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.

Craig Martin is a CFP®, ChFC®, and holds the Series 65 license, with 24 years of industry experience. He currently serves at FourStar Wealth Advisors, LLC and has been involved with Family Wealth Consultants, Inc. for over two decades, where he is an owner and portfolio manager. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to tailor portfolios primarily managed on a discretionary basis, incorporating a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers.

Ethan Donahue is a financial advisor with Integrity Advisory Solutions in San Jose, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones and various non-financial firms. In addition to his advisory role, he provides investment advice to clients of Litherland, Kennedy & Associates, an estate attorney office affiliated with his firm. Integrity Advisory Solutions serves individuals, trusts, estates, and businesses through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a variety of asset-allocation strategies and third-party platforms.

Raymond Ortiz is a financial advisor with MissionSquare Retirement in San Jose, CA, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has worked at ICMA Retirement Corporation since 2012. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and offered through a multi-team advisory structure supporting more than 40,000 participants.

Michael Kissinger is a financial advisor at Kingsview Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services, combining advisor-led planning with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

Curtis Davis is a financial advisor with PFG Advisors in Campbell, CA, holding the CFP® and ChFC® designations and over 38 years of industry experience. His career includes roles at LPL Financial, Securities America, Inc., OSAIC, and United Planners. He is also the founder and president of Davis Financial Management Inc. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.