Tyler Patterson is a CFP®-certified financial advisor with nine years of industry experience, currently with Summitry, LLC. His prior experience includes roles at T. Rowe Price and Empower. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies, offering discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection. The firm utilizes a research-driven, bottom-up investment process and manages both internally developed Core strategies and alternative approaches through independent managers.

Patrice Hornung is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. She has been with Team Hewins and its predecessor entities 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 process is guided by an Investment Committee that builds model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services.

Gregory Hubbell is a CFP® professional with 44 years of experience in the financial services industry. He is currently with St. Bernard Financial Services, Inc. and has previously worked at Securities America Advisors, Foothill Securities, Inc., and operated his own business, G.H. Hubbell & Associates, since 1995. Outside of advisory services, he is involved in selling life, health, disability insurance, and fixed annuities through his own firm. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation, emphasizing low-cost, no-load funds and collaborative, largely non-discretionary account management.

Jason Dunbar is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Empirical Wealth Management, where he has worked since 2024. Prior to this, he was with Fisher Investments from 2020 to 2024, and earlier held positions at Brown Advisory and other firms. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering diversified investment management and financial planning services grounded in Modern Portfolio Theory. The firm operates several affiliated businesses, including residential real estate brokerage and insurance, and also manages private pooled investment vehicles, providing a range of integrated financial services.

Thomas Mudge III is a CFA® charterholder with 26 years of industry experience. He has been with Bailard, Inc. since 1987 and served at Bailard Fund Services, Inc. from 1987 to 2018. Bailard provides wealth management and asset management services to both individual and institutional clients, employing a multi-asset, actively managed approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm also offers sustainable and impact investing options and manages affiliated pooled vehicles while serving as a sub-adviser to mutual funds.

Diana Dessonville is a financial advisor at Bailard, Inc. with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Bailard since 1983, including 30 years at Bailard Fund Services, Inc. Bailard provides wealth and asset management services to a diverse client base, including high-net-worth individuals, institutional investors, and pooled investment vehicles. The firm employs a multi-asset diversification strategy that integrates quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.

Stephanie Roncal is a financial advisor at Bailard, Inc. with 18 years of industry experience. She holds a Series 65 credential and has worked at Wells Fargo Investment Institute and Wells Fargo Private Investment Advisors prior to joining Bailard in 2021. Bailard, Inc. provides wealth and asset management services to both individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm emphasizes active multi-asset diversification using quantitative models, fundamental research, and qualitative judgment, and serves a broad client base that includes high-net-worth individuals, endowments, foundations, pension plans, registered investment companies, and sovereign wealth funds.

Alexander Leitzes is a financial advisor with Summitry, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Fisher Investments and JP Morgan Securities LLC. Since 2020, he has been with Summitry, headquartered in Foster City, CA. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm employs a research-driven, bottom-up investment approach that combines internally managed equity strategies with independent managers and alternative approaches, offering discretionary portfolio management, financial planning, and advisory services to its registered mutual fund.

Steven Epstein is a financial advisor at Independence Square Holdings, LLC with five years of industry experience. He has worked previously at Lowery Thomas, LLC and Heffernan Investment Advisors, Inc. Outside of his advisory role, Epstein is a minority investor and employee at Entefy Inc., an AI software development startup where he contributes to finance, sales operations, and human resources. Independence Square Holdings serves individuals, retirement plans, and institutional clients by providing financial planning, portfolio management, and pension consulting services. The firm utilizes a blend of customized and model portfolios along with third-party solutions and integrates extensive digital tools and platforms in its investment approach.

Allison Uozumi is a financial advisor at Summitry, LLC with a Series 65 designation and less than one year of industry experience. Her prior work includes roles at John Cabot University, Roche, and Roam Artisan Burgers. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm uses a research-driven, largely bottom-up investment process combining internally managed core strategies with independent managers and alternative approaches, and also acts as adviser to a registered mutual fund.

Blaine Townsend is a financial advisor at Bailard, Inc. with 22 years of industry experience. He has held his current role at Bailard since 2016. Townsend holds Series 63 and Series 65 licenses. Bailard provides wealth and asset management services to both individual and institutional clients, offering financial planning and discretionary portfolio management through multi-asset and single-asset strategies. The firm employs an active, multi-asset diversification approach that integrates quantitative models, fundamental research, and qualitative judgment, and serves clients including high-net-worth individuals, endowments, foundations, and pension plans.

Clarice Nolet is a CFP® with 17 years of industry experience, currently serving as an advisor at Team Hewins, LLC since 2019. Prior to joining Team Hewins, she worked at Wealth Architects, LLC for four years and took a one-year sabbatical. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, charitable organizations, and employee benefit plans. The firm emphasizes a structured investment process led by an Investment Committee and offers specialized retirement plan services, managing approximately $3.43 billion in assets.

Ryan Ficks is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He is currently with Summitry, LLC and has previously worked at First Citizens Wealth, Silicon Valley Bank, Waddell & Reed, Equitable Advisors, and Wells Fargo Investments. Summitry, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm uses a research-driven, bottom-up investment approach combining discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection, alongside managing a registered mutual fund (GGEFX).

Dana Scheer is a CFP®, CFA®, and holds a Series 66 license with 29 years of industry experience. She has been with Bailard, Inc. since 1994 and previously worked at Bailard Fund Services, Inc. for 24 years. Bailard, Inc. provides wealth and asset management services to a diverse client base including high-net-worth individuals, institutional investors, and pooled investment vehicles. The firm employs an active, multi-asset investment approach that combines quantitative models, fundamental research, and qualitative judgment, and offers specialized strategies such as sustainable and impact investing.

David Raphael is a financial advisor at Klingenstein Fields Advisors with two years of industry experience. He has previously worked at Yieldstreet and The Solaris Group LLC. Klingenstein Fields Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, families, trusts, foundations, endowments, and pooled investment vehicles. The firm employs a team-based, fundamental research approach with a long-term orientation and is notable for its role as a private fund adviser and sponsor managing affiliated pooled vehicles.

Hallie Kraus is a CFP® professional with eight years of industry experience, currently serving at Abacus Wealth Partners. Her prior experience includes roles at Garrison Point Advisors dba TREEHOUSE WEALTH ADVISORS, The Humphreys Group, Bank of America, N.A., and Merrill. Abacus Wealth Partners serves individuals, high-net-worth clients, families, and various institutional entities by providing financial planning, consulting, and investment management. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, and integrates ESG screening and private pooled investments for suitable clients.

Scott Kidd is a CFP® with 26 years of industry experience, affiliated with Bailard, Inc. since 1998. He also worked at Bailard Fund Services, Inc. for 20 years. Bailard provides wealth management and asset management services to a diverse range of individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs a multi-asset diversification strategy that combines quantitative models, fundamental research, and qualitative judgment, and offers sustainable, responsible, and impact investing options upon request.

Daniel Mckellar is a CFA® charterholder at Bailard, Inc. with 11 years of industry experience. He has been with Bailard in various capacities since 2011. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, employing an active multi-asset investment approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base including high-net-worth individuals, endowments, pension plans, and registered investment companies, and is noted for its affiliated pooled vehicles and sub-advisory roles in mutual funds.

Krista Conover is a financial advisor at SVB Wealth LLC with 11 years of industry experience. She holds a Series 65 designation and has been with SVB Wealth, formerly Boston Private Wealth LLC, since 2014. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and conducts formal due diligence for manager selection.

Christopher Moody is a financial advisor at Summitry, LLC with 16 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for 15 years before joining Summitry in 2025. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other investment advisers. The firm employs a research-driven, bottom-up investment approach combining proprietary Core strategies with independent managers and alternative tactics, and manages a registered mutual fund (GGEFX).