Stephen Sustrick is a financial advisor at Honu Wealth Management with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Honu Wealth Management since 2007. In addition to his advisory role, he serves as a director at PWWM Group, where he is involved in consulting related to accounting, financial planning, and business process improvement. Honu Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with financial planning, discretionary investment management, and pension consulting. The firm employs a low-cost, asset-allocation approach grounded in academic research, tailoring portfolios to client goals and often managing accounts on a discretionary basis.

Martin Bicker is a financial advisor with Waverley Wealth Management LLC in Mountain View, CA. He holds a Series 65 designation and has 18 years of industry experience. In addition to his advisory role, Mr. Bicker is president of Bicker & Company CPA's, Inc., a certified public accounting firm he has led since 1995. Waverley Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing approximately $201 million across 114 client relationships. The firm offers comprehensive portfolio management using both fundamental and technical analysis, with a focus on discretionary strategies and ongoing account monitoring.

Frank Branson is the sole advisor at Branson Frank A Inc in Burlingame, CA, with 29 years of industry experience. His prior work includes 12 years at Duncan & Branson. Branson Frank A Inc provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and foundations. The firm focuses on portfolio management primarily for individual accounts, emphasizing fundamental security analysis, a buy-and-hold strategy, and risk limitation, while managing equity securities, ETFs, U.S. government securities, and money market funds.

Joel Bakos is a financial advisor at Bakos Investment Management in Los Altos, CA, holding Series 63 and Series 65 credentials with 28 years of industry experience. He has been with Bakos Investment Management since 1998. Bakos Investment Management provides discretionary portfolio management and financial coordination for individuals, families, trusts, estates, and charitable organizations. The firm offers customized asset-allocation strategies, oversight of outside money managers, and coordination with clients’ tax and legal advisors, serving a limited client roster with a tailored investment approach and broad access to institutional funds without minimums.

Tsun Tat Wong is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Tsun Tat works closely with clients to develop strategies aligned with their short-, mid-, and long-term objectives, providing guidance on investing, retirement planning, and unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. With over 10 years of banking experience, Tsun Tat provides tailored banking and investment strategies for both individuals and businesses. His approach is centered on delivering personalized and appropriate solutions designed to help clients navigate complex corporate cash management and wealth management objectives. He previously worked as a Trader in Hong Kong, China. Tsun Tat earned a Bachelor of Arts degree in Mathematics and Economics from the University of California, Berkeley. He holds FINRA Series 7 and 66 registrations as well as the Personal Investment Advisor (PIA) designation. He resides in Foster City with his wife. His personal interests include baseball, basketball, biking, bowling, cooking, hiking, music, swimming, traveling, and watching movies.

Robert Lyman is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Johnson Lyman Wealth Advisors since 2015. He holds the Series 65 license and operates out of Los Altos, CA. Johnson Lyman Wealth Advisors provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on broadly diversified, strategic asset allocation portfolios primarily using mutual funds and ETFs, emphasizing long-term holdings with tactical adjustments when appropriate.

Yesu Lu is a financial advisor at Oceaniq Capital, LLC in Palo Alto, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Oceaniq Capital in 2026, he worked at Cisco and Amazon in various roles from 2018 to 2022. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors by providing portfolio management, financial planning, and family office services, along with corporate cash management and access to private investment opportunities. The firm employs a customized, discretionary investment approach that integrates fundamental, quantitative, and qualitative analysis, and it supports international clients through specialized custodial relationships.

Christopher Caruso is a financial advisor at Veritas Wealth Partners, LLC with 11 years of industry experience. He previously worked at Glovista Investments LLC and Citigroup Global Markets. Caruso holds Series 63, Series 65, and Series 66 licenses. Veritas Wealth Partners provides discretionary wealth management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes asset allocation in its investment approach and manages client portfolios using mutual funds, ETFs, individual securities, and private placements, serving a notable non-U.S. client base.

Howard Smith is a financial advisor with Changing Parameters, LLC in Los Altos, CA, holding a Series 63 designation and over 34 years of industry experience. He has worked at Ceros Financial Services, Inc. since 2009 and has been involved with Changing Parameters entities since 2004. Outside of his advisory role, he serves as an uncompensated director of a nonprofit 501(c)(3) organization. Changing Parameters, LLC provides discretionary tactical allocation and portfolio management services to individuals, pensions, trusts, charitable organizations, and corporations, as well as advising an SEC-registered open-end investment company. The firm uses model-based strategies with a focus on technical and quantitative analysis to adjust exposures across asset classes and employs both separately managed accounts and active management of a non-diversified investment fund.

Mark Levenson is a financial advisor at Value Monitoring, Inc. in Menlo Park, CA, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been with Value Monitoring since 2014. Value Monitoring, Inc. provides investment management and financial planning services primarily to individual and high-net-worth clients through separately managed accounts and acts as sub-advisor to the H & L Insurance Fund. The firm utilizes proprietary quantitative technology and momentum-based models across multiple strategies, including fixed income and equities, with a focus on model-driven rebalancing and active trading.

Randy Tam is a financial advisor at Beyond Wealth Advisory LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Ameriprise Financial Services, Inc. for 14 years. Outside of advisory roles, he co-owns a tax preparation business with his spouse and serves as an independent insurance agent in South San Francisco. Beyond Wealth Advisory serves individual and high-net-worth clients as well as trusts, pension, and corporate clients. The firm provides discretionary asset management and comprehensive portfolio management alongside standalone financial planning and consulting, employing a range of analytical methods and asset-allocation strategies tailored to client objectives.

Christopher Mok is a Series 65-licensed advisor at Mok Capital Management in Los Altos, CA, with nine years of industry experience. He has worked at Mok Capital Management since 2009 and spent one year at Gus's Community Market from 2016 to 2017. Mok Capital Management provides investment advisory and financial planning services to individuals, trusts, charities, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach combining fundamental and technical analysis and manages portfolios that may include individual stocks, bonds, ETFs, and limited options strategies.

Randa Hoffman is a financial advisor at Radiant Wealth Planning with seven years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Liberty Mutual Group. In addition to her advisory role, Hoffman is the CEO and tax preparer at RADIANT Tax Services, LLC, where she applies her Enrolled Agent (EA) credential. Radiant Wealth Planning serves individual clients with investment management and comprehensive financial planning, including cash flow, retirement, estate, and tax-aware strategies. The firm integrates tax services through its affiliated tax business and offers employer retirement plan support as well as educational seminars.

Miho Hatori is a financial advisor at Asset Planning and Protection LLC (APP) with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial from 2013 to 2022. Hatori is also involved in non-variable insurance services through multiple insurance agencies. APP is a small independent registered investment adviser serving 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 analytical methods and focusing on long-term investment strategies.

Stephen McCarthy is a CFP® professional with 20 years of experience in financial advising. He has led McCarthy Asset Management, Inc. since 2004 and has operated a CPA practice since 1986. McCarthy Asset Management serves individuals, trusts, small businesses, and pension plans, managing approximately $378 million in discretionary assets. The firm offers customized portfolio management and financial planning, integrating tax preparation and planning through its principals’ CPA credentials.

Heather Knuff is a CFA® charterholder and principal at Knuff & Company LLC with five years of industry experience. She has worked at Knuff & Company since 2018 and previously spent 19 years at Fiduciary Trust Company. Knuff & Company advises high-net-worth individuals, families, charities, endowments, and an affiliated private pooled investment vehicle. The firm uses a goals-driven asset allocation process with a focus on value-oriented and event-driven strategies, combining discretionary portfolio management through Unified Managed Accounts with private fund management.

Roger Debock is a financial advisor with Shepherd Investment Management in Palo Alto, CA, holding Series 63 and Series 65 designations and 17 years of industry experience. He has led Shepherd since 2026 and has operated RDB Consulting since 2015. Shepherd Investment Management provides fee-based portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other entities. The firm uses a long-term, fundamental, long-only approach focused on Growth-at-a-Reasonable-Price, emphasizing global technology and adjacent sectors with high-conviction, optimized portfolios tailored to client objectives.

Soumyalakshmi Parasuraman is a CFP® and holds a Series 66 designation, with three years of industry experience. She has worked at Griffin Black, LLC since 2025 and previously held roles at J.P. Morgan Wealth Management, Merrill Lynch, and Bank of America. Outside of her financial advisory work, her background includes entrepreneurial ventures with Ascendency Interlinks Pvt Ltd and Ennsignn Advisory Services Pvt Ltd. Griffin Black serves individuals, retirees, executives, professionals, entrepreneurs, and small business owners, with experience assisting Silicon Valley technology and bio-tech professionals as well as clients with cross-border or international ties. The firm offers Holistic Wealth Management, Investment Management, and ongoing financial planning, tailoring investment programs to clients’ goals and risk profiles.

Ryan Kolstad is a financial advisor at AP Investment Management with one year of industry experience. His prior roles include positions at Orr & Associates, Equinox, and New York Life, among others. 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 tailored investment strategies that utilize a variety of analytical methods and offers portfolio management for institutional clients alongside pension and retirement-plan consulting for employer plan sponsors.

Qianqian He is a financial advisor with Oceaniq Capital, LLC in Palo Alto, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Oceaniq Capital, she worked at Y LOGX Securities LLC, Vienna Asset Management, Citic Trust Co., Ltd., and Credit Suisse Group AG. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors with portfolio management, financial planning, family office services, and corporate cash management. The firm employs customized discretionary management combining fundamental, quantitative, and qualitative analysis across public and private investments and facilitates client access to private placements and pooled investment vehicles.