Wanchira Disyaboot is a financial advisor at Encompass More Asset Management LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Encompass More, she worked at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of advising, she serves as a financial officer for the Thai American Chamber of Commerce of California and is involved in other business activities including IT consulting and insurance operations. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital-asset exposures.

William Berg is a Series 65-licensed financial advisor with Summitry, LLC, based in Foster City, CA. He has two years of industry experience, including prior work at Sageview Advisory Group. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm employs a research-driven, largely bottom-up investment approach, combining internally managed core strategies with independent managers and alternative approaches, including a tax-smart long/short strategy.

Deborah Peri is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with Team Hewins, LLC and has previously worked at Redwood Park Advisors, LLC and Curran & Lewis Investment Management, Inc. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that constructs model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services, managing a diverse asset mix with a focus on both discretionary and non-discretionary management.

Alireza Hosseinlar is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. His background includes roles at Team Hewins across multiple capacities since 2022, as well as prior experience in educational and healthcare institutions. Team Hewins advises a diverse client base including individuals, families, trusts, business entities, and charitable organizations, providing investment advisory, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies based on Modern Portfolio Theory and is notable for managing a substantial portion of assets on a non-discretionary basis while serving state and municipal benefit plans with ERISA-based services.

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.

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.

Dwayne Shirakura is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Infinity Financial Services since 2011 and with its advisory affiliate since 2020. Outside of advising, he is also licensed as an insurance broker. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management, financial planning, pension consulting, and sponsors a wrap-fee program, employing a range of investment strategies informed by fundamental, quantitative, and technical analysis.

Roscoe Harris III is an advisor at Infinity Financial Services Advisory with Series 65 and Series 63 licenses and one year of industry experience. He previously worked at NYLIFE Securities LLC and New York Life and has experience with firms including Charles Schwab and freelance work. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting. The firm employs a multi-method investment approach incorporating both long- and short-term trading styles and uses a range of investment products including mutual funds, ETFs, options, and complex alternatives.

Sherry Hu is a CFP® professional with three years of experience at Simplicity Wealth. She serves as CEO of Global Greenlife Inc., a college admission counseling and financial aid application service, and is also a City Council Member for Dublin, CA. Simplicity Wealth provides advisory services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers technology and operational support through its managed account platform.

Kevin Sweeney is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ designation and Series 66 license, and has 25 years of industry experience. His career includes roles at several Avantax entities since 2019 and prior experience at 1ST Global Advisors, Inc. He is also a partner at Sweeney Kovar LLP, a public accounting firm, and chairs the Investment Sub-committee at Moreau Catholic High School. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and retirement plan services to a diverse client base, including high-net-worth individuals, businesses, and charitable organizations. The firm operates primarily through a network of CPA firms and registered advisors, offering tax-intelligent strategies and managing approximately $7.57 billion in assets.

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.

John Zamboanga is a financial advisor with Infinity Financial Services Advisory and holds Series 63 and Series 65 licenses. He has 30 years of industry experience with previous roles at Northwestern Mutual Wealth Management, TD Ameritrade, and other firms. He is also CEO of Tri-Valley Wealth Management, an independent securities and insurance business. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and pension consulting using a variety of analytical methods and investment strategies across multiple asset classes.

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.

Conrad Walker is a financial advisor at Verity Asset Management with eight years of industry experience. He holds a Series 65 credential and has worked at Verity since 2018. Outside of his advisory role, he is an insurance agent with Teacher's Pension and Insurance Services, Inc., selling insurance and annuity products. Verity Asset Management is an SEC-registered multi-team advisory firm serving individuals, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment process with an emphasis on tactical asset allocation and offers a range of portfolio management and retirement consulting services.

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.

Audrey Grubman is a CFP® professional with 29 years of industry experience. She is currently with NorthRock Partners, LLC and previously worked at Parkside Advisors LLC and managed her own firm, Grubman Wealth Management. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach that integrates broad asset allocation, diversification, private market allocations, and the use of AI tools alongside human oversight.

Daniel Copenhagen is an advisor at Continuum Advisory, LLC with two years of industry experience. He has worked at Mindshare Group Benefits & Insurance Services, Inc. since 2001, where he is president and owner of a full-service health insurance and benefits consulting firm. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to both individual and institutional clients, including high-net-worth individuals and pension plans. The firm integrates professional services such as tax preparation and estate planning, while utilizing a centralized technology platform for client reporting and portfolio management.

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.