Patrick Sullivan is a CFA® charterholder with 23 years of experience in the financial advisory industry. He has been with Frank, Rimerman Advisors LLC since 2003, based in Palo Alto, CA. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services to high-net-worth individuals, qualified investors, trusts, estates, charitable organizations, and select limited liability companies. The firm implements a long-term, individualized investment approach with diversified portfolios and employs both fundamental and technical research, managing discretionary and non-discretionary accounts.

Adam Gensler is a CFP® with eight years of industry experience and is currently a financial advisor at Frank, Rimerman Advisors LLC in Palo Alto, CA. He has been a tax partner at Frank, Rimerman & Co. LLP, a public accounting firm, since 2012. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services to high-net-worth individuals, qualified investors, trusts, estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach with diversified portfolios and conducts ongoing client reviews.

Carol Le is a financial advisor at SVB Wealth with a Series 66 designation and five years of industry experience. She has held roles at several SVB-related entities since 2020 and has also worked at First Citizens Investor Services. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a documented due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Darryl Rae is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2017, and previously spent 15 years at Stanford Investment Group, Inc. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional clients, offering investment management along with comprehensive wealth planning and family office services. The firm employs a customized investment approach using internal Capital Market Expectations and multiple implementation options, and it provides extended family office capabilities including accounting, banking support, and specialized consulting.

Jeanmarie La Bonte is a financial advisor at Citizens Private Wealth with 26 years of industry experience. She holds Series 66, Series 63, and Series 65 credentials. Her prior roles include positions at Goldman Sachs, First Republic Investment Management, Comerica Securities, and Wells Fargo Investments. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, goal-based asset allocation within an open-architecture investment framework and offers a range of discretionary and non-discretionary portfolio management and advisory services.

Barry Taylor is a CFP® with 22 years of experience in financial planning and investment management. He is currently with Sand Hill Global Advisors, LLC, where he has worked since 2019. Prior to this, he co-founded and was a partner at Integral Financial Solutions, LLC, where he worked for 10 years. Sand Hill Global Advisors provides discretionary investment management and comprehensive financial planning primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach focuses on long-term fundamental research and strategic asset allocation, utilizing a combination of active and passive vehicles, separately managed accounts, and private investments.

Talia Pierluissi is a financial advisor at Aspiriant, LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Stanford Investment Group, Inc. for 11 years before joining Aspiriant in 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment management and wealth planning services, including accounting and banking support, tax and estate planning, and specialized consulting, using a mix of investment options guided by internal research and AI-assisted client communications.

Megan Breslin is a financial advisor at Sand Hill Global Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining her current firm. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, and other entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research.

Stephen Peterson is a CFP® with 16 years of industry experience, currently serving at Sand Hill Global Advisors, LLC in Palo Alto, CA. He has been with Sand Hill Advisors, LLC since 2002. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, and various 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.

Timothy Harvey is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Mountain View, CA. His prior experience includes roles at The Mather Group, Bordeaux Wealth Advisors, HC Financial Advisors, and Brownson, Rehmus & Foxworth. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment management and comprehensive wealth planning, including accounting, tax and estate planning, family office services, and specialized consulting.

Michael Kissinger is a financial advisor at Kingsview Wealth Management, LLC in Mountain View, CA, holding Series 63 and Series 65 licenses with 29 years of industry experience. His career includes roles at Wells Fargo Advisors, U.S. Bancorp Investments, Chase Investment Services, Wamu Investments, Charles Schwab, and UBS Financial Services. He has been with Kingsview since 2018. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies, third-party managers, and alternative investment platforms.

Hsien Lin is a financial advisor at Kovack Advisors, Inc. with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, UBS Financial Services Inc., and Western International Securities, Inc. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing both internally created models and third-party managers to construct and manage client portfolios.

Alfred Cheung is a financial advisor at Sand Hill Global Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Karp Capital Management Corporation. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and various business entities. The firm employs a globally oriented, open-architecture investment approach that combines top-down macro analysis with bottom-up research and manages approximately $3.88 billion in client assets.

Daniel Diaz is a Series 66-credentialed financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. He has worked at Arete Wealth since 2019 and previously held positions at Lincoln Financial Advisors, The Ayco Company, L.P./Mercer Allied, and JP Morgan Chase. Outside of his advisory role, Diaz volunteers in various unpaid capacities, including advisory and mentoring roles at Creighton University’s Heider College of Business, Evergreen Community College, and local community organizations in Fremont, CA. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and employs a combination of advisor-driven allocations and proprietary model strategies, integrating affiliated financial businesses and third-party managers in its approach.

Alan Wong is a CFA® charterholder based in Mountain View, CA, currently with Aspiriant, LLC. He joined Aspiriant in 2026 and has prior experience at Chevron Corporation and its affiliates from 2013 to 2025. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients by offering discretionary and non-discretionary investment management along with wealth planning and family office services. The firm builds customized investment programs using a variety of implementation options and provides expanded family office capabilities, including accounting and banking support.

Helen Dietz is a CFP® with 29 years of industry experience, currently serving at Aspiriant, LLC in Mountain View, CA. She worked at Stanford Investment Group, Inc. for 30 years before joining Aspiriant, where she has been since 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers a range of services including discretionary and non-discretionary investment management, wealth planning, family office services, and specialized consulting, utilizing a customized investment approach supported by internal research and a variety of investment options.

Lan Tran is a financial advisor at The Wealth Consulting Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 1998. Tran has been with The Wealth Consulting Group since 2016. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis and integrates legal-service pathways through referrals and ownership structures.

Masashi Yamamoto is a financial advisor at PFG Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including United Planners, OSAIC, and New York Life Insurance Company. Outside of his advisory roles, he has experience working at Amazon since 2019. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Nayan Lapsiwala is a CFP® with 10 years of industry experience and is currently an advisor at Aspiriant, LLC. He has worked at Aspiriant since 2017 and previously spent 10 years with Stanford Investment Group, Inc. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm emphasizes customized investment programs with diverse implementation options and expanded family office capabilities including accounting, banking, and specialized financial consulting.

Sheetal Bagde is a CFP® professional with 11 years of experience in financial advising. She is currently with Perigon Wealth Management, LLC and has previously worked at Cognizant Wealth Advisors, Bingham, Osborn, & Scarborough, LLC, and Buckingham Strategic Wealth. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a portfolio approach tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular account reviews.