Nancy Agaiby is a financial advisor at MissionSquare Retirement with 27 years of industry experience. She has previously worked at Voya Financial Advisors, Inc. and Strategic Advisers, LLC. In addition to her advisory role, she provides caregiving support to the elderly through In Home Support Services. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Matthew Roberson is a CFP® professional with 27 years of industry experience. He has been with Arete Wealth Advisors, LLC since 2019, following a 19-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory work, he owns and manages a cattle raising operation and is involved as a partner in a company that connects solar companies with landowners. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management using both advisor-driven and proprietary model allocations, alongside third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Anton Nijmeh is a financial advisor with Diversify Advisory Services, LLC in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at DFPG Investments, Inc. since 2015. Nijmeh serves on the board of Venture Christian Church Mission Board. Diversify Advisory Services provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using various internal models and third-party solutions across multiple platforms and offers a broad range of investment instruments and strategies.

Janet Hoffmann is a CFP®, CFA®, and Series 63-licensed financial advisor with 22 years of industry experience. She is currently a partner and owner of Integral Financial Solutions, LLC, where she has worked since 2010. Hoffmann is based in Palo Alto, CA, and focuses on investment management and financial planning. She is with Sand Hill Global Advisors, LLC, a firm that provides discretionary investment and wealth management services to high-net-worth clients, including individuals, families, trusts, and nonprofit organizations. The firm’s investment approach centers on long-term fundamental research and strategic asset allocation, utilizing a combination of active and passive vehicles tailored through customized investment policy statements.

Brian Dombkowski is a CFA® charterholder with 19 years of industry experience. He has been with Sand Hill Global Advisors, LLC since 2014. The firm provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. Sand Hill Global Advisors employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research, managing approximately $3.88 billion in client assets.

Regina Wohl is a CFP® with four years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Mountain View, CA. She previously worked at Stanford Investment Group before joining Aspiriant. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing investment management, wealth planning, family office, and specialty services. The firm offers customized investment programs using a variety of implementation options and features expanded family office capabilities and public mutual funds focused on private assets.

Annrose Isaac is a CFP® professional with 12 years of industry experience, currently serving at Modern Wealth Management, LLC since 2025. She previously worked at Wade Financial Advisory, Inc. for eight years. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Sabrina Rosh is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently an advisor at Apollon Wealth Management, LLC and has previous experience at firms including Motley Fool Wealth Management, Ellevest, and Brighton Jones. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across a network of about 145 advisors. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other institutional clients, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services. Its investment approach integrates fundamental analysis with tactical allocations, ESG risk-based models, Direct Indexing, and technology tools including generative AI.

Nathan Schult is a CFP® and Series 65-licensed advisor with Brighton Jones LLC, based in Menlo Park, CA. He has three years of industry experience, including prior roles at EY and Newport Beach Country Club. Outside of finance, he has held positions at Concordia University Irvine and Peninsula Covenant Church. Brighton Jones LLC provides wealth management and financial planning services to individuals, high-net-worth clients, and family offices. The firm offers a whole-balance-sheet approach with discretionary portfolio management and financial planning, supported by an affiliated ecosystem including private investment funds and trustee services.

Kristin Sun is a financial advisor at Sand Hill Global Advisors, LLC in Palo Alto, CA, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with Sand Hill Global Advisors since 2011. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. The firm uses an open-architecture, globally oriented investment approach that emphasizes asset allocation, combining top-down macro analysis with bottom-up research.

Reuben Chen is a CFP® with 37 years of industry experience, currently serving at M HOLDINGS SECURITIES, Inc. since 2015. He also founded and leads Wellspring Consulting, where he has worked since 2001. Outside of advisory work, Chen is actively involved in community and professional organizations, including founding and chairing roles in the Silicon Valley Lions Club and its foundation, as well as serving as chairman of the Asian American Insurance & Financial Professional Association (NorCal Chapter). M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory. The firm combines portfolio management with third-party sub-advisors and provides ongoing monitoring and annual reviews tailored to client suitability.

Peggy Martin is a ChFC® credentialed financial advisor with 27 years of industry experience. She is currently with FourStar Wealth Advisors, LLC and has held positions at Family Wealth Consultants, Inc. and Kestra Investment Services, LLC. Outside of her advisory work, she serves as president of ISPF-AAUW, a nonprofit advocating for women and girls, and holds board roles with the Morgan Hill Community Foundation and the Susan Charles Bergoff Foundation. FourStar Wealth Advisors serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, using a mix of fundamental and technical analysis to tailor portfolios across various asset classes and investment vehicles.

Matthew Herrick is a financial advisor with Prospera Financial Services, Inc. in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of his advisory work, Herrick maintains a law practice and is involved as an investor in an enterprise AI startup. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms with both discretionary and non-discretionary management options.

John Han is a financial advisor with Mariner Independent who holds the ChFC®, Series 65, and Series 66 designations and has 23 years of industry experience. He previously worked at United Capital Financial Advisers, LLC for nine years and is the founder of Foothill Wealth Advisors. Outside of his advisory work, he serves as a volleyball coach at Santa Teresa High School in San Jose, CA. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives using both model and customized portfolios.

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 a Series 66 designation and five years of industry experience. She has held roles at several SVB-related entities since 2020 and has also worked at First Citizens Investor Services. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a documented due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Zachary Smith is a CFP® professional with 14 years of industry experience, currently serving at Brighton Jones LLC since 2016. Prior to that, he worked at ClearPath Capital Partners LLC for four years. He holds the Series 65 designation and is based in Menlo Park, CA. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO and OpenPlan offerings. The firm employs a whole-balance-sheet approach and combines discretionary portfolio management with access to private and public investments, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services for selected clients.

Christopher Duke is a CFP® with 16 years of industry experience. He currently works at Mutual Advisors, LLC and previously held roles at Silicon Valley Wealth Advisors, Waddell & Reed, and was involved with Central Christian Church. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a blend of active and passive strategies across discretionary and non-discretionary advisory services, utilizing multiple analytical approaches and third-party tools to tailor portfolios according to client objectives.

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.