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 five years of industry experience. She holds a Series 66 designation and has worked at several affiliated entities including Silicon Valley Bank and First Citizens Investor Services. SVB Wealth serves a diverse client base, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and offers customized solutions, supported by a formal due-diligence process and a specialized Retirement Plan Advisory Team.

Zachary Smith is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Brighton Jones LLC since 2016. He holds a Series 65 license and is based in Menlo Park, CA. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm uses a holistic, balance-sheet approach and offers discretionary and non-discretionary management, family office services, tax preparation, real estate consulting, and access to private investment opportunities.

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.

Joseph Martin is a financial advisor with Summitry, LLC in San Mateo, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with The Golub Group since 2003. 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 equity strategies with independent managers and alternative methods, including a tax-smart 130/30 long/short strategy.

Daniel Spector Franson is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Summitry, LLC since 2022 and previously held roles at Sourjohn-Kim Retirement Solutions, Chen Financial Group, Lincoln Financial Advisors Corporation, and The Trust for Hidden Villa. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection.

Jeanmarie La Bonte is a financial advisor at Citizens Private Wealth with 26 years of industry experience. She has held positions at Goldman Sachs and First Republic Investment Management prior to joining her current firm. La Bonte holds Series 63, 65, and 66 licenses. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, complemented by tax, estate, and business consulting services.

Barry Taylor is a CFP® professional with 22 years of industry experience. He is a co-founder and partner at Integral Financial Solutions, LLC, where he focuses on investment management and financial planning. Since 2019, he has also served as an advisor at Sand Hill Global Advisors, LLC in Palo Alto, CA. Sand Hill Global Advisors provides discretionary investment management and comprehensive financial planning to high-net-worth individuals, families, trusts, not-for-profit organizations, and various business entities. The firm’s investment approach centers on long-term fundamental research and strategic asset allocation, utilizing an open-architecture mix of active and passive investments tailored through customized investment policy statements.

Megan Breslin is a financial advisor at Sand Hill Global Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining her current firm. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, and other entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research.

Sherry Hu is a CFP® professional with three years of experience at Simplicity Wealth. She serves as CEO of Global Greenlife Inc., a college admission counseling and financial aid application service, and is also a City Council Member for Dublin, CA. Simplicity Wealth provides advisory services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers technology and operational support through its managed account platform.

Stephen Peterson is a CFP® with 16 years of industry experience, currently serving at Sand Hill Global Advisors, LLC in Palo Alto, CA. He has been with Sand Hill Advisors, LLC since 2002. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, and various 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.

Shan Taya Cowan is a financial advisor at Summitry, LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Northwestern Mutual in various roles. Additionally, she contributes as a contractor for Mercor, anonymously evaluating AI-developed responses on everyday topics. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, investment companies, and other advisers. The firm employs a research-driven, bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection.

Christina Gann Munguia is a CFP® with eight years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. She has previously worked at Vantage Wealth Management, LLC, and Hewins Financial Advisors, LLC. In addition to her advisory role, she is developing a financial coaching business focused on managing spending and debt reduction. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans through investment advisory, financial planning, and retirement plan consulting services. The firm employs an asset-allocation approach grounded in Modern Portfolio Theory and is notable for managing a significant portion of assets on a non-discretionary basis and serving state and municipal benefit plans.

Suanne Ramar is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2016. She holds the Series 65 designation and is based in Foster City, California. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. 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.

Jon Theriault is a financial advisor at Summitry, LLC with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Hightower Advisors, RBC Capital Markets, Fidelity Investments, and Northwestern Mutual. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach combining internally managed strategies with independent managers and alternative methods, and also advises a registered mutual fund.

Colin Higgins is a financial advisor with Summitry, LLC in San Mateo, CA, holding Series 63 and Series 66 registrations and bringing 23 years of industry experience. He has worked with The Golub Group since 2003. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm uses a research-driven, bottom-up investment approach combining internally managed core strategies with alternative manager sleeves, and it acts as adviser to a registered mutual fund.

Daniel Copenhagen is an advisor at Continuum Advisory, LLC with two years of industry experience. He has worked at Mindshare Group Benefits & Insurance Services, Inc. since 2001, where he is president and owner of a full-service health insurance and benefits consulting firm. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to both individual and institutional clients, including high-net-worth individuals and pension plans. The firm integrates professional services such as tax preparation and estate planning, while utilizing a centralized technology platform for client reporting and portfolio management.

Jack Rimbach is a financial advisor at Empirical Wealth Management with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Rockefeller Financial LLC and PIMCO Investments LLC. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering diversified investment management and financial planning services grounded in Modern Portfolio Theory. The firm also provides alternative-strategy offerings and operates affiliated businesses in real estate, insurance, and estate planning.

Jack Zhao is a CFA® charterholder with two years of industry experience. He currently works at GC Wealth Management RIA, LLC and previously spent eight years at Summitry, LLC. His background also includes two years at Chicago Booth. 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, largely bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection.