Mark James is a financial advisor at Alexander Beard (USA) Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with Alexander Beard (USA) LLC since 2014. Alexander Beard (USA) Inc. advises individuals, including high-net-worth clients, as well as pension and retirement plan sponsors. The firm provides pension transfer reports, discretionary and limited non-discretionary portfolio management, and retirement-plan consulting, often managing accounts on a discretionary basis with a combination of analytical approaches and third-party sub-advisors.

Flora Dong is a financial advisor at Arden Global Family Offices with 26 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services for 17 years. Ardenwood Advisors provides wealth and investment advisory services primarily to ultra-high-net-worth families and related entities through a Family Wealth Program. The firm employs a customized, multi-asset investment approach with an emphasis on long-term, diversified allocations across U.S. and non-U.S. public and private markets, including alternative strategies and private placement opportunities.

Brian Tayan is a financial advisor at Tayan Capital Management, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has served as a Research Associate at Stanford University since 2006. Tayan Capital Management serves individual investors, including both high-net-worth and non-HNW clients, by providing discretionary portfolio management and managing a pooled private fund, Tayan Partners, LP. The firm employs an opportunistic, value-oriented investment approach focused on capital preservation, after-tax returns, and long holding periods.

Vijay Kanal is the sole advisor at Stinson Capital Management, LLC, holding a Series 65 credential with 11 years of industry experience. He has been with Stinson Capital Management since 2015. Stinson Capital Management, LLC is a fee-only registered investment adviser serving individuals, high net worth clients, trusts, estates, and business entities. The firm provides discretionary portfolio management and financial planning, with an investment approach that emphasizes fundamental research, conservative valuation, and diversification across various asset classes.

Noboru Muto is a financial advisor at Asset Planning and Protection LLC (APP) with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Cambridge Investment Research Advisors, Inc., and 1st Global Advisors, Inc. Outside of his advisory work, Muto has served as the general manager of Hilldale Golf Club since 1986. APP is an independent registered investment adviser managing approximately $8.57 million in assets for 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 investment analyses and generally focusing on long-term strategies with mutual funds and insurance products.

Kai Chen is a financial advisor with Oceaniq Capital, LLC in Palo Alto, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been a principal and managing member at Oceaniq Capital since 2013 and has also worked at FNEX Capital since 2025. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors by providing portfolio management, financial planning, family office services, corporate cash management, and access to private investment opportunities. The firm uses a customized, discretionary management approach that combines fundamental, quantitative, and qualitative analysis across various asset classes and supports investments into pooled vehicles and private placements.

Nadine Thibault is a CFP® professional with five years of industry experience. She has been with Relevé Financial Group since 2021 and previously worked at NorthRock Partners from 2014 to 2021. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, consulting, and portfolio management, including a proprietary subscription-based online advisory platform alongside traditional managed-account services.

Perry Kotval is a CFP® professional with 17 years of industry experience. He has been with Galileo Planning Group, Inc. since 2007. The firm serves senior corporate executives, high-income professionals, and wealthy individuals, providing customized financial planning and investment counseling on a non-discretionary basis. Galileo Planning Group emphasizes long-term, diversified portfolios and detailed analysis of private and alternative investments.

Patrick Mc Donnal is a CFP® and Series 65-registered advisor with Tamarind Financial Planning, based in San Mateo, CA. He has been with Tamarind since 2024 and has additional experience as an applications engineer at Indicate Technologies and as a high school athletic coach. Outside of his advisory role, he is involved in automated inspection technology and coaching athletic teams. Tamarind Financial Planning serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing comprehensive financial planning, portfolio reviews, and project-based advice on a fee-only basis. The firm emphasizes customized financial plans and asset allocation using Modern Portfolio Theory and generally delegates portfolio management to selected sub-advisers.

Lucus Ubaldo is a financial advisor with Envest Advisors, LLC in San Mateo, CA. Holding a Series 65 designation, he has one year of industry experience and has previously worked with The Valoram Group LLC. He was a full-time student for eight years prior to beginning his advisory career. Envest Advisors, LLC provides discretionary asset management and financial planning services primarily to individual clients, tailoring portfolios based on clients’ goals, time horizons, and risk tolerance. The firm employs a variety of outsourced managers and platforms while maintaining a small advisory team.

Practicing financial planning since 2008, I came to this profession out of a desire to help others and work in a meaningful profession where I impact lives positively. A graduate of Smith College, I worked in consulting and marketing earlier in my career, which brings a broad perspective to my clients' financial lives. As a partner at Tamarind Financial Planning, I focus on George Kinder's Life Planning techniques, delving deeper into what clients want to get out of their time on this earth so we can direct their finances towards that end. Having lived in France, India, and the UK, I specialize in helping those with cross-border situations navigate complex financial journeys. I love the outdoors, yoga, Pilates, reading, and meditation. Married to an academic working in Climate Finance involves inevitable travel, and with our two children now pursuing studies and work, we are embracing life as fresh empty nesters! I welcome the opportunity to hear your story and help you plan your future.

Barbara Binder is a CFP® professional with 21 years of experience in financial advising. She has been with BKB Financial Advisors, LLC since 2004. The firm provides comprehensive, customized financial planning and consulting to individuals, couples, and families across various life stages, focusing on retirement planning, seniors, loss-related financial issues, divorce matters, and financial education for young adults. BKB Financial Advisors operates on an hourly fee basis without managing client investments or custody of assets, emphasizing client education and participation under a fiduciary standard.

Christopher Torres is a financial advisor at Mayfield Advisors, Inc. in Palo Alto, CA, holding a Series 65 designation with 18 years of industry experience. He has worked at Mayfield Advisors since 2007 and is also affiliated with Irvin, Abrahamson & Co., a CPA firm connected to Mayfield Advisors. Mayfield Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and small businesses. The firm emphasizes diversified, buy-and-hold portfolios based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and integrates advisory services with accounting and tax support through its affiliation with Irvin, Abrahamson & Co.

Jonathan Tiemann is a financial advisor with Tiemann Investment Advisors, LLC, holding a Series 63 designation and 24 years of industry experience. He has been with Tiemann Investment Advisors since 2002. In addition to his advisory role, he works as a self-employed consultant to government, self-regulatory organizations, and investment-related businesses, focusing on algorithm design, valuation services, and economic analysis. Tiemann Investment Advisors serves individuals and families, including high-net-worth clients, as well as other investment professionals. The firm employs a quantitative portfolio construction approach based on Modern Portfolio Theory, tailoring portfolios to clients’ specific circumstances and preferences, and provides discretionary management, consulting, and subadvisory services.

Lamberto Torres is a CFP® professional with 18 years of industry experience, currently serving at Mayfield Advisors, Inc. since 2007. He also has a longstanding association with Irvin, Abrahamson & Co., a CPA firm, where related personnel overlap with Mayfield Advisors. Mayfield Advisors, Inc. provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and small businesses. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing diversified, buy-and-hold strategies primarily using passively managed mutual funds and ETFs.

Johanna King is a financial advisor at King Wealth Advisors, LLC in San Mateo, CA, holding a Series 65 designation with seven years of industry experience. She has worked at King Wealth Advisors since 2018 and previously was employed at Netsuite, Inc. from 2015 to 2018. King Wealth Advisors is a small independent firm serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes discretionary investment management focused on mutual funds and ETFs, using a selection process based on momentum, value factors, and economic conditions, and offers flexible portfolio strategies including Growth, Growth & Income, and Fixed Income approaches.

Jacob Levy is a CFP® with three years of industry experience, currently serving as an advisor at Conquis Financial LLC since 2024. His prior roles include positions at Foreside Funds Distributors LLC, Matthews International Capital Management, LLC, The Burgiss Group LLC, Caissa LLC, and Tiedemann Advisors LLC. Outside of his advisory work, Levy is the president of Eastbayshore Eruv Corporation, a religious nonprofit organization. Conquis Financial LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm integrates passive and active strategies with tax-aware portfolio management, employing diversification and Modern Portfolio Theory principles to tailor investments to client objectives and risk tolerance.

Kyla Sy Cip is a financial advisor with Griffin Black, LLC, holding a Series 65 designation and currently in the early stages of her career. She has experience working at Griffin Black since 2023 and previously held roles at the University of California, Riverside, and Western Pacific Wealth Management. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets, serving executives, professionals, entrepreneurs, retirees, and small-business owners, with particular expertise in Silicon Valley tech and bio-tech sectors and clients with cross-border family or business interests. The firm offers Holistic Wealth Management, investment management, and ongoing financial planning tailored to client goals, risk tolerance, and cash-flow needs.

Ryan Mc Carthy is a CFP® professional with six years of experience at McCarthy Asset Management, Inc. and Stephen P. McCarthy, CPA. He previously worked for three years at PricewaterhouseCoopers, LP and spent a year at the University of Southern California. McCarthy Asset Management, Inc. serves individual investors, trusts, small businesses, and pension plans, managing approximately $422.4 million on a discretionary basis. The firm emphasizes long-term, diversified portfolios across multiple asset classes and integrates tax preparation and planning services as part of its offering.

Min Kim is a financial advisor at Twin Lakes Capital with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Twin Lakes Capital Management since 2005 and First Allied Securities since 2000. Twin Lakes Capital serves primarily higher-net-worth individuals and families, offering customized portfolio management and financial planning. The firm combines macroeconomic analysis with proprietary fundamental research to build long-term, value-oriented, tax-efficient portfolios and also sources private investment opportunities for qualified clients.