Houzhen Yan is a financial advisor at InsideOut Wealth Strategies, LLC with a Series 65 designation and four years of industry experience. Prior to joining InsideOut Wealth Strategies, Yan worked at World Financial Group and JPMorgan Chase. Outside of finance, Yan has experience in the restaurant industry, having worked at Cafe Lattea, Mori Kitchen, and Liang's Village. InsideOut Wealth Strategies is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary asset management and ERISA retirement-plan advisory services, employing a decision-analysis framework alongside cyclical and technical methods to manage customized portfolios.

Roberto Trejo is a financial advisor at Entrust Investment Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Client One Securities, LLC. Outside of his advisory role, he serves as Managing Director of Coeus Financial & Insurance Services Inc., an insurance agency where he recommends and places life and annuity products. Entrust Investment Services provides discretionary investment management and financial planning to individuals, businesses, and other advisers, utilizing third-party asset management and offering ERISA plan services. The firm employs Modern Portfolio Theory and a range of investment tactics, including options and leverage, and is notable for hosting educational seminars and combining multiple service offerings in a two-advisor setup.

Ramprasad Satagopan is a financial advisor at Everest Private Wealth with 18 years of industry experience. He holds a Series 65 designation and has been employed at Magma Design Automation since 2003. 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 utilizes a strategic asset allocation framework with a core-and-satellite approach, combining low-cost mutual funds and ETFs with selective active management to meet client objectives.

Garrison Hunter is a financial advisor with NIM Wealth Solutions in San Jose, CA, holding a Series 65 license and one year of industry experience. He previously worked at Baker Tilly and the Defense Contract Audit Agency and is the managing member of Fulcrum Accounting, LLC, where he provides tax preparation services. Hunter also works as a licensed insurance agent with various carriers. NIM Wealth Solutions offers discretionary investment management services to individuals, families, trusts, estates, foundations, corporations, and other institutional clients. The firm combines personalized asset allocation with fundamental, quantitative, and technical analysis and provides additional services through affiliated entities, including tax planning, insurance and annuity solutions, and estate-planning coordination.

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.

Scott Smith is a financial advisor at Silicon Private Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Dresner Investment Services, Viant Ventures One, and Viant Capital. Outside of his advisory role, he serves as a director for PUENTE-International, a tequila and mescal producer, and for Microshares, an IT-cloud software company. Silicon Private Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $177.8 million in assets. The firm offers both discretionary and non-discretionary management, employs multiple analysis methods, and uses a range of investment strategies including options and tactical instruments.

Tracy Newquist is a financial advisor at DWR Wealth Management, LLC in San Jose, CA, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Buckingham Strategic Wealth, Securities America, and Foothill Securities. Outside of her advisory role, she serves as Treasurer and Board Member of Balanced Access, a nonprofit focused on providing internet access to underserved communities. DWR Wealth Management offers investment advisory and financial planning services to individuals, high-net-worth clients, business entities, charitable organizations, and retirement plans. The firm uses a risk-based investment approach grounded in modern portfolio theory and maintains an affiliation with Dunham Associates CPAs for coordinated tax and advisory services.

Peter Bradshaw is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Altura Wealth Advisors Inc., where he has worked since 2020. Prior to this, he held roles at J.R. Financial & Insurance Services and Qualified Planning. Altura Wealth Advisors is a SEC-registered team of four advisers managing approximately $169 million for around 400 individual and high-net-worth clients. The firm employs a long-term, largely passive investment approach focused on ETF- and mutual-fund-based allocations, with discretionary account management and periodic rebalancing.

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.

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.

Claudia Deras Sosa is a CFP® with four years of industry experience, currently working at Corinthian Wealth Management in San Jose, CA. Her prior experience includes roles at Arbor Point Advisors and KMS Financial Services. She also provides notary services to clients, dedicating several hours monthly to this activity. Corinthian Wealth Management serves individual investors and small businesses with portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs both strategic and tactical asset allocation and offers discretionary and non-discretionary portfolio management, including the use of third-party sub-advisors and a range of investment strategies.

Harrison Willner is a financial advisor at Ttp Investments, Inc. with 12 years of industry experience. He holds a Series 65 credential and has been with Ttp Investments since 2016. Willner also provides tax preparation services through The Tax Practice, Inc., where he works as an accountant and tax preparer. Ttp Investments offers discretionary asset management, financial planning, and tax-related advice to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm customizes investment programs based on client objectives and risk profiles, employing both fundamental and technical analysis alongside active derivatives strategies.

Jawad Ehsanyar is a financial advisor at Morling Financial Advisors, LLC with a Series 65 designation and three years of industry experience. Prior to joining Morling Financial Advisors in 2022, he held positions at Copenhagen Business School and Moore Afghanistan. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management and financial planning, typically implementing portfolios through index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments.

Adam Roberts is a CFP® professional with seven years of experience in financial advisory roles, currently serving at Potentia Wealth. His prior experience includes positions at Mariner Independent Advisor Network and LPL Financial, as well as a teaching role at San Jose State University. He is also licensed to sell fixed insurance products in San Jose, CA. Potentia Wealth provides investment management and financial planning services to individual and high-net-worth clients, focusing on discretionary portfolio management and personalized financial plans. The firm integrates tax preparation services through its affiliated business, Potentia Tax, and offers a variety of investment strategies including wrap-fee programs and third-party manager options.

Jimmy Diep is a financial advisor at Secure Investment Management, LLC in San Jose, CA, with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and NIM Retirement Group. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory and long-term diversified allocations using low-cost mutual funds, ETFs, and third-party managers.

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.

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.