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.

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.

Nancy Corrigan is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. She has been with The Strategic Financial Alliance, Inc. since 2005. Outside of her advisory role, she owns Beacon College Funding Solutions, Inc., which assists parents in obtaining need-based financial aid for college students. The Strategic Financial Alliance, Inc. provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm operates multiple portfolio programs and supports participation in third-party manager platforms, managing a majority of assets on a non-discretionary basis.

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 seven years of industry experience, currently with Summitry, LLC in San Mateo, CA. He has been with the Golub Group since 2013. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach that combines internally managed core strategies with alternative and independent manager allocations.

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.

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®-certified financial advisor with 20 years of industry experience, currently affiliated with Aegis Capital Corp. He has previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and USA Financial Securities. Shum also holds a notary license used for business purposes. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients across a range of wealth levels. The firm offers asset management, financial planning, brokerage, and insurance services, operating as both an SEC-registered investment adviser and FINRA member broker-dealer.

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.

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® 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.

Nicholas Risser is a CFP® with eight years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2025. Prior to joining Bailard, he worked at Bersot Capital Management, LLC for a total of nine years and spent two years at LPL Financial. His career also includes a period of extended travel in 2019. Bailard, Inc. provides wealth and asset management services to both individual and institutional clients, utilizing a multi-asset, active investment approach that combines quantitative models, fundamental research, and qualitative judgment. The firm offers financial planning, discretionary portfolio management, and sustainable investing options, serving a diverse client base that includes high-net-worth individuals, endowments, and pension plans.

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.