Sara Craven is a financial advisor at Sand Hill Global Advisors, LLC in Palo Alto, CA, with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Sand Hill Global Advisors since 2003. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, 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 top-down macro analysis with bottom-up research.

Ka Tye Koo is a financial advisor at Team Hewins, LLC with 12 years of industry experience and a Series 65 designation. She has been with Team Hewins and its predecessor entities continuously since 2016. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, offering investment advisory, financial planning, and retirement plan consulting services. The firm’s investment process is based on asset-allocation principles grounded in Modern Portfolio Theory and manages assets through both discretionary and non-discretionary approaches, serving a broad client base that includes state and municipal benefit plans.

Jacob Kark is a CFP®-certified financial advisor at Summitry, LLC with five years of industry experience. He has worked previously at Cetera, TIAA-CREF Individual and Institutional Services, and True Wealth Advisory Group. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach combining internally managed core strategies with independent managers and alternative strategies, and it acts as adviser to a registered mutual fund.

Michael Kon is a CFA® charterholder with six years of industry experience. He is currently with Summitry, LLC in San Mateo, CA, and has worked at Golub Group since 2013. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and advisers. The firm employs a research-driven, bottom-up investment approach that combines internally managed core strategies with independent managers and alternative methods, including a tax-smart 130/30 long/short strategy, and also acts as adviser to a registered mutual fund.

John Mckee is a financial advisor with Arkadios Wealth Advisors in Redwood City, CA, holding a Series 63 credential and bringing 37 years of industry experience. His career includes long tenures at Resource Investment Architects, Inc. and Investment Architects, Inc., spanning over three decades. In addition to his advisory role, he conducts a separate insurance business focused on fixed and variable annuities and term insurance. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment management, financial planning, and access to third-party money managers. The firm utilizes an integrated operating model combining advisor-managed accounts, a wrap program, and an internal portfolio team to provide diversified investment strategies and fiduciary services.

Joanne Howard is a CFA® charterholder at Bailard, Inc. in Foster City, CA, with five years of industry experience. She previously worked for Allianz Global Investors, where she spent 29 years. Bailard 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 employs a multi-asset diversification approach that combines quantitative models, fundamental research, and qualitative judgment, and is noted for its sustainable investing options and sub-advisory roles.

Enrique Fermin is a Certified Financial Planner (CFP®) with over 32 years of experience in the financial industry. He has been with Bailard, Inc. since 1985 and also worked with Bailard Fund Services, Inc. for more than three decades. Bailard, Inc. provides wealth management and asset management services to both individual and institutional clients, including high-net-worth individuals, endowments, pension plans, and sovereign wealth funds. The firm employs an active, multi-asset diversification approach that integrates quantitative models, fundamental research, and qualitative judgment, while offering sustainable and impact investing options upon client request.

Danielle Shinnick is a financial advisor with First Heartland Consultants, Inc. in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with First Heartland Capital, Inc. since 2001. Outside of her advisory role, Shinnick operates bookkeeping and tax preparation services. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Janet Hoffmann is a CFP®, CFA®, and Series 63-licensed financial advisor with 22 years of industry experience. She is currently a partner and owner of Integral Financial Solutions, LLC, where she has worked since 2010. Hoffmann is based in Palo Alto, CA, and focuses on investment management and financial planning. She is with Sand Hill Global Advisors, LLC, a firm that provides discretionary investment and wealth management services to high-net-worth clients, including individuals, families, trusts, and nonprofit organizations. The firm’s investment approach centers on long-term fundamental research and strategic asset allocation, utilizing a combination of active and passive vehicles tailored through customized investment policy statements.

Clayton Shum is a CFP® with 20 years of industry experience, currently affiliated with Aegis Capital Corp. He has held roles at Grove Point Advisors, LLC, Grove Point Investments, LLC, and USA Financial Securities, and has operated his own financial services business since 2008. He also maintains a notary license for business use. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and manages client assets across multiple program offerings.

Brian Dombkowski is a CFA® charterholder with 19 years of industry experience. He has been with Sand Hill Global Advisors, LLC since 2014. The firm provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. Sand Hill Global Advisors employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research, managing approximately $3.88 billion in client assets.

Lena Mcquillen is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. She has been with Bailard, Inc. since 2020 and previously worked for Wells Fargo Private Investment Advisors, LLC from 2007 to 2020. Outside of her advisory role, she is a member of Smashing Grapes, LLC, a winery business. Bailard provides wealth management and asset management services to a range of individual and institutional clients, utilizing a multi-asset diversification approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves high-net-worth individuals, endowments, foundations, pension and profit-sharing plans, and registered investment companies, among others.

Emily Hazelroth is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Summitry, LLC since 2021. Her prior experience includes roles at TIAA-CREF, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. Summitry, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and advisers. The firm employs a research-driven, largely bottom-up investment approach, combining internally managed core strategies with independent managers and alternative strategies, and offers discretionary portfolio management, financial planning, and mutual fund advisory services.

Nathan Schult is a CFP® professional affiliated with Brighton Jones LLC in Menlo Park, CA, with three years of industry experience. His prior work includes roles at EY, Newport Beach Country Club, and LSL CPAs and Advisers. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services including financial planning, investment management, tax preparation, and family office services, using a holistic, balance-sheet approach and providing access to private investment opportunities.

Nicholas Risser is a CFP® with eight years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2025. He previously worked at Bersot Capital Management and LPL Financial and took a year for extended travel in 2019. Bailard, Inc. provides wealth 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 diversification approach that integrates quantitative models, fundamental research, and qualitative judgment, and it offers sustainable and impact investing options upon request.

Qwendalynn Lai is a financial advisor at SVB Wealth with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, First Citizens Investor Services, and Silicon Valley Bank. SVB Wealth LLC serves a range of clients including individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and is a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Kimberly Aquino is a CFP® professional at Bailard, Inc. with 29 years of industry experience. She has worked at Bailard since 1996 and currently serves as Secretary of the BB&K Holdings Inc. Board. Bailard provides wealth and asset management services to 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 it serves a broad range of clients including high-net-worth individuals, endowments, and pension plans.

Thuong Thien is a CFP® with 17 years of industry experience, currently serving as an advisor at Team Hewins, LLC since 2018. Prior to this, Thien worked at various Hewins-affiliated firms from 2013 to 2018. 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 that constructs model portfolios based on Modern Portfolio Theory and manages assets using mutual funds, ETFs, independent managers, and private investment funds, with a notable focus on retirement plan services and fiduciary management.

Kristin Sun is a financial advisor at Sand Hill Global Advisors, LLC in Palo Alto, CA, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with Sand Hill Global Advisors since 2011. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. The firm uses an open-architecture, globally oriented investment approach that emphasizes asset allocation, combining top-down macro analysis with bottom-up research.

Abigail Hsu is a financial advisor at Bailard, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Bailard, she worked at Namur Capitale Basketball and has academic experience from Columbia University and Marjory Stoneman Douglas High School. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, employing an active, multi-asset approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base including high-net-worth individuals, endowments, and pension plans, and manages affiliated pooled vehicles alongside its advisory and sub-advisory roles.