Curtis Davis is a financial advisor with PFG Advisors in Campbell, CA, holding the CFP® and ChFC® designations and over 38 years of industry experience. His career includes roles at LPL Financial, Securities America, Inc., OSAIC, and United Planners. He is also the founder and president of Davis Financial Management Inc. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Scott Manley is a financial advisor with Mutual Advisors, LLC, holding a Series 66 license and 25 years of industry experience. His career includes roles at Mutual Advisors, Mutual Securities, Elaine Manley, Inc., and Waddell & Reed, Inc. In addition to advising, he is involved in authoring and selling financial books through Financial Journey Partners, Inc. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, institutions, trusts, and retirement plans. The firm offers asset management, financial consulting, and ERISA plan advisory services, employing both passive and active investment strategies tailored to client objectives.

Joseph Ellis is a CFP® with 16 years of industry experience, currently serving at Diversify Advisory Services, LLC since 2023. He also has over a decade of involvement with DFPG Investments, LLC. Outside of his advisory roles, Ellis is engaged in tax preparation and representation as an enrolled agent, provides notary services, and is involved in public speaking on injury and medical topics, including authoring a book on running injuries. He also serves as a fractional CFO for a stem cell dermatological startup. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of platforms and instruments such as ETFs, mutual funds, alternatives, and options-based strategies.

Robert Hammack is a financial advisor with Summitry, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Charles Schwab and EquityBee Inc. before joining Summitry. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies, offering discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection. The firm employs a research-driven, bottom-up investment approach and manages a registered mutual fund, combining core internally managed strategies with alternative approaches and independent managers.

Lori Russell is a CFP® and holds a Series 66 designation, with five years of industry experience. She is currently with Summitry, LLC and previously worked at Vantage Wealth and D.A. DAVIDSON & Co. 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 combining internally managed Core strategies with alternative and independent manager sleeves, and it offers unique features such as managing its mutual fund like an advisory client and providing estate-planning referral arrangements.

Derek France is a financial advisor with Team Hewins, LLC in Foster City, CA, holding a Series 65 designation and eight years of industry experience. He has been with Team Hewins since 2018 and previously worked at Hewins Financial Advisors, LLC from 2015 to 2018. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm emphasizes a disciplined investment approach guided by an Investment Committee, with expertise in retirement plan services and a notable asset mix that includes significant non-discretionary management.

Hsien Lin is a financial advisor at Kovack Advisors, Inc. with 27 years of industry experience. He previously worked at Western International Securities, Inc. and UBS Financial Services. Lin holds the Series 66 designation and is based in Cupertino, California. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking or thrift institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, third-party manager recommendations, and financial planning services.

Kenneth Vander Kooi is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Summitry, LLC since 2024 and previously spent 11 years at Scharf Investments LLC. 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 that combines internally managed core strategies with independent managers and alternative approaches, including a tax-smart long/short strategy.

Alfred Cheung is a financial advisor at Sand Hill Global Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Karp Capital Management Corporation. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and various business entities. The firm employs a globally oriented, open-architecture investment approach that combines top-down macro analysis with bottom-up research and manages approximately $3.88 billion in client assets.

Joseph Langlois III is a CFP® professional with 24 years of industry experience. He is currently with Diversify Advisory Services, LLC and has worked at DFPG Investments, Inc. since 2015. Outside of advisory work, he serves as an insurance broker and holds leadership roles in several professional service and investment-related LLCs. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach utilizing a variety of investment models and strategies across multiple platforms.

Nicolas Tabellion is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013. Prior to his current role, he spent ten years at Strategic Wealth Advisors Group, LLC and currently provides investment advisory services through WCG Wealth Advisors, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors and institutions, supported by an in-house research team that develops model portfolios and a broad platform accommodating various investment strategies and client needs.

Jeremiah Wager Smith is a financial advisor at Bailard, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Bailard since 2022, following two years at Modern Asset Management. Bailard provides wealth and asset management services to individual and institutional clients, employing an active, multi-asset diversification approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves a range of clients including high-net-worth individuals, endowments, and pension plans, and is known for managing affiliated pooled vehicles and acting as a sub-adviser to mutual funds.

Kazuyo Deguchi is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Her prior experience includes roles at Western International Securities, Inc. and LPL Financial. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm provides diversified asset management primarily through mutual funds and ETFs, along with financial planning and third-party manager recommendations.

When I faced a life-changing challenge that required me to step back from work, I learned the importance of financial peace firsthand. Because my finances were organized, I could focus on healing without worrying about affording treatment or how long I could go without income. That mental clarity was as important as any medical care I received. Now, I bring both the technical expertise as a CPA/PFS and CFP® professional, and the real-world understanding of how financial stability creates freedom when life takes unexpected turns. Because it inevitably will, whether that’s wanting to pursue a career change, evolving family responsibilities, or going after new opportunities without financial stress. As your financial planner, my goal is to help you build an emotional and practical sense of security around money. The numbers and strategies matter, but they're really about creating space for you to live fully, knowing that whatever comes your way, you'll have the financial foundation to handle it with grace. I'm honored to partner with you in creating your WealthPeace.

Alex Katz is a financial advisor with Summitry, LLC, holding a Series 65 designation and 13 years of industry experience. He previously worked at Opes Advisors from 2012 to 2018 before joining Golub Group, where he worked for eight years. 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 employs a research-driven, bottom-up investment process combining internally managed core strategies with independent managers and alternative approaches, including a tax-smart 130/30 long/short strategy.

Daniel Diaz is a financial advisor at Arete Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors, The Ayco Company, L.P./Mercer Allied, and JP Morgan Chase. Outside of his advisory role, he serves as a volunteer advisory board member at his son's grade school, acts as volunteer treasurer and board member for the Warm Springs Cabana Club, and participates in volunteer roles with Creighton University's Heider College of Business and Evergreen Community College. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, third-party sub-advisers, and maintains a due-diligence process for recommended managers and private investments.

Francois Marcoux is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Bailard, Inc. in Foster City, CA since 2016. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, using a multi-asset approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base, including high-net-worth individuals, endowments, foundations, pension plans, and sovereign wealth funds.

Alan Wong is a CFA® charterholder based in Mountain View, CA, currently with Aspiriant, LLC. He joined Aspiriant in 2026 and has prior experience at Chevron Corporation and its affiliates from 2013 to 2025. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients by offering discretionary and non-discretionary investment management along with wealth planning and family office services. The firm builds customized investment programs using a variety of implementation options and provides expanded family office capabilities, including accounting and banking support.

Helen Dietz is a CFP® with 29 years of industry experience, currently serving at Aspiriant, LLC in Mountain View, CA. She worked at Stanford Investment Group, Inc. for 30 years before joining Aspiriant, where she has been since 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers a range of services including discretionary and non-discretionary investment management, wealth planning, family office services, and specialized consulting, utilizing a customized investment approach supported by internal research and a variety of investment options.

Rohit Mansukhani is a financial advisor at Summitry, LLC with CFA® and Series 63 designations. He has experience at several firms, including Aspiriant, LLC and ICONIQ Capital, before joining Summitry in 2026. Mansukhani has worked in the industry since 2016. 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 strategies with independent managers and alternative methods, including a tax-smart 130/30 long/short strategy.