Thomas Mudge III is a CFA® charterholder with 26 years of industry experience. He has been with Bailard, Inc. since 1987 and served at Bailard Fund Services, Inc. from 1987 to 2018. Bailard provides wealth management and asset management services to both individual and institutional clients, employing a multi-asset, actively managed approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm also offers sustainable and impact investing options and manages affiliated pooled vehicles while serving as a sub-adviser to mutual funds.

Diana Dessonville is a financial advisor at Bailard, Inc. with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Bailard since 1983, including 30 years at Bailard Fund Services, Inc. Bailard 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 a multi-asset diversification strategy that integrates quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.

Stephanie Roncal is a financial advisor at Bailard, Inc. with 18 years of industry experience. She holds a Series 65 credential and has worked at Wells Fargo Investment Institute and Wells Fargo Private Investment Advisors prior to joining Bailard in 2021. Bailard, Inc. provides wealth and asset management services to both individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm emphasizes active multi-asset diversification using quantitative models, fundamental research, and qualitative judgment, and serves a broad client base that includes high-net-worth individuals, endowments, foundations, pension plans, registered investment companies, and sovereign wealth funds.

Lisa Gallo is a CFP® professional with 29 years of industry experience, currently serving at Encompass More Asset Management LLC. Her prior roles include positions at O'Donnell Financial Group, Independent Financial Group, United Planners' Financial Services of America, Vitucci & Associates, and National Planning Corp. She is also involved as an agent with Westland Financial Services, providing insurance products and business development solutions for independent financial advisors. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors and high-net-worth clients.

Alexander Leitzes is a financial advisor with Summitry, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Fisher Investments and JP Morgan Securities LLC. Since 2020, he has been with Summitry, headquartered in Foster City, CA. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm employs a research-driven, bottom-up investment approach that combines internally managed equity strategies with independent managers and alternative approaches, offering discretionary portfolio management, financial planning, and advisory services to its registered mutual fund.

Herbert Brown is a financial advisor at Zacks Investment Management, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zacks Investment Management and its affiliate Zacks & Company since 2006. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary quantitative and qualitative investment process centered on earnings-estimate revisions and offers a range of strategies and products across retail, institutional, and third-party distribution channels.

Allison Uozumi is a financial advisor at Summitry, LLC with a Series 65 designation and less than one year of industry experience. Her prior work includes roles at John Cabot University, Roche, and Roam Artisan Burgers. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm uses a research-driven, largely bottom-up investment process combining internally managed core strategies with independent managers and alternative approaches, and also acts as adviser to a registered mutual fund.

Anthony Orozco is a financial advisor at Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation. He has one year of industry experience, including prior roles at Alpha Innovation Partners and New York Life Insurance Company. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm offers portfolio management, financial planning, adviser selection, and pension consulting, utilizing a multi-method investment approach that incorporates various analytical techniques and complex investment products.

Blaine Townsend is a financial advisor at Bailard, Inc. with 22 years of industry experience. He has held his current role at Bailard since 2016. Townsend holds Series 63 and Series 65 licenses. Bailard provides wealth and asset management services to both individual and institutional clients, offering financial planning and discretionary portfolio management through 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 clients including high-net-worth individuals, endowments, foundations, and pension plans.

Clarice Nolet is a CFP® with 17 years of industry experience, currently serving as an advisor at Team Hewins, LLC since 2019. Prior to joining Team Hewins, she worked at Wealth Architects, LLC for four years and took a one-year sabbatical. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, charitable organizations, and employee benefit plans. The firm emphasizes a structured investment process led by an Investment Committee and offers specialized retirement plan services, managing approximately $3.43 billion in assets.

Mehul Thakker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Vanderbilt Advisory Services since 2017 and previously spent 14 years at Financial West Group. Thakker is the owner of Empowered Investments and holds a small ownership stake in a family dry cleaning business that is no longer operating. Vanderbilt Advisory Services serves a broad client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.

Brian Jacobs is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He has worked at Aptus Capital Advisors, LLC since 2023 and was previously with Rs Investments for nine years. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets, providing advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven approach primarily using ETFs, including actively managed Aptus funds, combining technical and fundamental analysis to seek upside participation while mitigating major drawdowns.

Ryan Ficks is a CFP® professional at Summitry, LLC with 15 years of industry experience. His prior roles include positions at First Citizens Wealth, Silicon Valley Bank, Waddell & Reed, Equitable Advisors, and Wells Fargo Investments. 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 offers discretionary portfolio management, financial planning, model equity strategies, third-party manager selection, and advises a registered mutual fund, using a research-driven and predominantly bottom-up investment approach.

Steven Quinly is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and over 46 years of industry experience. His prior work includes roles at Bank of America and Merrill. He also serves on the Contra Costa County Treasurer Oversight Committee. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on personalized advice and employs diversified asset allocation strategies across various investment types, including mutual funds, ETFs, equities, fixed income, and alternatives.

Joanna Aiken is a financial advisor at Choreo, LLC with 29 years of industry experience. She previously worked at Enso Wealth Management and Edward Jones. Outside of her advisory role, she serves as CFO of JCBC Enterprises LLC, which provides educational enrichment programs for children. Choreo serves individual and high-net-worth investors, family offices, and institutional clients with services including portfolio management, financial planning, and outsourced CIO solutions. The firm combines strategic asset allocation with quantitative screening and utilizes diverse investment vehicles to implement client portfolios.

Kenneth Quiat is a financial advisor at Belpointe Asset Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Foresters Equity Services, Inc. and AD Banker LLC. Outside of his advisory role, he is a licensed educator with AD Banker, LLC. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, utilizing a blend of passive, active, and tactical strategies tailored to client objectives.

Yu Chen is a CFP® professional with 13 years of experience in financial advising. He is currently with Infinity Financial Services Advisory and has previously worked at Alden Capital, Eagle Strategies, and New York Life insurance among others. Outside of his advisory role, Yu Chen is the owner of MYZ Financial & Insurance Services and serves as CFO of Forte Tools Inc, a wholesale distributor of industrial products. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies, including long- and short-term trading and options, and integrates advisory services with affiliated broker-dealer and insurance activities.

Steven Burke is a Series 65-licensed advisor with Redhawk Wealth Advisors, Inc. in Oakland, CA, and has eight years of industry experience. He previously worked at Hermes Econometrics for three years and has served as a principal and independent insurance agent at SIS Services since 2000. Outside of his advisory role, he remains active in independent insurance agency work. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment management approach combines strategic and tactical asset allocation across multiple asset classes, with portfolios reviewed weekly by an investment committee.

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.

Andrew Thompson is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior roles include five years at Enso Wealth Management and fourteen years at Edward Jones. Outside of his advisory work, he is involved as an insurance agent with Highland Capital Brokerage, focusing on new insurance products for clients. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm employs a centralized investment process centered on strategic asset allocation and diversified portfolios, offering a range of services such as portfolio management, financial planning, OCIO, and specialized consulting.