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.

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.

Renata Carico is a CFP®-certified financial advisor with 13 years of industry experience. She is the principal of Carico Private Wealth Management, an independent firm she founded after working at several firms including LPL Financial, Stratos Wealth Partners, and Charles Schwab. Outside of her advisory work, she volunteers for Grace Church of the Bay Area, assisting with church financial accounts. Carico Private Wealth Management serves individual and high-net-worth clients, providing wealth and investment management, financial planning, and tax return preparation. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies, and is notable for offering performance-based fee arrangements alongside traditional advisory services.

John Betterman is the principal of Betterman Digital Wealth, Inc. in San Jose, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior roles include positions at Merrill and Oak Family Advisors. He is also a licensed life and health insurance agent involved in insurance sales. Betterman Digital Wealth, Inc. provides investment management, financial assessments, and retirement-plan services to individuals, high-net-worth clients, and plan sponsors. The firm manages approximately $102 million in client assets and employs a strategic asset-allocation approach using both active and passive management, model portfolios, and sub-advisory relationships.

Yen Wu is a financial advisor at 1N Capital, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Intellectus Partners, OceanIQ Capital, Robertson Stephens, Credit Suisse Securities, and Morgan Stanley. 1N Capital serves high-net-worth individuals, trusts, estates, charitable organizations, business entities, and institutional clients, including a significant number of non-U.S. investors. The firm provides discretionary investment management and consulting, utilizing a combination of fundamental, technical, and charting analysis alongside manager due diligence, and offers a wide range of strategies and asset allocations tailored to clients’ risk profiles and investment goals.

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, with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Premier Lending Inc, Star LLC, and Seven Media Group. In addition to his advisory role, he is licensed as a real estate broker, mortgage broker, and insurance broker. Alta Financial Group serves individual investors, families, trusts, charitable institutions, and corporate retirement plans, providing investment management and financial planning services. The firm employs an asset-allocation approach emphasizing low-cost mutual funds and ETFs, with discretionary management and ongoing portfolio oversight.

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.

Hengfu Hsu is the principal of Analytic Investment Management LLC in Cupertino, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He previously worked at Xunuo USA Holdings, Inc. and has been a California insurance agent since 2006, providing insurance services outside of his advisory work. Analytic Investment Management LLC offers fee-based wealth management and discretionary portfolio management primarily to high-net-worth individuals and institutional clients. The firm uses proprietary algorithmic strategies to manage portfolios through rules-based models and active trading, focusing on separately managed accounts and consulting services such as retirement planning and stock option analysis.

James Rukstalis is a CFP® and ChFC® with nine years of industry experience, currently serving as an advisor at Altura Wealth Advisors Inc. He has worked in financial services since 2008, including roles at J.R. Financial and Freedom Insurance Solutions, where he also acts as president. Outside of advisory work, Rukstalis is involved in insurance sales, real estate sales, mortgage loan origination, and holds a notary public commission. Altura Wealth Advisors is a four-advisor SEC-registered team managing approximately $169 million for around 400 individual and high-net-worth clients. The firm emphasizes a long-term, largely passive investment approach using ETF and mutual fund allocations, with discretionary management and periodic rebalancing, while also offering financial planning and insurance-related services through affiliated entities.

Kent Seymour is a CFA® charterholder with 24 years of industry experience. He has been the sole advisor at Menlo Advisors LLC since 2002, based in Menlo Park, CA. Menlo Advisors LLC provides discretionary investment management and limited financial planning services to individuals, high-net-worth clients, trusts, and estates, tailoring portfolios to client objectives and liquidity needs. The firm also manages pooled investment vehicles and occasionally advises unaccredited investors on private offerings, employing a range of investment strategies including fundamental, technical, and cyclical analysis across various asset classes.

Ian Hildreth is a financial advisor at Altos Financial Management, LLC with four years of industry experience. He holds a Series 65 designation and has served as Chief Technology Officer of AWPRX, a pharmacy benefits management company, since 2011. In this role, he manages software and provides business consultation. 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. The firm provides discretionary portfolio management using a macro-driven investment approach and offers additional investment-related research and planning services on an hourly basis.