Edwin Ryu is a PFS™ credentialed advisor with 25 years of experience, currently serving at Legacy Wealth Advisors, LLC since 1999. He previously operated as Edwin K.S. Ryu DBA Legacy Real Estate Advisors and Ryu & Company from 1984 to 2017. Outside of his advisory work, Mr. Ryu is a shareholder and board member of Concert Global Group and participates on its investment committee. He also holds board positions at the Mountain View Buddhist Temple, the York School of Monterey, and Pitzer College, serving in leadership roles related to facilities planning and investment committees. Legacy Wealth Advisors, LLC provides multi-family office and wealth management services to individuals, high-net-worth families, and institutions. The firm uses a top-down investment approach combined with customized portfolios, tactical asset allocation, and integrated tax and real estate advisory services.

Anthony Caruso is a financial advisor with Caruso Family Financial Advisors (CFFA) LLC in San Jose, CA. He holds a Series 66 designation and has 14 years of industry experience. Caruso has previously worked at Lightpath Capital, Inc., Whitehall-Parker Securities, Inc., and The Taylor Advisory Group, among other firms. He serves as CEO and CCO of CFFA. Caruso Family Financial Advisors provides portfolio management and pension consulting services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a variety of analytical approaches and strategies, including options trading, and manages approximately $24.5 million in assets for about 50 clients.

Hannah Farrow is a financial advisor at RightWise Wealth in Santa Clara, CA, holding a Series 65 designation with two years of industry experience. Prior to joining RightWise Wealth, she worked six years at Apple Inc. and was a full-time student for two years. Outside of her advisory role, she manages a rental property in Somerville, MA. RightWise Wealth is a boutique firm serving individual clients through comprehensive financial planning and discretionary portfolio management, with a focus on low-cost ETFs and factor-based strategies. The firm also facilitates tax preparation services via a third-party provider and requires clients to custody assets at Charles Schwab.

Maria Yates is a financial advisor at Rice Financial Consulting, Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Stephen Silver Fine Jewelry Company and a children’s pre-school. Rice Financial Consulting provides manager-supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm refers clients to third-party advisers and focuses on long-term investment strategies without discretionary trading, overseeing approximately $287 million in primarily non-discretionary assets.

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.

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.

Kyle Chuang is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Pantheon Wealth Planning in San Jose, CA. He previously worked at Farmers Insurance Group and Farmers Financial Solutions for 19 years. Outside of his advisory role, he operates an insurance agency under KC & Associates Insurance Agency. Pantheon Wealth Planning provides written financial planning and consulting services to individuals, high-net-worth clients, medical professionals, and business entities. The firm focuses on planning rather than asset management, offering both one-time and ongoing concierge planning services without discretionary control over client assets.

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.

Scott Pearring is a CFP® with 15 years of industry experience, currently serving as an advisor at Seek First Inc. He has previously worked at firms including G.A. Repple & Company and Expand Financial Group, LLC. Mr. Pearring is also an insurance agent appointed with various companies to receive trail commissions but does not write new policies. Seek First Inc. is a supported advisory firm serving individuals and high-net-worth households with comprehensive financial planning, tax, estate, and insurance planning alongside discretionary portfolio management. The firm manages approximately $203 million in discretionary assets and employs a fundamental analysis and strategic asset allocation approach, integrating third-party professionals into a bundled consulting program.

Gage Campbell is a financial advisor at Altura Wealth Advisors Inc. in Santa Clara, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Altura, he worked at J.R. Financial and Insurance Services and Harper Investing. Altura Wealth Advisors is a SEC-registered advisory team managing approximately $169 million for around 400 individual and high-net-worth clients. The firm follows a long-term, largely passive investment approach focused on ETF- and mutual fund-based portfolios, with periodic review and rebalancing, and offers both discretionary account management and one-time financial planning engagements.

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.

Philip Nisonger is a financial advisor at Safe Money Inc. with 51 years of industry experience. He holds a Series 63 designation and has previously worked at HD Vest Investment Services and HD Vest Insurance Agency Inc. Nisonger is also the owner and sole proprietor of Anomalous Business Systems Inc., a tax preparation and accounting service. Safe Money Inc. provides discretionary portfolio management to individual and high-net-worth clients, focusing on building individualized Investment Policy Statements and monitoring accounts regularly. The firm’s investment approach combines fundamental and quantitative analysis with a long-term trading horizon.

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.

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.

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.

Anna Sergunina is a CFP® professional with 16 years of experience, currently serving at MainStreet Financial Planning, Inc. since 2014. She also owns Anna Sergunina Media LLC, a separate business unrelated to her advisory work. MainStreet Financial Planning serves individuals, couples, families, business owners, and non-profit organizations, offering fee-only financial planning and investment consultation with an emphasis on long-term, low-cost, passive investment strategies and tax-efficient asset allocation.

Nilima Agrawal is a financial advisor with Safe Money Inc. in San Jose, CA, holding Series 66 and Series 65 designations and nine years of industry experience. She has worked with Anomalous Business Systems since 2015. Outside of advising, she provides tax preparation services for individual and corporate clients. Safe Money Inc. offers discretionary portfolio management primarily to individual and high-net-worth clients, creating customized Investment Policy Statements and monitoring accounts regularly. The firm employs a combination of fundamental and quantitative analysis with a long-term investment horizon and manages a small client base with approximately $25.3 million in discretionary assets under management.

Vita Piazza is a financial advisor at Kalinowsky Asset Management with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Pollock Investment Advisory Corporation and M HOLDINGS SECURITIES, Inc. for over 12 and 20 years respectively. Kalinowsky Asset Management provides personalized financial planning and discretionary investment management to individual clients, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a long-term, strategic asset allocation approach using primarily passive index mutual funds and ETFs, complemented by comprehensive planning and ongoing portfolio monitoring.

David Hildreth is a CFA® charterholder with 13 years of industry experience, currently serving at Altos Financial Management, LLC since 1993. He also owns and operates an insurance brokerage focused on life, health, long-term care, disability, and fixed annuities. 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, providing discretionary portfolio management and investment-related research and planning. The firm manages diversified portfolios using macroeconomic indicators and employs a hands-on, tailored approach with a small client base.

Yanjuan Huang is a CFP® with 15 years of industry experience and is the sole advisor at Vienna Asset Management LLC. Prior to founding Vienna Asset Management, Huang worked at UBS Financial Services and Western International Securities. She also operates a licensed insurance practice as a sole proprietor. Vienna Asset Management provides discretionary investment management and financial planning services primarily to high-net-worth individuals and families. The firm manages approximately $256.5 million in assets, implementing tailored investment strategies that include fundamental analysis, derivatives, and international exposures.