Steven Epstein is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Before joining Independence Square Holdings in 2025, he worked nine years at Lowery Thomas, LLC. Epstein is also a minority investor and employee at Entefy Inc., an AI software development startup focused on research, development, and sales. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches, combining in-house management with third-party selections and digital platforms to tailor client portfolios.

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.

Jonathan De Smidt is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Brighton Jones LLC since 2021, with prior experience at InfoTrack US, Inc., Dynamic Signal, Inc., and Ernst & Young LLP. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts, providing comprehensive wealth services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a balance-sheet, holistic approach and offers both discretionary and non-discretionary management alongside estate-document resources and affiliated investment managers.

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.

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 holds Series 65 and Series 63 licenses and has worked at Klingenstein Fields Advisors and Yieldstreet in previous roles. Klingenstein Fields Advisors provides discretionary portfolio management, financial planning, and related advisory services to individuals, high-net-worth families, trusts, foundations, endowments, and pooled investment vehicles, including private investment funds. The firm employs a team-based, fundamental research approach with a long-term orientation and serves as both a private fund adviser and sponsor.

Jeffrey Manuel is a financial advisor at SVB Wealth with 9 years of industry experience. He holds Series 66 and Series 65 designations and has worked at SVB Wealth Advisory and Silicon Valley Bank. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients. The firm employs a 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, integrating a range of affiliated financial services.

Jennifer Cray is a CFP® professional with 21 years of industry experience. She has worked at Forum Financial Management, LP since 2023 and previously spent 17 years at Investor's Capital Management, LLC. Outside of her advisory role, she is a member of F.A.M. LLC, providing management services under a service agreement with Forum Financial Management. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs based on Modern Portfolio Theory.

Ryan Wong is a financial advisor at Brighton Jones LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Andrieni Appraisal Services and Profit Recovery Partners, as well as experience in financial groups and academia. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services including personal CFO programs, family office services, and discretionary investment management, using a holistic, balance-sheet approach with both discretionary and non-discretionary management.

Hallie Kraus is a CFP® with eight years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. Her previous roles include positions at Garrison Point Advisors, The Humphreys Group, Bank of America, and Merrill. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm emphasizes an asset-class, passive-oriented investment approach, incorporating ESG screening upon request and tailoring portfolios to clients’ risk profiles and goals.

Brendon Yi is a financial advisor at Sand Hill Global Advisors, LLC with one year of industry experience. He holds a Series 66 designation. Prior to joining Sand Hill Global Advisors, he worked at Fidelity Investments for two years and has held various roles in other industries including automotive and education. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and business entities. The firm’s investment approach combines long-term fundamental research with strategic asset allocation, using an open-architecture mix of active and passive vehicles, separately managed accounts, private investments, and options or margin when appropriate.

Ann Duong Huynh is a financial advisor with SVB Wealth, holding a Series 66 designation and six years of industry experience. She has worked at multiple SVB-related entities since 2019 and was previously employed at Silicon Valley Bank from 2011 to 2023. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a due diligence process to select and monitor third-party managers and delivers investment advice primarily through its investment adviser representatives.

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.

Joseph Salman Tehrani is a financial advisor at SVB Wealth with three years of industry experience. He holds the Series 65 designation and has worked at Silicon Valley Bank 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, utilizing a range of investment strategies and a formal due-diligence process for manager selection.

Christopher Moody is a financial advisor at Summitry, LLC with 16 years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm’s research-driven, bottom-up investment approach combines internally managed core strategies with independent managers and alternative investments, and it acts as adviser to a registered mutual fund.

Andrea Gandolfo is a financial advisor at Bailard, Inc. with 38 years of industry experience. He has held positions at Bailard, Inc. since 1981 and at Bailard Fund Services, Inc. from 1987 to 2018. He holds Series 63 and Series 65 designations. Bailard provides wealth management 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 uses a multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and it offers sustainable and impact investing options for interested clients.