Larry Skarset is a financial advisor at IP Financial Advisory Services LLC with 39 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience with Innovation Partners LLC and LifeMark Securities. Outside of finance, he has been involved with Cambridge Barbers since 1969. IP Financial Advisory Services LLC primarily serves individual retail clients and provides portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and offers a range of advisory and actuarial consulting services along with discretionary portfolio management.

Kimberleigh Williams is a CFP® at Sand Hill Global Advisors, LLC with 14 years of industry experience. She has been with Sand Hill Global Advisors since 1998. 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 emphasizes long-term fundamental research and strategic asset allocation, managing portfolios through a mix of active and passive investments customized via written investment policy statements and overseen by an internal investment committee.

Kimberly Pham is a financial advisor at Sand Hill Global Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Sand Hill Global Advisors since 2021. Prior to that, she held positions at Beacon Pointe Advisors and Valleytek, Inc. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research.

John Zhang is a financial advisor at Brighton Jones LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Beacon Pointe Advisors, LLC, and Charles Schwab & Co. Inc. for a combined total of 18 years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and integrates public and private investments through its affiliated ecosystem, which includes a trust company and private investment funds.

Natalie Morrella is a CFP® professional with 10 years of experience in financial advising. She has worked at Aspiriant since 2017 and previously spent 13 years at Stanford Investment Group, Inc. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement clients, offering investment management alongside wealth planning, family office, and specialty services. The firm provides customized investment programs using a range of implementation options and includes accounting, tax, and estate planning, as well as targeted consulting services.

Kayla Daniel is a financial advisor at Diversify Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at DFPG Investments, LLC and J.P. Morgan entities. Outside of her advisory role, she has interned with Adam America Real Estate, where she was involved in acquisition analysis and market research as part of a master's program. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of portfolio management and financial planning services tailored to client goals and risk tolerance.

Paula Brennan is a financial advisor at Gradient Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has been with Gradient Advisors since 2020. Prior to that, she worked at the Academy of Self Defense for four years and has operated her own independent business since 2005. Outside of her advisory role, she is involved in life and annuity sales as an independent life agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

Brian King is a CFP® with 27 years of industry experience, currently associated with DFPG Investments, Inc. since 2015. He operates through Global Wealth Partners Inc., providing financial planning services as a Certified Financial Planner. King also serves as CEO/President of Camden Corporation Inc., a personal corporation managing payroll and retirement plans. Diversify Advisory Services, LLC offers investment advisory and financial planning services 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 investment approach utilizing multiple platforms and a wide range of instruments and strategies.

Sara Craven is a financial advisor at Sand Hill Global Advisors, LLC in Palo Alto, CA, with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Sand Hill Global Advisors since 2003. 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 and combines top-down macro analysis with bottom-up research.

Duong Tran is a CFP® with 18 years of experience in the financial industry. He has been with American Century Investment Services, Inc. since 2010 and is currently affiliated with American Century Investments Private Client Group, Inc. in San Jose, CA. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by an internal Investment Committee, focusing on strategic asset allocation and diversification, with access to affiliated mutual funds and ETFs.

Myron Ashby is a financial advisor with Eversource Wealth Advisors, LLC in San Jose, CA, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at Highway Financial Networks for 15 years and has been involved with Community Christian since 2018. Eversource Wealth Advisors serves a diverse client base that includes individuals, families, estates, trusts, charitable foundations, broker-dealers, and independent RIAs. The firm offers wealth management, financial planning, investment advisory, and sub-advisory services through multiple investment programs and emphasizes investor profiling, operational due diligence, and values-based strategies.

John Mckee is a financial advisor at Arkadios Wealth Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Resource Investment Architects, Inc. and Personal Portfolios, Inc. In addition to his advisory role, he conducts an insurance business focused on fixed and variable annuities and term insurance as a sole proprietor. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans implemented through various internally managed accounts and third-party managers, using a combination of fundamental, technical, and cyclical analysis.

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.

Matthew Roberson is a CFP® professional with 27 years of industry experience. He has been with Arete Wealth Advisors, LLC since 2019, following a 19-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory work, he owns and manages a cattle raising operation and is involved as a partner in a company that connects solar companies with landowners. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management using both advisor-driven and proprietary model allocations, alongside third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

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.

Annrose Isaac is a CFP® professional with 12 years of industry experience, currently serving at Modern Wealth Management, LLC since 2025. She previously worked at Wade Financial Advisory, Inc. for eight years. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Sabrina Rosh is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently an advisor at Apollon Wealth Management, LLC and has previous experience at firms including Motley Fool Wealth Management, Ellevest, and Brighton Jones. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across a network of about 145 advisors. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other institutional clients, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services. Its investment approach integrates fundamental analysis with tactical allocations, ESG risk-based models, Direct Indexing, and technology tools including generative AI.