Brian Roberts is a CFA® charterholder and principal at Roberts Wealth Advisors, LLC with 12 years of industry experience. He previously worked at Nelson Roberts Investment Advisors, LLC for 16 years before joining his current firm in 2020. Roberts Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and other investment advisers. The firm employs fundamental analysis and long-term strategies across a range of public and private investments and offers services to both individual and institutional clients, including other advisory firms.

Robert Sawyer is a financial advisor at 3 Factor Indexing, LLC with 13 years of industry experience. He holds a Series 65 license and has worked at Synthium Capital since 2012. In addition to his advisory role, Sawyer operates as a self-employed consultant providing product marketing advice to companies. 3 Factor Indexing is a registered investment adviser serving high-net-worth individuals, families, trusts, and closely held businesses. The firm focuses on portfolio construction and management aligned with clients’ financial plans, using a diversified investment approach based on modern portfolio theory.

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 at Waverley Wealth Management LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Waverley Wealth Management since 2011. Additionally, he is president of Bicker & Company CPA's, Inc., a certified public accounting firm he has led since 1995. 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 about 114 client relationships, employing both fundamental and technical analysis to construct diversified portfolios including stocks, bonds, mutual funds, ETFs, options, and select private or alternative securities.

Cynthia Flannigan is a CFP® professional with seven years of industry experience. She has been with MainStreet Financial Planning, Inc. since 2018 and previously worked at Evercore Wealth Management for six years. MainStreet Financial Planning, Inc. offers fee-only, advice-only financial planning and consultation to individuals, families, business owners, and nonprofit employers. The firm emphasizes long-term, low-cost passive investing and delivers advice through multi-session planning engagements, educational seminars, and webinars.

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.

Howard Smith is a financial advisor at Changing Parameters, LLC with 34 years of industry experience. He holds a Series 63 designation and has been involved with Changing Parameters and its affiliated investment entities since 2004. Outside of his advisory work, he serves as a director of a nonprofit 501(c)(3) organization. Changing Parameters, LLC provides discretionary investment management for individuals, pensions, trusts, and charitable organizations, and acts as the investment adviser to the Changing Parameters Fund. The firm uses a tactical allocation approach based on price trend analysis and proprietary technical, quantitative, and momentum models, managing approximately $102 million for about 113 clients.

Mark Levenson is a financial advisor at Value Monitoring, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Value Monitoring since 2014. Value Monitoring, Inc. provides investment management and financial planning primarily for individual and high-net-worth clients through separately managed accounts. The firm also acts as sub-advisor to the H & L Insurance Fund, employing proprietary quantitative technology and momentum-based models across fixed-income, balanced, and equities strategies.

Christopher Mok is a financial advisor with Mok Capital Management in Los Altos, CA, holding a Series 65 designation and 8 years of industry experience. He has been with Mok Capital Management since 2009 and briefly worked at Gus's Community Market from 2016 to 2017. Mok Capital Management provides financial planning and portfolio management services to individuals, trusts, charities, pension plans, and business entities. The firm employs a value-based investment approach using fundamental and technical analysis, constructing portfolios of individual stocks, bonds, and ETFs tailored to clients’ goals and risk tolerance.

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.

Ranga Srinivasan is a financial advisor at Everest Private Wealth in Cupertino, CA, holding a Series 65 designation with 18 years of industry experience. He has been with Everest Management Corp since 2007. Everest Private Wealth is an SEC-registered, fee-only investment adviser serving individuals, trusts, estates, and small businesses with personalized financial planning and portfolio management. The firm uses a strategic asset allocation framework combining low-cost mutual funds and ETFs with selective active management and provides detailed reporting and a concierge service for expanded planning and transition support.

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.

Dorothy Hundrieser is a financial advisor with Rice Financial Consulting, Inc. in Los Gatos, CA, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been with Rice Financial Consulting since 2014. Outside of her advisory role, she performs bookkeeping for a dentist on a limited basis. Rice Financial Consulting, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a manager-selection and supervisory approach, working with third-party advisers and emphasizing long-term investment strategies without directly managing client portfolios.

Neil Gavande is a CFP® and ChFC® with 23 years of industry experience. He is currently affiliated with Farm and Community Advisory in Los Gatos, CA, and has prior experience at Morgan Stanley Dean Witter and TCFG Investment Advisors. Neil serves as CEO of Farm and Community Asset Advisors LLC and holds licenses as a California Mortgage Broker and a Health and Life Insurance Agent through affiliated entities. Farm and Community Advisory provides portfolio management, pension consulting, and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of analytical methods and offers tailored investment strategies across diverse asset classes, maintaining a small client base with both discretionary and non-discretionary account management.

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.

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.