrent position at Agora Indexing Technologies LLC. Golkonda Investment Advisors provides fee-only, per-engagement financial planning and non-discretionary investment advice to individual clients, including high-net-worth individuals, families, and trusts. The firm emphasizes diversified, long-term portfolios using low-cost ETFs and index funds, delivering recommendations through written reports without trading authority or ongoing portfolio monitoring.

Rishi Gosalia is the sole advisor at SF Value Capital, LLC, an independent firm based in Pleasanton, California. He holds the Series 65 designation and has seven years of industry experience. In addition to managing SF Value Capital, he has been employed at Google, Inc. since 2013. SF Value Capital provides discretionary portfolio management primarily to individuals, small businesses, trusts, estates, and IRAs, managing approximately $17.25 million across around 31 client accounts. The firm employs a concentrated, value-oriented equity investment approach focused on undervalued companies with long-term growth prospects, typically working with clients who have a ten-year or longer investment horizon.

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.