Arvind Venkateswaran is a financial advisor at Capital V Group LLC with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at LPL Financial, Liberty Wealth Management, and Liberty Group before focusing on his independent firm. Capital V Group LLC provides financial planning and consulting services to individuals, businesses, and retirement plans, emphasizing written financial plans over discretionary portfolio management. The firm uses a variety of investment approaches and performs regular plan reviews for clients with ongoing relationships.

Frank Elmer is the principal advisor at Frank Elmer Investment Strategies LLC in Los Altos, CA. He holds Series 63 and Series 66 designations and has 23 years of industry experience. Since 2010, he has led his independent firm, providing investment advice and portfolio management. Frank Elmer Investment Strategies offers discretionary portfolio management and investment advice to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and family trusts. The firm focuses on constructing portfolios primarily of mutual funds and ETFs, using both fundamental and technical analysis tailored to each client’s objectives and risk tolerance.

David Barson is a CFP®-certified financial advisor with 17 years of industry experience. He is the principal and sole advisor at Barson Financial Planning, an independent firm he founded in 2017 after nine years with Fisher Investments. Barson Financial Planning provides investment management and comprehensive financial planning to individuals, profit-sharing plans, charitable organizations, and businesses. The firm primarily constructs passive, low-cost portfolios using index mutual funds and ETFs, while also incorporating fundamental, technical, and cyclical analyses. It utilizes outsourced portfolio management combined with individualized trade execution to serve approximately 40 client relationships managing around $47.8 million in assets.

Raj Atisivan is a financial advisor at Meera Advisory, L.L.C. in San Jose, CA, holding a Series 65 designation with three years of industry experience. He previously worked at Amazon from 2016 to 2017. Meera Advisory, L.L.C. is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs fundamental analysis, documented risk tolerance, and a combination of long- and short-term options trading strategies, and it offers a performance-based fee structure for qualified clients.

Sri Palasamudram is the sole advisor at DisruptiveSecularGrowth Corporation, an independent firm based in Mountain View, CA. He holds a Series 65 designation and has six years of industry experience. Prior to founding DisruptiveSecularGrowth in 2019, he worked at mobiDEOS Inc. for 15 years and has been involved in startups since 2000. He also spends time advising startups weekly to stay current with technology and market trends. DisruptiveSecularGrowth provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm employs fundamental analysis and a mix of ETFs, mutual funds, equities, fixed income, and option strategies, including covered options and cash-covered puts, with a focus on risk-adjusted returns. It serves a material non-U.S. client base and offers both traditional asset-based and performance-based fee structures, reflecting its founder-led, technology-oriented approach.

William Harvey is the sole advisor at Harvey Wealth Management LLC in Redwood City, CA, holding a Series 66 credential and bringing six years of industry experience. He previously worked at Edward Jones and held positions in the technology sector before founding his independent advisory firm. Harvey Wealth Management LLC serves individuals, trusts, pension and profit-sharing plans, and corporations with comprehensive portfolio management and financial planning. The firm employs a variety of analytical methods and investment strategies, managing both discretionary and non-discretionary accounts while maintaining a small client base that includes institutional-type clients.

Steven Moeller is a financial advisor at Sdmi Insurance And Financial Services in Fremont, CA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2014. In addition to advisory services, he is involved in fixed insurance sales through SDMI Insurance Services. Sdmi Insurance and Financial Services provides financial planning and pension consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a long-term investment approach based on technical analysis and third-party research, offering non-discretionary advice across traditional asset classes and placing emphasis on pension consulting and participant education.

Dong Zhang is the sole advisor at Evla Hills Equity Services LLC, an independent registered investment adviser based in Saratoga, CA. He holds a Series 65 designation and has 20 years of industry experience, having led Evla Hills since its founding in 2006. Evla Hills Equity Services LLC provides discretionary investment management and financial planning to individuals, small businesses, non-profit organizations, retirement accounts, and pooled investment vehicles. The firm employs an opportunistic, fundamentals-first investment approach with concentrated equity portfolios and custom asset allocation, and it operates a private fund alongside advisory services for other pooled vehicles, including institutional clients.

German Gentile is a financial advisor at London House Capital with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Birkbeck Capital, Sowell Financial Services, LLC, and Concert Wealth Management, Inc. Outside of his advisory role, he owns G&) Global Trading, a wine distribution business. London House Capital is a solo registered investment adviser serving individual and institutional clients, including high-net-worth individuals. The firm employs fundamental, technical, and cyclical analysis and offers a range of investment strategies such as short-term trading, short sales, margin transactions, and options writing, typically managing portfolios on a discretionary basis.

Sean Akiyama is a Chartered Financial Consultant (ChFC®) with 26 years of industry experience. He is the sole advisor at Infinity 8 Investments, LLC, where he has worked since 2010. Infinity 8 Investments provides discretionary and non-discretionary investment management to individuals and institutional clients, including retirement plans, trusts, and business entities. The firm employs an active asset-allocation approach based on a business-cycle model and offers a wrap-fee program that integrates advisory, execution, and custodial services.

Raymond Chung is the sole advisor at Emerald Waves Investments, LLC, an independent firm based in Cupertino, CA. He holds the CFA® designation and Series 63 license and has 15 years of industry experience. He has led Emerald Waves Investments since 2010. Emerald Waves Investments provides fee-based investment advisory services and integrated financial planning, offering discretionary portfolio management for individuals, institutional clients such as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a tactical allocation framework centered on an active long/short strategy, tailoring portfolio allocations to each client’s objectives and constraints.

Thomas Lo is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Aspiriant from 2015 to 2018 and has been with Vested Financial Planning, LLC since 2018. Vested Financial Planning is a single-advisor SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm combines passive portfolio construction with fundamental analysis and selective use of outside managers and ETFs, focusing on discretionary portfolio management, comprehensive financial planning, and employee equity planning.

John Betterman is a financial advisor with Betterman Digital Wealth, Inc. in San Jose, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Betterman Digital Wealth, Inc. since 2011 and Cura Collective Legacy since 2025. He is also a licensed agent involved in life and health insurance sales. Betterman Digital Wealth, Inc. is an independent investment adviser serving individuals, high-net-worth clients, and retirement plans. The firm offers portfolio management and financial consulting using a mix of active and passive strategies, model portfolios, and sub-advisory relationships, with services that include discretionary and non-discretionary asset management and ERISA support.

Yen Wu is a Series 66-licensed financial advisor with 16 years of industry experience. He is the sole advisor at 1N Capital, LLC, an independent firm he has been with since 2020. Prior to this, he worked at Intellectus Partners, LLC, OceanIQ Capital LLC, and Robertson Stephens. 1N Capital provides investment management and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm customizes portfolios using a range of securities and investment methods, often managing accounts on a discretionary basis and serving both high-net-worth and institutional clients, including those with cross-border investment needs.

Ryan Dearkland is a financial advisor with Viridian Way LLC, holding a Series 65 designation and six years of industry experience. He has worked with several firms, including Relentless Enterprises Inc and Violet Creek LLC, and is also a partner in a business management company. Viridian Way LLC provides portfolio management and financial planning services to individual and high-net-worth clients, with tailored strategies for business owners that encompass profit distribution, cash-flow projections, and exit planning. The firm combines fundamental analysis with modern portfolio theory in a long-term trading approach and offers both discretionary and non-discretionary account management.

Christopher Lazaro is a financial advisor at Tandem Private Wealth, LLC in Palo Alto, CA, holding a Series 65 designation. He has one year of experience in advisory services and has prior roles at Skyview Pinnacle, Inc. and various licensed positions in real estate, mortgage loan marketing, and insurance. Outside of advisory work, Lazaro is a licensed real estate broker and operates his own real estate company. Tandem Private Wealth provides asset management and financial planning to individuals, high-net-worth clients, and retirement plan sponsors. The firm combines fundamental and technical analysis with modern portfolio theory to create diversified portfolios aligned with client risk profiles, offering discretionary management and standalone planning services.

Hasnain Karim is a CFA® charterholder and the sole advisor at Kilimanjaro Capital, LLC, an independent firm based in San Mateo, CA. He has 16 years of industry experience and has been with Kilimanjaro Capital since 2009. Kilimanjaro Capital manages discretionary investment accounts primarily for individuals using two principal strategies: a long/short strategy and a long-only strategy. The firm employs an opportunistic, value-oriented approach that includes hedging, derivatives, and short-selling in its long/short strategy, with a focus on securities trading below intrinsic value and a typical investment horizon of one to five years.

Hooman Altafi is the principal of Alta Financial Group, an independent advisory firm based in Campbell, CA. He holds Series 65 and Series 63 licenses and has 18 years of industry experience. His prior work includes roles at Premier Lending Inc and ongoing activities with Star LLC and Seven Media Group. Altafi also holds real estate broker, mortgage broker, and insurance broker licenses and is involved in related commercial real estate and management-consulting services. Alta Financial Group serves individual investors, families, trusts, charitable institutions, and corporate retirement plans, providing investment management and occasional financial planning. The firm utilizes a discretionary asset-allocation approach emphasizing low-cost mutual funds and ETFs, combined with selective individual securities, and manages portfolios for pooled vehicles and employer-sponsored plans.

Jeanne Duce is a CFP® and holds a Series 66 license with 23 years of industry experience. She is the principal of JD Financial Fitness LLC, an independent firm she has led since 2019. Prior to that, she worked at 1ST Global Advisors, Inc. and 1ST Global Capital Corp. for nine years. Jeanne is also a licensed independent insurance agent for life, accident, and health insurance. JD Financial Fitness LLC provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs an evidence-based, buy-and-hold investment approach grounded in modern portfolio theory, with a focus on diversified asset-class allocations primarily through mutual funds and ETFs, supported by third-party sub-advisors.

Todd Wilson is the sole advisor at Portola Creek Capital in Menlo Park, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Portola Creek Capital since 2017 and previously worked at Grow Capital Management. Portola Creek Capital provides fee-only investment advisory services to individuals as well as institutional and entity clients, including pension and profit-sharing plans and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning at no additional charge.