Kevin Gilmore is a financial advisor at Gilmore Financial Services, LLC in San Mateo, CA, with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Signator Investors, Inc. He is also the owner of Gilmore & Assoc. CPA's and serves on the board of directors for the charitable organization Mission Hospice & Home Care. Gilmore Financial Services provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a primarily non-discretionary approach to portfolio management and integrates affiliated accounting and tax consulting services alongside third-party fixed-income sub-advisory support.

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.

I’m Sheila McGinn, a CERTIFIED FINANCIAL PLANNER™ professional, and founder of Brightview Financial. I spent over 20 years working in the tech industry, and I know the challenges you’re facing right now. I’ve walked your same path, so I understand how frustrating it can be to take every financial step with a feeling of uncertainty. Brightview Financial Solutions serves clients in the San Francisco Bay Area and beyond. Investment Management and Comprehensive Financial Planning are the core of our service offering. This means evaluating your unique circumstances and working with you to develop and implement a financial plan designed to help you achieve financial goals. We can help you: • Define your financial and life goals and then implement a plan for reaching them. • Stay focused on current spending goals so you can reach your long-term saving goals. • Optimize the myriad types of employer equity compensation such as ISOs, NQSOs, RSUs, and ESPPs. • Develop a long-term investment strategy that is appropriate for your timeframe and risk tolerance. • Prepare for the risks you don't anticipate.

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.

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.

Mira Ma is a CFP® professional with 25 years of experience in financial planning. She is the principal advisor at Marim Wealth Planning, where she has worked since 2023, following eight years at Aspire Planning Associates, Inc. Marim Wealth Planning serves individual and high-net-worth clients with fee-only financial planning and discretionary investment management, offering tailored services including retirement, estate, insurance, tax, and rental real estate planning. The firm combines fundamental and technical investment analysis with a focus on personalized asset allocation and risk management.

Edward So is the sole advisor at Golden State Advisors, LLC, an independent firm based in San Mateo, CA. He holds Series 63 and Series 65 designations and has 26 years of industry experience, with 18 years at his current firm. Outside of investment advising, he works as an independent insurance agent and is also involved in real estate sales as part of Progressive Realty Group. Golden State Advisors LLC manages discretionary, asset-based portfolios for individuals, trusts, corporations, and charities. The firm employs a mix of mutual funds, ETFs, stocks, and bonds across U.S. and international markets, using fundamental, technical, and charting analyses to tailor strategies for growth, income, or trading objectives.

Lorne Abramson is the principal of Abramson Financial Planning, LLC, an independent firm based in Burlingame, CA. He holds the CFP® and CFA® designations and has 23 years of industry experience, including 17 years at Elm Advisors, LLC. Abramson Financial Planning provides comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers written and electronic financial plans without providing investment management or custody of client assets, focusing instead on investment recommendations and coordinated retirement planning using third-party software.

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.

Michael Hannon is a CFP® and ChFC® with 33 years of industry experience. He is the sole advisor at Delta Capital Investments, LLC, an independent firm he has led since 1995. In addition to his advisory role, Mr. Hannon works as a Captain and pilot for Alaska Airlines/Virgin America Airlines, spending about one-third of his time in that capacity. Delta Capital Investments advises approximately 140 clients with a focus on model-based asset allocation and financial planning, including pension consulting and 401(k) plan assistance. The firm utilizes third-party managers for portfolio management and trade execution, emphasizing Modern Portfolio Theory and broad diversification over discretionary trading.

James Wang is a financial advisor at Bixy Wealth LLC with one year of industry experience. He holds a Series 65 designation and has held roles at OKTA, Inc., BILL Holdings, Velocity Global, 317 Labs, Twilio, and Cisco Systems. Outside of advising, he serves as Senior Director of Revenue Strategy at OKTA, Inc. Bixy Wealth LLC provides fee-only financial planning services to individuals and high-net-worth clients, emphasizing Modern Portfolio Theory, strategic asset allocation, and passive investment vehicles. The firm offers comprehensive planning without discretionary management or custody of client assets.

Shuyi Kong is the principal of Shuyi Kong Wealth Management, Inc. in Millbrae, CA, with 26 years of industry experience. She has held roles at multiple firms including Emerson Equities LLC and St. Bernard Financial Services Inc. since founding her own advisory firm in 2013. In addition to her advisory work, she operates as an independent insurance agent. Shuyi Kong Wealth Management, Inc. provides non-discretionary asset management services to individual and high-net-worth clients, tailoring portfolios based on client goals and risk tolerances. The firm manages approximately $47.3 million across about 153 client relationships, employing investment strategies that include long- and short-term purchases, trading, and options based on fundamental, technical, and cyclical analysis.

Asif Suria is the principal advisor at Inside Arbitrage Advisors, LLC, based in Foster City, CA, with eight years of industry experience. He holds a Series 65 designation and has worked previously at Mindful Health Solutions and Signal Partners, LLC. In addition to his advisory role, he is president of Eugene Software Solutions, a software business serving non-profits and startups, which he operates outside of trading hours. Inside Arbitrage Advisors provides combined financial planning and discretionary investment management primarily to individuals and small businesses. The firm uses a proprietary planning tool to develop permanent portfolio allocations and employs a blend of permanent-portfolio strategies alongside event-driven merger-arbitrage and derivative techniques in separately managed accounts.

Edmond Chen is a CFA® charterholder and financial advisor at Talanton Capital Management, LLC with seven years of industry experience. He has been with Talanton Capital Management since 2017 and also works as an independent consultant for non-public small businesses, focusing on business strategy. Talanton Capital Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, foundations, small businesses, and family wealth offices. The firm employs an opportunistic global value investing approach with concentrated, long-biased portfolios and uses margin and derivatives for hedging and cash management.

Leslie Smith is a financial advisor with Coronado Financial Group L.L.C. in San Mateo, CA, holding Series 63 and Series 65 designations and possessing 38 years of industry experience. She has worked at Osaic Wealth, Inc. and Sagepoint Financial, Inc., and serves as managing member and owner of Coronado Financial Group. In addition to her advisory role, Smith provides insurance products as an agent and offers consulting services to boards and supervisory committees on financial report analysis. Coronado Financial Group provides financial planning, portfolio advice, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm serves a small client roster with tailored, non-discretionary advisory services, emphasizing fundamental analysis and utilizing mutual funds and third-party managed portfolios.

David Magnuson is a CFP® professional with eight years of experience in financial advising at Burlingame Wealth Management, LLC and a prior year at Dan Goldie Financial Services. He is also an attorney and owner of the Law Offices of David Magnuson, where he has provided legal advice since 2010. Burlingame Wealth Management serves individuals, high-net-worth clients, and a pooled investment vehicle through a small independent advisory model. The firm employs an evidence-based, long-term investment approach using broadly diversified institutional funds and manages client accounts on a non-discretionary basis.

Mark Muntean is the sole advisor at Windy Hill Ventures, Inc. in Redwood City, CA, with 29 years of industry experience. He has been with Windy Hill Ventures since 1993. In addition to investment advisory services, Mr. Muntean provides consulting and manages a staff of personal assistants, and also offers photography services under the firm. Windy Hill Ventures delivers investment advice and portfolio management to individuals, high-net-worth clients, private investment companies, and corporate and nonprofit entities. The firm emphasizes fundamental analysis and uses model portfolios with typical holding periods of one to three years, offering both ongoing discretionary management and project-based advisory engagements.

Roland Chow is a financial advisor at Optura Advisors, Inc. with 10 years of industry experience and a Series 65 designation. He has worked at Alternativ Wealth and has been involved with affiliated firms Optura Insurance Solutions and Optura Ventures, LLC, where he provides independent insurance services and consulting for newly formed businesses. Optura Advisors, Inc. serves individual clients, retirement plan sponsors, and charitable entities with comprehensive wealth management, financial planning, and retirement-plan consulting. The firm uses model portfolios monitored by computer models and offers advice on non-traditional investments, while also providing insurance and tax-related referral services through affiliated entities.

Harry Whelan III is a financial advisor at Whelan Capital Management with 28 years of industry experience. He has been with Whelan Capital Management since 1991. Outside of his advisory work, he is involved with Miramar Restaurant in Half Moon Bay, California. Whelan Capital Management provides investment advisory services primarily to high-net-worth families through individualized discretionary accounts and private funds. The firm focuses on long-biased, growth-oriented investments in small- and mid-cap public equities, using a combination of fundamental and technical analysis along with flexible strategies including long and short positions, leverage, and hedging.