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® professional with 31 years of industry experience. He is currently affiliated with Buck Wealth Strategies, LLC and Madison Avenue Securities, LLC, and has held roles at several firms including The Prudential Insurance Company of America and Fidelity Brokerage Services LLC. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach with tactical asset allocation implemented primarily through equities, ETFs, and fixed income.

Anton Nijmeh is a financial advisor with Diversify Advisory Services, LLC in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at DFPG Investments, Inc. since 2015. Nijmeh serves on the board of Venture Christian Church Mission Board. Diversify Advisory Services provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using various internal models and third-party solutions across multiple platforms and offers a broad range of investment instruments and strategies.

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.

Sabrina Rosh is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. Her prior experience includes roles at Motley Fool Wealth Management, Ellevest, Wealth Architects, LLC, and Brighton Jones, LLC. Apollon Wealth Management is a multi-team SEC-registered adviser that serves a diverse client base including individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and invests across a broad range of asset classes, offering specialized services such as ESG models, Direct Indexing with tax management, and advisory roles for insurance company clients and private funds.

Nathan Schult is a CFP® professional affiliated with Brighton Jones LLC in Menlo Park, CA, with three years of industry experience. His prior work includes roles at EY, Newport Beach Country Club, and LSL CPAs and Advisers. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services including financial planning, investment management, tax preparation, and family office services, using a holistic, balance-sheet approach and providing access to private investment opportunities.

Mark Arola is a financial advisor at Buck Wealth Strategies, LLC in Pleasanton, CA, holding a Series 65 credential with 10 years of industry experience. He has previously worked at AE Wealth Management, LLC and J.W. Cole Advisors, Inc., among others, and is the owner and president of Arola Associates, which provides insurance sales and services. Additionally, he is president of Stoneridge Marketing Group, a separate business focused on marketing program budgeting and fund allocation. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing equities, ETFs, and fixed income, supported by a relationship with AE Wealth Management for asset management and research.

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.

Peggy Martin is a financial advisor at FourStar Wealth Advisors, LLC in San Jose, CA, holding the ChFC® and Series 66 designations with 27 years of industry experience. She has worked at FourStar since 2022 and has been with Family Wealth Consultants, Inc. for over 21 years, where she is also an owner. Martin serves as president of ISPF-AAUW, a nonprofit advocating for women and girls, and holds board roles as treasurer of the Morgan Hill Community Foundation and CFO of the Susan Charles Bergoff Foundation. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage client assets across a variety of investment vehicles, often on a discretionary basis tailored to risk tolerance and time horizon.

Matthew Herrick is a financial advisor with Prospera Financial Services, Inc. in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined nine years. Outside of his advisory role, Herrick operates a law practice and is involved in entrepreneurial ventures, including ownership of Herrick Wealth Advisory and investment in an enterprise AI startup. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and customizable portfolio solutions.

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 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.

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.