Alexander Leitzes is a financial advisor with Summitry, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Fisher Investments and JP Morgan Securities LLC. Since 2020, he has been with Summitry, headquartered in Foster City, CA. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm employs a research-driven, bottom-up investment approach that combines internally managed equity strategies with independent managers and alternative approaches, offering discretionary portfolio management, financial planning, and advisory services to its registered mutual fund.

Allison Uozumi is a financial advisor at Summitry, LLC with a Series 65 designation and less than one year of industry experience. Her prior work includes roles at John Cabot University, Roche, and Roam Artisan Burgers. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm uses a research-driven, largely bottom-up investment process combining internally managed core strategies with independent managers and alternative approaches, and also acts as adviser to a registered mutual fund.

Blaine Townsend is a financial advisor at Bailard, Inc. with 22 years of industry experience. He has held his current role at Bailard since 2016. Townsend holds Series 63 and Series 65 licenses. Bailard provides wealth and asset management services to both 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 serves clients including high-net-worth individuals, endowments, foundations, and pension plans.

Clarice Nolet is a CFP® with 17 years of industry experience, currently serving as an advisor at Team Hewins, LLC since 2019. Prior to joining Team Hewins, she worked at Wealth Architects, LLC for four years and took a one-year sabbatical. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, charitable organizations, and employee benefit plans. The firm emphasizes a structured investment process led by an Investment Committee and offers specialized retirement plan services, managing approximately $3.43 billion in assets.

Ryan Ficks is a CFP® professional at Summitry, LLC with 15 years of industry experience. His prior roles include positions at First Citizens Wealth, Silicon Valley Bank, Waddell & Reed, Equitable Advisors, and Wells Fargo Investments. 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 offers discretionary portfolio management, financial planning, model equity strategies, third-party manager selection, and advises a registered mutual fund, using a research-driven and predominantly bottom-up investment approach.

Jonathan De Smidt is a CFP® and holds a Series 65 license, currently advising at Brighton Jones LLC with five years of industry experience. His prior roles include positions at Ernst & Young LLP, Dynamic Signal, Inc., and InfoTrack US, Inc. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm utilizes a whole-balance-sheet approach and offers discretionary and non-discretionary portfolio management, with an affiliated ecosystem including private investment fund management, trust services, and legal support for certain clients.

Sheetal Bagde is a CFP® professional with 11 years of experience in financial advising. She is currently with Perigon Wealth Management, LLC and has previously worked at Cognizant Wealth Advisors, Bingham, Osborn, & Scarborough, LLC, and Buckingham Strategic Wealth. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a portfolio approach tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

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 63 and Series 65 licenses and has worked at the firm intermittently since 2019, with prior experience at Yieldstreet and The Solaris Group LLC. Klingenstein Fields Advisors manages approximately $4.7 billion for a variety of clients, including individuals, high-net-worth families, trusts, institutions, and nonprofit organizations. The firm employs a team-based fundamental research approach within a closed-architecture core equity model combined with an open-architecture asset allocation framework, offering discretionary and non-discretionary portfolio management, wealth management, investment consulting, financial planning, and outsourced chief investment officer services.

Jeffrey Manuel is a financial advisor with SVB Wealth LLC in Menlo Park, CA, holding Series 66 and Series 65 credentials and having nine years of industry experience. His career includes roles at SVB Wealth Advisory, Silicon Valley Bank, and Merrill. SVB Wealth LLC serves a range of clients including high net worth individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, financial planning, and retirement plan advisory services, employing a due diligence process to select and monitor third-party managers and delivering investment advice primarily through its investment adviser representatives.

Jennifer Cray is a CFP® professional at Forum Financial Management, LP with 22 years of industry experience. She worked at Investor's Capital Management, LLC from 2006 to 2023 before joining Forum Financial Management. Outside of her advisory role, she is a member of F.A.M. LLC, through which she provides certain management services to Forum Financial Management under a service agreement. Forum Financial Management, LP offers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory, employing institutional mutual funds and ETFs, and provides a range of portfolio management, financial planning, and sub-advisory services.

Mark Ishibashi is a financial advisor at The Wealth Consulting Group with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Strategic Wealth Advisors Group, LLC and LPL Financial. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that incorporates fundamental, technical, macroeconomic, and quantitative analysis across various investment vehicles, and integrates legal-service pathways to support comprehensive client needs.

Ryan Wong is a financial advisor at Brighton Jones LLC based in Menlo Park, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Brighton Jones in 2026, he worked at Andrieni Appraisal Services and Profit Recovery Partners, among other roles. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by affiliated entities offering trust, fiduciary, and legal services.

Hallie Kraus is a CFP® professional with eight years of industry experience, currently serving at Abacus Wealth Partners. Her prior experience includes roles at Garrison Point Advisors dba TREEHOUSE WEALTH ADVISORS, The Humphreys Group, Bank of America, N.A., and Merrill. Abacus Wealth Partners serves individuals, high-net-worth clients, families, and various institutional entities by providing financial planning, consulting, and investment management. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, and integrates ESG screening and private pooled investments for suitable clients.

Brendon Yi is a financial advisor at Sand Hill Global Advisors, LLC with one year of industry experience. He holds a Series 66 designation. Prior to joining Sand Hill Global Advisors, he worked at Fidelity Investments for two years and has held various roles in other industries including automotive and education. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and business entities. The firm’s investment approach combines long-term fundamental research with strategic asset allocation, using an open-architecture mix of active and passive vehicles, separately managed accounts, private investments, and options or margin when appropriate.

Ann Duong Huynh is a Series 66-licensed financial advisor at SVB Wealth with six years of industry experience. She has worked across multiple SVB-affiliated entities and First Citizens Investor Services since 2019 and 2023 respectively. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients by providing wealth management, financial planning, and retirement plan advisory services. The firm employs investment adviser representatives who oversee client portfolios through a combination of fundamental, quantitative, and technical analysis, supported by a structured due diligence and investment committee process.

Scott Kidd is a CFP® with 27 years of industry experience and has been with Bailard, Inc. since 1998. He holds the Series 66 designation and has also worked with Bailard Fund Services, Inc. for 20 years. Bailard, Inc. 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 that integrates quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.

Kim Huber is a financial advisor with The Wealth Consulting Group in Cupertino, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with The Wealth Consulting Group since 2017 and has concurrently maintained a role at LPL Financial since 2005. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs, and features integration with legal-service pathways and fiduciary support for plan sponsors.

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.

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.