Marialisa Caruso is a financial advisor at Caruso Family Financial Advisors (CFFA) LLC in San Jose, CA, with five years of industry experience. She holds the Series 65 designation and has been with CFFA since 2020. Outside of her advisory role, she works as a model and actress with Halvorson Model Management and serves as a front desk and bridal consultant at Trudys Brides and Special Occasions. Caruso Family Financial Advisors provides portfolio management and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $15.4 million across about 50 client accounts, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses to guide discretionary asset allocation and offers performance-based fee arrangements for qualified clients.

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.

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.

Chengkuo Chen is a financial advisor at Redwood Money in San Jose, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Redwood Money, he worked at Oracle, Inc. for 17 years and has experience supporting organizations such as Google, Inc. and Union School District. Chengkuo also took a sabbatical during 2023–2024. Redwood Money serves individual and high-net-worth clients, as well as charitable organizations and businesses, providing discretionary investment management and financial planning. The firm emphasizes passive, goal-based asset allocation using low-cost, index-tracking ETFs and offers educational seminars and employer-facing presentations.

Robert Trieu is a financial advisor at Hickok Advisory, LLC holding Series 63 and Series 65 licenses. He has been with Hickok Advisory since 2026 and has prior experience with Chase, Wells Fargo, Bank of America, and Codex Lending. He is also engaged in tax preparation through Hickok Tax and has worked as an independent licensed agent and consultant since 2014. Hickok Advisory provides discretionary and non-discretionary asset management along with financial planning and consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, and businesses. The firm employs fundamental and cyclical investment analysis and offers strategies ranging from long-term purchases to short-term trading, with regular account reviews and tax-loss harvesting.

Daniel Rhyasen is a financial advisor at NIM Wealth Solutions with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Franklin Templeton Distributors, Inc. for 20 years before joining NIM Wealth Solutions and its affiliated entities. NIM Wealth Solutions provides discretionary investment management to individuals, families, trusts, estates, foundations, corporations, and institutional clients. The firm offers personalized asset allocation using fundamental, quantitative, and technical analysis, along with tax planning, insurance and annuity solutions, and estate-planning coordination through affiliated businesses.

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.

David Hicks is a CFP® professional with six years at Petersen and Hicks and three years of industry experience overall. Prior to joining Petersen and Hicks, he worked at Peak Tax and Finance and spent nine years with the Department of Veterans Affairs at the VA Palo Alto Health Care System. He is involved in non-CPA tax preparation and planning through Petersen and Hicks. Petersen and Hicks serves individual clients, including high-net-worth individuals, providing comprehensive financial planning, investment advisory, and consulting services. The firm acts as a fiduciary, tailoring advice to client objectives and risk tolerance, and refers clients to third-party managers while conducting ongoing due diligence.

David Rousselot is a ChFC® credentialed financial advisor with 21 years of industry experience, currently serving at DWR Wealth Management, LLC since 2005. He engages in an unrelated family business, Rousselot & Sons, which he has maintained since 1980. 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 employs a risk-based investment approach grounded in modern portfolio theory, utilizing diversified models with mutual funds and ETFs, and is affiliated with Dunham Associates CPAs for coordinated tax and advisory services.

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.

I am committed to supporting individuals through life’s transitions—whether it’s a career shift, divorce, loss of a loved one, inheritance, or other major life events. Change can be overwhelming, and my mission is to help clients move through it with confidence, security, and a clear plan for what comes next. With a holistic and compassionate approach, I help simplify complex financial decisions—addressing everything from budgeting and cash flow to tax considerations, investment strategy, and estate planning. Each plan is personalized to reflect your goals, values, and unique circumstances. Since beginning my career in 2006, I’ve worked across wealth management, employee benefits, and financial education. Over the years, I’ve seen how empowering it can be when people gain control and understanding over their finances—especially during uncertain times. I’m particularly passionate about working with Solo Agers and women navigating life transitions. Having rebuilt my own financial foundation after becoming a single mom in 2010, I understand firsthand the challenges and opportunities that come with starting over. Through persistence and smart financial choices, I achieved one of my proudest milestones—purchasing my own condo in 2021. I am based in the San Francisco Bay Area and work with clients all across the country. In my spare time, I enjoy nature walks, biking, learning about health and nutrition, painting, sewing, and spending time with my daughter and our two rescue cats, Turbo and Tyson. If you're ready to embark on your financial journey with a trusted partner by your side, I invite you to schedule a complimentary consultation with me at https://calendly.com/jenniferbush-iwp/intro-call. Together, we'll navigate life's financial transitions with confidence and purpose.

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.

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.

Sheri Pan is a CFP® and holds a Series 66 license with 23 years of industry experience. She founded Pantheon Wealth Planning in 2013 and has also been affiliated with LPL Financial since 2009. In addition to her advisory work, she acts as an agent selling fixed life, disability, and health insurance products. Pantheon Wealth Planning provides written financial planning and consulting services to individuals, high-net-worth clients, medical professionals, and business entities. The firm focuses on planning rather than asset management, offering both one-time and ongoing concierge planning services that cover retirement, tax, estate, insurance, and business planning topics.

Janelle Hansen is a financial advisor with Rice Financial Consulting, Inc. in Los Gatos, CA, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at the University of California Natural Reserve System and University of California Santa Cruz. Rice Financial Consulting, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $230.7 million across about 336 clients with a five-adviser team. The firm focuses on manager-selection and supervisory services, operating primarily on a non-discretionary basis and directing clients to third-party managers while performing due diligence and ongoing supervisory reviews.

Allyson Bakos is a Series 65-licensed advisor at Bakos Investment Management with 2 years of industry experience. Her prior work includes roles at Columbia University, the University of San Francisco, and Farmgirl Flowers. Bakos Investment Management advises individuals, trusts, estates, and charitable organizations, including high-net-worth clients, on discretionary portfolio management and investment planning. The firm emphasizes tailored portfolios using asset allocation, fundamental and technical analysis, and tax considerations, offering access to a wide range of mutual funds and alternative investment vehicles.

Kyle McCauley is a financial advisor with Entrust Investment Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Entrust, he was affiliated with City Center Advisors, LLC and City Center Financial, LLC. Outside of his advisory work, he owns and operates a farming business through Green Pastures CSA, LLC. Entrust Investment Services provides discretionary investment management and financial planning to individuals, businesses, and other registered investment advisers. The firm employs Modern Portfolio Theory and offers services including ERISA plan management and the use of options and leveraged strategies in managed accounts.