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.

David Raphael is a financial advisor at Klingenstein Fields Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Klingenstein Fields Advisors and Yieldstreet in previous roles. Klingenstein Fields Advisors provides discretionary portfolio management, financial planning, and related advisory services to individuals, high-net-worth families, trusts, foundations, endowments, and pooled investment vehicles, including private investment funds. The firm employs a team-based, fundamental research approach with a long-term orientation and serves as both a private fund adviser and sponsor.

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.

John Reising is a financial advisor at Gibbs Wealth Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Capital Management and operated his own firms, including Reising Financial Services, Inc. Outside of his advisory role, he is an owner and insurance agent involved in the sale of fixed annuities, fixed indexed annuities, and life insurance. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a combination of analytical approaches to guide investment allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its client portfolios.

Emmanuel Pablo Jr. is a CFP® professional with 20 years of industry experience, currently affiliated with International Assets Investment Management, LLC. He previously worked at LPL Financial and spent 18 years at Patelco Credit Union. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers, offering customized portfolio management and financial planning.

Scott Kidd is a CFP® with 26 years of industry experience, affiliated with Bailard, Inc. since 1998. He also worked at Bailard Fund Services, Inc. for 20 years. Bailard provides wealth management and asset management services to a diverse range of individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs a multi-asset diversification strategy that combines quantitative models, fundamental research, and qualitative judgment, and offers sustainable, responsible, and impact investing options upon request.

Daniel Mckellar is a CFA® charterholder at Bailard, Inc. with 11 years of industry experience. He has been with Bailard in various capacities since 2011. 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, pension plans, and registered investment companies, and is noted for its affiliated pooled vehicles and sub-advisory roles in mutual funds.

Joseph Manglona is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Madison Avenue Securities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, primarily implementing strategies through equities, ETFs, and fixed income.

Avi Crane is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes roles at Transamerica Financial Advisors and Debtmerica, among others. Crane is also involved with Alpha Innovation Partners, where he participates in the sales of traditional insurance products. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million across 642 clients with a team of 35 advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes charting, cyclical, fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Krista Conover is a financial advisor at SVB Wealth LLC with 11 years of industry experience. She holds a Series 65 designation and has been with SVB Wealth, formerly Boston Private Wealth LLC, since 2014. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and conducts formal due diligence for manager selection.

Jay Doraiswami is a financial advisor at Cetera Planning Partners with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wealtheon Advisors LLC and JPMorgan Securities LLC. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process and emphasizes diversified allocations using mutual funds and ETFs, with additional services including tax planning, bookkeeping, payroll, and estate-planning support.

Pietro Puducay is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and six years of industry experience. He has been with Infinity Financial Services Advisory since 2020 and also worked at Robert Half in 2018. Outside of his advisory role, he serves as a durable power of attorney for a family member, acting as an agent if needed. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses with portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and strategies, including both long-term and short-term trading, and offers access to mutual funds, ETFs, fixed income, annuities, and alternative products.

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 15 years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2010. Moody joined Summitry in 2025. Summitry 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, model equity strategies, third-party manager selection, and advises a registered mutual fund. Its investment process is research-driven and combines internally managed core strategies with alternative approaches and independent managers.

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, holding a Series 66 credential 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 is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and IAR-directed strategies.

David Mcwilliams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 28 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. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who recommend model portfolios and manage accounts on approved platforms.

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.