Kurt Hoefer is a CFA® charterholder with 23 years of industry experience, currently serving at Summitry, LLC. He previously worked at Hofer Capital Management, LLC and The Golub Group, where he spent over two decades. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies, providing discretionary portfolio management, financial planning, and third-party manager selection. The firm employs a research-driven, bottom-up investment approach combining internally managed core strategies with independent managers and alternative methods.

Brenda Vingiello is a CFA® charterholder with 4 years of industry experience, currently serving at Sand Hill Global Advisors, LLC since 2011. She is based in Palo Alto, CA. 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 follows an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.

Thao Pham is a CFP® with 11 years of industry experience, currently working at Summitry, LLC. Prior to joining Summitry, Pham held roles at Golub Group, LLC, Stavis & Cohen Financial, and FSC Securities Corp. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies, offering discretionary portfolio management, financial planning, and model equity strategies. The firm employs a research-driven, bottom-up investment approach and combines internally managed core allocations with independent managers and alternative strategies.

Kathleen Hafner is a CFP® professional with one year of experience currently at Brighton Jones LLC. Her prior roles include positions at Elmwood Wealth Management and Bloom Wealth Advisors. Before transitioning into financial advising, she worked in healthcare at several hospitals including UCSF Benioff Children's Hospital Oakland and John Muir Hospital. Brighton Jones LLC provides wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands. The firm offers a whole-balance-sheet approach with discretionary portfolio management and a range of advisory services, supported by an affiliated ecosystem that includes private investment funds and fiduciary services.

Ryan Chavez is a CFP®-certified financial advisor with 11 years of industry experience. He has worked with firms including Advisory Group of San Francisco and LPL Financial before joining Bailard, Inc., where he has been since 2024. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, employing an active multi-asset approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves high-net-worth individuals, endowments, foundations, and other institutional investors, and is notable for its management of affiliated pooled vehicles and sub-advisory roles for mutual funds.

Leonida Kourtoglou is a financial advisor at Northern Trust Securities, Inc. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at firms including E*TRADE Capital Management LLC and Edward Jones. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients through model-driven Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs on the Fidelity Managed Account Xchange platform.

Lars Larsen is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 10 years of industry experience. He has worked with firms including Change Path LLC, Client One Securities, LLC, and Vision Insurance Partners. Lars is also the owner of Heritage Financial North, where he is involved in the sale of life insurance and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses.

Joseph Levy is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has held roles at Concorde Asset Management, Concorde Investment Services, Compass Commercial, and Marcus & Millichap. Outside of his advisory work, he serves as Vice President and real estate agent at Compass Commercial, representing buyers and sellers of commercial multifamily properties. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base that includes individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of products including alternative and less liquid investments.

Drew Kunde is a financial advisor at Sand Hill Global Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Sand Hill Global Advisors since 2021. Prior to that, he was with One Capital Management, LLC and Hawk Ridge Systems. 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 employs an open-architecture, globally oriented investment approach that emphasizes asset allocation, combining top-down macro analysis with bottom-up research across active and passive vehicles.

Romy Pavolotsky is a CFP® with 28 years of industry experience, currently serving at Bailard, Inc. since 1997. He also worked at Bailard Fund Services, Inc. for 21 years. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals, institutions, and various pooled investment vehicles. The firm employs a multi-asset, active investment approach combining quantitative models, fundamental research, and qualitative judgment, and is noted for its sustainable investing options and sub-advisory roles with mutual funds and separate accounts.

Alexander Tran is a financial advisor with Summitry, LLC in Foster City, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Vantage Wealth, IMST Distributors, LLC, and RNC Genter Capital Management. Outside of financial advisory, he is a partner in an e-commerce venture called Pawfect Pets. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and advisers. The firm employs a research-driven, bottom-up investment approach combining internally managed core strategies with alternative managers and offers discretionary portfolio management, financial planning, and mutual fund advisory services.

Eva Xu is a CFA® charterholder with 11 years of industry experience. She currently works at Empirical Wealth Management and previously held positions at Chestnut Advisory Group and Charles Schwab Investment Advisory, Inc. Xu serves on the board of the SOAR Foundation, a nonprofit providing scholarships to underprivileged Chinese youths, and volunteers as an advisory board member for the Journal of Investment Management. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering a range of investment management and financial planning services. The firm employs a diversified investment approach based on Modern Portfolio Theory and operates several affiliated businesses that provide real estate, insurance, and legal services.

Glen Guglielmina is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Arkadios Wealth Advisors since 2023, previously serving at Arkadios Capital and Investment Architects, Inc. He also operates a life insurance and annuity business as a sole proprietor. Arkadios Wealth Advisors is a multi-team advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans employing a variety of strategies and supports them through multiple account platforms and third-party managers.

Thomas Guinane is a Series 65–licensed advisor with 12 years of industry experience. He has been with Summitry, LLC since 2022 and previously worked at Fisher Investments for 11 years. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm combines research-driven, bottom-up investment analysis with diversified portfolio strategies, including discretionary management, model equity strategies, and third-party manager selection.

Christopher Moshy is a financial advisor at Bailard, Inc. in Foster City, CA, with 24 years of industry experience. He has held Series 65 and Series 63 licenses and worked at Primary Funds, LLC for 13 years prior to joining Bailard in 2015. Bailard provides wealth 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 employs an active, multi-asset diversification approach that integrates quantitative models, fundamental research, and qualitative judgment, and serves as a sub-adviser to mutual funds and model portfolio provider within UMA structures.

Ryan Cole is a CFP®-certified financial advisor at Bailard, Inc. with 14 years of industry experience. He has held multiple roles at Bailard since 2013, with a brief tenure at Morgan Stanley Smith Barney LLC from 2022 to 2023. Bailard provides wealth management and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs a multi-asset, actively managed approach that combines quantitative models, fundamental research, and qualitative judgment, and is noted for its management of affiliated pooled vehicles and sub-advisory roles with investment companies.

Elizabeth Cody is a CFP® with 28 years of industry experience and has been with Sand Hill Global Advisors, LLC since 2016. She holds the Series 63 designation and is based in Palo Alto, CA. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, nonprofits, and business entities. The firm emphasizes long-term fundamental research and strategic asset allocation, offering customized portfolios through a combination of active and passive investments managed under written investment policy statements.

Linda Beck is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. She has been with Bailard, Inc. since 2012. Bailard provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, and pension plans. The firm employs a multi-asset, active investment approach that integrates quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options.

John Geri is a financial advisor at Bailard, Inc. with a Series 65 credential and one year of industry experience. His prior experience includes a one-year role at RBC Wealth Management. Bailard provides wealth management and asset management services to a diverse client base, including high-net-worth individuals, endowments, and institutional investors. The firm uses an active, multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.

Jilena Mok is a financial advisor at Aegis Capital Corp. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Aegis Capital in 2023. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of program types while maintaining client decision authority.