Dick Blakeley is the sole advisor at The Blakeley Group Inc in Santa Clara, CA, holding Series 63 and Series 65 credentials with 47 years of industry experience. He has led The Blakeley Group since 2009. The Blakeley Group provides discretionary portfolio and wealth management services to individual and high-net-worth clients, developing personalized investment policy statements through detailed interviews. The firm manages approximately $96 million in client assets and employs a range of investment methods including charting, technical and fundamental analysis, cyclical analysis, and Modern Portfolio Theory to tailor long- and short-term strategies according to client objectives.

Atul Dubal is a CFP® with over 21 years of experience in the financial services industry. He has been with Prudent Prospera Planning, Inc. since 2015 and also works as a licensed insurance agent through SaveOnTerms.com. Additionally, he has involvement in tax planning services through Professional Tax Planners America. Prudent Prospera Planning offers financial planning and advisory services to individuals and businesses, including high-net-worth clients. The firm focuses on written financial plans, asset-allocation analysis, and third-party investment adviser recommendations, with a distinctive approach that includes insurance sales and sharing of management fees disclosed as potential conflicts of interest.

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.

Nilima Agrawal is a financial advisor at Safe Money Inc. based in San Jose, CA, holding Series 66 and Series 65 licenses with nine years of industry experience. Her prior work includes roles at Commonwealth Financial Network and Anomalous Business Systems. Outside of advisory services, she provides tax preparation for individual and corporate clients. Safe Money Inc. offers discretionary portfolio management for individual and high-net-worth clients, focusing on individualized Investment Policy Statements and regular account monitoring. The firm combines fundamental and quantitative analysis with a long-term trading horizon, recommending a range of investment products including mutual funds, fixed-income securities, and real estate funds.

Zheng Wan is a CFP® professional with 12 years of industry experience, currently serving at Sierra Pacific Private Wealth, LLC. He has been with Sierra Pacific Financial Advisors, LLC since 2005. Sierra Pacific Private Wealth provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, including high-net-worth clients, and plan sponsors. The firm manages approximately $212.7 million in assets for about 122 clients, offering individualized asset management with regular reviews and rebalancing, and supports plan participant education through seminars and workshops.

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.

Christopher Torres is a financial advisor with Mayfield Advisors, Inc. in Palo Alto, CA, holding a Series 65 designation and bringing 19 years of industry experience. He has been with Mayfield Advisors since 2007 and is also affiliated with Irvin, Abrahamson & Co., where he has been involved since 2004. Mayfield Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and small businesses. The firm employs a diversified, buy-and-hold investment approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and is noted for its integrated advisory and accounting services through an affiliation with an accounting firm.

Jonathan Tiemann is the sole advisor at Tiemann Investment Advisors, LLC in Menlo Park, CA, and holds a Series 63 designation with 25 years of industry experience. He founded his current firm in 2002 after three years at One Capital Management, LLC. Tiemann also works part-time as a self-employed consultant providing algorithm design, valuation services, and economic analysis for government, self-regulatory organizations, and investment-related businesses. Tiemann Investment Advisors serves individuals and families, including high-net-worth clients and related entities, offering discretionary portfolio management, consulting, and services tailored to other investment professionals. The firm uses a quantitative investment process based on Modern Portfolio Theory and customizes portfolios with tax management and ongoing monitoring.

Monica Kalra is a financial advisor at NRI Wealth Management, LLC in Santa Clara, CA, holding a Series 65 designation with six years of industry experience. She has been with NRI Wealth Management since 2016 and also operates as a sole proprietor. NRI Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients as well as retirement plans. The firm offers discretionary portfolio management and comprehensive financial plans, implementing strategies based on fundamental analysis and diversified allocations with regular monitoring and rebalancing.

Lamberto Torres is a CFP® professional with 19 years of experience at Mayfield Advisors, Inc. He has been with Mayfield since 2007 and is also affiliated with Irvin, Abrahamson & Co., where he has worked since 1983. Mayfield Advisors, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses, including high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach, favoring diversified, buy-and-hold portfolios primarily using passively managed funds, and integrates advisory services with accounting through its affiliation with an accounting firm.

Calum Cunningham is a Series 66-licensed financial advisor at Silicon Private Wealth, LLC with 10 years of industry experience. He has worked at Silicon Private Wealth since 2016 and previously spent time at Purshe Kaplan Sterling Investments. 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 uses multiple analysis methods and offers both discretionary and non-discretionary management, with a focus on a variety of investment types including mutual funds, equities, fixed income, and private placements.

Justin Boren is a financial advisor at Lagos Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities and Triad Advisors, LLC. Boren is also an associate professor at Santa Clara University, where he teaches organizational strategy, communication, and quantitative research methods, and is an active published researcher. Additionally, he serves on the boards of two non-profit organizations, including as president of the Western States Communication Association. Lagos Wealth Advisors serves individual clients, sponsoring organizations, and other entities, offering discretionary portfolio management, retirement plan consulting, advisory referral and monitoring services, and a Next Level IRA program. The firm manages client assets through the AssetMark platform and third-party managers, conducting regular performance reviews and client meetings.

Kristen Worth is a financial advisor at Flywheel Private Wealth LLC with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing and Barclay West Financial Advisors. Flywheel Private Wealth LLC provides investment management and financial advisory services to high-net-worth individuals, families, and related entities. The firm offers customized, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies across various investment vehicles, managing both discretionary and non-discretionary assets.

Henry Reed is a financial advisor at PWJohnson Wealth & Legacy, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Griffin Black, LLC, Silicon Valley Capital Partners, and AssetMark Financial, Inc. before joining PWJohnson. PWJohnson Wealth & Legacy provides fee-only financial planning and investment management to high-net-worth individuals, trusts, estates, charitable organizations, and small business retirement plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and behavioral finance, operating primarily on a non-discretionary basis with a focus on comprehensive planning and family legacy services.

Gabriela Mechem is a financial advisor at NIM Wealth Solutions with one year of industry experience. She holds a Series 65 designation and has worked with several affiliated entities within the NIM organization since 2021. Outside of her advisory role, she is involved with the Bay Area Learning Center. NIM Wealth Solutions provides discretionary investment management for individuals, families, trusts, estates, foundations, corporations, and other institutional clients. The firm offers personalized asset allocation using a combination of fundamental, quantitative, and technical analysis, and integrates tax planning, insurance, annuity solutions, and estate-planning coordination through affiliated entities.

Zhaohui Li is a financial advisor at Acela Capital Management, LLC in Los Altos, CA, holding a Series 66 designation with 21 years of industry experience. He has been with Acela Capital Management since 2010. Acela provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals and high-net-worth families, managing approximately $38 million in client assets. The firm’s investment approach incorporates mean reversion, value, and diversification, utilizing both fundamental and technical analysis alongside AI-supported models to construct globally diversified portfolios.

Zhaozhu Ge is a financial advisor at Acela Capital Management, LLC in Los Altos, CA, holding a Series 66 designation with 19 years of industry experience. He has been with Acela Capital Management since 2010. Acela Capital Management provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals and high-net-worth families, managing approximately $38 million in client assets. The firm’s investment approach combines mean reversion, value, and diversification, utilizing both fundamental and technical analysis alongside AI-supported models and proprietary algorithms.

Ricky Dunham is a financial advisor with DWR Wealth Management, LLC in San Jose, CA, holding the PFS™ designation and a Series 65 license. He has 21 years of experience in the financial industry and has been with DWR Wealth Management since 2005. In addition, he has served as President of Dunham Associates CPAs, Inc., an accounting firm, since 1996. DWR Wealth Management provides 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, offering diversified portfolios primarily composed of no-load mutual funds and ETFs tailored to various risk profiles.

Jacqueline Almeida is a financial advisor at Duet Advisory Services LLC with a Series 65 designation and five years of industry experience. Prior to joining Duet Advisory Services in 2021, she worked at Marsh & McLennan Agency for three years. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, affiliated trusts and estates, and business entities. The firm manages approximately $278 million for around 288 clients across five offices and offers tailored investment strategies including discretionary and non-discretionary management.

Anithah Neelakanda Pillai is a CFP®-certified financial advisor with 10 years of industry experience. She is the sole advisor at AP Investment Management in Mountain View, CA, having previously worked at LPL Financial LLC and E.K. Riley Investments, LLC. AP Investment Management offers investment advisory and planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm uses a range of securities to construct individualized portfolios, employs multiple methods of analysis, and provides pension consulting and ERISA-aware retirement plan services for employer plan sponsors.