Heather Knuff is a CFA® charterholder and principal at Knuff & Company LLC with five years of industry experience. She has worked at Knuff & Company since 2018 and previously spent 19 years at Fiduciary Trust Company. Knuff & Company advises high-net-worth individuals, families, charities, endowments, and an affiliated private pooled investment vehicle. The firm uses a goals-driven asset allocation process with a focus on value-oriented and event-driven strategies, combining discretionary portfolio management through Unified Managed Accounts with private fund management.

Roger Debock is a financial advisor with Shepherd Investment Management in Palo Alto, CA, holding Series 63 and Series 65 designations and 17 years of industry experience. He has led Shepherd since 2026 and has operated RDB Consulting since 2015. Shepherd Investment Management provides fee-based portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other entities. The firm uses a long-term, fundamental, long-only approach focused on Growth-at-a-Reasonable-Price, emphasizing global technology and adjacent sectors with high-conviction, optimized portfolios tailored to client objectives.

Soumyalakshmi Parasuraman is a CFP® and holds a Series 66 designation, with three years of industry experience. She has worked at Griffin Black, LLC since 2025 and previously held roles at J.P. Morgan Wealth Management, Merrill Lynch, and Bank of America. Outside of her financial advisory work, her background includes entrepreneurial ventures with Ascendency Interlinks Pvt Ltd and Ennsignn Advisory Services Pvt Ltd. Griffin Black serves individuals, retirees, executives, professionals, entrepreneurs, and small business owners, with experience assisting Silicon Valley technology and bio-tech professionals as well as clients with cross-border or international ties. The firm offers Holistic Wealth Management, Investment Management, and ongoing financial planning, tailoring investment programs to clients’ goals and risk profiles.

Ryan Kolstad is a financial advisor at AP Investment Management with one year of industry experience. His prior roles include positions at Orr & Associates, Equinox, and New York Life, among others. AP Investment Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with asset management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm provides tailored investment strategies that utilize a variety of analytical methods and offers portfolio management for institutional clients alongside pension and retirement-plan consulting for employer plan sponsors.

Qianqian He is a financial advisor with Oceaniq Capital, LLC in Palo Alto, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Oceaniq Capital, she worked at Y LOGX Securities LLC, Vienna Asset Management, Citic Trust Co., Ltd., and Credit Suisse Group AG. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors with portfolio management, financial planning, family office services, and corporate cash management. The firm employs customized discretionary management combining fundamental, quantitative, and qualitative analysis across public and private investments and facilitates client access to private placements and pooled investment vehicles.

Stephanie Lee is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with East Rock Financial Services, LLC since 2008. Outside of her financial advisory role, she is also a musician, performing under her own name. East Rock Financial Services provides investment management and financial planning to individuals, high-net-worth clients, trusts, and estates, with a focus on asset allocation, diversification, and periodic rebalancing. The firm dedicates significant time to comprehensive financial planning and employs fixed-fee planning engagements, serving a small client roster with approximately $111 million in discretionary assets under management.

Allyson Bakos is a Series 65-licensed advisor at Bakos Investment Management with 2 years of industry experience. Her prior work includes roles at Columbia University, the University of San Francisco, and Farmgirl Flowers. Bakos Investment Management advises individuals, trusts, estates, and charitable organizations, including high-net-worth clients, on discretionary portfolio management and investment planning. The firm emphasizes tailored portfolios using asset allocation, fundamental and technical analysis, and tax considerations, offering access to a wide range of mutual funds and alternative investment vehicles.

Terrence Palazzolo is a CFP® with eight years of industry experience, currently serving at Griffin Black, LLC since 2020. His prior roles include positions at The Void, LLC, JLFranklin Wealth Planning, and Invest By Doing, LLC. Griffin Black, LLC provides wealth management, investment management, and financial planning services primarily to individuals, retirees, executives, professionals, entrepreneurs, and small business owners, with specialized experience serving Silicon Valley technology and bio-tech clients as well as those with cross-border or international ties. The firm offers tailored investment programs, consolidated reporting, and employs AI tools to support advisor judgment.

Kanaka Szabo Cummings is a CFP® with 26 years of industry experience and has been with Gates Pass Advisors, LLC since 2015. She holds a Series 63 license and is based in Los Altos, California. Gates Pass Advisors provides comprehensive financial planning and wealth management services to individual and high-net-worth clients, focusing on asset allocation, diversification, and tax-aware portfolio construction. The firm utilizes a turn-key asset management platform to implement client portfolios, combining independent managers and pooled investment vehicles.

Nathaniel Lane is a financial advisor at ClearPath Capital Partners LLC with 38 years of industry experience. He has been with ClearPath since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a member of ClearPath Opportunities Fund, LLC, a pooled investment vehicle established in 2021. ClearPath Capital Partners LLC provides investment management, financial advisory, and financial planning services primarily to high-net-worth individuals and families, as well as institutional clients such as foundations and endowments. The firm employs a research-intensive, tactical asset allocation approach and manages private funds focused on later-stage technology companies.

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.

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 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.