John Masegian is a financial advisor at Pruneyard Financial Group, Inc. in Cupertino, California, with 22 years of industry experience. He holds a Series 65 credential and has been involved with Pruneyard Financial Group since 2002. In addition to his advisory role, he is a licensed CPA and provides tax planning and preparation services. Pruneyard Financial Group offers discretionary portfolio management and integrated financial planning services to individual, high-net-worth, corporate, and small-business clients. The firm manages approximately $90.9 million in discretionary assets and utilizes a combination of technical, fundamental, quantitative, and qualitative analysis across various investment strategies. The firm uniquely sponsors its own wrap-fee program and maintains separate registration as an accountancy corporation.

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.

Raman Bindlish is a Series 65-licensed financial advisor with one year of industry experience, currently serving as the sole advisor at Proflex Finance LLC. He has prior experience at Broadcom Inc and is involved in multiple business ventures, including acting as a general partner of Blockstart Ventures LP and owning Blockstart LLC, a software consultancy and training firm. Proflex Finance is an investment manager that advises and manages pooled investment vehicles and offers discretionary portfolio management for institutional and high-net-worth clients. The firm employs a combination of charting, fundamental, quantitative, and technical analysis with strategies focused on options overlays and customized income approaches involving derivatives and frequent trading.

Weiming Ho is a financial advisor at Integral Financial LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Integral Financial LLC since 2002 and IF Direct LLC since 2011. Outside of advisory work, he is the founder of an insurance agency and is an investor in a restaurant business. Integral Financial LLC provides portfolio management services primarily to individual clients, focusing on diversified allocations across U.S. and international equities, bonds, and cash. The firm employs a low-turnover, buy-and-hold investment approach using low-cost index funds, CDs, and U.S. Treasuries, with portfolios rebalanced annually.

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.

Richard Rifredi is a financial advisor at Los Gatos Financial LLC in Los Gatos, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Get Smart Labs and as a sole proprietor. Los Gatos Financial LLC offers personalized financial planning, portfolio analysis, and ongoing coaching to individuals, high-net-worth clients, and business entities. The firm focuses on delivering customized written financial plans without managing assets or receiving commissions, emphasizing fee transparency and client education.

Larry Behage is a CFP® with eight years of experience in financial advising. He is the principal of Behage Financial, an independent firm based in Campbell, CA. In addition to his advisory work, he operates a tax preparation business during the first part of the year. Behage Financial provides investment management and financial planning services to individuals, small businesses, and high-net-worth clients. The firm focuses on long-term investment strategies using mutual fund asset-management programs and conducts portfolio reviews at least quarterly, primarily managing accounts on a non-discretionary basis.

Ravdeep Bhasin is a financial advisor with Global Advisors, LLC in San Jose, CA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at Worldwide Securities, LLC, Principal Securities Inc, and Worldwide Services, LLC. In addition to his advisory role, Bhasin is a licensed insurance agent, tax preparer, immigration consultant, and notary public. Global Advisors, LLC provides discretionary and non-discretionary investment management and financial planning services, focusing on retirement plans with ERISA 3(21) and 3(38) advisory offerings for various qualified plans. The firm combines pension consulting and plan management with ancillary licensed services and employs multiple analysis methods and strategies, including fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo planning.

Satish Soman is the sole advisor at Soman Advisors LLC in Cupertino, CA, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he has been Vice President of ASICs at Infinera, a telecom equipment provider, since 2017. In this role, he works part-time focusing on ASIC design methodologies and processes. Soman Advisors LLC provides discretionary portfolio management primarily to high-net-worth individuals, managing approximately $3 million across a limited number of accounts. The firm’s investment approach centers on derivatives strategies using broad-based index options and structured spreads, with a focus on tax-efficient growth and income tailored to client risk profiles.

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.

Christopher Weir is a financial advisor with Azul Private Wealth, LLC in San Jose, CA. He holds a Series 65 designation and has over 10 years of industry experience, including a decade at Charles Schwab. Azul Private Wealth, LLC provides ongoing portfolio management services to individuals, high-net-worth individuals, charitable organizations, and business entities. The firm focuses on client-specific Investment Policy Statements and discretionary portfolio management, employing strategic asset allocation with an emphasis on long-term investment horizons.

Sandeep Jain is the sole advisor at Jain Capital Management LLC, an independent advisory firm based in Saratoga, CA. He holds a Series 65 designation and has 19 years of industry experience. In addition to his advisory role, Mr. Jain owns and manages AppPerfect Corporation, a non-investment-related software business he has operated since 2003. Jain Capital Management LLC provides discretionary portfolio management services to individual and corporate clients, managing approximately $19.4 million across 17 accounts. The firm employs a combination of fundamental, quantitative, and technical analysis with a focus on frequent options-based trading strategies.

Timothy Rogers is the sole advisor at Rogers Investment Advisors, LLC in Palo Alto, CA, holding Series 63 and Series 65 licenses with 21 years of industry experience. His firm provides investment management, pension plan consulting, financial planning, tax preparation, and administrative services. Rogers Investment Advisors serves high-net-worth individuals and institutional clients such as trusts, endowments, and pension plans. The firm employs a diversified, actively managed investment approach across various asset types and offers both discretionary management and non-discretionary consulting, including specialized pension plan services.

Arvind Venkateswaran is a financial advisor at Capital V Group LLC with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at LPL Financial, Liberty Wealth Management, and Liberty Group before focusing on his independent firm. Capital V Group LLC provides financial planning and consulting services to individuals, businesses, and retirement plans, emphasizing written financial plans over discretionary portfolio management. The firm uses a variety of investment approaches and performs regular plan reviews for clients with ongoing relationships.

Frank Elmer is the principal advisor at Frank Elmer Investment Strategies LLC in Los Altos, CA. He holds Series 63 and Series 66 designations and has 23 years of industry experience. Since 2010, he has led his independent firm, providing investment advice and portfolio management. Frank Elmer Investment Strategies offers discretionary portfolio management and investment advice to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and family trusts. The firm focuses on constructing portfolios primarily of mutual funds and ETFs, using both fundamental and technical analysis tailored to each client’s objectives and risk tolerance.

Raj Atisivan is a financial advisor at Meera Advisory, L.L.C. in San Jose, CA, holding a Series 65 designation with three years of industry experience. He previously worked at Amazon from 2016 to 2017. Meera Advisory, L.L.C. is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs fundamental analysis, documented risk tolerance, and a combination of long- and short-term options trading strategies, and it offers a performance-based fee structure for qualified clients.

Sri Palasamudram is the sole advisor at DisruptiveSecularGrowth Corporation, an independent firm based in Mountain View, CA. He holds a Series 65 designation and has six years of industry experience. Prior to founding DisruptiveSecularGrowth in 2019, he worked at mobiDEOS Inc. for 15 years and has been involved in startups since 2000. He also spends time advising startups weekly to stay current with technology and market trends. DisruptiveSecularGrowth provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm employs fundamental analysis and a mix of ETFs, mutual funds, equities, fixed income, and option strategies, including covered options and cash-covered puts, with a focus on risk-adjusted returns. It serves a material non-U.S. client base and offers both traditional asset-based and performance-based fee structures, reflecting its founder-led, technology-oriented approach.

Dong Zhang is the sole advisor at Evla Hills Equity Services LLC, an independent registered investment adviser based in Saratoga, CA. He holds a Series 65 designation and has 20 years of industry experience, having led Evla Hills since its founding in 2006. Evla Hills Equity Services LLC provides discretionary investment management and financial planning to individuals, small businesses, non-profit organizations, retirement accounts, and pooled investment vehicles. The firm employs an opportunistic, fundamentals-first investment approach with concentrated equity portfolios and custom asset allocation, and it operates a private fund alongside advisory services for other pooled vehicles, including institutional clients.

German Gentile is a financial advisor at London House Capital with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Birkbeck Capital, Sowell Financial Services, LLC, and Concert Wealth Management, Inc. Outside of his advisory role, he owns G&) Global Trading, a wine distribution business. London House Capital is a solo registered investment adviser serving individual and institutional clients, including high-net-worth individuals. The firm employs fundamental, technical, and cyclical analysis and offers a range of investment strategies such as short-term trading, short sales, margin transactions, and options writing, typically managing portfolios on a discretionary basis.