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.

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.

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.

Han Liu is a CFA® charterholder and the sole advisor at Banyan Lake Capital LLC with one year of industry experience. Prior to founding Banyan Lake Capital, he worked at Amazon for three years and held positions at Boosted Commerce, Universal Audio, Lair East Labs Accelerator, Columbia Business School, and DBS Bank. Banyan Lake Capital provides discretionary asset management, financial planning, and consulting services for individuals, high-net-worth clients, and business entities. The firm employs a goal-based, discretionary investment approach that includes fundamental and technical analysis, Monte Carlo planning, and a range of strategies from long-term holdings to shorter-term trades, focusing on a limited clientele with performance-based fee options and educational seminars.

Kevin Gilmore is a financial advisor at Gilmore Financial Services, LLC in San Mateo, CA, with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Signator Investors, Inc. He is also the owner of Gilmore & Assoc. CPA's and serves on the board of directors for the charitable organization Mission Hospice & Home Care. Gilmore Financial Services provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a primarily non-discretionary approach to portfolio management and integrates affiliated accounting and tax consulting services alongside third-party fixed-income sub-advisory support.

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 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.

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.

Vaishali Desai is a financial advisor at Desai Wealth LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Desai Group LLC and Genentech. Outside of her advisory work, she teaches Pilates for compensation. Desai Wealth LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, endowments, foundations, and government entities. The firm employs a fundamental, long-term investment approach with flexibility for shorter-term adjustments, and it offers retirement plan advisory services including fiduciary roles and plan design assistance.

Nicholas Raffin is the principal advisor at The Raffin Group LLC, an independent advisory firm based in Los Altos Hills, CA. He holds the Series 65 and Series 63 designations and has 11 years of industry experience, including four years at Merrill prior to founding his firm in 2020. In addition to his advisory work, he serves as an advisor and strategic partner to Rowzzy, an AI startup, and is an independent licensed insurance agent. The Raffin Group provides tailored portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm utilizes a combination of fundamental, quantitative, technical, and modern-portfolio approaches, favoring low-cost, diversified ETFs and mutual funds, and sponsors a wrap-fee program.

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.

Edward So is the sole advisor at Golden State Advisors, LLC, an independent firm based in San Mateo, CA. He holds Series 63 and Series 65 designations and has 26 years of industry experience, with 18 years at his current firm. Outside of investment advising, he works as an independent insurance agent and is also involved in real estate sales as part of Progressive Realty Group. Golden State Advisors LLC manages discretionary, asset-based portfolios for individuals, trusts, corporations, and charities. The firm employs a mix of mutual funds, ETFs, stocks, and bonds across U.S. and international markets, using fundamental, technical, and charting analyses to tailor strategies for growth, income, or trading objectives.

Lorne Abramson is the principal of Abramson Financial Planning, LLC, an independent firm based in Burlingame, CA. He holds the CFP® and CFA® designations and has 23 years of industry experience, including 17 years at Elm Advisors, LLC. Abramson Financial Planning provides comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers written and electronic financial plans without providing investment management or custody of client assets, focusing instead on investment recommendations and coordinated retirement planning using third-party software.

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.

Michael Hannon is a CFP® and ChFC® with 33 years of industry experience. He is the sole advisor at Delta Capital Investments, LLC, an independent firm he has led since 1995. In addition to his advisory role, Mr. Hannon works as a Captain and pilot for Alaska Airlines/Virgin America Airlines, spending about one-third of his time in that capacity. Delta Capital Investments advises approximately 140 clients with a focus on model-based asset allocation and financial planning, including pension consulting and 401(k) plan assistance. The firm utilizes third-party managers for portfolio management and trade execution, emphasizing Modern Portfolio Theory and broad diversification over discretionary trading.