Patrick Sullivan is a CFA® charterholder with 23 years of experience in the financial advisory industry. He has been with Frank, Rimerman Advisors LLC since 2003, based in Palo Alto, CA. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services to high-net-worth individuals, qualified investors, trusts, estates, charitable organizations, and select limited liability companies. The firm implements a long-term, individualized investment approach with diversified portfolios and employs both fundamental and technical research, managing discretionary and non-discretionary accounts.

Adam Gensler is a CFP® with eight years of industry experience and is currently a financial advisor at Frank, Rimerman Advisors LLC in Palo Alto, CA. He 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 services to high-net-worth individuals, qualified investors, trusts, estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach with diversified portfolios and conducts ongoing client 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. 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 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.

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.

Rodney Wade is a CFP® with 32 years of industry experience, currently serving at Modern Wealth Management, LLC since 2025. He previously led Wade Financial Advisory, Inc. for 27 years, where he also provided tax preparation services for individuals and businesses. Modern Wealth Management offers investment advisory and integrated planning services to a diverse client base, utilizing a centralized portfolio management model and providing specialized services such as ERISA plan management and tax planning through affiliated entities.

Jack Rimbach is a financial advisor at Empirical Wealth Management with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Rockefeller Financial LLC and PIMCO Investments LLC. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering diversified investment management and financial planning services grounded in Modern Portfolio Theory. The firm also provides alternative-strategy offerings and operates affiliated businesses in real estate, insurance, and estate planning.

Jennifer Riva Kirk is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and over 20 years of industry experience. She has worked at LPL Financial since 2017 and has been associated with Redwitz Wealth Management Group since 2004. Kirk serves as a nonprofit board member of Caritas Corporation and is involved with Sacred Heart Community Service in San Jose. 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, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways to support comprehensive client needs.

Justin Kennedy is a Series 65-licensed financial advisor at Integrity Advisory Solutions with two years of industry experience. He has been an owner and attorney at Litherland, Kennedy & Associates, APC, an estate planning and elder care law firm, since 2011. Outside of financial advising, Kennedy serves on the Silicon Valley Executive Leadership Team for the Alzheimer's Association Walk to End Alzheimer's. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a range of asset allocation strategies and third-party platforms.