Jon Theriault is a financial advisor at Summitry, LLC with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Hightower Advisors, RBC Capital Markets, Fidelity Investments, and Northwestern Mutual. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach combining internally managed strategies with independent managers and alternative methods, and also advises a registered mutual fund.

Colin Higgins is a financial advisor with Summitry, LLC in San Mateo, CA, holding Series 63 and Series 66 registrations and bringing 23 years of industry experience. He has worked with The Golub Group since 2003. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm uses a research-driven, bottom-up investment approach combining internally managed core strategies with alternative manager sleeves, and it acts as adviser to a registered mutual fund.

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.

Jack Zhao is a CFA® charterholder with two years of industry experience. He currently works at GC Wealth Management RIA, LLC and previously spent eight years at Summitry, LLC. His background also includes two years at Chicago Booth. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm employs a research-driven, largely bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection.

Luke Hayes is a financial advisor at Team Hewins, LLC with 30 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at State Street Global Advisors Trust Company, Fidelity Brokerage Services LLC, and Charles Schwab. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, offering investment advisory, financial planning, and retirement plan consulting services. The firm employs asset-allocation principles based on Modern Portfolio Theory and manages assets through both discretionary and non-discretionary approaches.

Mikhail Saliba is a CFP® professional at Bailard, Inc. in Foster City, CA, with two years of industry experience. His work history includes multiple roles at Bailard and academic positions at the University of Colorado Boulder and Texas Christian University. Bailard provides wealth and asset management services to individual and institutional clients, employing a multi-asset, active investment approach that integrates quantitative models, fundamental research, and qualitative judgment.

Adam Stoeppler is a financial advisor with B. Riley Wealth Advisors, Inc. in San Francisco, CA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Securities Corporation for seven years. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, charitable organizations, and corporate clients, managing approximately $4.21 billion in assets through a range of programs including Advisor-as-Portfolio-Manager and third-party managed solutions.

Robert Hammack is a financial advisor with Summitry, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Charles Schwab and EquityBee Inc. before joining Summitry. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies, offering discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection. The firm employs a research-driven, bottom-up investment approach and manages a registered mutual fund, combining core internally managed strategies with alternative approaches and independent managers.

Lori Russell is a CFP® and holds a Series 66 designation, with five years of industry experience. She is currently with Summitry, LLC and previously worked at Vantage Wealth and D.A. DAVIDSON & Co. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach combining internally managed Core strategies with alternative and independent manager sleeves, and it offers unique features such as managing its mutual fund like an advisory client and providing estate-planning referral arrangements.

Derek France is a financial advisor with Team Hewins, LLC in Foster City, CA, holding a Series 65 designation and eight years of industry experience. He has been with Team Hewins since 2018 and previously worked at Hewins Financial Advisors, LLC from 2015 to 2018. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm emphasizes a disciplined investment approach guided by an Investment Committee, with expertise in retirement plan services and a notable asset mix that includes significant non-discretionary management.

Kenneth Vander Kooi is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Summitry, LLC since 2024 and previously spent 11 years at Scharf Investments LLC. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach that combines internally managed core strategies with independent managers and alternative approaches, including a tax-smart long/short strategy.

Alfred Cheung is a financial advisor at Sand Hill Global Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Karp Capital Management Corporation. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and various business entities. The firm employs a globally oriented, open-architecture investment approach that combines top-down macro analysis with bottom-up research and manages approximately $3.88 billion in client assets.

Michael Pearce is a financial advisor at RBC Securities, Inc. in San Francisco, CA, holding Series 66, Series 63, and Series 65 licenses with 19 years of industry experience. His prior roles include positions at City National Securities, E*TRADE Capital Management LLC, E*TRADE Securities LLC, Bank of the West, and BancWest Investment Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates within a broad financial services group affiliated with a bank parent, offering discretionary portfolio management via an affiliated sub-advisor, RBC Rochdale, and a range of custodial and cash-management features.

Stephen Shipp Jr. is a financial advisor at Geneos Wealth Management, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneos Wealth Management since 2017. Prior to that, he worked at Parsons Financial Advisors and operated consulting services under his own name. He also receives book royalties for works authored by his late father. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and third-party money manager referrals, using a range of investment strategies and account structures, managing over $5.5 billion in client assets as of the end of 2024.

Jeremiah Wager Smith is a financial advisor at Bailard, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Bailard since 2022, following two years at Modern Asset Management. Bailard provides wealth and asset management services to individual and institutional clients, employing an active, multi-asset diversification approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves a range of clients including high-net-worth individuals, endowments, and pension plans, and is known for managing affiliated pooled vehicles and acting as a sub-adviser to mutual funds.

When I faced a life-changing challenge that required me to step back from work, I learned the importance of financial peace firsthand. Because my finances were organized, I could focus on healing without worrying about affording treatment or how long I could go without income. That mental clarity was as important as any medical care I received. Now, I bring both the technical expertise as a CPA/PFS and CFP® professional, and the real-world understanding of how financial stability creates freedom when life takes unexpected turns. Because it inevitably will, whether that’s wanting to pursue a career change, evolving family responsibilities, or going after new opportunities without financial stress. As your financial planner, my goal is to help you build an emotional and practical sense of security around money. The numbers and strategies matter, but they're really about creating space for you to live fully, knowing that whatever comes your way, you'll have the financial foundation to handle it with grace. I'm honored to partner with you in creating your WealthPeace.

Alex Katz is a financial advisor with Summitry, LLC, holding a Series 65 designation and 13 years of industry experience. He previously worked at Opes Advisors from 2012 to 2018 before joining Golub Group, where he worked for eight years. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, investment companies, and other investment advisers. The firm employs a research-driven, bottom-up investment process combining internally managed core strategies with independent managers and alternative approaches, including a tax-smart 130/30 long/short strategy.

Francois Marcoux is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Bailard, Inc. in Foster City, CA since 2016. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, using a multi-asset approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base, including high-net-worth individuals, endowments, foundations, pension plans, and sovereign wealth funds.

Rohit Mansukhani is a financial advisor at Summitry, LLC with CFA® and Series 63 designations. He has experience at several firms, including Aspiriant, LLC and ICONIQ Capital, before joining Summitry in 2026. Mansukhani has worked in the industry since 2016. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach combining internally managed strategies with independent managers and alternative methods, including a tax-smart 130/30 long/short strategy.

Tyler Patterson is a CFP®-certified financial advisor with nine years of industry experience, currently with Summitry, LLC. His prior experience includes roles at T. Rowe Price and Empower. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies, offering discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection. The firm utilizes a research-driven, bottom-up investment process and manages both internally developed Core strategies and alternative approaches through independent managers.