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.

Steven Moeller is a financial advisor at Sdmi Insurance And Financial Services in Fremont, CA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2014. In addition to advisory services, he is involved in fixed insurance sales through SDMI Insurance Services. Sdmi Insurance and Financial Services provides financial planning and pension consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a long-term investment approach based on technical analysis and third-party research, offering non-discretionary advice across traditional asset classes and placing emphasis on pension consulting and participant education.

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.

Sean Akiyama is a Chartered Financial Consultant (ChFC®) with 26 years of industry experience. He is the sole advisor at Infinity 8 Investments, LLC, where he has worked since 2010. Infinity 8 Investments provides discretionary and non-discretionary investment management to individuals and institutional clients, including retirement plans, trusts, and business entities. The firm employs an active asset-allocation approach based on a business-cycle model and offers a wrap-fee program that integrates advisory, execution, and custodial services.

Raymond Chung is the sole advisor at Emerald Waves Investments, LLC, an independent firm based in Cupertino, CA. He holds the CFA® designation and Series 63 license and has 15 years of industry experience. He has led Emerald Waves Investments since 2010. Emerald Waves Investments provides fee-based investment advisory services and integrated financial planning, offering discretionary portfolio management for individuals, institutional clients such as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a tactical allocation framework centered on an active long/short strategy, tailoring portfolio allocations to each client’s objectives and constraints.

John Betterman is the principal of Betterman Digital Wealth, Inc. in San Jose, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior roles include positions at Merrill and Oak Family Advisors. He is also a licensed life and health insurance agent involved in insurance sales. Betterman Digital Wealth, Inc. provides investment management, financial assessments, and retirement-plan services to individuals, high-net-worth clients, and plan sponsors. The firm manages approximately $102 million in client assets and employs a strategic asset-allocation approach using both active and passive management, model portfolios, and sub-advisory relationships.

Ryan Dearkland is a financial advisor with Viridian Way LLC, holding a Series 65 designation and six years of industry experience. He has worked with several firms, including Relentless Enterprises Inc and Violet Creek LLC, and is also a partner in a business management company. Viridian Way LLC provides portfolio management and financial planning services to individual and high-net-worth clients, with tailored strategies for business owners that encompass profit distribution, cash-flow projections, and exit planning. The firm combines fundamental analysis with modern portfolio theory in a long-term trading approach and offers both discretionary and non-discretionary account management.

Hooman Altafi is the principal of Alta Financial Group, an independent advisory firm based in Campbell, CA, with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Premier Lending Inc, Star LLC, and Seven Media Group. In addition to his advisory role, he is licensed as a real estate broker, mortgage broker, and insurance broker. Alta Financial Group serves individual investors, families, trusts, charitable institutions, and corporate retirement plans, providing investment management and financial planning services. The firm employs an asset-allocation approach emphasizing low-cost mutual funds and ETFs, with discretionary management and ongoing portfolio oversight.

Hengfu Hsu is the principal of Analytic Investment Management LLC in Cupertino, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He previously worked at Xunuo USA Holdings, Inc. and has been a California insurance agent since 2006, providing insurance services outside of his advisory work. Analytic Investment Management LLC offers fee-based wealth management and discretionary portfolio management primarily to high-net-worth individuals and institutional clients. The firm uses proprietary algorithmic strategies to manage portfolios through rules-based models and active trading, focusing on separately managed accounts and consulting services such as retirement planning and stock option analysis.

Eric Hickok is a financial advisor at Hickok Advisory, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Wells Fargo and Shooter Financial, Inc. Outside of advising, he is involved in tax law as an attorney and operates a tax business, in addition to maintaining an active real estate license. Hickok Advisory provides asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and cyclical analysis to develop customized investment strategies and offers both discretionary and non-discretionary account management alongside comprehensive financial planning.

James Rukstalis is a CFP® and ChFC® with nine years of industry experience, currently serving as an advisor at Altura Wealth Advisors Inc. He has worked in financial services since 2008, including roles at J.R. Financial and Freedom Insurance Solutions, where he also acts as president. Outside of advisory work, Rukstalis is involved in insurance sales, real estate sales, mortgage loan origination, and holds a notary public commission. Altura Wealth Advisors is a four-advisor SEC-registered team managing approximately $169 million for around 400 individual and high-net-worth clients. The firm emphasizes a long-term, largely passive investment approach using ETF and mutual fund allocations, with discretionary management and periodic rebalancing, while also offering financial planning and insurance-related services through affiliated entities.

Ian Hildreth is a financial advisor at Altos Financial Management, LLC with four years of industry experience. He holds a Series 65 designation and has served as Chief Technology Officer of AWPRX, a pharmacy benefits management company, since 2011. In this role, he manages software and provides business consultation. Altos Financial Management serves individual and high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management using a macro-driven investment approach and offers additional investment-related research and planning services on an hourly basis.

Stephen Rice is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Rice Financial Consulting, Inc. since 2003. Rice serves on the board and as treasurer of the Los Gatos Monte Sereno Police Foundation, a 501(c)(3) charitable organization supporting local police equipment and training. Rice Financial Consulting, Inc. provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a referral and manager-selection model, overseeing approximately $230.7 million for about 336 clients through a five-adviser team, and emphasizes long-term strategies within a fiduciary framework while working primarily on a non-discretionary basis.

Evan Hirano is a CFP® and CFA® with 10 years of experience in the financial industry. He currently works at Mok Capital Management and has prior experience at Purshe Kaplan Sterling Investments. Mok Capital Management provides investment advisory and financial planning services to individuals, trusts, charities, foundations, pension and profit-sharing plans, and business entities. The firm uses a value-oriented investment approach combining fundamental and technical analysis, managing portfolios that may include individual stocks, bonds, ETFs, and limited options strategies.

Keh Shiou Leu is a financial advisor at InsideOut Wealth Strategies, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Northwestern Mutual Investment Management. He also operated his own consulting business, LKS Financial Management & Consulting, for ten years. InsideOut Wealth Strategies serves individuals, trusts, estates, and small businesses, providing discretionary asset management and ERISA retirement-plan advisory services. The firm employs a multi-method investment approach combining decision analysis, cyclical analysis, fundamental and technical tools, and portfolio theory to manage accounts on a discretionary basis.

Toi Cook is a financial advisor at AP Investment Management with one year of industry experience. Prior to joining the firm, Cook has held roles in media, including at KRON 4 News Station and The Cardinal Media Group. Outside of financial advising, Cook has been involved in media and sports-related ventures over the past several years. AP Investment Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with asset management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm provides discretionary portfolio management and consulting, using a variety of analytical methods and investment strategies tailored to clients’ objectives.

Nicholas Winstead is a financial advisor at Changing Parameters, LLC in Los Altos, CA, holding a Series 65 designation with four years of industry experience. He has worked at Changing Parameters since 2021 and previously held roles at Edelman, among others. Changing Parameters, LLC provides discretionary tactical allocation and portfolio management services to individuals, pensions, trusts, charitable organizations, and corporations, as well as serving as investment adviser to an SEC-registered open-end investment company. The firm employs a model-based approach using price-trend, technical, quantitative, and momentum analysis to adjust allocations across equity, fixed income, and money market funds, and manages both separately managed accounts and an actively traded Fund that employs long and short positions, derivatives, and futures.

Nathaniel Sarkar is a Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he is responsible for overseeing branch operations and supporting clients in achieving their financial goals. Prior to joining Fidelity Investments, Nathaniel worked at Morgan Stanley as a Business Service Officer from 2022 to 2023. He also gained experience as a Registered Associate at Wells Fargo Advisors between 2017 and 2022. Nathaniel holds a California Insurance License, which supports his work in the financial services industry. His professional approach centers on assisting clients in striving toward their financial objectives.