Eva Xu is a CFA® charterholder with 11 years of industry experience. She currently works at Empirical Wealth Management and previously held positions at Chestnut Advisory Group and Charles Schwab Investment Advisory, Inc. Xu serves on the board of the SOAR Foundation, a nonprofit providing scholarships to underprivileged Chinese youths, and volunteers as an advisory board member for the Journal of Investment Management. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering a range of investment management and financial planning services. The firm employs a diversified investment approach based on Modern Portfolio Theory and operates several affiliated businesses that provide real estate, insurance, and legal services.

Maxwell Keltner is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has previously worked at DFPG Investments, Inc., First Allied Advisory Services, INC., First Allied Securities, Inc., and MSI Financial Services, Inc. Outside of advisory work, he serves as trustee, executor, and power of attorney for family members' living trusts and wills. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm’s investment approach focuses on tactical diversification and individualized asset allocation, offering a variety of model portfolios and alternative investment strategies tailored to client goals.

Glen Guglielmina is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Arkadios Wealth Advisors since 2023, previously serving at Arkadios Capital and Investment Architects, Inc. He also operates a life insurance and annuity business as a sole proprietor. Arkadios Wealth Advisors is a multi-team advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans employing a variety of strategies and supports them through multiple account platforms and third-party managers.

Hyongsuk Pau is a financial advisor with The Wealth Consulting Group, holding a Series 63 designation and having 36 years of industry experience. His career includes over two decades at LPL Financial, LLC, alongside his current role at The Wealth Consulting Group since 2016. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, including high-net-worth individuals, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, utilizing both active and passive approaches, and offers services that integrate legal and implementation support alongside multi-platform advisory solutions.

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, with 24 years of industry experience. He has held Series 65 and Series 63 licenses and worked at Primary Funds, LLC for 13 years prior to joining Bailard in 2015. Bailard provides wealth 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 employs an active, multi-asset diversification approach that integrates quantitative models, fundamental research, and qualitative judgment, and serves as a sub-adviser to mutual funds and model portfolio provider within UMA structures.

Jason Connolly is a CFP® professional with 22 years of industry experience, currently serving at Diversify Advisory Services, LLC since 2023. He has also been affiliated with DFPG Investments, Inc. since 2015. Outside of his advisory roles, Connolly is involved in managing a payroll services corporation and sells fixed insurance products. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a combination of internal models and third-party solutions across multiple platforms.

Ryan Cole is a CFP®-certified financial advisor at Bailard, Inc. with 14 years of industry experience. He has held multiple roles at Bailard since 2013, with a brief tenure at Morgan Stanley Smith Barney LLC from 2022 to 2023. Bailard provides wealth management and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs a multi-asset, actively managed approach that combines quantitative models, fundamental research, and qualitative judgment, and is noted for its management of affiliated pooled vehicles and sub-advisory roles with investment companies.

Elizabeth Cody is a CFP® with 28 years of industry experience and has been with Sand Hill Global Advisors, LLC since 2016. She holds the Series 63 designation and is based in Palo Alto, CA. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, nonprofits, and business entities. The firm emphasizes long-term fundamental research and strategic asset allocation, offering customized portfolios through a combination of active and passive investments managed under written investment policy statements.

Saravanaraj Sathyaseelan is a financial advisor at Legacy Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Bloom Global, Inc., GT Securities, Inc., and ArightCo. Outside of his advisory role, he serves as a director of BloomSports, a youth basketball league. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and related services. The firm employs in-house model portfolios, sub-advisers, and a broad investment menu that includes alternative and illiquid investments.

Linda Beck is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. She has been with Bailard, Inc. since 2012. Bailard provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, and pension plans. The firm employs a multi-asset, active investment approach that integrates quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options.

John Geri is a financial advisor at Bailard, Inc. with a Series 65 credential and one year of industry experience. His prior experience includes a one-year role at RBC Wealth Management. Bailard provides wealth management and asset management services to a diverse client base, including high-net-worth individuals, endowments, and institutional investors. The firm uses an active, multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.

Colin Mansfield is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He has been with DFPG Investments, Inc. since 2015. Outside of his advisory role, he is involved in fixed insurance sales, including fixed annuities and SPIAs. 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 strategies such as ETFs, mutual funds, alternatives, and options-based strategies.

Anthony Craun is a CFA® charterholder and holds the Series 66 designation, with 14 years of industry experience. He has been with Sand Hill Global Advisors, LLC since 2005. The firm 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. Sand Hill Global Advisors emphasizes long-term fundamental research and strategic asset allocation, offering customized portfolios through a combination of active and passive investments and oversight by an internal investment committee.

Caroline Curts is a CFP® professional with 16 years of industry experience, currently serving at Sand Hill Global Advisors, LLC since 2012. She holds the Series 66 designation and is based in Palo Alto, CA. Sand Hill Global Advisors provides investment and wealth management, as well as financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and various business entities. The firm employs an open-architecture, globally oriented investment approach focused on asset allocation and combines macro analysis with bottom-up research across a range of active and passive investment vehicles.

Chase Garbers is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Beacon Pointe Advisors, LLC. Before entering the financial industry, Garbers had a career in professional football, including time with the National Football League and the United Football League. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Christian Nelson is a financial advisor at IEQ Capital, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at First Republic and Zacks Investment Management. Nelson has been with IEQ Capital since 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach is informed by centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Howard Sussman is a CFP® with 24 years of experience in financial advisory roles. He is currently with Cerity Partners LLC, where he has worked since 2020. Prior to that, he spent 14 years at Sullivan & Serwitz and 7 years at Charles Schwab. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services through a combination of proprietary investment strategies, third-party solutions, and access to alternative and private market investments.

Celine Chen is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. Citigroup Global Markets is notable for its large institutional scale, multi-asset strategies, and unique market roles including swap dealer and futures commission merchant activities.

Nasser Ahmad is a CFP® and Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Osaic Advisory Services, LLC, having joined in 2024, and previously worked at Arbor Point Advisors, Securities America, LPL Financial, Fidelity, and Bancwest Investment Services. His background includes roles in investment advisory and financial planning. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of programs and investment approaches, combining fundamental and technical analysis, tactical trading, and structured products, with access to alternative investments and donor-advised funds.