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, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Bailard since 2015. Bailard 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 combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.

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® with 14 years of industry experience, currently serving as a financial advisor at Bailard, Inc. in Foster City, CA. His career includes multiple tenures at Bailard as well as a period at Morgan Stanley Smith Barney LLC. 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, foundations, and pension plans, and is noted for its sub-advisory roles and management of affiliated pooled investment vehicles.

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 a Series 66 designation and one year of industry experience. He is also the director of BloomSports, a youth basketball league, and serves as an advisor at ArightCo, providing accounting and financial advisory services. Additionally, he is the CEO of LINK Silicon Valley, a firm engaged in M&A, business brokering, and commercial and residential real estate transactions. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a team of 35 advisors, focusing on tailored investment strategies and continuous account monitoring.

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.

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 a Series 66 license with 13 years of industry experience. He has been with Sand Hill Global Advisors, LLC since 2005. The firm provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. Sand Hill Global Advisors employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.

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.

Eric Solve is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Modern Wealth Management, LLC since 2025 and previously spent 13 years at Wade Financial Advisory, Inc. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers services ranging from discretionary investment management to tax and estate planning through affiliated entities.

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 20 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. Prior to joining IEQ Capital in 2019, Nelson worked at First Republic in various investment management and securities roles from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various entities including trusts and foundations. The firm’s investment approach involves centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, third-party managers, and private alternative investments.

Howard Sussman is a CFP® professional with 24 years of industry experience. He has worked at Cerity Partners LLC since 2020 and previously spent 14 years at Sullivan & Serwitz. Based in Los Altos, CA, he holds Series 63 and Series 65 licenses. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities as appropriate.

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 CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He is currently with OSAIC Advisory Services, LLC and previously worked at Arbor Point Advisors, Securities America Advisors, and LPL Financial. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a broad range of financial services through multiple program models, utilizing both proprietary and third-party platforms for portfolio management.

Chuling Hsiao is a financial advisor with Eagle Strategies (NY Life) based in Cupertino, CA, holding Series 63 and Series 65 credentials and with 28 years of industry experience. She has been affiliated with Eagle Strategies since 2004 and operates OpenWin Financial & Insurance Services, LLC. Hsiao serves on the board of The Alliance Cultural Foundation International, which focuses on improving health and wellness through education and innovation in medicine, arts, and sciences. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Derek Pesta is a CFP® with 11 years of industry experience, currently serving as an advisor at CWM, LLC and leading Pesta & Pesta Wealth Management. He has managed Pesta & Pesta Wealth Management since 2016 and also operated Pesta & Pesta Tax Preparation from 2015 to 2023. Outside of his advisory work, he is a member of the Cupertino Rotary, participating in meetings and volunteer projects. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Joanne Mungall is a CFP® professional with over 31 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2011. Outside of her advisory role, she is involved with Anomalous Business Systems, also known as Willow Glen Tax Services, where she performs administrative and clerical duties. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources while providing access to discretionary model portfolios and a broad range of securities and insurance products.

Maria Rogers is a Series 66-licensed financial advisor at Cresset Asset Management, LLC with four years of industry experience. Prior to joining Cresset in 2023, she worked at First Republic Securities Company and First Republic Investment Management. She has also been involved with the Cal Ripken Sr Foundation. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, utilizing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive strategies across public equities, fixed income, and various alternatives.