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.

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.

Vaishali Desai is a financial advisor at Desai Wealth LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Desai Group LLC and Genentech. Outside of her advisory work, she teaches Pilates for compensation. Desai Wealth LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, endowments, foundations, and government entities. The firm employs a fundamental, long-term investment approach with flexibility for shorter-term adjustments, and it offers retirement plan advisory services including fiduciary roles and plan design assistance.

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.

John Masegian is a financial advisor at Pruneyard Financial Group, Inc. in Cupertino, California, with 22 years of industry experience. He holds a Series 65 credential and has been involved with Pruneyard Financial Group since 2002. In addition to his advisory role, he is a licensed CPA and provides tax planning and preparation services. Pruneyard Financial Group offers discretionary portfolio management and integrated financial planning services to individual, high-net-worth, corporate, and small-business clients. The firm manages approximately $90.9 million in discretionary assets and utilizes a combination of technical, fundamental, quantitative, and qualitative analysis across various investment strategies. The firm uniquely sponsors its own wrap-fee program and maintains separate registration as an accountancy corporation.

Raman Bindlish is a Series 65-licensed financial advisor with one year of industry experience, currently serving as the sole advisor at Proflex Finance LLC. He has prior experience at Broadcom Inc and is involved in multiple business ventures, including acting as a general partner of Blockstart Ventures LP and owning Blockstart LLC, a software consultancy and training firm. Proflex Finance is an investment manager that advises and manages pooled investment vehicles and offers discretionary portfolio management for institutional and high-net-worth clients. The firm employs a combination of charting, fundamental, quantitative, and technical analysis with strategies focused on options overlays and customized income approaches involving derivatives and frequent trading.

Weiming Ho is a financial advisor at Integral Financial LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Integral Financial LLC since 2002 and IF Direct LLC since 2011. Outside of advisory work, he is the founder of an insurance agency and is an investor in a restaurant business. Integral Financial LLC provides portfolio management services primarily to individual clients, focusing on diversified allocations across U.S. and international equities, bonds, and cash. The firm employs a low-turnover, buy-and-hold investment approach using low-cost index funds, CDs, and U.S. Treasuries, with portfolios rebalanced annually.

Richard Rifredi is a financial advisor at Los Gatos Financial LLC in Los Gatos, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Get Smart Labs and as a sole proprietor. Los Gatos Financial LLC offers personalized financial planning, portfolio analysis, and ongoing coaching to individuals, high-net-worth clients, and business entities. The firm focuses on delivering customized written financial plans without managing assets or receiving commissions, emphasizing fee transparency and client education.

Larry Behage is a CFP® with eight years of experience in financial advising. He is the principal of Behage Financial, an independent firm based in Campbell, CA. In addition to his advisory work, he operates a tax preparation business during the first part of the year. Behage Financial provides investment management and financial planning services to individuals, small businesses, and high-net-worth clients. The firm focuses on long-term investment strategies using mutual fund asset-management programs and conducts portfolio reviews at least quarterly, primarily managing accounts on a non-discretionary basis.

Ravdeep Bhasin is a financial advisor with Global Advisors, LLC in San Jose, CA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at Worldwide Securities, LLC, Principal Securities Inc, and Worldwide Services, LLC. In addition to his advisory role, Bhasin is a licensed insurance agent, tax preparer, immigration consultant, and notary public. Global Advisors, LLC provides discretionary and non-discretionary investment management and financial planning services, focusing on retirement plans with ERISA 3(21) and 3(38) advisory offerings for various qualified plans. The firm combines pension consulting and plan management with ancillary licensed services and employs multiple analysis methods and strategies, including fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo planning.

Satish Soman is the sole advisor at Soman Advisors LLC in Cupertino, CA, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he has been Vice President of ASICs at Infinera, a telecom equipment provider, since 2017. In this role, he works part-time focusing on ASIC design methodologies and processes. Soman Advisors LLC provides discretionary portfolio management primarily to high-net-worth individuals, managing approximately $3 million across a limited number of accounts. The firm’s investment approach centers on derivatives strategies using broad-based index options and structured spreads, with a focus on tax-efficient growth and income tailored to client risk profiles.

Toby Koehler is a financial advisor with Sterling Advisory Services, LLC, holding a Series 65 credential and 12 years of industry experience. He has worked at Sterling Advisory Services since 2014 and previously at Dynamic Wealth Strategies, LLC. Koehler also serves as a tax preparer for Koehler & Associates, CPAs, a role he has held since 2000. Sterling Advisory Services provides asset management, financial planning, and consulting to individuals, trusts, estates, and small businesses. The firm constructs tailored portfolios using ETFs, mutual funds, equities, and fixed income, combining fundamental and technical analysis, with regular portfolio reviews and flexibility for client-imposed investment restrictions.

Christopher Weir is a financial advisor with Azul Private Wealth, LLC in San Jose, CA. He holds a Series 65 designation and has over 10 years of industry experience, including a decade at Charles Schwab. Azul Private Wealth, LLC provides ongoing portfolio management services to individuals, high-net-worth individuals, charitable organizations, and business entities. The firm focuses on client-specific Investment Policy Statements and discretionary portfolio management, employing strategic asset allocation with an emphasis on long-term investment horizons.

Sandeep Jain is the sole advisor at Jain Capital Management LLC, an independent advisory firm based in Saratoga, CA. He holds a Series 65 designation and has 19 years of industry experience. In addition to his advisory role, Mr. Jain owns and manages AppPerfect Corporation, a non-investment-related software business he has operated since 2003. Jain Capital Management LLC provides discretionary portfolio management services to individual and corporate clients, managing approximately $19.4 million across 17 accounts. The firm employs a combination of fundamental, quantitative, and technical analysis with a focus on frequent options-based trading strategies.

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.

Arvind Venkateswaran is a financial advisor at Capital V Group LLC with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at LPL Financial, Liberty Wealth Management, and Liberty Group before focusing on his independent firm. Capital V Group LLC provides financial planning and consulting services to individuals, businesses, and retirement plans, emphasizing written financial plans over discretionary portfolio management. The firm uses a variety of investment approaches and performs regular plan reviews for clients with ongoing relationships.