Conrad Walker is a financial advisor at Verity Asset Management with eight years of industry experience. He holds a Series 65 credential and has worked at Verity since 2018. Outside of his advisory role, he is an insurance agent with Teacher's Pension and Insurance Services, Inc., selling insurance and annuity products. Verity Asset Management is an SEC-registered multi-team advisory firm serving individuals, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment process with an emphasis on tactical asset allocation and offers a range of portfolio management and retirement consulting services.

Jon Theriault is a financial advisor at Summitry, LLC with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously 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, as well as investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, third-party manager selection, and advisory services to 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.

Daniel Copenhagen is an advisor at Continuum Advisory, LLC with two years of industry experience. He has worked at Mindshare Group Benefits & Insurance Services, Inc. since 2001, where he is president and owner of a full-service health insurance and benefits consulting firm. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to both individual and institutional clients, including high-net-worth individuals and pension plans. The firm integrates professional services such as tax preparation and estate planning, while utilizing a centralized technology platform for client reporting and portfolio management.

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.

Aaron Phillips is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Infinity Financial Services since 2016 and has also engaged in tax preparation through an affiliation with a tax services provider since 2015. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients through 35 advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes charting, fundamental and quantitative analysis, and the use of complex investment products such as options.

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.

Christopher Barlow is a financial advisor at Sepio Capital, LP with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Lombard Street Partners, LLC for 12 years before joining Sepio Capital in 2018. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, focusing on fundamental analysis with a generally long-term investment approach.

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 Series 65-licensed advisor at Team Hewins, LLC with nine 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 serves individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans by offering investment advisory, financial planning, and retirement plan consulting services. The firm employs an asset-allocation approach based on Modern Portfolio Theory and manages assets through both discretionary and non-discretionary arrangements, including specialized services for state and municipal benefit plans.

Haroon Sattari is a financial advisor with RBC Securities, Inc., holding a Series 66 credential and 12 years of industry experience. He has worked at RBC Securities since 2019, following six years at Citigroup Global Markets and CitiBank, N.A. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm utilizes an affiliated sub-advisor to manage portfolios with mutual funds, ETFs, SMAs, and individual securities, and is integrated within a broader financial services group affiliated with a bank parent and related entities.

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.

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.

Gregory Bentley is a financial advisor at Prosperity Wealth Management, Inc. in San Ramon, CA, with 41 years of industry experience. He holds a Series 63 designation and has been with Prosperity Wealth Management since 2015. Bentley is also the CEO and a 25% owner of Fortune Financial Services, Inc., where he divides his time evenly alongside his role at Prosperity. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision through multiple analysis methods and ongoing oversight of recommended third-party managers.

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.