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.

Stephanie Roncal is a financial advisor at Bailard, Inc. with 18 years of industry experience. She holds a Series 65 credential and has worked at Wells Fargo Investment Institute and Wells Fargo Private Investment Advisors prior to joining Bailard in 2021. Bailard, Inc. provides wealth and asset management services to both individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm emphasizes active multi-asset diversification using quantitative models, fundamental research, and qualitative judgment, and serves a broad client base that includes high-net-worth individuals, endowments, foundations, pension plans, registered investment companies, and sovereign wealth funds.

Alexander Leitzes is a financial advisor with Summitry, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Fisher Investments and JP Morgan Securities LLC. Since 2020, he has been with Summitry, headquartered in Foster City, CA. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm employs a research-driven, bottom-up investment approach that combines internally managed equity strategies with independent managers and alternative approaches, offering discretionary portfolio management, financial planning, and advisory services to its registered mutual fund.

Steven Epstein is a financial advisor at Independence Square Holdings, LLC with five years of industry experience. He has worked previously at Lowery Thomas, LLC and Heffernan Investment Advisors, Inc. Outside of his advisory role, Epstein is a minority investor and employee at Entefy Inc., an AI software development startup where he contributes to finance, sales operations, and human resources. Independence Square Holdings serves individuals, retirement plans, and institutional clients by providing financial planning, portfolio management, and pension consulting services. The firm utilizes a blend of customized and model portfolios along with third-party solutions and integrates extensive digital tools and platforms in its investment approach.

Allison Uozumi is a financial advisor at Summitry, LLC with a Series 65 designation and less than one year of industry experience. Her prior work includes roles at John Cabot University, Roche, and Roam Artisan Burgers. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm uses a research-driven, largely bottom-up investment process combining internally managed core strategies with independent managers and alternative approaches, and also acts as adviser to a registered mutual fund.

Blaine Townsend is a financial advisor at Bailard, Inc. with 22 years of industry experience. He has held his current role at Bailard since 2016. Townsend holds Series 63 and Series 65 licenses. Bailard provides wealth and asset management services to both 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 serves clients including high-net-worth individuals, endowments, foundations, and pension plans.

Clarice Nolet is a CFP® with 17 years of industry experience, currently serving as an advisor at Team Hewins, LLC since 2019. Prior to joining Team Hewins, she worked at Wealth Architects, LLC for four years and took a one-year sabbatical. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, charitable organizations, and employee benefit plans. The firm emphasizes a structured investment process led by an Investment Committee and offers specialized retirement plan services, managing approximately $3.43 billion in assets.

Ghazaleh Ebrahimi is a financial advisor at Aegis Capital Corp. with 27 years of industry experience. She holds the Series 65 and Series 63 designations and has previously worked at Stifel Nicolaus & Co Inc and Stone & Youngberg LLC. In addition to her advisory role, she is involved as an agent in a general insurance agency. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, annuities, and insurance. The firm is dually registered as an SEC investment adviser and FINRA member broker-dealer, with a distinctive focus on non-discretionary advisory services.

Ryan Ficks is a CFP® professional at Summitry, LLC with 15 years of industry experience. His prior roles include positions at First Citizens Wealth, Silicon Valley Bank, Waddell & Reed, Equitable Advisors, and Wells Fargo Investments. 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 offers discretionary portfolio management, financial planning, model equity strategies, third-party manager selection, and advises a registered mutual fund, using a research-driven and predominantly bottom-up investment approach.

Alexander Chang is a ChFC® credentialed financial advisor at Lifeworks Advisors, LLC with six years of industry experience. Prior to joining Lifeworks in 2026, he worked at Northwestern Mutual for seven years and is involved in entrepreneurial activities with Cuppa SF and 365 Night Market. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management through a planning-based or risk-based investment approach that incorporates model strategies and technology tools.

Kevin Boden is a financial advisor at One Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with One Capital since 2016. Prior to that, he hosted a radio program, MoneyTime with Kevin Boden, for 20 years. One Capital Management, LLC manages approximately $8.5 billion for individual and institutional clients, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm emphasizes customized, globally balanced portfolios blending active large-cap equity with ETFs and fixed income, and serves as adviser to the FundX family of ETFs.

Steven Burke is a Series 65-licensed advisor with Redhawk Wealth Advisors, Inc. in Oakland, CA, and has eight years of industry experience. He previously worked at Hermes Econometrics for three years and has served as a principal and independent insurance agent at SIS Services since 2000. Outside of his advisory role, he remains active in independent insurance agency work. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment management approach combines strategic and tactical asset allocation across multiple asset classes, with portfolios reviewed weekly by an investment committee.

Dana Scheer is a CFP®, CFA®, and holds a Series 66 license with 29 years of industry experience. She has been with Bailard, Inc. since 1994 and previously worked at Bailard Fund Services, Inc. for 24 years. Bailard, Inc. 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 an active, multi-asset investment approach that combines quantitative models, fundamental research, and qualitative judgment, and offers specialized strategies such as sustainable and impact investing.

David Mar is a Series 65-licensed financial advisor at Arete Wealth Advisors, LLC with 42 years of industry experience. He has been with Arete Wealth Management since 2009 and also works as a licensed insurance agent specializing in life, disability, and health insurance. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

David Raphael is a financial advisor at Klingenstein Fields Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at the firm intermittently since 2019, with prior experience at Yieldstreet and The Solaris Group LLC. Klingenstein Fields Advisors manages approximately $4.7 billion for a variety of clients, including individuals, high-net-worth families, trusts, institutions, and nonprofit organizations. The firm employs a team-based fundamental research approach within a closed-architecture core equity model combined with an open-architecture asset allocation framework, offering discretionary and non-discretionary portfolio management, wealth management, investment consulting, financial planning, and outsourced chief investment officer services.

Hallie Kraus is a CFP® professional with eight years of industry experience, currently serving at Abacus Wealth Partners. Her prior experience includes roles at Garrison Point Advisors dba TREEHOUSE WEALTH ADVISORS, The Humphreys Group, Bank of America, N.A., and Merrill. Abacus Wealth Partners serves individuals, high-net-worth clients, families, and various institutional entities by providing financial planning, consulting, and investment management. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, and integrates ESG screening and private pooled investments for suitable clients.

Sean Kyle is a CFP® professional with 9 years of industry experience, currently serving at Plancorp, LLC since 2015. Based in San Francisco, CA, he is part of a multi-team firm comprising 52 advisors. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with a range of wealth management, investment management, financial planning, and tax preparation services. The firm uses a Modern Portfolio Theory-based investment process guided by documented Investment Policy Statements, offering both discretionary and non-discretionary management alongside third-party adviser due diligence and tax-aware portfolio actions.

Eric Stern is a financial advisor at SVB Wealth with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including City National Bank and Morgan Stanley. Stern is based in San Francisco, CA. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses 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.

Scott Kidd is a CFP® with 27 years of industry experience and has been with Bailard, Inc. since 1998. He holds the Series 66 designation and has also worked with Bailard Fund Services, Inc. for 20 years. Bailard, Inc. provides wealth management and asset management services to a diverse client base including high-net-worth individuals, institutions, 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.