Eric Hickok is the principal of Hickok Advisory, LLC and holds Series 65 and Series 66 licenses with five years of industry experience. Prior to founding his firm, he worked at Wells Fargo and has been involved in various business activities including tax preparation and legal services through Hickok Tax and Hickok Tax Law. He also maintains an active real estate license. Hickok Advisory, LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors investment strategies to client objectives, offering both long-term and short-term approaches with regular account reviews for allocation and tax opportunities.

Douglas Andrey is a financial advisor based in San Jose, CA, with four years of industry experience. He holds a Series 65 designation and serves as the sole advisor at his independent firm. Prior to founding his advisory practice, he worked at Kaplan for 12 years and OrthoFX for three years. In addition to his advisory role, he is head of operations at OmniIndex.io, a data analytics tool focused on unstructured data. His firm provides discretionary portfolio management and investment advice to individual clients, constructing customized portfolios primarily using stocks, ETFs, and bonds. The firm employs fundamental analysis and a generally long-term investment strategy, with weekly account reviews and flexibility for shorter-term trading when appropriate.

Kenneth Symons is a CFP® professional with over two years of experience at KRS Tax & Investments Inc., an independent firm based in San Jose, CA. He has been with the firm since 2015, serving as its sole advisor. KRS Tax & Investments Inc. provides portfolio management services primarily to individual and high-net-worth clients, focusing on asset allocation, selection, and ongoing monitoring. The firm employs a long-term investment approach guided by customized Investment Policy Statements and utilizes a range of investment vehicles including mutual funds, ETFs, fixed income, real estate funds, annuities, and select international securities.

Anandi Krishnamurthy is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. She is the sole advisor at Akrish Financial Advisory, an independent firm based in Cupertino, CA. Her prior experience includes roles as a self-employed advisor and at Wade Financial Advisory. Akrish Financial Advisory provides comprehensive financial planning and investment advice to individuals, high-net-worth clients, trusts, estates, retirement plans, and small businesses. The firm develops customized, tax-aware, low-cost portfolios using a Core + Satellite investment approach and offers services on fixed, project, or hourly fee arrangements without managing client assets or providing discretionary portfolio management.

Brooks Sackett is the president of Chief Capital Management, Inc., an independent firm based in San Jose, CA. He holds a Series 66 designation and has 28 years of industry experience. In addition to his advisory role, Sackett is a licensed insurance agent in California and Washington and has been involved in insurance brokerage since 1984. Chief Capital Management provides discretionary investment supervisory services and hourly financial planning consultations to individual clients. The firm employs fiduciary-investing principles and uses Morningstar data to select no-load, lower-expense mutual funds within a fundamental, long-term investment strategy.

Anand Sethuraman is a financial advisor at Investcraft Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Verb Surgical Inc. and Apple Inc. prior to his current role. Investcraft Advisors LLC provides discretionary portfolio management focused on equity-oriented strategies for individuals, small businesses, and institutional clients. The firm employs fundamental and technical analysis, actively uses equity derivatives and other higher-risk trading techniques, and manages a small client roster with assets under $10 million.

James Hanson is the sole advisor at James P. Hanson Accountancy Corporation in San Jose, CA, holding the PFS™ and Series 63 designations with 31 years of industry experience. He has managed his own firm since 1975 and has worked with Independent Financial Group since 2011. His firm combines accounting and tax preparation services with financial planning and investment advisory. James P. Hanson Accountancy Corporation provides investment advice primarily through consultations integrated with its tax and accounting practice. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering tailored recommendations that typically include publicly traded no-load mutual funds and stocks.

Yi Ching Tsai is a financial advisor at Shalom Global Capital Group LLC in San Jose, CA, holding Series 63 and Series 66 designations with 24 years of industry experience. Prior to joining Shalom Global Capital Group in 2020, Tsai worked at Polaris Greystone Financial Group and TD Waterhouse Investor Services Inc. Outside of advisory work, Tsai manages several investment properties in Texas and California. Shalom Global Capital Group provides portfolio management, financial planning, and family office services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of analytic methods and investment strategies, and maintains a focus on high-net-worth and institutional clients.

Sathish Veeraraghavan is a CFA® charterholder and principal at First Principles Investment Management LLC with three years of industry experience. He has prior experience at First Republic Investment Management Inc. and has held roles in business development and education, including positions at MetroMapper LLC and UC Berkeley Executive Education. Outside of his advisory role, he serves as Head Learning Facilitator at UC Berkeley Executive Education and is involved in business development with MetroMapper LLC. First Principles Investment Management LLC is an independent registered investment adviser serving individual clients through discretionary asset management and financial planning. The firm focuses on fundamental analysis and customized asset allocation, offering performance-based fee arrangements and regular portfolio reviews.

Russell Towne is the sole advisor at Towne Investments LLC in Campbell, CA, holding a Series 65 designation with 22 years of industry experience. He has led Towne Investments since 2003. Towne Investments primarily serves individual clients, offering discretionary portfolio management and investment consulting focused on equities, with selective use of bond, commodity, and REIT funds. The firm manages approximately $17.9 million for around 32 clients and combines long-term equity ownership with quality and valuation metrics to guide investment decisions.