Evan Nelson is a CFP® professional with nine years of industry experience. He has been with Nelson Capital Management, LLC since 2014. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers. The firm offers comprehensive portfolio management, written financial planning, and retirement plan asset-management services using a fundamental analysis-based investment process that includes ETFs, mutual funds, individual stocks and bonds with both long- and short-term strategies.

Iris Nguyen is a financial advisor at Wealth Architects, LLC with 13 years of industry experience. She holds a Series 65 designation and has been with Wealth Architects since 2011. The firm serves individuals, trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management, planning, and consulting services. Wealth Architects employs a modern portfolio theory-based investment process and offers tailored portfolio management alongside planning services, including tax planning.

Steven Hoffman is a financial advisor with IP Financial Advisory Services LLC in Sunnyvale, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. In addition to his advisory role since 2020, he has been a financial education instructor at Sunnyvale-Cupertino Adult School and a college planning consultant at Hife College Planning since 2013. Hoffman is also CEO of Backproject Corporation, a medical device manufacturer. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analytical approaches and also refers clients to third-party investment advisors while providing a range of consulting and insurance-related services.

Judy Han is a financial advisor at SVB Wealth with 18 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at several affiliated entities including Silicon Valley Bank and First Citizens Investor Services. Han currently serves as Managing Director – Client Service, providing wealth management advice to private bank and wealth clients. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services with investment advice delivered primarily through its investment adviser representatives who utilize a disciplined due diligence process and oversight.

Matthew Weaver is a CFA® charterholder with 12 years of industry experience. He has worked at Prosperitas Financial, LLC since 2026 and previously spent a decade at LPL Financial. His background also includes roles at Fremont Bank and Bedell Frazier Investment Counselling. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm employs a mix of analytical approaches to build individualized portfolios and manages approximately $812 million for about 1,745 clients.

Mamta Trivedi is a financial advisor with Kestra Private Wealth Services, LLC in Palo Alto, CA, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. Her prior roles include positions at Goldman Sachs, Fidelity Brokerage Services, and Wells Fargo Clearing. Kestra Private Wealth Services delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with a range of investment products and platforms, offering both discretionary and non-discretionary arrangements and additional specialized services.

Miriam Santiago is a CFP® professional at Sand Hill Global Advisors, LLC with five years of industry experience. She previously worked at Beacon Pointe Advisors for six years. Sand Hill Global Advisors serves high-net-worth individuals, families, trusts, nonprofits, 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 macro analysis with bottom-up research across active and passive vehicles.

Cliff Loh is a CFP® and holds a Series 65 license, with 10 years of industry experience. He has worked at Aspiriant, LLC since 2017, following two years at Stanford Investment Group, Inc. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm emphasizes customized investment strategies and offers extended family office capabilities, including accounting, banking, and targeted consulting services.

Arthur Green is a CFP® with 18 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC in Los Altos, CA. He has worked at Cognizant Wealth Advisors, LLC since 2012, including its transition into Perigon Wealth Management. Green serves on the investment committee of the Los Altos Mountain View Community Foundation, providing investment policy advice. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, businesses, charitable organizations, and banking institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

Liam Ehlers is a financial advisor at MissionSquare Retirement with two years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm uses model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.

Mark Strahs is a financial advisor at Sand Hill Global Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Sand Hill Global Advisors since 2016. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning services to high-net-worth individuals, families, trusts, nonprofits, pension and profit-sharing plans, and business entities. The firm employs a long-term fundamental research approach with strategic asset allocation, using an open-architecture mix of active and passive vehicles, separately managed accounts, and other investment strategies.

Julie Schatz is a CFP® with 22 years of industry experience and is currently an advisor at Forum Financial Management, LP. She previously worked at Investor's Capital Management, LLC for 17 years. Outside of her advisory role, she serves on the board of directors for ChemGrout Inc., a manufacturing company specializing in grouting equipment. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm manages model portfolios primarily using DFA institutional mutual funds and ETFs, operating with a Modern Portfolio Theory approach.

Kimberleigh Williams is a CFP® at Sand Hill Global Advisors, LLC with 14 years of industry experience. She has been with Sand Hill Global Advisors since 1998. 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 emphasizes long-term fundamental research and strategic asset allocation, managing portfolios through a mix of active and passive investments customized via written investment policy statements and overseen by an internal investment committee.

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.