Tyler Patterson is a CFP®-certified financial advisor with nine years of industry experience, currently with Summitry, LLC. His prior experience includes roles at T. Rowe Price and Empower. 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 utilizes a research-driven, bottom-up investment process and manages both internally developed Core strategies and alternative approaches through independent managers.

Elaine Manley is a CFP® professional with 39 years of industry experience, currently serving at Mutual Advisors, LLC and Mutual Securities, Inc. since 2018. Her prior experience includes over 30 years at Waddell & Reed, Inc. and running her own firm, Elaine Manley, Inc., for 20 years. She serves on the board of the League of Women Voters Cupertino-Sunnyvale and is involved in authoring financial books through Financial Journey Partners, Inc. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors and serving individuals, institutional investors, trusts, and retirement plans. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing both passive and active investment strategies tailored to client objectives.

Lan Tran is a financial advisor at The Wealth Consulting Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 1998. Tran has been with The Wealth Consulting Group since 2016. 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 combining fundamental, technical, macroeconomic, and quantitative analysis and integrates legal-service pathways through referrals and ownership structures.

Richard Hillsbery is a CFP® and PFS™ with 20 years of industry experience. He is affiliated with ValMark Advisers, Inc. and has worked there since 2012. Prior to and alongside this role, he has been involved with SD Mayer & Associates, LLP, and Valmark Securities, Inc. Hillsbery is also co-owner of Hillsbery Financial and Tax, a bookkeeping and tax accounting business. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of around 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, with a focus on multi-asset allocation and ongoing portfolio monitoring.

Patrice Hornung is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. She has been with Team Hewins and its predecessor entities since 2015. 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’s investment process is guided by an Investment Committee that builds model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services.

Terrence Asuncion is a financial advisor at Coppell Advisory Solutions LLC with four years of industry experience. He has held roles at Coppell Advisory Solutions DBA Fusion Capital Management since 2022 and serves as a Senior Planning Manager at Solaria. Outside of his advisory work, he is involved in senior planning management at Solaria, a non-investment related role. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment approach combining internal and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision aligned with client objectives.

Masashi Yamamoto is a financial advisor at PFG Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including United Planners, OSAIC, and New York Life Insurance Company. Outside of his advisory roles, he has experience working at Amazon since 2019. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Steven Lee is a financial advisor at HighPoint Planning Partners with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Intrinsic Wealth Management, Segmind, EQBR, Maxim Integrated, and Lumentum. HighPoint Planning Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory services, utilizing fundamental analysis and a range of investment vehicles across multiple platforms.

Gregory Hubbell is a CFP® professional with 44 years of experience in the financial services industry. He is currently with St. Bernard Financial Services, Inc. and has previously worked at Securities America Advisors, Foothill Securities, Inc., and operated his own business, G.H. Hubbell & Associates, since 1995. Outside of advisory services, he is involved in selling life, health, disability insurance, and fixed annuities through his own firm. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation, emphasizing low-cost, no-load funds and collaborative, largely non-discretionary account management.

Jason Dunbar is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Empirical Wealth Management, where he has worked since 2024. Prior to this, he was with Fisher Investments from 2020 to 2024, and earlier held positions at Brown Advisory and other firms. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering diversified investment management and financial planning services grounded in Modern Portfolio Theory. The firm operates several affiliated businesses, including residential real estate brokerage and insurance, and also manages private pooled investment vehicles, providing a range of integrated financial services.

Howard Cheng is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He also has a longstanding background as a CPA and owner of a tax and accounting practice since 1994, and he is involved in insurance, including life, health, and annuities products. Cheng has operated Wellspring Consulting since 2005 and participates as a partner in a family investment limited partnership. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and sub-advisory arrangements.

Thomas Mudge III is a CFA® charterholder with 26 years of industry experience. He has been with Bailard, Inc. since 1987 and served at Bailard Fund Services, Inc. from 1987 to 2018. Bailard provides wealth management and asset management services to both individual and institutional clients, employing a multi-asset, actively managed approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm also offers sustainable and impact investing options and manages affiliated pooled vehicles while serving as a sub-adviser to mutual funds.

Diana Dessonville is a financial advisor at Bailard, Inc. with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Bailard since 1983, including 30 years at Bailard Fund Services, Inc. Bailard 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 a multi-asset diversification strategy that integrates quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.

Nayan Lapsiwala is a CFP® with 10 years of industry experience and is currently an advisor at Aspiriant, LLC. He has worked at Aspiriant since 2017 and previously spent 10 years with Stanford Investment Group, Inc. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm emphasizes customized investment programs with diverse implementation options and expanded family office capabilities including accounting, banking, and specialized financial consulting.

Stephanie Roncal is a financial advisor at Bailard, Inc. with 18 years of industry experience. She holds a Series 65 credential and has worked at Wells Fargo Investment Institute and Wells Fargo Private Investment Advisors prior to joining Bailard in 2021. Bailard, Inc. 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 emphasizes active multi-asset diversification using quantitative models, fundamental research, and qualitative judgment, and serves a broad client base that includes high-net-worth individuals, endowments, foundations, pension plans, registered investment companies, and sovereign wealth funds.

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.

Michael Shearon is a CFP® with 11 years of industry experience, currently serving as an advisor at Accelerate Retirement. His prior experience includes roles at OneDigital Investment Advisors, Flynn & Company Inc., and Sigma Financial Corporation. Accelerate Retirement provides retirement plan consulting, discretionary investment management, financial planning, participant investment advice and education, and plan-level fiduciary services to individual and institutional clients. The firm constructs customized portfolios and emphasizes a long-term investment approach while managing approximately $5.68 billion in plan assets under advisement.