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.

Mark Liu is a financial advisor at Ardent Capital with 26 years of industry experience. He has been with Ardent Capital since 2005 and holds Series 63 and Series 65 designations. Ardent Capital provides discretionary portfolio management for affluent individuals, corporations, and trusts, overseeing investments in brokerage and IRA accounts under limited power of attorney. The firm emphasizes asset allocation across various asset classes with a focus on long-term holdings and uses third-party research to inform investment decisions.

Jie Shen is the sole advisor at Jie Shen, CFA, with eight years of industry experience. He holds the CFA designation and works full-time at Google as the North America Operation Lead, managing customer support and relationships. His firm provides investment advice and portfolio management services primarily to individual clients with a minimum asset size of $500,000. The firm focuses on long-term strategic asset allocation across equities and fixed income, employs periodic rebalancing and tactical adjustments, and conducts client reviews at least quarterly. It also offers investment education seminars to help clients understand investment principles and risks.

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.

Ajay Agrawal is the principal of Ajay Agrawal, a state-registered investment management firm based in Fremont, CA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at Envestnet Asset Management and SagePoint Financial. Outside of his advisory work, Agrawal serves as Managing Director of Taj Funds, a private investment fund focused on hard money lending and startup funding. His firm provides discretionary investment management and qualified retirement plan consulting to plan sponsors, trusts, estates, charitable organizations, and corporate entities. The investment approach combines fundamental, technical, and cyclical analysis through tactical allocation strategies and custom portfolio management across a broad range of instruments.

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.