Nancy Agaiby is a financial advisor at MissionSquare Retirement with 27 years of industry experience. She has previously worked at Voya Financial Advisors, Inc. and Strategic Advisers, LLC. In addition to her advisory role, she provides caregiving support to the elderly through In Home Support Services. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Kevin Shelton is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Buck Wealth Strategies, LLC. His prior roles include positions at Fidelity Brokerage Services LLC and The Prudential Insurance Company of America. He holds the Series 63 designation. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, utilizing equities, ETFs, mutual funds, fixed income, and select alternatives, and integrates third-party financial-planning tools and money managers.

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.

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.

Jacob Reid is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms including Cambridge Investment Research, Securities America Advisors, and Capital Insight Partners. Reid is active in community and professional organizations, serving as a board member of an engineering corporation and volunteering with Rotary International and the Livermore-Pleasanton Elks Lodge. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary or non-discretionary manager relationships.

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.

Mark Arola is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management, LLC, J.W. Cole Advisors, Inc., and Global Financial Private Capital, LLC. Outside of his advisory role, he is the owner and president of Stoneridge Marketing Group. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro approach emphasizing tactical asset allocation and routinely incorporates options strategies and third-party money managers in portfolio construction.

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.

Reuben Chen is a CFP® with 37 years of industry experience, currently serving at M HOLDINGS SECURITIES, Inc. since 2015. He also founded and leads Wellspring Consulting, where he has worked since 2001. Outside of advisory work, Chen is actively involved in community and professional organizations, including founding and chairing roles in the Silicon Valley Lions Club and its foundation, as well as serving as chairman of the Asian American Insurance & Financial Professional Association (NorCal Chapter). M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory. The firm combines portfolio management with third-party sub-advisors and provides ongoing monitoring and annual reviews tailored to client suitability.

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.

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.

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.

Patrick White is a financial advisor with Integrated Advisors Network LLC in Menlo Park, CA, holding a Series 63 designation and 29 years of industry experience. He has worked at Menlo Oaks Capital Group, LLC and Concert Wealth Management, Inc. prior to his current roles at Integrated Advisors Network and Menlo Oaks Capital Group. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a mix of fundamental and quantitative analysis, third-party sub-adviser platforms, and customized investment strategies based on client risk profiles.

Darryl Rae is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2017, and previously spent 15 years at Stanford Investment Group, Inc. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional clients, offering investment management along with comprehensive wealth planning and family office services. The firm employs a customized investment approach using internal Capital Market Expectations and multiple implementation options, and it provides extended family office capabilities including accounting, banking support, and specialized consulting.

Kelly Fong is a financial advisor with M HOLDINGS SECURITIES, Inc. in San Jose, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has worked at M Holdings since 2015 and has provided consulting services through Wellspring Consulting since 2003. Outside of her financial advisory work, she teaches cooking classes at various retail locations. M HOLDINGS SECURITIES, Inc. serves a diverse client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by ongoing monitoring and annual reviews.

Jeanmarie La Bonte is a financial advisor at Citizens Private Wealth with 26 years of industry experience. She holds Series 66, Series 63, and Series 65 credentials. Her prior roles include positions at Goldman Sachs, First Republic Investment Management, Comerica Securities, and Wells Fargo Investments. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, goal-based asset allocation within an open-architecture investment framework and offers a range of discretionary and non-discretionary portfolio management and advisory services.

Barry Taylor is a CFP® with 22 years of experience in financial planning and investment management. He is currently with Sand Hill Global Advisors, LLC, where he has worked since 2019. Prior to this, he co-founded and was a partner at Integral Financial Solutions, LLC, where he worked for 10 years. Sand Hill Global Advisors provides discretionary investment management and comprehensive financial planning primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach focuses on long-term fundamental research and strategic asset allocation, utilizing a combination of active and passive vehicles, separately managed accounts, and private investments.

Talia Pierluissi is a financial advisor at Aspiriant, LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Stanford Investment Group, Inc. for 11 years before joining Aspiriant in 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment management and wealth planning services, including accounting and banking support, tax and estate planning, and specialized consulting, using a mix of investment options guided by internal research and AI-assisted client communications.