Mary Bersot is a CFA® charterholder with 20 years of industry experience. She spent 20 years at BERSOT Capital Management, LLC before joining Bailard, Inc. in 2025. Bailard provides wealth management and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm employs an active, multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon client request.

Mikhael Balachov is a financial advisor at Team Hewins, LLC with four years of industry experience. He holds a Series 65 designation and has been with Team Hewins since 2018, previously working at Hewins Financial Advisors, LLC from 2005 to 2018. Balachov serves as a board member of The Russian Center of San Francisco, where he participates in board meetings and annual festival planning. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee using Modern Portfolio Theory and offers specialized retirement plan services, managing approximately $3.43 billion in regulatory assets under management.

Jeff Weber is a CFP® professional with 23 years of experience in the financial services industry. He is currently with The Wealth Consulting Group and has held prior roles at Titus Wealth Management and LPL Financial. Outside of his advisory work, Weber is also licensed to sell fixed insurance products. The Wealth Consulting Group provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate sponsors, charities, and trusts. The firm employs a tailored investment process utilizing multiple strategies and custodial platforms, and integrates legal-service pathways alongside its advisory offerings.

Miriam Santiago is a CFP® professional at Sand Hill Global Advisors, LLC with five years of industry experience. She previously worked at Beacon Pointe Advisors for six years. Sand Hill Global Advisors serves high-net-worth individuals, families, trusts, nonprofits, pension and profit-sharing plans, and other business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research across active and passive vehicles.

David Pryor is a financial advisor at First Heartland Consultants, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at First Heartland Capital Inc. since 2001, Marquis Financial Services Inc. since 1999, and Crisali, Sciahica & Woodward since 1980. Outside of investment advisory, he is involved in CPA, bookkeeping, and tax services through Crisafi, Pryor, Farquhar, and owns an equipment leasing business. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Noah Holmes is a financial advisor at Bailard, Inc. with a Series 65 designation and three years of industry experience. His work history includes roles at Bailard since 2021 and multiple positions at the University of Oregon. Bailard provides wealth and asset management services to individual and institutional clients, utilizing a multi-asset diversification strategy that combines quantitative models, fundamental research, and qualitative judgment. The firm is notable for its sub-advisory roles, management of affiliated pooled vehicles, and its status as a Certified B Corporation.

Liam Ehlers is a financial advisor at MissionSquare Retirement with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, leveraging investment advice and model portfolios developed by Morningstar Investment Management.

Mark Strahs is a financial advisor at Sand Hill Global Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Sand Hill Global Advisors since 2016. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning services to high-net-worth individuals, families, trusts, nonprofits, pension and profit-sharing plans, and business entities. The firm employs a long-term fundamental research approach with strategic asset allocation, using an open-architecture mix of active and passive vehicles, separately managed accounts, and other investment strategies.

Julie Schatz is a CFP® with 22 years of industry experience and is currently an advisor at Forum Financial Management, LP. She previously worked at Investor's Capital Management, LLC for 17 years. Outside of her advisory role, she serves on the board of directors for ChemGrout Inc., a manufacturing company specializing in grouting equipment. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm manages model portfolios primarily using DFA institutional mutual funds and ETFs, operating with a Modern Portfolio Theory approach.

Christopher Anderson is a financial advisor at Team Hewins, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Team Hewins in various capacities since 2015. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee using Modern Portfolio Theory and offers specialized retirement plan services, managing approximately $3.43 billion in regulatory assets.

Osman Akgun is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Bailard, Inc. in Foster City, CA. He has worked at Bailard since 2012. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, and pension plans. The firm employs a multi-asset, actively managed approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.

Kimberleigh Williams is a CFP® at Sand Hill Global Advisors, LLC with 14 years of industry experience. She has been with Sand Hill Global Advisors since 1998. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and business entities. The firm emphasizes long-term fundamental research and strategic asset allocation, managing portfolios through a mix of active and passive investments customized via written investment policy statements and overseen by an internal investment committee.

Xuejing Li is a financial advisor at American Independent Securities Group, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of advising, she owns an IT consulting and services company, Win Win Technology, LLC. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and features affiliated broker-dealer registration alongside non-discretionary assets.

Kimberly Pham is a financial advisor at Sand Hill Global Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Sand Hill Global Advisors since 2021. Prior to that, she held positions at Beacon Pointe Advisors and Valleytek, Inc. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research.

John Zhang is a financial advisor at Brighton Jones LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co. Inc. for 14 years before joining Beacon Pointe Advisors, LLC. Brighton Jones serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management services including financial planning, discretionary investment management, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and provides additional services such as tax preparation, legal support, and charitable giving solutions.

Sonya Mughal is a CFA® charterholder with 26 years of industry experience. She has worked at Bailard, Inc. and its affiliates since 1994, holding various roles including positions as director and treasurer of affiliated investment-related private funds. Mughal currently serves as director of Bailard Real Estate Investment Trust, Inc. and BB&K Holdings, Inc., Bailard’s parent holding company. Bailard, Inc. offers wealth and asset management services to high-net-worth individuals and institutional clients, employing a multi-asset, actively managed investment approach that integrates quantitative models and fundamental research. The firm manages affiliated pooled vehicles and serves as a sub-adviser to mutual funds, with offerings that include sustainable and impact investing strategies.

Irene Liando is a CFA® charterholder at Bailard, Inc. with 13 years of industry experience. She has worked previously at Evans & Partners and Schroders before joining Bailard. Bailard provides wealth and asset management services to a diverse client base including high-net-worth individuals, foundations, pension plans, and sovereign wealth funds. The firm employs an active multi-asset approach that combines quantitative models, fundamental research, and qualitative judgment, offering both discretionary portfolio management and sustainable investing options.

Margaret Avery is a financial advisor at Team Hewins, LLC with a Series 65 credential and one year of industry experience. Prior to joining Team Hewins, she held roles in hospitality and sports organizations, including positions at the Ritz-Carlton Half Moon Bay and the San Jose Sharks. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, providing investment advisory, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies based on Modern Portfolio Theory and manages a balance of discretionary and non-discretionary assets while serving various institutional clients, including state and municipal benefit plans.

Charles Wood is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Team Hewins, LLC and has previously worked at Brightworth, LLC, CI Brightworth Private Wealth, Boston Consulting Group, and the University of Chicago Booth School of Business. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, offering investment advisory, financial planning, and retirement plan consulting services. Their investment process emphasizes asset allocation based on Modern Portfolio Theory and includes both discretionary and non-discretionary management, serving a range of clients including state and municipal employee benefit plans.

Jack Sun is a CFA® charterholder affiliated with Empirical Wealth Management in San Mateo, CA, with five years of industry experience. His prior roles include positions at Cephei Capital Management, PNC Financial Services, Nmg Group, and Credit Suisse. Empirical Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and institutional investors. The firm’s investment approach is grounded in Modern Portfolio Theory and employs diversified model portfolios across multiple asset classes, complemented by affiliated services in real estate, insurance, and estate planning.