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 15 years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2010. Moody joined Summitry in 2025. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm offers discretionary portfolio management, financial planning, model equity strategies, third-party manager selection, and advises a registered mutual fund. Its investment process is research-driven and combines internally managed core strategies with alternative approaches and independent managers.

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.

Kurt Hoefer is a CFA® charterholder with 22 years of experience in the financial industry. He has worked at The Golub Group since 2004. He is based in San Mateo, California, and holds a Series 63 license. Summitry, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm offers discretionary portfolio management, financial planning, and third-party manager selection, using a research-driven, bottom-up investment process that combines internally managed core strategies with independent managers and alternative approaches.

Brenda Vingiello is a CFA® charterholder with 4 years of industry experience, currently serving at Sand Hill Global Advisors, LLC since 2011. She is based in Palo Alto, CA. 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 follows an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.

Thao Pham is a financial advisor at Summitry, LLC with 10 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work includes roles at Golub Group, LLC, Stavis & Cohen Financial, and FSC Securities Corp. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and occasionally 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 methods.

Ryan Chavez is a CFP®-certified financial advisor with 11 years of industry experience. He has worked with firms including Advisory Group of San Francisco and LPL Financial before joining Bailard, Inc., where he has been since 2024. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, employing an active multi-asset approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves high-net-worth individuals, endowments, foundations, and other institutional investors, and is notable for its management of affiliated pooled vehicles and sub-advisory roles for mutual funds.

Leonida Kourtoglou is a financial advisor at Northern Trust Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and E*TRADE Capital Management. Outside of his advisory role, he has passive ownership in a rental property in Idaho Falls. Northern Trust Securities, Inc. provides discretionary portfolio management services primarily to high-net-worth individuals and institutional clients through model-driven investment programs that incorporate both proprietary and third-party products.

Lars Larsen is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 10 years of industry experience. He has worked with firms including Change Path LLC, Client One Securities, LLC, and Vision Insurance Partners. Lars is also the owner of Heritage Financial North, where he is involved in the sale of life insurance and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses.

Drew Kunde is a financial advisor at Sand Hill Global Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Sand Hill Global Advisors since 2021. Prior to that, he was with One Capital Management, LLC and Hawk Ridge Systems. 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, combining top-down macro analysis with bottom-up research across active and passive vehicles.

Romy Pavolotsky is a CFP® with 28 years of industry experience, currently serving at Bailard, Inc. since 1997. He also worked at Bailard Fund Services, Inc. for 21 years. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals, institutions, and various pooled investment vehicles. The firm employs a multi-asset, active investment approach combining quantitative models, fundamental research, and qualitative judgment, and is noted for its sustainable investing options and sub-advisory roles with mutual funds and separate accounts.

Alexander Tran is a financial advisor with Summitry, LLC in Foster City, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Vantage Wealth, IMST Distributors, LLC, and RNC Genter Capital Management. Outside of financial advisory, he is a partner in an e-commerce venture called Pawfect Pets. 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 combining internally managed core strategies with alternative managers and offers discretionary portfolio management, financial planning, and mutual fund advisory services.

Eva Xu is a CFA® charterholder with 11 years of industry experience. She currently works at Empirical Wealth Management and previously held positions at Chestnut Advisory Group and Charles Schwab Investment Advisory, Inc. Xu serves on the board of the SOAR Foundation, a nonprofit providing scholarships to underprivileged Chinese youths, and volunteers as an advisory board member for the Journal of Investment Management. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering a range of investment management and financial planning services. The firm employs a diversified investment approach based on Modern Portfolio Theory and operates several affiliated businesses that provide real estate, insurance, and legal services.

Glen Guglielmina is a financial advisor with Arkadios Wealth Advisors in Redwood City, CA, holding Series 65 and Series 63 licenses and 17 years of industry experience. He previously worked at Investment Architects, Inc. for 13 years and has operated a life insurance and annuities business as a sole proprietor since 2005. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and portfolios, combining fundamental, technical, and cyclical investment analysis.

Thomas Guinane is a Series 65–licensed advisor with 12 years of industry experience. He has been with Summitry, LLC since 2022 and previously worked at Fisher Investments for 11 years. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm combines research-driven, bottom-up investment analysis with diversified portfolio strategies, including discretionary management, model equity strategies, and third-party manager selection.

Christopher Moshy is a financial advisor at Bailard, Inc. in Foster City, CA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Bailard since 2015. Bailard provides wealth management and asset management services to a diverse client base including high-net-worth individuals, institutions, and pooled investment vehicles. The firm employs a multi-asset diversification strategy combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.

Ryan Cole is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Bailard, Inc. in Foster City, CA. His career includes multiple tenures at Bailard as well as a period at Morgan Stanley Smith Barney LLC. 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, foundations, and pension plans, and is noted for its sub-advisory roles and management of affiliated pooled investment vehicles.

Elizabeth Cody is a CFP® with 28 years of industry experience and has been with Sand Hill Global Advisors, LLC since 2016. She holds the Series 63 designation and is based in Palo Alto, CA. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, nonprofits, and business entities. The firm emphasizes long-term fundamental research and strategic asset allocation, offering customized portfolios through a combination of active and passive investments managed under written investment policy statements.

Linda Beck is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. She has been with Bailard, Inc. since 2012. Bailard provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, and pension plans. The firm employs a multi-asset, active investment approach that integrates quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options.