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 the sole advisor at Calabazas Creek Advisors, LLC, an independent investment advisory firm based in San Jose, CA. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. In addition to his advisory role, he works as a Senior Data Scientist at Evolution Finance Inc, where he applies advanced statistical and predictive modeling techniques to develop complex algorithms and data-driven solutions. Calabazas Creek Advisors provides discretionary portfolio management primarily to high-net-worth individuals, trusts, and other entities. The firm employs a proprietary quantitative Dynamic Asset Allocation Strategy that uses machine-assisted learning and momentum signals to allocate among exchange-traded products, typically maintaining concentrated portfolios 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.

Vincent Siewit is a financial advisor at Small Victories Wealth with four years of industry experience. He holds a Series 65 designation and has a concurrent role as an Account Executive at Tableau Software. His dual career includes significant time spent in the technology sector. Small Victories Wealth serves individual and household clients, including some high-net-worth individuals, providing tailored investment management and a range of financial planning services. The firm employs a Modern Portfolio Theory framework focused on passive management combined with fundamental analysis and offers individualized investment policies along with third-party model portfolios and occasional alternative investment recommendations.

Jaywant Srivatsa is the founder and sole advisor at Future Wealth LLC, based in Los Gatos, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previous work experience at Oracle Corporation, Jobvite Inc, and On24. Outside of his advisory role, he is the CEO of WEALTH AI LLC, a company focused on AI software development for wealth advisors. Future Wealth LLC provides customized financial planning and discretionary portfolio management primarily to individuals and high-net-worth clients, with additional services for small businesses and educational workshops. The firm employs a Core+Satellite investment approach grounded in Modern Portfolio Theory, incorporating scenario analysis, stress testing, and tail-risk management, and serves a substantial non-U.S. client base with considerations for foreign securities and currencies.

Larysa Prytula is a CFP®-certified financial advisor with 19 years of industry experience. She has worked at ClearBridge Financial since 2017 and has been associated with LPL Financial since 2010. In addition to her advisory work, she is licensed to sell fixed life, health, and long-term care insurance. ClearBridge Financial provides fee-for-service financial planning and consulting to high-net-worth individuals and business clients, including physicians, small business owners, and retirees. The firm focuses on delivering written plans and implementation recommendations without discretionary portfolio management, emphasizing fundamental analysis and long-term asset allocation.

Anil Godbole is a financial advisor at Kanaka Strategies with a Series 65 designation and two years of industry experience. He has worked at Intel Corp since 2017 and previously at eASIC Corp from 2014 to 2017. Kanaka Strategies provides discretionary portfolio management primarily to high-net-worth individual clients, utilizing a combination of charting, technical, and fundamental analysis across stocks, ETFs, long/short positions, and options strategies. The firm is notable for its explicit use of derivatives in separately managed accounts and its focus on clients granting discretionary trading authority.

Ronald Lee is a CFA® charterholder and holds a Series 63 license with nine years of industry experience. He has been the sole advisor at Invision Capital Advisor, LLC since 2015. In addition to his advisory role, Mr. Lee occasionally provides independent business and financial consulting to small and medium-sized businesses and startups. Invision Capital Advisor, LLC offers investment advisory and financial planning services to individuals, trusts, endowments, qualified retirement plan sponsors, charitable organizations, and business entities. The firm employs a global asset allocation strategy combined with active stock selection and provides tailored portfolio management alongside retirement, estate, and educational planning services.

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.

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.

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.