David Blackwood is a CFP® with 30 years of industry experience and is the sole advisor at Whitespace Financial, LLC. He has worked at Purshe Kaplan Sterling Investments and Whitespace Financial since 2009. Outside of his advisory work, he serves as an adjunct faculty member at De Anza College, is president of the San Francisco Council of the Navy League of the United States, and participates in several financial planning certification boards. Whitespace Financial manages approximately $52 million for individual and retirement-plan clients, offering asset management, 401(k) and pension consulting, and financial planning. The firm serves both high-net-worth and non-HNW clients, providing individualized portfolios that are reviewed quarterly and often managed on a non-discretionary basis.

Ramon Marquez is a Certified Financial Planner (CFP®) with 16 years of industry experience. He has been with Galileo Planning Group, Inc. since 2007. Galileo Planning Group, Inc. is an independent, fee-only advisory firm that provides comprehensive financial planning and investment counseling primarily to wealthy individuals, senior corporate executives, and high-income professionals. The firm focuses on non-discretionary, customized services including asset allocation, retirement, estate and tax planning, and evaluations of private and venture investments.

Jeffrey Wu is a CFP® and holds a Series 66 designation with 21 years of industry experience. He has been with Red Crane Wealth Management, LLC since 2016. Red Crane Wealth Management provides discretionary asset management, investment consulting, and standalone financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a mix of asset allocation, sector allocation, long- and short-term trading techniques, and derivative strategies, and sponsors both a wrap fee program and a private pooled investment fund.

Melissa Eugenio is a financial advisor at Alexander Beard (USA) Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Alexander Beard since 2018, following prior roles including five years at ABD Retirement Services, Inc. Outside of her advisory work, she is a Bikram yoga instructor, teaching weekly classes at Being Yoga. Alexander Beard (USA) Inc. provides advisory services primarily to individuals and retirement plans, focusing on UK citizens or former UK residents living in the U.S. with UK-based pension accounts. The firm offers pension consulting, portfolio management, and financial planning, tailoring advice to client goals and working with pension trustees to facilitate pension transfers and flexible arrangements.

Matthew King is a CFA charterholder with 20 years of experience in the financial advisory industry. He has worked at Bell Investment Advisors, Inc. from 2000 to 2018 and has been with King Wealth Advisors, LLC since 2015. King Wealth Advisors is a small independent firm serving individuals, families, high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm focuses on discretionary investment management using mutual funds and ETFs, applying a selection process based on momentum, value factors, and economic conditions, with an analytic approach that includes fundamental, technical, cyclical, and charting methods.

Ying Ying Jing is a financial advisor at Oceaniq Capital, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Credit Suisse Securities and Merrill, among other firms. Jing has been associated with various entities within the Oceaniq group since 2014. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors by providing portfolio management, financial planning, family office services, and access to private investments. The firm combines fundamental, quantitative, and qualitative analysis in managing public and private assets and conducts due diligence on third-party managers.

Brian Roberts is a CFA® charterholder and principal at Roberts Wealth Advisors, LLC with 12 years of industry experience. He previously worked at Nelson Roberts Investment Advisors, LLC for 16 years before joining his current firm in 2020. Roberts Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and other investment advisers. The firm employs fundamental analysis and long-term strategies across a range of public and private investments and offers services to both individual and institutional clients, including other advisory firms.

Robert Sawyer is a Series 65 licensed financial advisor with 14 years of industry experience. He is associated with 3 Factor Indexing, LLC and has worked at Synthium Capital since 2012. In addition to his advisory work, Sawyer operates as a self-employed consultant providing product marketing advice to companies. 3 Factor Indexing serves individuals, families, trusts, and closely held businesses, managing approximately $193 million across 48 clients. The firm employs a modern portfolio theory approach focused on asset allocation and diversification, primarily utilizing exchange-traded products, mutual funds, separately managed accounts, equities, and bonds.

Frank Branson is the sole advisor at Branson Frank A Inc in Burlingame, CA, with 29 years of industry experience. His prior work includes 12 years at Duncan & Branson. Branson Frank A Inc provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and foundations. The firm focuses on portfolio management primarily for individual accounts, emphasizing fundamental security analysis, a buy-and-hold strategy, and risk limitation, while managing equity securities, ETFs, U.S. government securities, and money market funds.

Tsun Tat Wong is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Tsun Tat works closely with clients to develop strategies aligned with their short-, mid-, and long-term objectives, providing guidance on investing, retirement planning, and unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. With over 10 years of banking experience, Tsun Tat provides tailored banking and investment strategies for both individuals and businesses. His approach is centered on delivering personalized and appropriate solutions designed to help clients navigate complex corporate cash management and wealth management objectives. He previously worked as a Trader in Hong Kong, China. Tsun Tat earned a Bachelor of Arts degree in Mathematics and Economics from the University of California, Berkeley. He holds FINRA Series 7 and 66 registrations as well as the Personal Investment Advisor (PIA) designation. He resides in Foster City with his wife. His personal interests include baseball, basketball, biking, bowling, cooking, hiking, music, swimming, traveling, and watching movies.

Yesu Lu is a financial advisor at Oceaniq Capital, LLC in Palo Alto, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Oceaniq Capital in 2026, he worked at Cisco and Amazon in various roles from 2018 to 2022. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors by providing portfolio management, financial planning, and family office services, along with corporate cash management and access to private investment opportunities. The firm employs a customized, discretionary investment approach that integrates fundamental, quantitative, and qualitative analysis, and it supports international clients through specialized custodial relationships.

Christopher Caruso is a financial advisor at Veritas Wealth Partners, LLC with 11 years of industry experience. He previously worked at Glovista Investments LLC and Citigroup Global Markets. Caruso holds Series 63, Series 65, and Series 66 licenses. Veritas Wealth Partners provides discretionary wealth management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes asset allocation in its investment approach and manages client portfolios using mutual funds, ETFs, individual securities, and private placements, serving a notable non-U.S. client base.

Mark Levenson is a financial advisor at Value Monitoring, Inc. in Menlo Park, CA, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been with Value Monitoring since 2014. Value Monitoring, Inc. provides investment management and financial planning services primarily to individual and high-net-worth clients through separately managed accounts and acts as sub-advisor to the H & L Insurance Fund. The firm utilizes proprietary quantitative technology and momentum-based models across multiple strategies, including fixed income and equities, with a focus on model-driven rebalancing and active trading.

Randa Hoffman is a financial advisor at Radiant Wealth Planning with seven years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Liberty Mutual Group. In addition to her advisory role, Hoffman is the CEO and tax preparer at RADIANT Tax Services, LLC, where she applies her Enrolled Agent (EA) credential. Radiant Wealth Planning serves individual clients with investment management and comprehensive financial planning, including cash flow, retirement, estate, and tax-aware strategies. The firm integrates tax services through its affiliated tax business and offers employer retirement plan support as well as educational seminars.

Miho Hatori is a financial advisor at Asset Planning and Protection LLC (APP) with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial from 2013 to 2022. Hatori is also involved in non-variable insurance services through multiple insurance agencies. APP is a small independent registered investment adviser serving individual investors, including high-net-worth clients, and pension/profit-sharing plans. The firm provides portfolio management, financial planning, consulting, and pension plan services, employing a range of analytical methods and focusing on long-term investment strategies.

Stephen McCarthy is a CFP® professional with 20 years of experience in financial advising. He has led McCarthy Asset Management, Inc. since 2004 and has operated a CPA practice since 1986. McCarthy Asset Management serves individuals, trusts, small businesses, and pension plans, managing approximately $378 million in discretionary assets. The firm offers customized portfolio management and financial planning, integrating tax preparation and planning through its principals’ CPA credentials.

Heather Knuff is a CFA® charterholder and principal at Knuff & Company LLC with five years of industry experience. She has worked at Knuff & Company since 2018 and previously spent 19 years at Fiduciary Trust Company. Knuff & Company advises high-net-worth individuals, families, charities, endowments, and an affiliated private pooled investment vehicle. The firm uses a goals-driven asset allocation process with a focus on value-oriented and event-driven strategies, combining discretionary portfolio management through Unified Managed Accounts with private fund management.

Roger Debock is a financial advisor with Shepherd Investment Management in Palo Alto, CA, holding Series 63 and Series 65 designations and 17 years of industry experience. He has led Shepherd since 2026 and has operated RDB Consulting since 2015. Shepherd Investment Management provides fee-based portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other entities. The firm uses a long-term, fundamental, long-only approach focused on Growth-at-a-Reasonable-Price, emphasizing global technology and adjacent sectors with high-conviction, optimized portfolios tailored to client objectives.

Soumyalakshmi Parasuraman is a CFP® and holds a Series 66 designation, with three years of industry experience. She has worked at Griffin Black, LLC since 2025 and previously held roles at J.P. Morgan Wealth Management, Merrill Lynch, and Bank of America. Outside of her financial advisory work, her background includes entrepreneurial ventures with Ascendency Interlinks Pvt Ltd and Ennsignn Advisory Services Pvt Ltd. Griffin Black serves individuals, retirees, executives, professionals, entrepreneurs, and small business owners, with experience assisting Silicon Valley technology and bio-tech professionals as well as clients with cross-border or international ties. The firm offers Holistic Wealth Management, Investment Management, and ongoing financial planning, tailoring investment programs to clients’ goals and risk profiles.

Qianqian He is a financial advisor with Oceaniq Capital, LLC in Palo Alto, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Oceaniq Capital, she worked at Y LOGX Securities LLC, Vienna Asset Management, Citic Trust Co., Ltd., and Credit Suisse Group AG. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors with portfolio management, financial planning, family office services, and corporate cash management. The firm employs customized discretionary management combining fundamental, quantitative, and qualitative analysis across public and private investments and facilitates client access to private placements and pooled investment vehicles.