Boris Suvorov is the sole advisor at Three Main Points LLC, an independent investment advisory firm based in Los Gatos, CA. He holds a Series 65 designation and has three years of experience in the industry. Prior to founding Three Main Points LLC, he operated a software outsourcing business under Bovas LLC. In addition to his advisory work, Suvorov continues to provide software engineering consulting outside of trading hours. Three Main Points LLC offers discretionary portfolio management and financial planning services to individuals and corporate clients, managing approximately $14.4 million in assets. The firm employs a tailored approach combining long- and short-term trading, option strategies, and AI-supported research, and features a notable international client base as well as performance-fee arrangements uncommon among similar independent advisors.

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.

Michael Hudick is a CFP® professional with 19 years of experience in financial planning, currently serving as principal of MiGH Financial Planner, LLC, an independent firm based in Los Gatos, CA. He has operated his sole proprietorship practice since 2007 and founded MiGH Financial Planner, LLC in 2016. MiGH Financial Planner provides investment management and financial planning services to individual investors, high-net-worth clients, and certain retirement plans. The firm employs a model portfolio approach focused on ETFs for equity exposure and a detailed fixed-income strategy, emphasizing buy-and-hold diversification and utilizing specialized screening tools for bond and closed-end fund selection.

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.

We Yu Chou is a financial advisor at New Assets Investment Advisors LLC in Milpitas, CA, holding a Series 65 designation with 12 years of industry experience. He has been with New Assets Investment Advisors since its founding in 2013. New Assets Investment Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as charitable organizations and corporate/business clients. The firm emphasizes individualized multi-asset allocation, periodic portfolio rebalancing, and due diligence on real estate alternatives, while also offering educational seminars and Chinese-language outreach.

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.

Lindy Chan is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Vibrance Wealth Management LLC and its predecessor entities since 2019 and held roles at Centric Advisors, Sierra Pacific Financial Advisor, and Wells Fargo. In addition to her advisory work, she is a licensed insurance agent and occasionally offers commissionable insurance products to clients. Vibrance Wealth Management LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plan sponsors. The firm combines pension-plan consulting with individual portfolio management and uses a range of investment strategies, including fundamental and technical analysis, with the option to delegate to sub-advisers.

Alex Quan is the sole advisor at SkySphere LLC in San Jose, CA, holding a Series 65 designation with 17 years of industry experience. He has been with SkySphere since 2012. Outside of his advisory role, Quan serves as president and board member of Atzen Inc., a San Jose-based skincare company unrelated to investment management. SkySphere LLC provides investment management and financial planning services to pooled and institutional clients as well as individual investors. The firm uses a combination of proprietary quantitative models and fundamental analysis across various strategies, offering tailored portfolio management that includes growth equity, balanced equity/bond, income, and direct bond ladders.

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.

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.

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.

Chao Wen Huang is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 12 years of industry experience. He is the sole advisor at Candor Financial, LLC, an independent firm based in Santa Clara, CA, where he has worked since 2010. Candor Financial serves individuals, small businesses, trusts, and charitable organizations, with a significant portion of its client base consisting of high-net-worth individuals. The firm employs a fee-only comprehensive financial planning approach and combines passive and active investment strategies based on Modern Portfolio Theory and the CAPM framework.

Michael Zaplitny is a CFP® professional based in San Jose, CA, with 29 years of experience at Fireside Financial Planning, Inc., which he founded in 1997. He also operates Fireside Tax Consulting Inc., where he provides tax preparation and related services. Fireside Financial Planning, Inc. is an independent advisory firm serving individuals, trusts, small businesses, and institutional clients with both financial planning and portfolio management. The firm’s approach integrates a range of analyses and generally focuses on long-term investments in mutual funds, ETFs, and ETNs, while also offering services to corporate pension and profit-sharing plans and charitable institutions.

Ying Chen is a financial advisor with Wolfe Signal Capital LLC in San Jose, CA, holding a Series 65 designation and one year of industry experience. She is also a Senior Analyst with Aurum Equity Partners, a position she will hold until the end of September 2025. Wolfe Signal Capital LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, using a blend of fundamental analysis, modern portfolio theory, and quantitative models to tailor portfolios according to client risk tolerance and objectives. The firm offers discretionary portfolio management and fixed-fee financial plans, with a distinctive investable universe that includes venture capital funds and private placements.

Akio Kurata is a Series 65-licensed advisor at Equity X Investments, LLC with one year of industry experience. Prior to joining his current firm in 2024, he held leadership roles at related entities including Equity X, Inc., where he serves as CEO overseeing data analytics and market analysis. Equity X Investments, LLC is an independent registered investment adviser providing discretionary and non-discretionary portfolio management to individuals and businesses. The firm also offers subscription-based AI market research and early-stage deal-flow introductions, utilizing a variety of analytical methods alongside long- and short-term trading strategies where appropriate.

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.