Joseph Martin is a financial advisor with Summitry, LLC in San Mateo, CA, holding Series 63 and Series 66 licenses and bringing 24 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, and occasionally investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach, combining internally managed equity strategies with independent managers and alternative methods, including a tax-smart 130/30 long/short strategy.

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.

Daniel Spector Franson is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Summitry, LLC since 2022 and previously held roles at Sourjohn-Kim Retirement Solutions, Chen Financial Group, Lincoln Financial Advisors Corporation, and The Trust for Hidden Villa. 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, and third-party manager selection.

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.

Shan Taya Cowan is a financial advisor at Summitry, LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Northwestern Mutual in various roles. Additionally, she contributes as a contractor for Mercor, anonymously evaluating AI-developed responses on everyday topics. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, 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, and third-party manager selection.

Christina Gann Munguia is a CFP® with eight years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. She has previously worked at Vantage Wealth Management, LLC, and Hewins Financial Advisors, LLC. In addition to her advisory role, she is developing a financial coaching business focused on managing spending and debt reduction. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans through investment advisory, financial planning, and retirement plan consulting services. The firm employs an asset-allocation approach grounded in Modern Portfolio Theory and is notable for managing a significant portion of assets on a non-discretionary basis and serving state and municipal benefit plans.

Suanne Ramar is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2016. She holds the Series 65 designation and is based in Foster City, California. Bailard, Inc. provides wealth 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 diversification strategy combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.

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.

Jon Theriault is a financial advisor at Summitry, LLC with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked 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, and investment companies. The firm uses a research-driven, bottom-up investment approach combining internally managed strategies with independent managers and alternative methods, and also advises 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.

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.

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.