Taras Zatvarskiy is a financial advisor at Grant Private Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Nordstrom for eight years. Grant Private Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, business entities, and qualified retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to tailor strategies to clients’ goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with retirement-plan advisory services.

Svetlana Kot is a financial advisor at Rebalance LLC in Palo Alto, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Rebalance in 2023, she worked at Eqitrade Limited and has a background including roles at Tulsa Ballet Theatre Inc. and Integrity Gaming Corp. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm uses a strategic asset allocation framework focused on ETFs within seven model portfolios and manages approximately $1.56 billion in discretionary assets across several hundred accounts.

John Stachnick is a financial advisor at Kaizen Financial Strategies, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. He also has experience with Savannah Chanelle Vineyards and is licensed as an insurance agent. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations by offering financial planning, retirement plan consulting, and asset management. The firm employs a diverse investment approach, including fundamental and technical analysis, and uses advanced option strategies and margin within its wrap-fee managed accounts.

Nathan Dingler is a CFP® with 14 years of industry experience, currently serving at DiversiFi Capital Inc in Los Altos, CA. He has been with DiversiFi Capital LLC (formerly Compass Capital Management) since 2015. Outside of financial advising, Dingler is active as a real estate agent and referral agent, and he manages several private investment funds and venture entities affiliated with DiversiFi. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, in addition to advising pooled investment vehicles. The firm combines fundamental, technical, and quantitative analysis with an explicit social-impact investment filter and manages multiple private funds focused on frontier technology investments.

Don Garman is a CFP® with 32 years of industry experience, currently serving as an advisor at Mirador Capital Partners. He has previously worked at Purshe Kaplan Sterling Investments and has been with Mirador since 2015. Garman is also a partner in venture funds Tri-Valley Ventures, LLC and Tri-Valley Ventures II, LP. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines top-down fundamental analysis with technical analysis and employs a variety of asset-allocation models across public and private securities and alternative vehicles.

Jung Chang is a financial advisor with Andrew Garrett, Inc. in Palo Alto, CA, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Andrew Garrett, Inc. since 2008. Outside of advisory work, he owns a tax preparation and accounting business where he provides tax and accounting services. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model using various sub-advisers and program sponsors to implement strategies tailored to client suitability profiles.

Raymond Vo is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with DiversiFi Capital Inc (formerly Compass Capital Management) since 2015. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients and also advises pooled investment vehicles. The firm uses a combination of fundamental, technical, charting, and quantitative analysis, incorporates an explicit social-impact investment filter, and manages multiple private funds and special purpose vehicles focused on frontier technology investments.

David Hart is a CFA® charterholder with 34 years of industry experience. He currently works at Grant Private Wealth Management and has held prior roles at Blaylock Van, LLC, CINCaP Investment Group, Inc., and Ross, Sinclaire & Associates, Inc. Grant Private Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm provides tailored investment strategies based on clients’ goals, time horizons, and risk tolerance, and is notable for offering public educational seminars and workshops at no charge.

Mitchell Tuchman is a financial advisor at Rebalance LLC in Palo Alto, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Rebalance LLC since 2011 and is also involved with Jacksonnet, LLC since 2000. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm uses a strategic asset-allocation framework focused on long-term rebalancing and manages accounts primarily on a discretionary basis.

J.C. Torres is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Solstein Capital, LLC since 2010. He is also a member of Solstein GP, LLC, an entity managing the affairs of Solstein Capital Partners, L.P. Solstein Capital provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors through private funds and separately managed accounts. The firm employs a value-based, concentrated investment approach focused on fundamental analysis and capital preservation.

Asha Culhane Husain is a financial advisor at Mirador Capital Partners with a Series 65 credential and one year of industry experience. Prior to joining Mirador, she held roles at Re:wild Your Compass, Boccaccios Restaurant, Conejo Family Health, Columbia University, and the University of California, Berkeley. Mirador Capital Partners provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers multiple proprietary strategies across different asset classes.

Erny Malakoff is a financial advisor with Malakoff Wealth based in Castro Valley, CA, holding a Series 63 designation and offering 40 years of industry experience. His career includes roles at LPL Financial spanning over three decades and leadership positions at Master Wealth, LLC and Malakoff & Associates. He also serves as a preacher at a Masonic residence outside of his financial advisory work. Malakoff Wealth provides financial planning and consulting services primarily to individuals, trusts, nonprofits, banks, business entities, and pension plans, delivering written plans and periodic reviews without managing client assets. The firm focuses on fundamental analysis and manager evaluation, recommending diversified allocations and offering advice through hourly, fixed-fee, or retainer engagements rather than discretionary portfolio management or percentage-of-AUM fees.

Victor Huang is a financial advisor at Morling Financial Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Morling Financial Advisors since 2015. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting. The firm employs a client-specific strategic asset allocation using index-based equities and fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Faisal Shujayee is a financial advisor at Grant Private Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles outside the financial industry and a recent transition from full-time student status. Grant Private Wealth Management is a six-advisor registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment programs are tailored to clients’ goals and risk tolerances, incorporating various analytical approaches, and it offers public educational seminars on general investment topics.

William Li is a financial advisor at Morling Financial Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at IBM for 18 years. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and consulting services. The firm tailors portfolios using index-based equity and fixed-income strategies, mutual funds, ETFs, and alternative allocations, including private equity and real estate, with ESG integration available upon request.

Shijun Liu is a financial advisor at Parker Investment Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Parker Investment Management since 2010. The firm serves individual investors, retirement plans, charitable organizations, and corporations by providing discretionary portfolio management and financial planning services. Parker Investment Management employs a tactical asset allocation approach using low-cost mutual funds and ETFs, supplemented by proprietary analysis and option strategies for qualified clients.

Keli Cole is a financial advisor at Avalon Capital Management in Menlo Park, CA, holding a Series 65 designation with five years of experience in the industry. Prior to joining Avalon, she worked at Capstone Financial Group and KPMG. Avalon Capital Management serves high net worth individuals and families, offering discretionary investment management alongside cash management and fixed-income services. The firm uses a proprietary, quantitative investment process combined with external research and investment-committee review to implement dynamic global asset allocation across a multi-asset framework.

Darcy Smoot is a CFA® charterholder with nine years of industry experience and has been with Nelson Capital Management, LLC since 2014. He holds a Series 63 license and is based in Menlo Park, CA. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers. The firm provides portfolio management, financial planning, and retirement plan asset-management services, employing a fundamental analysis approach with a mix of ETFs, mutual funds, stocks, and bonds across long- and short-term strategies.

Lyudmila Ter Avanesyan is a financial advisor with Grant Private Wealth Management in Pleasanton, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Fidelity Brokerage Services and Glava Realty. Outside of advising, she is involved in property management through her ownership of a rental property business. Grant Private Wealth Management provides fee-based investment management and financial planning to individuals, trusts, business entities, and qualified retirement plans, tailoring strategies to client goals and risk tolerance using a mix of analytical approaches. The firm offers various engagement options and conducts public educational seminars at no charge.

Madeline Valente is a CFP® with 18 years of industry experience. She has been with Bluesky Wealth Advisors, LLC since 2013 and previously worked at Pleasanton Financial Advisors from 2008 to 2013. Bluesky Wealth Advisors provides financial planning and discretionary portfolio management to individuals, trusts, endowments, pension plans, and business entities. The firm manages over $1 billion in discretionary assets and employs a team of ten advisors who emphasize strategic asset allocation, broad diversification, and tax-efficient portfolio management.