Yu Chi Peng Lee is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Mayfield Advisors, Inc. since 2007 and is also affiliated with Irvin, Abrahamson & Co., a CPA firm. 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 approach, emphasizing diversified, buy-and-hold allocations mainly through passively managed funds, and integrates advisory services with accounting through its affiliation with Irvin, Abrahamson & Co.

John Conway is a financial advisor at Conway Partners with two years of industry experience. Prior to his work in financial advising, he has been operating John Conway Law since 1992. Outside of finance, he is also a restaurant owner. Conway Partners provides wealth management, financial planning, consulting, and investment management services to a variety of clients, including individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and insurance companies. The firm’s investment approach centers on diversified, asset-allocation portfolios using low-cost ETFs and third-party independent managers, with additional services covering retirement plan consulting and specialized financial planning.

Rebecca Lyman is a CFP® and Series 65-licensed financial advisor with four years of industry experience. She is currently with Johnson Lyman Wealth Advisors in Los Altos, CA. Prior to joining the firm, she worked for Webcor Builders, LLP in various roles between 2012 and 2022. Johnson Lyman Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering fee-only financial planning and investment management. The firm focuses on strategic asset allocation using mutual funds and ETFs for diversified, long-term portfolios and employs tax-aware techniques alongside retirement plan advisory services.

Salil Prasad is a financial advisor at Farm and Community Advisory in Los Gatos, CA, holding a Series 65 designation with no prior industry experience. His work history includes roles at Picarro and self-employment periods, and he is also a licensed real estate agent with Keller Williams. Farm and Community Advisory provides portfolio management, pension consulting, and financial planning services primarily on a non-discretionary basis, focusing on individualized investment policy statements and employing a range of analytical methods with a long-term trading approach.

Adam Mcafee is a financial advisor with The Tilted Funds Group, LLC in Cupertino, CA, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has a diverse career background that includes leadership roles in renewable energy and agriculture companies, such as Vice President of Finance at Aemetis, Inc. and CEO of Nevo Energy, Inc. Outside of his advisory work, Mcafee is involved in managing several agribusiness ventures including dairy and farming operations. The Tilted Funds Group LLC provides investment consulting and portfolio allocation guidance to individuals, trusts, institutions, charitable organizations, and corporations. The firm emphasizes quantitative evaluation of securities, risk control, and maintains primarily non-discretionary advisory relationships where clients retain decision authority.

William Fung is the sole advisor at Chinese Abraham Investment Advisors LLC in Cupertino, CA, holding a Series 65 designation with 21 years of industry experience. He has been with Chinese Abraham Investment Advisors LLC since 2004 and also has prior experience with CS Planning Corp and IP Financial Advisory Services LLC. Chinese Abraham Investment Advisors LLC provides discretionary investment advisory and portfolio management services primarily to individuals, trusts, charitable organizations, and retirement plans. The firm employs an active, asset-allocation and market-timing strategy that uses fundamental, technical, and cyclical analysis and offers both performance-based fee arrangements and tax-efficient investment programs.

Arthur Shaw is a Series 65 licensed financial advisor with 9 years of industry experience. He is affiliated with 3 Factor Indexing, LLC and also serves as CEO of RepairPal and as Lead Director on the board of the financial technology startup Insikt. 3 Factor Indexing is a registered investment adviser focusing on discretionary investment management for high-net-worth individuals, families, trusts, and closely held businesses. The firm emphasizes strategic asset allocation and broad diversification using exchange-traded products, mutual funds, separately managed accounts, equities, and bonds.

Tom Chun is a CFP® professional with 19 years of experience at Honu Wealth Management in San Jose, CA. He has provided tax preparation services since 2004 and has been a life and health insurance agent since 2002. Chun is part of a four-advisor team at Honu Wealth Management. 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 and offers various strategies including mutual funds, ETFs, option writing, short sales, and margin use.

Marjorie Carbajal is a financial advisor at Figtree Financial Advisors, LLC in Santa Clara, CA, holding a Series 66 designation with 21 years of industry experience. She previously worked at Prosperity Wealth Management, Inc. and Ameriprise Financial Services, Inc. before joining Figtree Financial Advisors in 2019. Figtree Financial Advisors provides investment advisory and planning services to individual and high-net-worth clients, focusing on asset management, financial planning, and pension consulting. The firm employs a multi-faceted investment approach that includes asset allocation, fundamental and technical analysis, and continuous portfolio monitoring and rebalancing.

Mark Johnsen is a financial advisor at Wealth Architects, LLC with 28 years of industry experience. He has been with Wealth Architects since 2005 and holds Series 63 and Series 65 designations. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations by providing comprehensive wealth management, planning, and consulting services. The firm’s investment approach is based on modern portfolio theory and emphasizes tailored portfolio management supported by strategic asset allocation, ongoing monitoring, and regular reporting.

Jacqueline Lares is a CFP® professional with 10 years of experience in the financial services industry. She has been with Wealth Architects, LLC since 2019 and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2015 to 2019. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management along with wealth planning and consulting. The firm’s investment approach is based on modern portfolio theory, with tailored portfolio management supported by formal planning tools and regular monitoring.

Svetlana Kot is a financial advisor at Rebalance LLC in Palo Alto, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Rebalance in 2023, she worked at Eqitrade Limited and has a background including roles at Tulsa Ballet Theatre Inc. and Integrity Gaming Corp. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm uses a strategic asset allocation framework focused on ETFs within seven model portfolios and manages approximately $1.56 billion in discretionary assets across several hundred accounts.

Jai Huynh is a financial advisor at East West Wealth Advisors LLC with 23 years of industry experience. He holds a Series 66 designation. His previous roles include positions at LPL Financial, Cetera, and BMO Bank NA. East West Wealth Advisors provides discretionary separately managed account advisory services for high-net-worth individuals, trusts, institutional investors, and other entities. The firm uses a goals-based, multi-asset investment approach overseen by an Investment Policy Committee and manages portfolios tailored to clients’ objectives, risk tolerance, and liquidity needs.

Nathan Dingler is a CFP® with 14 years of industry experience, currently serving at DiversiFi Capital Inc in Los Altos, CA. He has been with DiversiFi Capital LLC (formerly Compass Capital Management) since 2015. Outside of financial advising, Dingler is active as a real estate agent and referral agent, and he manages several private investment funds and venture entities affiliated with DiversiFi. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, in addition to advising pooled investment vehicles. The firm combines fundamental, technical, and quantitative analysis with an explicit social-impact investment filter and manages multiple private funds focused on frontier technology investments.

Joseph Pollard is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Saratoga Research & Investment Management since 2013. He holds a Series 65 license and is based in Saratoga, CA. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and registered investment companies. The firm focuses on long-only, concentrated large-cap equity portfolios, employing a four-step process that combines quantitative screening with qualitative analysis and dual valuation techniques.

Marc Crosby is a financial advisor at Saratoga Research & Investment Management with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials and has been with Saratoga Research & Investment Management since 2011. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only, concentrated large-cap equity approach using a four-step process that combines quantitative screening, qualitative analysis, and dual valuation techniques.

Anthony Blagrove is a CFP®, CFA®, and Series 65-licensed advisor with 17 years of industry experience. He currently works at Traveka Wealth, LLC and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Partners. Traveka Wealth serves individuals, trusts, estates, corporations, and retirement plans with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm emphasizes fundamental analysis, broad diversification, low costs, tax efficiency, and customization to client circumstances, managing approximately $648 million in assets with a focus on wealthier households.

Wai Fung Tang is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has been with Wealth Architects, LLC since 2015. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management along with wealth planning and consulting. The firm’s investment approach is based on modern portfolio theory and includes tailored portfolio management supported by documented client goals, ongoing monitoring, and regular reporting.

Mark Mcclenahan is a CFP® with 23 years of industry experience, currently serving at Saratoga Research & Investment Management since 2013. He holds Series 63 and Series 65 licenses and is based in Saratoga, California. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only, concentrated large-cap equity approach using quantitative screening and qualitative analysis, managing approximately $2.5 billion across about 2,800 clients with a team of 12 advisors.

Jung Chang is a financial advisor with Andrew Garrett, Inc. in Palo Alto, CA, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Andrew Garrett, Inc. since 2008. Outside of advisory work, he owns a tax preparation and accounting business where he provides tax and accounting services. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model using various sub-advisers and program sponsors to implement strategies tailored to client suitability profiles.