Hannah Farrow is a financial advisor at RightWise Wealth in Santa Clara, CA, holding a Series 65 designation with two years of industry experience. Prior to joining RightWise Wealth, she worked six years at Apple Inc. and was a full-time student for two years. Outside of her advisory role, she manages a rental property in Somerville, MA. RightWise Wealth is a boutique firm serving individual clients through comprehensive financial planning and discretionary portfolio management, with a focus on low-cost ETFs and factor-based strategies. The firm also facilitates tax preparation services via a third-party provider and requires clients to custody assets at Charles Schwab.

Maria Yates is a financial advisor at Rice Financial Consulting, Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Stephen Silver Fine Jewelry Company and a children’s pre-school. Rice Financial Consulting provides manager-supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm refers clients to third-party advisers and focuses on long-term investment strategies without discretionary trading, overseeing approximately $287 million in primarily non-discretionary assets.

Donna Williams is a financial advisor at Waverley Wealth Management LLC in Mountain View, CA, holding a Series 65 designation with 10 years of industry experience. She has been with Waverley Wealth Management since 2013. 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 around 114 client relationships, employing both fundamental and technical analysis to construct diversified portfolios with ongoing monitoring and quarterly reviews.

Kyle Chuang is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Pantheon Wealth Planning in San Jose, CA. He previously worked at Farmers Insurance Group and Farmers Financial Solutions for 19 years. Outside of his advisory role, he operates an insurance agency under KC & Associates Insurance Agency. 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 without discretionary control over client assets.

Anil Ambastha is a financial advisor at Ambastha Financial LLC with six years of industry experience. He holds a Series 65 designation and has a background in the oil and gas industry, currently serving as a Chevron Fellow and Senior Principal Reservoir Engineer. Ambastha Financial LLC provides discretionary investment management and advisory services primarily to high-net-worth individuals and small businesses. The firm combines fundamental analysis with modern portfolio theory, employing both active and passive strategies, including the use of derivatives, to meet client objectives.

Thomas Wynn is the sole advisor at Wynn Capital Management, LLC in Santa Cruz, CA, holding a Series 66 designation with 23 years of industry experience. He has led Wynn Capital Management since 2002. Outside of his advisory role, Wynn is a member of Angels by the Sea, an investment group focusing on early-stage start-ups in the Santa Cruz area. Wynn Capital Management serves individuals, families, trusts, and various organizations with comprehensive financial planning and discretionary wealth management. The firm’s investment approach emphasizes broadly diversified, global portfolios using low-cost mutual funds and ETFs, incorporating institutional funds and customizable strategies such as options and socially responsible mandates.

Scott Pearring is a CFP® with 15 years of industry experience, currently serving as an advisor at Seek First Inc. He has previously worked at firms including G.A. Repple & Company and Expand Financial Group, LLC. Mr. Pearring is also an insurance agent appointed with various companies to receive trail commissions but does not write new policies. Seek First Inc. is a supported advisory firm serving individuals and high-net-worth households with comprehensive financial planning, tax, estate, and insurance planning alongside discretionary portfolio management. The firm manages approximately $203 million in discretionary assets and employs a fundamental analysis and strategic asset allocation approach, integrating third-party professionals into a bundled consulting program.

Gage Campbell is a financial advisor at Altura Wealth Advisors Inc. in Santa Clara, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Altura, he worked at J.R. Financial and Insurance Services and Harper Investing. Altura Wealth Advisors is a SEC-registered advisory team managing approximately $169 million for around 400 individual and high-net-worth clients. The firm follows a long-term, largely passive investment approach focused on ETF- and mutual fund-based portfolios, with periodic review and rebalancing, and offers both discretionary account management and one-time financial planning engagements.

Maksat Stamakunov is a CFA® charterholder affiliated with Israilov Financial and has one year of industry experience. His prior work includes roles at Britannia Global Markets and Dolfin Financial UK, with two sabbaticals during his career. Israilov Financial serves individual and high-net-worth clients with comprehensive financial planning and non-discretionary investment advisory services, focusing on a fee-only model that uses low-cost index funds and ETFs combined with tailored portfolio recommendations. The firm operates with a small team of two principals and emphasizes personalized service without custody of client assets or commission-based compensation.

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 Johnson is a financial advisor with PWJohnson Wealth & Legacy, LLC, holding a Series 63 designation and over 35 years of industry experience. He has worked at PWJohnson Wealth Management and OneAscent Financial Services LLC before joining his current firm in 2020. Outside of advising, Mr. Johnson serves as President of AdvisorPress, Inc., a publisher focused on personal financial planning information and public financial literacy events. PWJohnson Wealth & Legacy provides personalized, fee-only financial planning and investment management primarily for high-net-worth individuals, trusts, estates, charitable organizations, and small business retirement plans. The firm employs a diversified, adaptive investment approach grounded in Modern Portfolio Theory and behavioral finance, operating mainly on a non-discretionary basis with an emphasis on tailored, ongoing planning and family legacy facilitation.

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.

Annamalai Rajendran is a CFP® professional with 15 years of experience, serving as the sole advisor at Family CFO Inc in Los Altos, CA since 2003. His work focuses on providing financial planning and investment management services. Family CFO Inc offers personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic asset allocation and diversification using low-cost, predominantly passive investment strategies, and manages approximately $289 million in client assets.

Anna Sergunina is a CFP® professional with 16 years of industry experience. She has been with MainStreet Financial Planning, Inc. since 2014 and also owns Anna Sergunina Media LLC. MainStreet Financial Planning provides fee-only, advice-only financial planning and consultation services to individuals, families, business owners, and nonprofit employers. The firm emphasizes long-term, low-cost passive investing and delivers multi-session planning engagements, educational seminars, and employer-facing workshops.

Nilima Agrawal is a financial advisor with Safe Money Inc. in San Jose, CA, holding Series 66 and Series 65 designations and nine years of industry experience. She has worked with Anomalous Business Systems since 2015. Outside of advising, she provides tax preparation services for individual and corporate clients. Safe Money Inc. offers discretionary portfolio management primarily to individual and high-net-worth clients, creating customized Investment Policy Statements and monitoring accounts regularly. The firm employs a combination of fundamental and quantitative analysis with a long-term investment horizon and manages a small client base with approximately $25.3 million in discretionary assets under management.

Vita Piazza is a financial advisor at Kalinowsky Asset Management with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Pollock Investment Advisory Corporation and M HOLDINGS SECURITIES, Inc. for over 12 and 20 years respectively. Kalinowsky Asset Management provides personalized financial planning and discretionary investment management to individual clients, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a long-term, strategic asset allocation approach using primarily passive index mutual funds and ETFs, complemented by comprehensive planning and ongoing portfolio monitoring.

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.