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 Beacon Pointe Advisors, LLC, and Charles Schwab & Co. Inc. for a combined total of 18 years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and integrates public and private investments through its affiliated ecosystem, which includes a trust company and private investment funds.

Natalie Morrella is a CFP® professional with 10 years of experience in financial advising. She has worked at Aspiriant since 2017 and previously spent 13 years at Stanford Investment Group, Inc. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement clients, offering investment management alongside wealth planning, family office, and specialty services. The firm provides customized investment programs using a range of implementation options and includes accounting, tax, and estate planning, as well as targeted consulting services.

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.

Carol Ochoa is a financial advisor at Prosperity Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Your Secure Retirement Capital and C2P Capital Advisory Group, LLC. Outside of advisory work, she serves as Chapter President of the Foundation for Fiduciary Education Inc. in Pleasanton, CA, where she conducts financial literacy seminars without compensation. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual, corporate, charitable, and retirement plan clients. The firm employs a model-driven, multi-sleeved investment approach that includes core risk-based portfolios, specialized strategies, and access to a range of mutual funds, ETFs, and alternative solutions.

Sonja Kurhanewicz is a financial advisor with Legacy Wealth Management, LLC in Pleasanton, CA, holding 2 years of industry experience. She has also been involved with Essential Business Concepts, Inc. since 2008. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies using in-house models, sub-advisers, and a broad range of investment options, including alternatives and illiquid programs.

John Mckee is a financial advisor at Arkadios Wealth Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Resource Investment Architects, Inc. and Personal Portfolios, Inc. In addition to his advisory role, he conducts an insurance business focused on fixed and variable annuities and term insurance as a sole proprietor. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans implemented through various internally managed accounts and third-party managers, using a combination of fundamental, technical, and cyclical analysis.

Kevin Shelton is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Buck Wealth Strategies, LLC. His prior roles include positions at Fidelity Brokerage Services LLC and The Prudential Insurance Company of America. He holds the Series 63 designation. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, utilizing equities, ETFs, mutual funds, fixed income, and select alternatives, and integrates third-party financial-planning tools and money managers.

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.

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.

Regina Wohl is a CFP® with four years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Mountain View, CA. She previously worked at Stanford Investment Group before joining Aspiriant. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing investment management, wealth planning, family office, and specialty services. The firm offers customized investment programs using a variety of implementation options and features expanded family office capabilities and public mutual funds focused on private assets.

Jacob Reid is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms including Cambridge Investment Research, Securities America Advisors, and Capital Insight Partners. Reid is active in community and professional organizations, serving as a board member of an engineering corporation and volunteering with Rotary International and the Livermore-Pleasanton Elks Lodge. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary or non-discretionary manager relationships.

Nathan Schult is a CFP® and Series 65-licensed advisor with Brighton Jones LLC, based in Menlo Park, CA. He has three years of industry experience, including prior roles at EY and Newport Beach Country Club. Outside of finance, he has held positions at Concordia University Irvine and Peninsula Covenant Church. Brighton Jones LLC provides wealth management and financial planning services to individuals, high-net-worth clients, and family offices. The firm offers a whole-balance-sheet approach with discretionary portfolio management and financial planning, supported by an affiliated ecosystem including private investment funds and trustee services.

Mark Arola is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management, LLC, J.W. Cole Advisors, Inc., and Global Financial Private Capital, LLC. Outside of his advisory role, he is the owner and president of Stoneridge Marketing Group. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro approach emphasizing tactical asset allocation and routinely incorporates options strategies and third-party money managers in portfolio construction.

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.

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.

Zachary Smith is a CFP® professional with 14 years of industry experience, currently serving at Brighton Jones LLC since 2016. Prior to that, he worked at ClearPath Capital Partners LLC for four years. He holds the Series 65 designation and is based in Menlo Park, CA. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO and OpenPlan offerings. The firm employs a whole-balance-sheet approach and combines discretionary portfolio management with access to private and public investments, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services for selected clients.

Patrick White is a financial advisor with Integrated Advisors Network LLC in Menlo Park, CA, holding a Series 63 designation and 29 years of industry experience. He has worked at Menlo Oaks Capital Group, LLC and Concert Wealth Management, Inc. prior to his current roles at Integrated Advisors Network and Menlo Oaks Capital Group. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a mix of fundamental and quantitative analysis, third-party sub-adviser platforms, and customized investment strategies based on client risk profiles.