Alexander Chang is a ChFC® credentialed financial advisor at Lifeworks Advisors, LLC with six years of industry experience. Prior to joining Lifeworks in 2026, he worked at Northwestern Mutual for seven years and is involved in entrepreneurial activities with Cuppa SF and 365 Night Market. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management through a planning-based or risk-based investment approach that incorporates model strategies and technology tools.

Jonathan De Smidt is a CFP® and holds a Series 65 license, currently advising at Brighton Jones LLC with five years of industry experience. His prior roles include positions at Ernst & Young LLP, Dynamic Signal, Inc., and InfoTrack US, Inc. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm utilizes a whole-balance-sheet approach and offers discretionary and non-discretionary portfolio management, with an affiliated ecosystem including private investment fund management, trust services, and legal support for certain clients.

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.

Kevin Boden is a financial advisor at One Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with One Capital since 2016. Prior to that, he hosted a radio program, MoneyTime with Kevin Boden, for 20 years. One Capital Management, LLC manages approximately $8.5 billion for individual and institutional clients, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm emphasizes customized, globally balanced portfolios blending active large-cap equity with ETFs and fixed income, and serves as adviser to the FundX family of ETFs.

Dana Scheer is a CFP®, CFA®, and holds a Series 66 license with 29 years of industry experience. She has been with Bailard, Inc. since 1994 and previously worked at Bailard Fund Services, Inc. for 24 years. Bailard, Inc. provides wealth and asset management services to a diverse client base including high-net-worth individuals, institutional investors, and pooled investment vehicles. The firm employs an active, multi-asset investment approach that combines quantitative models, fundamental research, and qualitative judgment, and offers specialized strategies such as sustainable and impact investing.

David Mar is a Series 65-licensed financial advisor at Arete Wealth Advisors, LLC with 42 years of industry experience. He has been with Arete Wealth Management since 2009 and also works as a licensed insurance agent specializing in life, disability, and health insurance. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

David Raphael is a financial advisor at Klingenstein Fields Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at the firm intermittently since 2019, with prior experience at Yieldstreet and The Solaris Group LLC. Klingenstein Fields Advisors manages approximately $4.7 billion for a variety of clients, including individuals, high-net-worth families, trusts, institutions, and nonprofit organizations. The firm employs a team-based fundamental research approach within a closed-architecture core equity model combined with an open-architecture asset allocation framework, offering discretionary and non-discretionary portfolio management, wealth management, investment consulting, financial planning, and outsourced chief investment officer services.

Jeffrey Manuel is a financial advisor with SVB Wealth LLC in Menlo Park, CA, holding Series 66 and Series 65 credentials and having nine years of industry experience. His career includes roles at SVB Wealth Advisory, Silicon Valley Bank, and Merrill. SVB Wealth LLC serves a range of clients including high net worth individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, financial planning, and retirement plan advisory services, employing a due diligence process to select and monitor third-party managers and delivering investment advice primarily through its investment adviser representatives.

Jennifer Cray is a CFP® professional at Forum Financial Management, LP with 22 years of industry experience. She worked at Investor's Capital Management, LLC from 2006 to 2023 before joining Forum Financial Management. Outside of her advisory role, she is a member of F.A.M. LLC, through which she provides certain management services to Forum Financial Management under a service agreement. Forum Financial Management, LP offers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory, employing institutional mutual funds and ETFs, and provides a range of portfolio management, financial planning, and sub-advisory services.

Ryan Wong is a financial advisor at Brighton Jones LLC based in Menlo Park, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Brighton Jones in 2026, he worked at Andrieni Appraisal Services and Profit Recovery Partners, among other roles. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by affiliated entities offering trust, fiduciary, and legal services.

Hallie Kraus is a CFP® professional with eight years of industry experience, currently serving at Abacus Wealth Partners. Her prior experience includes roles at Garrison Point Advisors dba TREEHOUSE WEALTH ADVISORS, The Humphreys Group, Bank of America, N.A., and Merrill. Abacus Wealth Partners serves individuals, high-net-worth clients, families, and various institutional entities by providing financial planning, consulting, and investment management. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, and integrates ESG screening and private pooled investments for suitable clients.

Sean Kyle is a CFP® professional with 9 years of industry experience, currently serving at Plancorp, LLC since 2015. Based in San Francisco, CA, he is part of a multi-team firm comprising 52 advisors. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with a range of wealth management, investment management, financial planning, and tax preparation services. The firm uses a Modern Portfolio Theory-based investment process guided by documented Investment Policy Statements, offering both discretionary and non-discretionary management alongside third-party adviser due diligence and tax-aware portfolio actions.

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 Series 66-licensed financial advisor at SVB Wealth with six years of industry experience. She has worked across multiple SVB-affiliated entities and First Citizens Investor Services since 2019 and 2023 respectively. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients by providing wealth management, financial planning, and retirement plan advisory services. The firm employs investment adviser representatives who oversee client portfolios through a combination of fundamental, quantitative, and technical analysis, supported by a structured due diligence and investment committee process.

Scott Kidd is a CFP® with 27 years of industry experience and has been with Bailard, Inc. since 1998. He holds the Series 66 designation and has also worked with Bailard Fund Services, Inc. for 20 years. Bailard, Inc. provides wealth management and asset management services to a diverse client base including high-net-worth individuals, institutions, and pooled investment vehicles. The firm employs a multi-asset diversification strategy that integrates quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.

Daniel Mckellar is a CFA® charterholder at Bailard, Inc. with 11 years of industry experience. He has been with Bailard in various capacities since 2011. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, employing an active multi-asset investment approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base including high-net-worth individuals, endowments, pension plans, and registered investment companies, and is noted for its affiliated pooled vehicles and sub-advisory roles in mutual funds.

Krista Conover is a financial advisor at SVB Wealth LLC with 11 years of industry experience. She holds a Series 65 designation and has been with SVB Wealth, formerly Boston Private Wealth LLC, since 2014. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and conducts formal due diligence for manager selection.

Joseph Salman Tehrani is a financial advisor at SVB Wealth with three years of industry experience. He holds the Series 65 designation and has worked at Silicon Valley Bank since 2014. SVB Wealth serves a diverse client base, including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies and a formal due-diligence process for manager selection.

Christopher Moody is a financial advisor at Summitry, LLC with 16 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for 15 years before joining Summitry in 2025. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other investment advisers. The firm employs a research-driven, bottom-up investment approach combining proprietary Core strategies with independent managers and alternative tactics, and manages a registered mutual fund (GGEFX).

Andrea Gandolfo is a financial advisor at Bailard, Inc. with 38 years of industry experience. He has held positions at Bailard, Inc. since 1981 and at Bailard Fund Services, Inc. from 1987 to 2018. He holds Series 63 and Series 65 designations. Bailard provides wealth management and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm uses a multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and it offers sustainable and impact investing options for interested clients.