Kristin Sun is a financial advisor at Sand Hill Global Advisors, LLC in Palo Alto, CA, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with Sand Hill Global Advisors since 2011. 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 uses an open-architecture, globally oriented investment approach that emphasizes asset allocation, combining top-down macro analysis with bottom-up research.

Reuben Chen is a CFP® credentialed financial advisor with 37 years of industry experience, currently practicing at M Holdings Securities, Inc. since 2015 and operating Wellspring Consulting since 2001. He has held leadership roles including founding CEO of ACA Life Distributors Inc. and involvement in nonprofit organizations such as the Silicon Valley Lions Club and the Cupertino and Qingdao Friendship City Committee. Chen also coaches life insurance agents in Asia and serves as chairman of the Asian American Insurance & Financial Professional Association (NorCal Chapter). M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, combining portfolio management with third-party sub-advisors and utilizing platforms like Envestnet to support investment management and client reporting.

Peggy Martin is a ChFC® and Series 66-licensed advisor with 27 years of industry experience. She is currently with Fourstar Wealth Advisors, LLC and has been involved with Family Wealth Consultants, Inc. since 2005. Martin holds nonprofit leadership roles including president of ISPF-AAUW, a San Jose organization advocating for women and girls, and serves as treasurer and CFO for local foundations. Fourstar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis and manages client portfolios across a range of investment vehicles, often on a discretionary basis tailored to client risk tolerance and time horizon.

Matthew Herrick is a financial advisor with Prospera Financial Services, Inc. in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined nine years. Outside of his advisory role, Herrick operates a law practice and is involved in entrepreneurial ventures, including ownership of Herrick Wealth Advisory and investment in an enterprise AI startup. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and customizable portfolio solutions.

John Han is a financial advisor with Mariner Independent in Campbell, CA, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 22 years of industry experience, including roles at United Capital Financial Advisers and Mariner Platform Solutions. Han is also the founder of Foothill Wealth Advisors and serves as a volleyball coach at Santa Teresa High School. Mariner Independent offers investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm provides portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services, supported by institutional resources and affiliated private fund relationships.

Benjamin Shively is a financial advisor at Moss Adams Wealth Advisors LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Moss Adams Wealth Advisors since 2010. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm offers comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets with a long-term, strategic approach that includes discretionary and non-discretionary portfolio management.

Patrick Sullivan is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Frank, Rimerman Advisors LLC since 2003. He is based in Palo Alto, California. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management to high-net-worth individuals, qualified investors, trusts and estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach with diversified portfolios and utilizes third-party asset managers and ongoing performance evaluations tailored to clients’ financial goals.

Adam Gensler is a CFP® and Series 65 credentialed financial advisor with eight years of industry experience. He is currently with Frank Rimerman Advisors LLC and has been a Tax partner at Frank, Rimerman & Co. LLP, a public accounting firm, since 2012. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management to high-net-worth individuals, qualified investors, trusts and estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach with a focus on broadly diversified portfolios and ongoing quarterly reviews.

Carol Le is a financial advisor at SVB Wealth with five years of industry experience. She holds a Series 66 designation and has worked at several affiliated entities including Silicon Valley Bank and First Citizens Investor Services. SVB Wealth serves a diverse client base, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and offers customized solutions, supported by a formal due-diligence process and a specialized Retirement Plan Advisory Team.

Zachary Smith is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Brighton Jones LLC since 2016. He holds a Series 65 license and is based in Menlo Park, CA. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm uses a holistic, balance-sheet approach and offers discretionary and non-discretionary management, family office services, tax preparation, real estate consulting, and access to private investment opportunities.

Christopher Duke is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior experience includes roles at Silicon Valley Wealth Advisors, Waddell & Reed, and various insurance carriers. He also worked with Central Christian Church from 2014 to 2018. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors, providing asset management and comprehensive financial consulting services to individuals, institutions, trusts, and retirement plans. The firm employs a mix of passive and active investment strategies tailored to client objectives and maintains notable relationships with sovereign wealth funds and a broad third-party ecosystem.

Patrick White is a financial advisor with Integrated Advisors Network LLC in Menlo Park, CA, holding a Series 63 designation and 29 years of industry experience. He has worked at Menlo Oaks Capital Group, LLC and Concert Wealth Management, Inc. prior to his current roles at Integrated Advisors Network and Menlo Oaks Capital Group. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a mix of fundamental and quantitative analysis, third-party sub-adviser platforms, and customized investment strategies based on client risk profiles.

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., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with M Holdings Securities since 2015 and also operates Wellspring Consulting, which she has been involved with since 2003. Outside of finance, she teaches cooking classes at various retail locations. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Jeanmarie La Bonte is a financial advisor at Citizens Private Wealth with 26 years of industry experience. She has held positions at Goldman Sachs and First Republic Investment Management prior to joining her current firm. La Bonte holds Series 63, 65, and 66 licenses. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, complemented by tax, estate, and business consulting services.

Barry Taylor is a CFP® professional with 22 years of industry experience. He is a co-founder and partner at Integral Financial Solutions, LLC, where he focuses on investment management and financial planning. Since 2019, he has also served as an advisor at Sand Hill Global Advisors, LLC in Palo Alto, CA. Sand Hill Global Advisors provides discretionary investment management and comprehensive financial planning to high-net-worth individuals, families, trusts, not-for-profit organizations, and various business entities. The firm’s investment approach centers on long-term fundamental research and strategic asset allocation, utilizing an open-architecture mix of active and passive investments tailored through customized investment policy statements.

Ziying Zhou is a financial advisor at Prospera Financial Services, Inc. with two years of industry experience. Zhou holds a Series 66 designation and has worked at several firms including Cerity Partners LLC, Hightower Advisors, and Northwestern Mutual Investment Services LLC. Prior to entering financial advising, Zhou held roles at universities and in the energy sector. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

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.