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® professional with eight years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2025. He previously worked at Bersot Capital Management, LLC, and LPL Financial. Bailard, Inc. provides wealth management and asset management services to individual and institutional clients, employing a multi-asset, active investment approach that combines quantitative models, fundamental research, and qualitative judgment. The firm also offers sustainable investing options and manages various affiliated pooled vehicles, serving clients including 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.

Thuong Thien is a CFP® professional with 18 years of experience in financial advising. He has been with Team Hewins, LLC since 2018 and previously held roles at Hewins Financial Advisors LLC, Hewins Brokerage Services LLC, and Cantella & Co., Inc. Team Hewins advises a diverse client base including individuals, families, trusts, business entities, charitable organizations, and retirement plans. The firm applies asset allocation principles based on Modern Portfolio Theory and offers both discretionary and non-discretionary management, serving clients with tailored investment strategies supported by institutional resources.

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.

Abigail Hsu is a financial advisor at Bailard, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Bailard, she worked at Namur Capitale Basketball and has academic experience from Columbia University and Marjory Stoneman Douglas High School. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, employing an active, multi-asset approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base including high-net-worth individuals, endowments, and pension plans, and manages affiliated pooled vehicles alongside its advisory and sub-advisory roles.

Cynthia Duncan is a financial advisor at Summitry, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at the Golub Group since 2005. 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, combining internally managed core strategies with independent managers and alternative approaches, including a tax-smart 130/30 long/short strategy.

David Smith is a CFA® charterholder with 17 years of experience in the financial industry. He has been with Bailard, Inc. since 2009, serving the firm in various capacities. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, combining quantitative models, fundamental research, and qualitative judgment in its multi-asset investment approach. The firm serves a diverse client base including high-net-worth individuals, endowments, foundations, and pension plans, and is noted for its management of affiliated pooled vehicles and sub-advisory roles.

Carolyn Kelly is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. She has worked at Team Hewins and its related entities since 2015. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee using Modern Portfolio Theory and offers a range of portfolio management services including tax‑loss harvesting and retirement plan fiduciary services.

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.

William Berg is a Series 65-licensed financial advisor with Summitry, LLC, based in Foster City, CA. He has two years of industry experience, including prior work at Sageview Advisory Group. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm employs a research-driven, largely bottom-up investment approach, combining internally managed core strategies with independent managers and alternative approaches, including a tax-smart long/short strategy.

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.

Deborah Peri is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with Team Hewins, LLC and has previously worked at Redwood Park Advisors, LLC and Curran & Lewis Investment Management, Inc. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that constructs model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services, managing a diverse asset mix with a focus on both discretionary and non-discretionary management.

Alireza Hosseinlar is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. His background includes roles at Team Hewins across multiple capacities since 2022, as well as prior experience in educational and healthcare institutions. Team Hewins advises a diverse client base including individuals, families, trusts, business entities, and charitable organizations, providing investment advisory, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies based on Modern Portfolio Theory and is notable for managing a substantial portion of assets on a non-discretionary basis while serving state and municipal benefit plans with ERISA-based services.

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.