Chui Wa Leung is a financial advisor at Pacific Excel Wealth Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Voya Financial Advisors and Center Pillar Wealth Management. Leung is also an independent insurance agent involved in the sales of fixed insurance products. Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charitable organizations. The firm employs a combination of fundamental and technical analysis and offers tiered service levels ranging from core financial planning to private client services.

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 27 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at UBS Financial Services, Merrill, and Morgan Stanley. Ardenwood Advisors, LLC provides wealth management and advisory services primarily to ultra-high-net-worth families, family offices, trusts, estates, and certain institutional clients. The firm offers customized investment portfolios across a range of asset classes and delivers holistic family office administrative services alongside private fund and co-investment opportunities.

Brian Tayan is a financial advisor at Tayan Capital Management, LLC in Menlo Park, CA, holding Series 65 and Series 66 credentials with 14 years of industry experience. He has been with Tayan Capital Management since 2006 and previously worked at UBS Financial Services for one year. In addition to his advisory role, Mr. Tayan serves as a Research Associate at Stanford University. Tayan Capital Management serves individual investors, including both high-net-worth and non-HNW clients, by providing discretionary portfolio management and managing a private fund, Tayan Partners, LP. The firm employs an opportunistic, value-oriented investment approach focused on capital preservation and long holding periods, with a unique operational structure for its size.

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 11 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 employs both fundamental and technical analysis to manage diversified portfolios, offering mostly discretionary management with ongoing account monitoring and regular reviews.

Noboru Muto is a financial advisor at APP with seven years of industry experience. He holds a Series 66 designation and previously worked at firms including LPL Financial LLC and Cambridge Investment Research. Outside of finance, he has been the general manager of Hilldale Golf Club since 1986, overseeing golf course operations. APP advises individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $12.9 million across 76 client relationships. The firm employs a long-term investment approach using a combination of analysis techniques and offers services such as ongoing portfolio management, financial planning, and pension consulting.

Kai Chen is a CFA® charterholder with 23 years of industry experience. He is a principal and managing member at Oceaniq Capital, LLC, where he has worked for 13 years. His prior experience includes roles at Credit Suisse Securities and FNEX Capital. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors by providing portfolio management, financial planning, and family office services. The firm employs a customized, discretionary investment approach using fundamental, quantitative, and qualitative analysis across public securities, options, and private investments.

Naoya Takashita is a financial advisor at Asset Planning and Protection LLC (APP) with less than one year of industry experience. His prior work includes roles at Value Financial Holdings, Inc., Value Insurance Solutions, Inc., Value Agent, Inc., and Kanagawa Insurance Group, Inc. APP advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, managing approximately $12.9 million across about 76 client relationships. The firm combines multiple analysis techniques and uses discretionary authority to implement long-term trading strategies aligned with each client’s Investment Policy Statement.

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® professional at Tamarind Financial Planning with one year of industry experience. He also works as an applications engineer at Indicate Technologies, a company specializing in dimensional metrology, 3D scanning, and 3D printing. Additionally, he coaches athletic teams at Leigh High School. Tamarind Financial Planning is a fee-only advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm emphasizes asset allocation based on Modern Portfolio Theory and offers education-oriented services alongside outsourced investment management solutions.

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.

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.

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.

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.

Barbara Binder is a CFP® professional with 21 years of experience in financial advising. She has been with BKB Financial Advisors, LLC since 2004. The firm provides comprehensive, customized financial planning and consulting to individuals, couples, and families across various life stages, focusing on retirement planning, seniors, loss-related financial issues, divorce matters, and financial education for young adults. BKB Financial Advisors operates on an hourly fee basis without managing client investments or custody of assets, emphasizing client education and participation under a fiduciary standard.