Matthew Dublin is a CFA® charterholder with seven years of industry experience. He currently works at True North Advisors, LLC and previously held positions at Blue Investment Partners LLC and Aptigon Capital, Citadel LLC. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and consulting services.

Christopher Moody is a financial advisor at Summitry, LLC with 16 years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm’s research-driven, bottom-up investment approach combines internally managed core strategies with independent managers and alternative investments, and it acts as adviser to a registered mutual fund.

Andrea Gandolfo is a financial advisor at Bailard, Inc. with 38 years of industry experience. He has held positions at Bailard, Inc. since 1981 and at Bailard Fund Services, Inc. from 1987 to 2018. He holds Series 63 and Series 65 designations. Bailard provides wealth management 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 uses a multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and it offers sustainable and impact investing options for interested clients.

Douglas Moss is a financial advisor with ON Investment Management Company in Oakland, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Parallel Advisors, LLC and Edward Jones Investments, as well as running his own consulting business. ON Investment Management Company (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and utilizes both discretionary and non-discretionary management approaches, serving a diverse client base including high-net-worth individuals.

David McWilliams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Mutual/United of Omaha since 2000. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and employs a multi-channel platform approach, integrating advisory, brokerage, and insurance services within the Mutual of Omaha group.

Kurt Hoefer is a CFA® charterholder with 22 years of experience in the financial industry. He has worked at The Golub Group since 2004. He is based in San Mateo, California, and holds a Series 63 license. Summitry, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm offers discretionary portfolio management, financial planning, and third-party manager selection, using a research-driven, bottom-up investment process that combines internally managed core strategies with independent managers and alternative approaches.

Thao Pham is a financial advisor at Summitry, LLC with 10 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work includes roles at Golub Group, LLC, Stavis & Cohen Financial, and FSC Securities Corp. Summitry serves individuals and high-net-worth clients, as well as 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 core strategies with independent managers and alternative methods.

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.

William Fisher is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at KMS Financial Services, Inc. and Vanderbilt Securities, LLC. Outside of advisory work, he is the owner and CEO of AgroXtracts, a hemp CBD manufacturing company. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored, advisor-driven investment strategies that combine strategic asset allocation with fundamental and technical analysis across various securities.

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.

Donald Edgren is a financial advisor at Sepio Capital, LP with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sepio Capital since 2017, following a nine-year tenure at Merrill Lynch. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm employs a primarily long-term, fundamentals-driven investment approach using a mix of proprietary strategies and independent managers, managing approximately $4.46 billion in client assets as of December 31, 2025.

Christopher Johnson is a CFP® professional with 17 years of experience in financial advisory services. He has been associated with LPL Financial since 2016 and currently works with The Wealth Consulting Group. His background includes involvement with the Mariner Independent Advisor Network and several other investment-related business activities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, utilizing a mix of active and passive strategies with both fundamental and quantitative analysis.

Juan Carlos Galvez is a financial advisor with Encompass More Asset Management LLC, holding Series 65 and Series 63 designations and bringing 12 years of industry experience. His background includes roles at multiple firms such as Transamerica Financial Advisors and Zein Insurance Services. Outside of advisory work, he is involved with various related enterprises, including HealthyFi and finance and insurance agencies. 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 and offers access to both traditional and private placement investment options.

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, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Bailard since 2015. Bailard provides wealth management and asset management services to a diverse client base including high-net-worth individuals, institutions, and pooled investment vehicles. 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.

Stuart Arakelian is a financial advisor at The Wealth Consulting Group with 36 years of industry experience. He holds a Series 65 credential and has worked previously at LPL Financial and Mariner Independent Advisor Network. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a combination of active and passive investment strategies, model portfolios, and algorithmic advisory services, offering tailored investment approaches supported by legal and implementation resources.

Ryan Cole is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Bailard, Inc. in Foster City, CA. His career includes multiple tenures at Bailard as well as a period at Morgan Stanley Smith Barney LLC. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, employing an active multi-asset investment approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base including high-net-worth individuals, endowments, foundations, and pension plans, and is noted for its sub-advisory roles and management of affiliated pooled investment vehicles.

Kathleen Fereday is a financial advisor at Prosperity Wealth Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prosperity Wealth Management since 2020. Prior to that, she was associated with Fortune Financial Services, Inc. and has provided independent recruiting services to financial advisors through Advisor Consulting since 2017. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews, employing multiple methods of analysis and conducting due diligence on third-party managers.

Matthew De Pretis is affiliated with Legacy Wealth Management, LLC and holds over 27 years of experience at DePretis CPAs, Inc., a firm he has been with since 1999. He currently has no industry experience listed as a financial advisor. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored strategies across a broad investment menu and utilizes affiliated service entities, including accounting and tax advisory firms, to support client needs.