Luke Hayes is a financial advisor at Team Hewins, LLC with 30 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at State Street Global Advisors Trust Company, Fidelity Brokerage Services LLC, and Charles Schwab. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, offering investment advisory, financial planning, and retirement plan consulting services. The firm employs asset-allocation principles based on Modern Portfolio Theory and manages assets through both discretionary and non-discretionary approaches.

Mikhail Saliba is a CFP® professional at Bailard, Inc. in Foster City, CA, with two years of industry experience. His work history includes multiple roles at Bailard and academic positions at the University of Colorado Boulder and Texas Christian University. Bailard provides wealth and asset management services to individual and institutional clients, employing a multi-asset, active investment approach that integrates quantitative models, fundamental research, and qualitative judgment.

Christopher Barlow is a financial advisor at Sepio Capital, LP with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Lombard Street Partners, LLC for 12 years before joining Sepio Capital in 2018. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, focusing on fundamental analysis with a generally long-term investment approach.

Robert Hammack is a financial advisor with Summitry, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Charles Schwab and EquityBee Inc. before joining Summitry. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies, offering discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection. The firm employs a research-driven, bottom-up investment approach and manages a registered mutual fund, combining core internally managed strategies with alternative approaches and independent managers.

Lori Russell is a CFP® and holds a Series 66 designation, with five years of industry experience. She is currently with Summitry, LLC and previously worked at Vantage Wealth and D.A. DAVIDSON & Co. 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 combining internally managed Core strategies with alternative and independent manager sleeves, and it offers unique features such as managing its mutual fund like an advisory client and providing estate-planning referral arrangements.

Derek France is a financial advisor with Team Hewins, LLC in Foster City, CA, holding a Series 65 designation and eight years of industry experience. He has been with Team Hewins since 2018 and previously worked at Hewins Financial Advisors, LLC from 2015 to 2018. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm emphasizes a disciplined investment approach guided by an Investment Committee, with expertise in retirement plan services and a notable asset mix that includes significant non-discretionary management.

Kenneth Vander Kooi is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Summitry, LLC since 2024 and previously spent 11 years at Scharf Investments LLC. 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 that combines internally managed core strategies with independent managers and alternative approaches, including a tax-smart long/short strategy.

Alfred Cheung is a financial advisor at Sand Hill Global Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Karp Capital Management Corporation. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and various business entities. The firm employs a globally oriented, open-architecture investment approach that combines top-down macro analysis with bottom-up research and manages approximately $3.88 billion in client assets.

Jeremiah Wager Smith is a financial advisor at Bailard, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Bailard since 2022, following two years at Modern Asset Management. Bailard provides wealth and asset management services to individual and institutional clients, employing an active, multi-asset diversification approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves a range of clients including high-net-worth individuals, endowments, and pension plans, and is known for managing affiliated pooled vehicles and acting as a sub-adviser to mutual funds.

When I faced a life-changing challenge that required me to step back from work, I learned the importance of financial peace firsthand. Because my finances were organized, I could focus on healing without worrying about affording treatment or how long I could go without income. That mental clarity was as important as any medical care I received. Now, I bring both the technical expertise as a CPA/PFS and CFP® professional, and the real-world understanding of how financial stability creates freedom when life takes unexpected turns. Because it inevitably will, whether that’s wanting to pursue a career change, evolving family responsibilities, or going after new opportunities without financial stress. As your financial planner, my goal is to help you build an emotional and practical sense of security around money. The numbers and strategies matter, but they're really about creating space for you to live fully, knowing that whatever comes your way, you'll have the financial foundation to handle it with grace. I'm honored to partner with you in creating your WealthPeace.

Alex Katz is a financial advisor with Summitry, LLC, holding a Series 65 designation and 13 years of industry experience. He previously worked at Opes Advisors from 2012 to 2018 before joining Golub Group, where he worked for eight years. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, investment companies, and other investment advisers. The firm employs a research-driven, bottom-up investment process combining internally managed core strategies with independent managers and alternative approaches, including a tax-smart 130/30 long/short strategy.

Francois Marcoux is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Bailard, Inc. in Foster City, CA since 2016. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, using a multi-asset approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base, including high-net-worth individuals, endowments, foundations, pension plans, and sovereign wealth funds.

Rohit Mansukhani is a financial advisor at Summitry, LLC with CFA® and Series 63 designations. He has experience at several firms, including Aspiriant, LLC and ICONIQ Capital, before joining Summitry in 2026. Mansukhani has worked in the industry since 2016. 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 strategies with independent managers and alternative methods, including a tax-smart 130/30 long/short strategy.

Tyler Patterson is a CFP®-certified financial advisor with nine years of industry experience, currently with Summitry, LLC. His prior experience includes roles at T. Rowe Price and Empower. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies, offering discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection. The firm utilizes a research-driven, bottom-up investment process and manages both internally developed Core strategies and alternative approaches through independent managers.

Patrice Hornung is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. She has been with Team Hewins and its predecessor entities since 2015. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee that builds model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services.

Stephen Chipman is a financial advisor at The AmeriFlex Group with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cambridge Investment Research, OSAIC, Securities America Advisors, and Fidelity Investments. Outside of advising, he serves as a managing partner of a real estate venture in Hampton, New Hampshire. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm employs multiple program platforms and custodial arrangements to implement tailored strategies, serving clients on both ongoing and project bases while also acting as co-advisor or manager-of-managers for recommended third-party money managers.

Gregory Hubbell is a CFP® professional with 44 years of experience in the financial services industry. He is currently with St. Bernard Financial Services, Inc. and has previously worked at Securities America Advisors, Foothill Securities, Inc., and operated his own business, G.H. Hubbell & Associates, since 1995. Outside of advisory services, he is involved in selling life, health, disability insurance, and fixed annuities through his own firm. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation, emphasizing low-cost, no-load funds and collaborative, largely non-discretionary account management.

Jason Dunbar is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Empirical Wealth Management, where he has worked since 2024. Prior to this, he was with Fisher Investments from 2020 to 2024, and earlier held positions at Brown Advisory and other firms. 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 operates several affiliated businesses, including residential real estate brokerage and insurance, and also manages private pooled investment vehicles, providing a range of integrated financial services.

Thomas Mudge III is a CFA® charterholder with 26 years of industry experience. He has been with Bailard, Inc. since 1987 and served at Bailard Fund Services, Inc. from 1987 to 2018. Bailard provides wealth management and asset management services to both individual and institutional clients, employing a multi-asset, actively managed approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm also offers sustainable and impact investing options and manages affiliated pooled vehicles while serving as a sub-adviser to mutual funds.

Diana Dessonville is a financial advisor at Bailard, Inc. with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Bailard since 1983, including 30 years at Bailard Fund Services, Inc. Bailard provides wealth and asset management services to a diverse client base, including high-net-worth individuals, institutional investors, and pooled investment vehicles. The firm employs a multi-asset diversification strategy that integrates quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.