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.

John Kessler is a CFP® with 37 years of experience in the financial services industry. He is affiliated with American Investors Company and owns Kessler Financial Services, where he provides financial planning and private fiduciary services. In addition to his advisory work, Kessler is president of Kessler-Gates Real Estate Services, Inc., a commercial real estate firm. American Investors Company offers investment advisory, financial planning, and asset supervisory services to individuals and institutional clients. The firm combines advisory and brokerage activities within a multi-advisor structure and manages approximately $578 million in client assets.

Wei Shao is a CFA® charterholder and principal of Consonance Wealth Management with 10 years of industry experience. She has worked exclusively at Consonance Wealth Management since 2016. Outside of advisory services, she is a licensed insurance agent in California and devotes part of her time to selling insurance products. Consonance Wealth Management serves individuals, families, high-net-worth clients, trusts, and small businesses by providing discretionary investment management and financial consultation. The firm focuses on diversified, low-cost, tax-aware portfolios with integrated retirement and financial planning offered at no additional fee.

Olga Mavrody is a financial advisor at OLMA Advisors with six years of industry experience. She holds a Series 65 designation and has worked in tax planning and compliance through her firm, Olga Mavrody, Inc. (DBA Olma Tax), where she serves as president. OLMA Advisors provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business clients. The firm employs a primarily passive investment approach using diversified portfolios of index mutual funds and ETFs, integrating its services with a related tax practice and family management company for coordinated tax and business planning.

Junyu Guo is a financial advisor at JY Capital Management with three years of industry experience. He holds a Series 65 designation and previously worked at eHEALTH, INC. and Fehr & Peers. JY Capital Management provides fee-based investment advisory services with a focus on customized portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using a broad range of instruments, including options, short sales, and margin, tailored to client objectives and risk tolerances.

Jen I Cheng is the sole advisor at Cheng, Jen I and holds the Series 65 designation. He has over 30 years of business experience, including 26 years at Dynavista Inc. and managing his own advisory and property management activities since 2021. He is involved in the property management of his own rental properties. Cheng, Jen I provides investment advice focused on real estate investment vehicles, particularly third-party Delaware Statutory Trusts offered under Regulation D. The firm serves individual and high-net-worth clients by delivering research and due diligence without managing assets or providing discretionary authority.

Taylor Ames is a financial advisor at Arena Advisors LLC in San Jose, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor Inc. prior to founding Arena Advisors. Outside of finance, Taylor is a fitness instructor at F45 Training, a group fitness organization. Arena Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, and business entities, offering both discretionary and non-discretionary advisory services. The firm’s investment approach emphasizes ETFs and integrates fundamental analysis, modern portfolio theory, and technical analysis, including long-term trading and options strategies.

Preston Dodd is a financial advisor at Mission Capital Advisors Inc. in Sunnyvale, CA, with 11 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at Credit Suisse Securities, AllianceBernstein, Oxford Economics USA, and Gordian Investments. In addition to his advisory work, he operates a consulting business that provides non-discretionary management and strategy guidance separate from his firm’s investment services. 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’s approach focuses on macroeconomic analysis and diversified asset allocation, with customized investment policy development and ongoing monitoring, charging fees based on hourly and flat consulting rather than assets under management.

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.

Todd Smith is a financial advisor at Silicon Valley Wealth Management Solutions, Inc. in San Jose, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his current firm since 2012. In addition to advisory services, he works as an insurance agent, assisting clients with life and health insurance as well as annuities. Silicon Valley Wealth Management Solutions is an independent registered investment adviser that provides asset management, pension consulting, and financial planning to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm focuses on non-discretionary portfolio supervision and pension consulting, serving a broad client base including high-net-worth individuals and plan sponsors.

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 a financial advisor with Calabazas Creek Advisors, LLC in San Jose, CA, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. He has been with Calabazas Creek Advisors since 2014. Outside of advisory work, Lee serves as a Senior Data Scientist at Evolution Finance Inc, where he applies advanced statistical and predictive modeling techniques to develop technology solutions. Calabazas Creek Advisors is an independent investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and other entities. The firm employs a proprietary Dynamic Asset Allocation Strategy driven by quantitative research and machine-assisted learning, primarily using exchange-traded products with monthly rebalancing.

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.

Adaeze Ezeh is a Series 65-licensed financial advisor at Endowe Advisory LLC with one year of industry experience. Prior to joining Endowe Advisory, Ezeh held roles at companies including Applied Intuition, Ledabox Inc., Workboard Inc., Applied Materials, Juniper Networks, and Synaptics Inc. Ezeh is also involved with Ledabox LLC and Endowe Inc. Endowe Advisory LLC provides automated investment advisory services to individual U.S. investors through a proprietary website and mobile app, using algorithm-driven portfolio construction and model portfolios with Interactive Brokers as custodian. The firm integrates its platform with a gift-registry service to facilitate contributions and offers discretionary asset management without individualized human advice.