Philip Nisonger is a financial advisor at Safe Money Inc. with 51 years of industry experience. He holds a Series 63 designation and has previously worked at HD Vest Investment Services and HD Vest Insurance Agency Inc. Nisonger is also the owner and sole proprietor of Anomalous Business Systems Inc., a tax preparation and accounting service. Safe Money Inc. provides discretionary portfolio management to individual and high-net-worth clients, focusing on building individualized Investment Policy Statements and monitoring accounts regularly. The firm’s investment approach combines fundamental and quantitative analysis with a long-term trading horizon.

Peter Verbica is a CFP® with 19 years of industry experience, currently serving at Silicon Private Wealth, LLC since 2020. His prior roles include positions at Viant Capital, LLC, All American Cowboy Funds Management, LLC, and Bank of America/Merrill, where he worked for eight years. Outside of financial advisory, Verbica is a licensed California real estate broker, founder of a private family LLC, an author, and involved in several entrepreneurial and nonprofit activities, including serving on the San Jose Symphony Foundation board and chairing the Santa Cruz County Republican Central Committee. He is also a candidate for U.S. Congress in California’s 19th district. Silicon Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $177.8 million in assets. The firm employs multiple analysis methods and offers both discretionary and non-discretionary management, advising across a broad range of investments and occasionally referring clients to third-party advisers.

Dick Blakeley is the sole advisor at The Blakeley Group Inc in Santa Clara, CA, holding Series 63 and Series 65 credentials with 47 years of industry experience. He has led The Blakeley Group since 2009. The Blakeley Group provides discretionary portfolio and wealth management services to individual and high-net-worth clients, developing personalized investment policy statements through detailed interviews. The firm manages approximately $96 million in client assets and employs a range of investment methods including charting, technical and fundamental analysis, cyclical analysis, and Modern Portfolio Theory to tailor long- and short-term strategies according to client objectives.

Nilima Agrawal is a financial advisor at Safe Money Inc. based in San Jose, CA, holding Series 66 and Series 65 licenses with nine years of industry experience. Her prior work includes roles at Commonwealth Financial Network and Anomalous Business Systems. Outside of advisory services, she provides tax preparation for individual and corporate clients. Safe Money Inc. offers discretionary portfolio management for individual and high-net-worth clients, focusing on individualized Investment Policy Statements and regular account monitoring. The firm combines fundamental and quantitative analysis with a long-term trading horizon, recommending a range of investment products including mutual funds, fixed-income securities, and real estate funds.

David Hildreth is a CFA® charterholder with 13 years of industry experience, currently serving at Altos Financial Management, LLC since 1993. He also owns and operates an insurance brokerage focused on life, health, long-term care, disability, and fixed annuities. 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, providing discretionary portfolio management and investment-related research and planning. The firm manages diversified portfolios using macroeconomic indicators and employs a hands-on, tailored approach with a small client base.

Yanjuan Huang is a CFP® with 15 years of industry experience and is the sole advisor at Vienna Asset Management LLC. Prior to founding Vienna Asset Management, Huang worked at UBS Financial Services and Western International Securities. She also operates a licensed insurance practice as a sole proprietor. Vienna Asset Management provides discretionary investment management and financial planning services primarily to high-net-worth individuals and families. The firm manages approximately $256.5 million in assets, implementing tailored investment strategies that include fundamental analysis, derivatives, and international exposures.

Christine Mason is a Series 65 licensed financial advisor with eight years of industry experience. She is currently with Authentikos Wealth Advisory LLC and has previously worked at Regent Wealth Management. In addition to her advisory role, she is an agent involved in the sale of commissionable insurance products through an affiliated insurance agency. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individual clients and retirement plans, as well as corporations and employee benefit plans. The firm customizes portfolio allocations using fundamental, cyclical, and technical analysis and offers discretionary portfolio management, third-party manager selection, and access to model-portfolio solutions implemented on a wrap-fee platform.

Christopher Thomas is a CFP® and holds a Series 66 license with 25 years of industry experience. He is currently a financial advisor at Align Wealth Management, LLC and is also the sole owner of Thomas & Company CPA, a San Jose-based accounting firm. His prior experience includes roles at LPL Financial and Vantage Wealth Management LLC. Align Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, pension and 401(k) consulting, and financial planning. The firm uses a documented investment process based on client goals and risk tolerance, employing a mix of analytical approaches and third-party manager selection.

Bud Mine is a financial advisor at Mine & Arao Wealth Creation and Management, LLC, with 27 years of industry experience. He holds a Series 65 designation and has been working at Mine & Arao Wealth Creation and Management since 1999. In addition to his advisory role, Mr. Mine is a partner at Mine & Arao, LLP, a certified public accounting firm providing tax preparation, planning, and bookkeeping services. Mine & Arao Wealth Creation and Management serves individual investors, pension plans, and businesses, largely drawing clients from its affiliated CPA tax practice. The firm offers discretionary investment management combined with financial, tax, retirement, and estate planning services, emphasizing comprehensive asset allocation and integration of investment advice with accounting services.

About Us: Israilov Financial is a fee-only, fiduciary advisory firm built specifically for Millennial professionals in tech and corporate careers across California. We work with people who are earning well, navigating complex compensation (RSUs, ESPPs, stock options, 401(k)s) and want to create a comprehensive financial plan tailored around their current needs and future life aspirations. We don't have asset minimums or net worth requirements. If your financial life is getting complex and you want someone genuinely in your corner, we built this firm for you. Why We Founded the Firm Most high-earning young professionals don't qualify for traditional wealth management. They're told to wait until they have more assets. We disagreed with that. The people who need holistic, expert advice the most are often the ones being turned away. We founded Israilov Financial to serve them from day one. Who We Work With Our clients are Millennial professionals (software engineers, product managers, finance and corporate professionals) who are building wealth through their careers and want a long-term partner to help them do it right. We specialize in equity compensation, tax optimization, retirement planning, home purchase planning, and investment management. What Sets Us Apart Israilov Financial brings together a CFP® and a CFA® under one roof. Said Israilov handles financial planning, tax, and retirement strategy; Max Stamakun leads investment management and portfolio design. That combination is rare at independent firms, and it means your financial plan and investment strategy are built by specialists who work together on your behalf. We operate as a fiduciary, always. No commissions, no proprietary products, no conflicts of interest. Our only incentive is to give you advice that serves your goals. Where most firms offer annual reviews, we take a proactive approach: frequent check-ins, adaptive strategies, and education built into every engagement. We don't just manage your money; we help you understand it. Ideal Clients Gen Y / Millennials, tech and corporate professionals with equity compensation and complex financial lives. Fee Options Fee-only. Contact us for details.

Monica Kalra is a financial advisor at NRI Wealth Management, LLC in Santa Clara, CA, holding a Series 65 designation with six years of industry experience. She has been with NRI Wealth Management since 2016 and also operates as a sole proprietor. NRI Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plans. The firm offers discretionary portfolio management and comprehensive financial plans, implementing strategies based on fundamental analysis and diversified allocations with regular monitoring and rebalancing.

Gael Knight is a financial advisor at Knight and Company Wealth Advisors, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a CPA and operates The Gael Knight Company Certified Public Accountants, Inc., providing a full range of accounting services including tax preparation. Knight and Company Wealth Advisors offers investment management and wealth-planning services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs an asset-class, passive investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios primarily composed of passively managed mutual funds and ETFs.

Calum Cunningham is a Series 66-licensed financial advisor at Silicon Private Wealth, LLC with 10 years of industry experience. He has worked at Silicon Private Wealth since 2016 and previously spent time at Purshe Kaplan Sterling Investments. Silicon Private Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $177.8 million in assets. The firm uses multiple analysis methods and offers both discretionary and non-discretionary management, with a focus on a variety of investment types including mutual funds, equities, fixed income, and private placements.

Karen Landry is a financial advisor with The Tilted Funds Group LLC, holding a Series 63 designation and bringing 34 years of industry experience. She has held roles including advisor at Benefunder, a platform supporting funders and entrepreneurs, and serves as Treasurer for the Club Place Lane Home Owners Association. The Tilted Funds Group LLC provides investment consulting and portfolio allocation guidance to individuals, trusts, institutions, charitable organizations, and corporations. The firm emphasizes a primarily non-discretionary advisory model, utilizing quantitative methods to optimize portfolios with a focus on risk control and reduced turnover.

Justin Boren is a financial advisor at Lagos Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities and Triad Advisors, LLC. Boren is also an associate professor at Santa Clara University, where he teaches organizational strategy, communication, and quantitative research methods, and is an active published researcher. Additionally, he serves on the boards of two non-profit organizations, including as president of the Western States Communication Association. Lagos Wealth Advisors serves individual clients, sponsoring organizations, and other entities, offering discretionary portfolio management, retirement plan consulting, advisory referral and monitoring services, and a Next Level IRA program. The firm manages client assets through the AssetMark platform and third-party managers, conducting regular performance reviews and client meetings.

Eleonora Tomasello is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. She is currently with Corinthian Wealth Management, where she has worked since 2018, following prior roles at Arbor Point Advisors, KMS Financial Services, and other firms. Tomasello is a licensed independent insurance agent and volunteers with the Silicon Valley Financial Planning Association. Corinthian Wealth Management serves individual investors and small businesses by providing ongoing portfolio management and tailored financial planning. The firm uses both strategic and tactical asset allocation, incorporating fundamental, technical, and cyclical analysis, and offers discretionary and non-discretionary portfolio management including the use of third-party sub-advisors and various active trading strategies.

Gabriela Mechem is a financial advisor at NIM Wealth Solutions with one year of industry experience. She holds a Series 65 designation and has worked with several affiliated entities within the NIM organization since 2021. Outside of her advisory role, she is involved with the Bay Area Learning Center. NIM Wealth Solutions provides discretionary investment management for individuals, families, trusts, estates, foundations, corporations, and other institutional clients. The firm offers personalized asset allocation using a combination of fundamental, quantitative, and technical analysis, and integrates tax planning, insurance, annuity solutions, and estate-planning coordination through affiliated entities.

Ricky Dunham is a financial advisor with DWR Wealth Management, LLC in San Jose, CA, holding the PFS™ designation and a Series 65 license. He has 21 years of experience in the financial industry and has been with DWR Wealth Management since 2005. In addition, he has served as President of Dunham Associates CPAs, Inc., an accounting firm, since 1996. DWR Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, charitable organizations, and retirement plans. The firm uses a risk-based investment approach grounded in modern portfolio theory, offering diversified portfolios primarily composed of no-load mutual funds and ETFs tailored to various risk profiles.

Houzhen Yan is a financial advisor at InsideOut Wealth Strategies, LLC with one year of industry experience. Yan holds the Series 65 designation and has worked previously at JPMorgan Chase and World Financial Group. Prior to the financial sector, Yan held various roles in the food and hospitality industry. 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 modern portfolio theory to manage portfolios on a discretionary basis tailored to clients’ objectives and risk tolerance.

Jesse Burns is a financial advisor with Entrust Investment Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Entrust Investment Services, Jesse worked at Ridgeline Retirement, PFS Investments Inc., and Primerica Financial Services. Outside of advisory work, he has been involved in the sale of investment-related and home service products through affiliated companies. Entrust Investment Services provides discretionary investment management and financial planning to a diverse client base, including other registered investment advisers, high-net-worth individuals, households, and businesses. The firm employs a Modern Portfolio Theory framework and offers ERISA plan services as well as public educational seminars.