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.

Patricia Williams is a CFP® with 39 years of industry experience, currently serving as an advisor at Silicon Private Wealth, LLC in Fremont, CA. She has worked at Purshe Kaplan Sterling Investments and Silicon Private Wealth since 2016. In addition to her advisory role, she holds insurance licenses and performs insurance reviews and variable annuity discussions for clients. 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 employs a range of investment strategies and analysis methods and offers both discretionary and non-discretionary management services.

Peter Verbica is a CFP® with 19 years of industry experience, currently serving at Silicon Private Wealth, LLC since 2020. His prior roles include positions at Viant Capital, LLC, All American Cowboy Funds Management, LLC, and Bank of America/Merrill, where he worked for eight years. Outside of financial advisory, Verbica is a licensed California real estate broker, founder of a private family LLC, an author, and involved in several entrepreneurial and nonprofit activities, including serving on the San Jose Symphony Foundation board and chairing the Santa Cruz County Republican Central Committee. He is also a candidate for U.S. Congress in California’s 19th district. Silicon Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $177.8 million in assets. The firm employs multiple analysis methods and offers both discretionary and non-discretionary management, advising across a broad range of investments and occasionally referring clients to third-party advisers.

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.

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.

Sudeep Goel is a financial advisor at Lucerna Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has been associated with Lucerna since its formation in 2026. Outside of his advisory role, he has been involved with Greenfield Realty as a business activity since 2015. Lucerna Capital Management LLC is a state-registered advisory firm that provides discretionary investment management, modular and stand-alone financial planning, and integrated wealth-management services. The firm serves individuals, including technology professionals and dual-income households with equity compensation, as well as trusts, estates, and business entities, focusing on diversified, low-cost core allocations supplemented by active strategies when appropriate.

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.

Deepesh Srivastava is a CFA® charterholder affiliated with Lucerna Capital Management LLC in Dublin, CA. He has over 12 years of experience in the financial industry, including a long tenure at Nuveen, a TIAA company, before transitioning to independent consulting and his current role at Lucerna Capital Management. Lucerna Capital Management LLC is a recently established advisory firm that provides discretionary investment management, modular financial planning, and integrated wealth-management services primarily for individuals such as technology professionals, dual-income households with equity compensation, and pre-retirees with substantial investable assets. The firm's investment approach emphasizes diversified, low-cost core allocations complemented by active and tax-aware strategies, with ongoing portfolio monitoring and formal quarterly reviews.

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.

Kyla Sy Cip is a financial advisor with Griffin Black, LLC, holding a Series 65 designation and currently in the early stages of her career. She has experience working at Griffin Black since 2023 and previously held roles at the University of California, Riverside, and Western Pacific Wealth Management. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets, serving executives, professionals, entrepreneurs, retirees, and small-business owners, with particular expertise in Silicon Valley tech and bio-tech sectors and clients with cross-border family or business interests. The firm offers Holistic Wealth Management, investment management, and ongoing financial planning tailored to client goals, risk tolerance, and cash-flow needs.

Ryan Mc Carthy is a CFP® professional with six years of experience at McCarthy Asset Management, Inc. and Stephen P. McCarthy, CPA. He previously worked for three years at PricewaterhouseCoopers, LP and spent a year at the University of Southern California. McCarthy Asset Management, Inc. serves individual investors, trusts, small businesses, and pension plans, managing approximately $422.4 million on a discretionary basis. The firm emphasizes long-term, diversified portfolios across multiple asset classes and integrates tax preparation and planning services as part of its offering.

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.

Min Kim is a financial advisor at Twin Lakes Capital with Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Twin Lakes Capital Management, LLC since 2005 and previously worked at First Allied Securities, Inc. from 2000 to 2006. Twin Lakes Capital primarily serves individual and family clients, including high-net-worth households, managing approximately $314.7 million in discretionary assets. The firm employs a long-term, value-driven investment approach that integrates top-down macro and bottom-up fundamental analysis, offering portfolio management and comprehensive financial planning with access to private funds for qualified clients.