Jack Tayan is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Tayan Capital Management, LLC since 2006, where he is one of two advisors. Tayan Capital Management serves investors through Tayan Partners, LP, a private pooled investment vehicle, and separately managed accounts for individual clients. The firm employs an opportunistic, value-oriented investment approach focused on capital preservation and after-tax returns, managing discretionary equity and fixed-income portfolios for a small client base.

David Spector is the sole advisor at Legal Advantage Investments, Inc. in Los Altos Hills, CA, with 33 years of industry experience. His practice focuses on managing discretionary investment accounts and tailoring asset allocations to client objectives. Legal Advantage Investments serves individuals, trusts, estates, and charitable organizations, including high-net-worth clients, offering portfolio management, investment recommendations, and financial and estate planning. The firm utilizes specialized strategies such as borrowing and margin, hedge strategies including short sales and options, and concentrated-position solutions like exchange funds and Qualified Opportunity Zone investments.

Isabella Tam is a Series 65-licensed advisor at Beyond Wealth Advisory LLC with two years of industry experience. She has worked at firms including IEQ Capital, LLC and Fisher Investments. Outside of her advisory role, she is employed in tax preparation at C&R Tam Tax Services. Beyond Wealth Advisory serves individual, high-net-worth, trust, pension, and corporate clients with discretionary asset management and comprehensive financial planning. The firm employs a range of analytical methods and asset allocation strategies tailored to client objectives, managing approximately $73 million for about 87 clients.

Mark James is a financial advisor at Alexander Beard (USA) Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with Alexander Beard (USA) LLC since 2014. Alexander Beard (USA) Inc. advises individuals, including high-net-worth clients, as well as pension and retirement plan sponsors. The firm provides pension transfer reports, discretionary and limited non-discretionary portfolio management, and retirement-plan consulting, often managing accounts on a discretionary basis with a combination of analytical approaches and third-party sub-advisors.

Stanley Mok is a financial advisor with Mok Capital Management in Los Altos, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2013 and founded Mok Capital Management in 1997. Outside of his advisory work, Mok serves as a current city council member and former mayor of Los Altos Hills, and he participates in the town’s Parks and Recreation Committee. Mok Capital Management provides financial planning and portfolio management services to individuals, trusts, charities, pension and profit-sharing plans, and business entities. The firm employs a value-based investment approach using fundamental and technical analysis to tailor portfolios, which may include individual stocks, bonds, ETFs, options strategies, and foreign securities.

Flora Dong is a financial advisor at Arden Global Family Offices with 26 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services for 17 years. Ardenwood Advisors provides wealth and investment advisory services primarily to ultra-high-net-worth families and related entities through a Family Wealth Program. The firm employs a customized, multi-asset investment approach with an emphasis on long-term, diversified allocations across U.S. and non-U.S. public and private markets, including alternative strategies and private placement opportunities.

Brian Tayan is a financial advisor at Tayan Capital Management, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has served as a Research Associate at Stanford University since 2006. Tayan Capital Management serves individual investors, including both high-net-worth and non-HNW clients, by providing discretionary portfolio management and managing a pooled private fund, Tayan Partners, LP. The firm employs an opportunistic, value-oriented investment approach focused on capital preservation, after-tax returns, and long holding periods.

Vijay Kanal is the sole advisor at Stinson Capital Management, LLC, holding a Series 65 credential with 11 years of industry experience. He has been with Stinson Capital Management since 2015. Stinson Capital Management, LLC is a fee-only registered investment adviser serving individuals, high net worth clients, trusts, estates, and business entities. The firm provides discretionary portfolio management and financial planning, with an investment approach that emphasizes fundamental research, conservative valuation, and diversification across various asset classes.

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.

Noboru Muto is a financial advisor at Asset Planning and Protection LLC (APP) with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Cambridge Investment Research Advisors, Inc., and 1st Global Advisors, Inc. Outside of his advisory work, Muto has served as the general manager of Hilldale Golf Club since 1986. APP is an independent registered investment adviser managing approximately $8.57 million in assets for individual investors, including high-net-worth clients, and pension/profit-sharing plans. The firm provides portfolio management, financial planning, consulting, and pension plan services, employing a range of investment analyses and generally focusing on long-term strategies with mutual funds and insurance products.

Jordan Sam is a Series 65-licensed financial advisor at Alpha Solutions Investment Advisors with one year of industry experience. Prior to joining Alpha Solutions, he spent four years as a full-time student and held positions at the University of California, Riverside. Alpha Solutions serves individual clients, including high-net-worth and non-HNW investors, as well as institutional clients such as pensions and foundations. The firm employs both fundamental and technical analysis across major asset classes, managing discretionary portfolios with an emphasis on ETFs, REITs, MLPs, preferred stock, and direct equities.

Kai Chen is a financial advisor with Oceaniq Capital, LLC in Palo Alto, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been a principal and managing member at Oceaniq Capital since 2013 and has also worked at FNEX Capital since 2025. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors by providing portfolio management, financial planning, family office services, corporate cash management, and access to private investment opportunities. The firm uses a customized, discretionary management approach that combines fundamental, quantitative, and qualitative analysis across various asset classes and supports investments into pooled vehicles and private placements.

Nadine Thibault is a CFP® professional with five years of industry experience. She has been with Relevé Financial Group since 2021 and previously worked at NorthRock Partners from 2014 to 2021. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, consulting, and portfolio management, including a proprietary subscription-based online advisory platform alongside traditional managed-account services.

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.

Perry Kotval is a CFP® professional with 17 years of industry experience. He has been with Galileo Planning Group, Inc. since 2007. The firm serves senior corporate executives, high-income professionals, and wealthy individuals, providing customized financial planning and investment counseling on a non-discretionary basis. Galileo Planning Group emphasizes long-term, diversified portfolios and detailed analysis of private and alternative investments.

Patrick Mc Donnal is a CFP® and Series 65-registered advisor with Tamarind Financial Planning, based in San Mateo, CA. He has been with Tamarind since 2024 and has additional experience as an applications engineer at Indicate Technologies and as a high school athletic coach. Outside of his advisory role, he is involved in automated inspection technology and coaching athletic teams. Tamarind Financial Planning serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing comprehensive financial planning, portfolio reviews, and project-based advice on a fee-only basis. The firm emphasizes customized financial plans and asset allocation using Modern Portfolio Theory and generally delegates portfolio management to selected sub-advisers.

Lucus Ubaldo is a financial advisor with Envest Advisors, LLC in San Mateo, CA. Holding a Series 65 designation, he has one year of industry experience and has previously worked with The Valoram Group LLC. He was a full-time student for eight years prior to beginning his advisory career. Envest Advisors, LLC provides discretionary asset management and financial planning services primarily to individual clients, tailoring portfolios based on clients’ goals, time horizons, and risk tolerance. The firm employs a variety of outsourced managers and platforms while maintaining a small advisory team.

Robert Moses Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Alpha Solutions Investment Advisors. His background includes a role at Chatham Wealth Management and a decade-long position at ShopRite overseeing inventory management. Alpha Solutions Investment Advisors provides discretionary wealth management and portfolio construction services to individuals—including high-net-worth clients—and institutional clients such as pensions and foundations. The firm employs a combination of fundamental and technical analysis, focusing on ETFs, REITs, MLPs, preferred stocks, and direct equities, with a formal approach to technology and operational practices.

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.

Practicing financial planning since 2008, I came to this profession out of a desire to help others and work in a meaningful profession where I impact lives positively. A graduate of Smith College, I worked in consulting and marketing earlier in my career, which brings a broad perspective to my clients' financial lives. As a partner at Tamarind Financial Planning, I focus on George Kinder's Life Planning techniques, delving deeper into what clients want to get out of their time on this earth so we can direct their finances towards that end. Having lived in France, India, and the UK, I specialize in helping those with cross-border situations navigate complex financial journeys. I love the outdoors, yoga, Pilates, reading, and meditation. Married to an academic working in Climate Finance involves inevitable travel, and with our two children now pursuing studies and work, we are embracing life as fresh empty nesters! I welcome the opportunity to hear your story and help you plan your future.