Duong Tran is a CFP® with 18 years of experience in the financial industry. He has been with American Century Investment Services, Inc. since 2010 and is currently affiliated with American Century Investments Private Client Group, Inc. in San Jose, CA. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by an internal Investment Committee, focusing on strategic asset allocation and diversification, with access to affiliated mutual funds and ETFs.

Myron Ashby is a financial advisor with Eversource Wealth Advisors, LLC in San Jose, CA, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at Highway Financial Networks for 15 years and has been involved with Community Christian since 2018. Eversource Wealth Advisors serves a diverse client base that includes individuals, families, estates, trusts, charitable foundations, broker-dealers, and independent RIAs. The firm offers wealth management, financial planning, investment advisory, and sub-advisory services through multiple investment programs and emphasizes investor profiling, operational due diligence, and values-based strategies.

John Mckee is a financial advisor with Arkadios Wealth Advisors in Redwood City, CA, holding a Series 63 credential and bringing 37 years of industry experience. His career includes long tenures at Resource Investment Architects, Inc. and Investment Architects, Inc., spanning over three decades. In addition to his advisory role, he conducts a separate insurance business focused on fixed and variable annuities and term insurance. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment management, financial planning, and access to third-party money managers. The firm utilizes an integrated operating model combining advisor-managed accounts, a wrap program, and an internal portfolio team to provide diversified investment strategies and fiduciary services.

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.

Joanne Howard is a CFA® charterholder at Bailard, Inc. in Foster City, CA, with five years of industry experience. She previously worked for Allianz Global Investors, where she spent 29 years. Bailard 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 employs a multi-asset diversification approach that combines quantitative models, fundamental research, and qualitative judgment, and is noted for its sustainable investing options and sub-advisory roles.

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.

Enrique Fermin is a Certified Financial Planner (CFP®) with over 32 years of experience in the financial industry. He has been with Bailard, Inc. since 1985 and also worked with Bailard Fund Services, Inc. for more than three decades. Bailard, Inc. provides wealth management and asset management services to both individual and institutional clients, including high-net-worth individuals, endowments, pension plans, and sovereign wealth funds. The firm employs an active, multi-asset diversification approach that integrates quantitative models, fundamental research, and qualitative judgment, while offering sustainable and impact investing options upon client request.

Danielle Shinnick is a financial advisor with First Heartland Consultants, Inc. in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with First Heartland Capital, Inc. since 2001. Outside of her advisory role, Shinnick operates bookkeeping and tax preparation services. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

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.

Clayton Shum is a CFP® with 20 years of industry experience, currently affiliated with Aegis Capital Corp. He has held roles at Grove Point Advisors, LLC, Grove Point Investments, LLC, and USA Financial Securities, and has operated his own financial services business since 2008. He also maintains a notary license for business use. 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 manages client assets across multiple program offerings.

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.

Lena Mcquillen is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. She has been with Bailard, Inc. since 2020 and previously worked for Wells Fargo Private Investment Advisors, LLC from 2007 to 2020. Outside of her advisory role, she is a member of Smashing Grapes, LLC, a winery business. Bailard provides wealth management and asset management services to a range of individual and institutional clients, utilizing a multi-asset diversification approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves high-net-worth individuals, endowments, foundations, pension and profit-sharing plans, and registered investment companies, among others.

Sabrina Rosh is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. Her prior experience includes roles at Motley Fool Wealth Management, Ellevest, Wealth Architects, LLC, and Brighton Jones, LLC. Apollon Wealth Management is a multi-team SEC-registered adviser that serves a diverse client base including individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and invests across a broad range of asset classes, offering specialized services such as ESG models, Direct Indexing with tax management, and advisory roles for insurance company clients and private funds.

Emily Hazelroth is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Summitry, LLC since 2021. Her prior experience includes roles at TIAA-CREF, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. Summitry, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and advisers. The firm employs a research-driven, largely bottom-up investment approach, combining internally managed core strategies with independent managers and alternative strategies, and offers discretionary portfolio management, financial planning, and mutual fund advisory services.

Nathan Schult is a CFP® professional affiliated with Brighton Jones LLC in Menlo Park, CA, with three years of industry experience. His prior work includes roles at EY, Newport Beach Country Club, and LSL CPAs and Advisers. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services including financial planning, investment management, tax preparation, and family office services, using a holistic, balance-sheet approach and providing access to private investment opportunities.

Nicholas Risser is a CFP® with eight years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2025. He previously worked at Bersot Capital Management and LPL Financial and took a year for extended travel in 2019. Bailard, Inc. 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 it offers sustainable and impact investing options upon request.

Kimberly Aquino is a CFP® professional at Bailard, Inc. with 29 years of industry experience. She has worked at Bailard since 1996 and currently serves as Secretary of the BB&K Holdings Inc. Board. Bailard provides wealth and asset management services to 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 it serves a broad range of clients including high-net-worth individuals, endowments, and pension plans.