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.

Robert Brown is a CFA charterholder and principal of The R.L. Brown Advisory Group, LLC, an independent advisory firm based in Pleasanton, California. He has 18 years of industry experience and has led his firm since 2007. In addition to his advisory work, he operates R.L. Brown Insurance Services, a life and health insurance business. The R.L. Brown Advisory Group provides asset management and integrated financial planning for individuals, families, trusts, estates, businesses, and organizations. The firm offers discretionary portfolio management guided by Modern Portfolio Theory and a value-oriented investment approach, serving a diverse client base that includes corporate and institutional accounts.

James Cowan is the sole advisor at Cowan Capital, an independent firm based in Foster City, CA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 18 years at Fisher Investments prior to founding Cowan Capital in 2023. Cowan Capital Advisors provides discretionary portfolio management and separate financial planning services to individuals, high-net-worth clients, non-profits, and small businesses. The firm focuses on diversified portfolios tailored to client needs, with a specialization in managing concentrated equity positions from employee stock compensation and a selective use of derivatives for defensive purposes.

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.

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 with three years of industry experience. He holds a Series 65 designation and has previously worked at Signalfire and Stitch Fix. In addition to his advisory role, Zhou conducts technical data science and AI consulting for a seed-stage venture capital firm. Forward Horizon Investment is an independent firm that provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a combination of charting, cyclical, fundamental, and quantitative analysis to guide a long-term trading approach and is notable for offering performance-based fee arrangements to qualified clients.

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.

Chirag Shah is a CFA® charterholder and the sole advisor at Quant Portfolio Management, with one year of industry experience. He also serves as a consultant, investor, and entrepreneur at QIG LLC, dedicating about 20% of his time to this role. Quant Portfolio Management provides investment management and financial planning services to individual and high-net-worth clients. The firm employs a "Quantamental Investing" approach that combines fundamental research with quantitative models and modern portfolio theory, offering both passive and active strategies along with tailored portfolio construction and manager selection services.

Nicholas Raffin is a financial advisor at The Raffin Group LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Merrill from 2016 to 2020. Outside of advisory work, Raffin is an independent licensed insurance agent and serves as an advisor and strategic partner to an AI startup, Rowzzy, focusing on corporate governance, venture capital engagement, and business development. The Raffin Group is an independent advisory firm serving individuals, high-net-worth clients, corporations, and charitable organizations with tailored portfolio management and financial planning. The firm employs a range of investment approaches, including fundamental, quantitative, and technical methods, and sponsors a wrap-fee program while emphasizing diversified, low-cost ETFs and mutual funds.

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.

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 Goody is a Series 65-credentialed financial advisor with seven years of industry experience. He is the sole advisor at Sodium Advisors Inc., an independent firm based in Santa Clara, CA, where he has worked since 2018. Prior to founding Sodium Advisors, he was associated with Scharf Investments, LLC from 2014 to 2019. Sodium Advisors Inc. provides discretionary portfolio management primarily to high-net-worth individuals, overseeing a limited number of client accounts. The firm builds customized Investment Policy Statements and employs strategies including long-term equity positions, options, and short sales, utilizing performance-based fees with a high-water mark for qualified clients.

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.

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.

Toby Koehler is a financial advisor with Sterling Advisory Services, LLC, holding a Series 65 credential and 12 years of industry experience. He has worked at Sterling Advisory Services since 2014 and previously at Dynamic Wealth Strategies, LLC. Koehler also serves as a tax preparer for Koehler & Associates, CPAs, a role he has held since 2000. Sterling Advisory Services provides asset management, financial planning, and consulting to individuals, trusts, estates, and small businesses. The firm constructs tailored portfolios using ETFs, mutual funds, equities, and fixed income, combining fundamental and technical analysis, with regular portfolio reviews and flexibility for client-imposed investment restrictions.

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.