Helen Dietz is a CFP® with 29 years of industry experience, currently serving at Aspiriant, LLC in Mountain View, CA. She worked at Stanford Investment Group, Inc. for 30 years before joining Aspiriant, where she has been since 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers a range of services including discretionary and non-discretionary investment management, wealth planning, family office services, and specialized consulting, utilizing a customized investment approach supported by internal research and a variety of investment options.

Elaine Manley is a CFP® professional with 39 years of industry experience, currently serving at Mutual Advisors, LLC and Mutual Securities, Inc. since 2018. Her prior experience includes over 30 years at Waddell & Reed, Inc. and running her own firm, Elaine Manley, Inc., for 20 years. She serves on the board of the League of Women Voters Cupertino-Sunnyvale and is involved in authoring financial books through Financial Journey Partners, Inc. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors and serving individuals, institutional investors, trusts, and retirement plans. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing both passive and active investment strategies tailored to client objectives.

Lan Tran is a financial advisor at The Wealth Consulting Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 1998. Tran has been with The Wealth Consulting Group since 2016. 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 and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis and integrates legal-service pathways through referrals and ownership structures.

Richard Hillsbery is a CFP® and PFS™ with 20 years of industry experience. He is affiliated with ValMark Advisers, Inc. and has worked there since 2012. Prior to and alongside this role, he has been involved with SD Mayer & Associates, LLP, and Valmark Securities, Inc. Hillsbery is also co-owner of Hillsbery Financial and Tax, a bookkeeping and tax accounting business. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of around 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, with a focus on multi-asset allocation and ongoing portfolio monitoring.

Terrence Asuncion is a financial advisor at Coppell Advisory Solutions LLC with four years of industry experience. He has held roles at Coppell Advisory Solutions DBA Fusion Capital Management since 2022 and serves as a Senior Planning Manager at Solaria. Outside of his advisory work, he is involved in senior planning management at Solaria, a non-investment related role. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment approach combining internal and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision aligned with client objectives.

Masashi Yamamoto is a financial advisor at PFG Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including United Planners, OSAIC, and New York Life Insurance Company. Outside of his advisory roles, he has experience working at Amazon since 2019. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Steven Lee is a financial advisor at Highpoint Planning Partners with one year of industry experience. He holds a Series 65 designation and has previous work experience at companies including Segmind, EQBR, Maxim Integrated, and Lumentum. Highpoint Planning Partners serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and uses fundamental analysis to construct client investment policies implemented across diverse asset classes and third-party platforms.

Howard Cheng is a financial advisor with M HOLDINGS SECURITIES, Inc. in San Jose, CA, holding Series 63 and Series 65 licenses, and has 24 years of industry experience. He has been with M Holdings Securities since 2015 and also operates Wellspring Consulting and his own CPA practice, Howard Cheng, CPA, providing tax and accounting services. Cheng is involved in life, health, and annuities insurance activities alongside his advisory work. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, insurance advisory, and sub-advisory arrangements, utilizing both in-house portfolio management and third-party sub-advisors.

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 with five years of industry experience. He has worked at Brighton Jones LLC since 2021, with prior experience at InfoTrack US, Inc., Dynamic Signal, Inc., and Ernst & Young LLP. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts, providing comprehensive wealth services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a balance-sheet, holistic approach and offers both discretionary and non-discretionary management alongside estate-document resources and affiliated investment managers.

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.

Jeffrey Manuel is a financial advisor at SVB Wealth with 9 years of industry experience. He holds Series 66 and Series 65 designations and has worked at SVB Wealth Advisory and Silicon Valley Bank. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients. The firm employs a 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, integrating a range of affiliated financial services.

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 with 21 years of industry experience. She has worked at Forum Financial Management, LP since 2023 and previously spent 17 years at Investor's Capital Management, LLC. Outside of her advisory role, she is a member of F.A.M. LLC, providing management services under a service agreement with Forum Financial Management. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs based on Modern Portfolio Theory.

Ryan Wong is a financial advisor at Brighton Jones LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Andrieni Appraisal Services and Profit Recovery Partners, as well as experience in financial groups and academia. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services including personal CFO programs, family office services, and discretionary investment management, using a holistic, balance-sheet approach with both discretionary and non-discretionary management.

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.

Ann Duong Huynh is a financial advisor with SVB Wealth, holding a Series 66 designation and six years of industry experience. She has worked at multiple SVB-related entities since 2019 and was previously employed at Silicon Valley Bank from 2011 to 2023. 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 due diligence process to select and monitor third-party managers and delivers investment advice primarily through its investment adviser representatives.

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 at Buck Wealth Strategies, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Madison Avenue Securities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, primarily implementing strategies through equities, ETFs, and fixed income.