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.

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.

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.

Katherine Hillsbery is a Series 66-licensed advisor with ValMark Advisers, Inc. She has professional experience across several firms including Hillsbery Financial & Tax, International Flavors and Fragrances, and DoorDash. Her background also includes roles associated with California Polytechnic State University. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Dennis Shao is a financial advisor at M Holdings Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has worked concurrently at Wellspring Consulting and M Holdings Securities since 2016. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, using both internal portfolio managers and third-party sub-advisors to deliver investment solutions.

Timothy Harvey is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Mountain View, CA. His prior experience includes roles at The Mather Group, Bordeaux Wealth Advisors, HC Financial Advisors, and Brownson, Rehmus & Foxworth. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment management and comprehensive wealth planning, including accounting, tax and estate planning, family office services, and specialized consulting.

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 designations and has previously worked at Rockefeller Financial LLC and PIMCO Investments LLC. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using diversified model portfolios across multiple asset classes and offers a range of services including investment management, financial planning, tax preparation, and affiliated legal and real estate services.

Jennifer Riva Kirk is a financial advisor with The Wealth Consulting Group in San Jose, CA, holding a Series 66 credential and over 20 years of industry experience. Her career includes roles at LPL Financial LLC and Redwitz Wealth Management Group, where she has been involved since 1996. She serves on the board of the nonprofit Caritas Corporation. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a blend of active and passive investment strategies, fundamental and quantitative analysis, and provides advisory services through multiple custodial platforms.

Craig Martin is a financial advisor at FourStar Wealth Advisors, LLC with 25 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining FourStar in 2022, he has been associated with Family Wealth Consultants, Inc. since 1999, where he serves as owner and portfolio manager. FourStar Wealth Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis to tailor investment portfolios across various securities and independent managers, providing financial planning, investment management, and retirement consulting services.

Raymond Ortiz is a financial advisor with MissionSquare Retirement in San Jose, CA, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has worked at ICMA Retirement Corporation since 2012. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and offered through a multi-team advisory structure supporting more than 40,000 participants.

Michael Kissinger is a financial advisor at Kingsview Wealth Management, LLC in Mountain View, CA, holding Series 63 and Series 65 licenses with 29 years of industry experience. His career includes roles at Wells Fargo Advisors, U.S. Bancorp Investments, Chase Investment Services, Wamu Investments, Charles Schwab, and UBS Financial Services. He has been with Kingsview since 2018. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies, third-party managers, and alternative investment platforms.

Scott Manley is a financial advisor with Mutual Advisors, LLC, holding a Series 66 credential and bringing 26 years of industry experience. He has worked at Mutual Advisors and Mutual Securities since 2018 and previously spent 18 years with Elaine Manley, Inc. and Waddell & Reed, Inc. Outside of advisory work, Manley is involved in authoring and selling financial books through Financial Journey Partners, Inc., which he directs. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers a range of services such as asset management and consulting, employing a mix of active and passive strategies tailored through multiple analytical approaches and third-party tools, and is notable for its large-scale institutional work and use of specialized operational features.

Joseph Ellis is a CFP® with 16 years of industry experience, currently serving at Diversify Advisory Services, LLC since 2023. He also has over a decade of involvement with DFPG Investments, LLC. Outside of his advisory roles, Ellis is engaged in tax preparation and representation as an enrolled agent, provides notary services, and is involved in public speaking on injury and medical topics, including authoring a book on running injuries. He also serves as a fractional CFO for a stem cell dermatological startup. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of platforms and instruments such as ETFs, mutual funds, alternatives, and options-based strategies.

Hsien Lin is a financial advisor at Kovack Advisors, Inc. with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, UBS Financial Services Inc., and Western International Securities, Inc. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing both internally created models and third-party managers to construct and manage client portfolios.

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.