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.

Donna Williams is a financial advisor at Waverley Wealth Management LLC in Mountain View, CA, holding a Series 65 designation with 10 years of industry experience. She has been with Waverley Wealth Management since 2013. Waverley Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $201 million across around 114 client relationships, employing both fundamental and technical analysis to construct diversified portfolios with ongoing monitoring and quarterly reviews.

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.

Jordan Sam is a Series 65-licensed financial advisor at Alpha Solutions Investment Advisors with one year of industry experience. Prior to joining Alpha Solutions, he spent four years as a full-time student and held positions at the University of California, Riverside. Alpha Solutions serves individual clients, including high-net-worth and non-HNW investors, as well as institutional clients such as pensions and foundations. The firm employs both fundamental and technical analysis across major asset classes, managing discretionary portfolios with an emphasis on ETFs, REITs, MLPs, preferred stock, and direct equities.

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.

Stephanie Fisher is a Series 65-licensed advisor at Shum Financial Group, Inc. in Alameda, CA, with three years of industry experience. She previously worked at Jack Brain & Associates for 15 years before joining Shum Financial Group. Shum Financial Group serves individuals, businesses, and charitable organizations with fee-based investment management, financial planning, and retirement-plan services. The firm employs fundamental analysis and documented investment policies to guide investment decisions and offers both discretionary and non-discretionary portfolio management.

Robert Moses Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Alpha Solutions Investment Advisors. His background includes a role at Chatham Wealth Management and a decade-long position at ShopRite overseeing inventory management. Alpha Solutions Investment Advisors provides discretionary wealth management and portfolio construction services to individuals—including high-net-worth clients—and institutional clients such as pensions and foundations. The firm employs a combination of fundamental and technical analysis, focusing on ETFs, REITs, MLPs, preferred stocks, and direct equities, with a formal approach to technology and operational practices.

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.

Nathalie Lai is a financial advisor at Alpha Solutions Investment Advisors with one year of industry experience. She holds a Series 65 designation and has a background in dental practice, currently working part-time as a dentist at Lands End Dental. Prior to her advisory role, Nathalie worked at multiple dental groups and spent several years in full-time education. Alpha Solutions serves individuals, including high-net-worth and non-HNW clients, as well as institutional clients such as pensions and foundations. The firm offers discretionary wealth management and portfolio construction using a combination of fundamental and technical analysis, with a focus on ETFs, REITs, MLPs, preferred stock, and direct equities.

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.

Allyn Alves is an advisor at Silver Oak, LLC, holding Series 65 and Series 66 licenses with no prior industry experience. His work history includes roles at Primerica, Liberty Mutual, and other companies, as well as founding Boston Games LLC, a video game development business. Silver Oak, LLC is a California-registered investment adviser serving high-net-worth individuals, families, institutional clients, businesses, and startups. The firm offers estate and trust planning, non-discretionary portfolio management, and standalone financial planning, using a combination of technical, fundamental, and quantitative analysis to align portfolios with client goals.

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.