Nayan Lapsiwala is a CFP® with 10 years of industry experience and is currently an advisor at Aspiriant, LLC. He has worked at Aspiriant since 2017 and previously spent 10 years with Stanford Investment Group, Inc. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm emphasizes customized investment programs with diverse implementation options and expanded family office capabilities including accounting, banking, and specialized financial consulting.

Jonathan De Smidt is a CFP® and holds a Series 65 license, currently advising at Brighton Jones LLC with five years of industry experience. His prior roles include positions at Ernst & Young LLP, Dynamic Signal, Inc., and InfoTrack US, Inc. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm utilizes a whole-balance-sheet approach and offers discretionary and non-discretionary portfolio management, with an affiliated ecosystem including private investment fund management, trust services, and legal support for certain clients.

Sheetal Bagde is a CFP® professional with 11 years of experience in financial advising. She is currently with Perigon Wealth Management, LLC and has previously worked at Cognizant Wealth Advisors, Bingham, Osborn, & Scarborough, LLC, and Buckingham Strategic Wealth. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a portfolio approach tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

Andrew Thompson is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior roles include five years at Enso Wealth Management and fourteen years at Edward Jones. Outside of his advisory work, he is involved as an insurance agent with Highland Capital Brokerage, focusing on new insurance products for clients. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm employs a centralized investment process centered on strategic asset allocation and diversified portfolios, offering a range of services such as portfolio management, financial planning, OCIO, and specialized consulting.

Jennifer Cray is a CFP® professional at Forum Financial Management, LP with 22 years of industry experience. She worked at Investor's Capital Management, LLC from 2006 to 2023 before joining Forum Financial Management. Outside of her advisory role, she is a member of F.A.M. LLC, through which she provides certain management services to Forum Financial Management under a service agreement. Forum Financial Management, LP offers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory, employing institutional mutual funds and ETFs, and provides a range of portfolio management, financial planning, and sub-advisory services.

Ryan Wong is a financial advisor at Brighton Jones LLC based in Menlo Park, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Brighton Jones in 2026, he worked at Andrieni Appraisal Services and Profit Recovery Partners, among other roles. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by affiliated entities offering trust, fiduciary, and legal services.

Brendon Yi is a financial advisor at Sand Hill Global Advisors, LLC with one year of industry experience. He holds a Series 66 designation. Prior to joining Sand Hill Global Advisors, he worked at Fidelity Investments for two years and has held various roles in other industries including automotive and education. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and business entities. The firm’s investment approach combines long-term fundamental research with strategic asset allocation, using an open-architecture mix of active and passive vehicles, separately managed accounts, private investments, and options or margin when appropriate.

Mahesvar Aks is a Series 65-licensed advisor with Coppell Advisory Solutions LLC and has one year of industry experience. Prior to joining Coppell Advisory Solutions, he worked at Nisum Technologies and Cognizant Technology Solution. Outside of his advisory role, he serves as a director of Maks4Max Inc., a company involved in insurance and real estate investments. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment process using both fundamental and technical analysis and offers an open-architecture platform that includes a variety of asset classes and ongoing portfolio supervision.

David Condensa is a financial advisor at Legacy Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at Lion Street Financial, Peak 360 Wealth Management, and Legitifi LLC. Outside of his advisory role, he operates EduRoadmap Consulting, providing sales consulting services to technology companies. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies through a multi-team platform, utilizing model portfolios, sub-advisers, and a broad range of investment options.

Kim Huber is a financial advisor with The Wealth Consulting Group in Cupertino, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with The Wealth Consulting Group since 2017 and has concurrently maintained a role at LPL Financial since 2005. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs, and features integration with legal-service pathways and fiduciary support for plan sponsors.

Joseph Manglona is a financial advisor with Buck Wealth Strategies, LLC in Pleasanton, CA, holding a Series 66 license and two years of industry experience. His prior roles include positions at Madison Avenue Securities and Thrivent Financial. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach, incorporates third-party financial-planning tools, and is notable for its use of options strategies and selection of outside money managers to implement portfolios.

Linda Tjiputra is a CFP® professional with 25 years of industry experience and is currently affiliated with Mutual Advisors, LLC. She has worked at Mutual Advisors since 2018 and has prior experience at firms including Waddell & Reed and Scott Manley. In addition to her advisory role, she operates as an independent insurance agent. Mutual Advisors, LLC provides advisory services to a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies and employs various analytical techniques to tailor investment solutions to client objectives.

Brenda Vingiello is a CFA® charterholder with 4 years of industry experience, currently serving at Sand Hill Global Advisors, LLC since 2011. She is based in Palo Alto, CA. 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 follows an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.

Loay Naser is a financial advisor at Diversify Advisory Services, LLC with 34 years of industry experience. He holds a Series 63 designation and has previously worked at DFPG Investments, Inc. Naser serves on the board of directors for Coro Global and owns several non-investment businesses, including a hospitality group and a snack production company. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm utilizes a tactical diversification approach and offers a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Gregory Babcock is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 designation and 16 years of industry experience. He has worked at multiple firms, including Virtue Capital Management, LLC, and Horter Investment Management, LLC. Babcock is also the owner of Integrity Wealth Management & Insurance Services, LLC, where he is involved in the sales of insurance and annuity products. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance, rather than constructing proprietary portfolios.

Drew Kunde is a financial advisor at Sand Hill Global Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Sand Hill Global Advisors since 2021. Prior to that, he was with One Capital Management, LLC and Hawk Ridge Systems. 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 employs an open-architecture, globally oriented investment approach that emphasizes asset allocation, combining top-down macro analysis with bottom-up research across active and passive vehicles.

Charlene Burkhardt is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 28 years of industry experience and has been associated with Independent Advisor Alliance and LPL Financial since 2016. She is also president of Moore Financial Services, where she provides tax preparation and management services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network of advisory representatives and multiple investment strategies, supported by technology platforms and a governance model involving supervised IARs and third-party managers.

Flavio Pando Jr. is a Series 66-credentialed financial advisor with 13 years of industry experience, currently with Mutual Advisors, LLC since 2018. His prior experience includes positions at Elaine Manley, Inc. and Waddell & Reed, Inc. He is also active as an independent insurance agent and is a licensed real estate sales representative. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm employs a mix of active and passive strategies with a focus on diversification and uses multiple analytical approaches to tailor portfolios according to client objectives.

Korinne Sugasawara is a financial advisor at Core Planning with a Series 65 designation and one year of industry experience. Prior to joining Core Planning, she held roles at Guiding Wealth Management, East Rock Financial, and NextGen. Her background also includes several years of public service in various capacities within the California State Assembly and Senate. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, tailored financial planning, and advisory support for qualified retirement plans, using a customized investment approach that incorporates fundamental analysis and a combination of in-house advice, third-party managers, and model portfolios.

Maxwell Keltner is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has previously worked at DFPG Investments, Inc., First Allied Advisory Services, INC., First Allied Securities, Inc., and MSI Financial Services, Inc. Outside of advisory work, he serves as trustee, executor, and power of attorney for family members' living trusts and wills. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm’s investment approach focuses on tactical diversification and individualized asset allocation, offering a variety of model portfolios and alternative investment strategies tailored to client goals.