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.

Michael Spohn is a financial advisor with Hilltop Securities Inc. in San Francisco, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, he assists with accounting, bookkeeping, and operational tasks in a family-owned business run by his wife, and he also serves as a notary public providing complimentary document notarization for clients and colleagues. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan consulting, and annuity-based solutions. The firm operates an open-architecture platform featuring third-party and in-house investment strategies, custody, banking, and market-making capabilities, including a municipal bond lineup co-advised with Franklin Templeton Group.

Douglas Moss is a financial advisor with ON Investment Management Company in Oakland, CA, holding a Series 66 designation 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 (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and utilizes both discretionary and non-discretionary management approaches, serving a diverse client base including high-net-worth individuals.

Gregory Weiss is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and over 24 years of industry experience. He previously worked at Wells Fargo Clearing, Lehman Brothers Inc., and AllianceBernstein L.P. Outside of advising, he owns a vineyard through Alan Astor LLC. Ashton Thomas Securities is a multi-office registered investment adviser and broker-dealer managing approximately $1.86 billion for a diverse client base, offering a range of investment management and financial planning services alongside retirement plan consulting.

Kurt Hoefer is a CFA® charterholder with 23 years of industry experience, currently serving at Summitry, LLC. He previously worked at Hofer Capital Management, LLC and The Golub Group, where he spent over two decades. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies, providing discretionary portfolio management, financial planning, and third-party manager selection. The firm employs a research-driven, bottom-up investment approach combining internally managed core strategies with independent managers and alternative methods.

Michael Zaninovich is a financial advisor at Robertson Stephens with 10 years of industry experience. He holds a Series 65 designation and has worked at Robertson Stephens Advisors and Robertson Stephens Wealth Management since 2014. Outside of his advisory role, he is a licensed insurance agent with Highland Capital Brokerage, dedicating a small portion of his time to this activity. Robertson Stephens Wealth Management serves individual clients, high-net-worth families, trusts, family offices, charitable organizations, and retirement plans. The firm offers a range of services including portfolio management, financial planning, tax and estate planning, and access to public and private funds, employing a combination of individualized advice and centrally managed model portfolios.

Brenda Vingiello is a CFA® charterholder with 4 years of industry experience, currently serving at Sand Hill Global Advisors, LLC since 2011. She is based in Palo Alto, CA. Sand Hill Global Advisors 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. The firm follows an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.

Thao Pham is a CFP® with 11 years of industry experience, currently working at Summitry, LLC. Prior to joining Summitry, Pham held roles at Golub Group, LLC, Stavis & Cohen Financial, and FSC Securities Corp. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies, offering discretionary portfolio management, financial planning, and model equity strategies. The firm employs a research-driven, bottom-up investment approach and combines internally managed core allocations with independent managers and alternative strategies.

Kathleen Hafner is a CFP® professional with one year of experience currently at Brighton Jones LLC. Her prior roles include positions at Elmwood Wealth Management and Bloom Wealth Advisors. Before transitioning into financial advising, she worked in healthcare at several hospitals including UCSF Benioff Children's Hospital Oakland and John Muir Hospital. Brighton Jones LLC provides wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands. The firm offers a whole-balance-sheet approach with discretionary portfolio management and a range of advisory services, supported by an affiliated ecosystem that includes private investment funds and fiduciary services.

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.

Nicholas Kanzaki is a CFP® with nine years of industry experience, currently advising clients at LNW. He has worked extensively with Wetherby Asset Management and its affiliates since 2016. Based in San Francisco, Kanzaki holds a Series 65 license in addition to his CFP® credential. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for trusts, estates, foundations, and endowments. The firm employs disciplined strategic asset allocation with global diversification and offers access to pooled investment vehicles and private funds for qualified clients.

Jennifer Hicks is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She is currently with Laird Norton Wetherby Wealth Management, LLC and was previously with Wetherby Asset Management for a decade. LNW serves families and high-net-worth individuals, providing comprehensive wealth planning and investment management for related entities such as trusts, estates, foundations, and endowments. The firm employs a disciplined strategic asset allocation approach with global diversification and offers access to alternative investments and private funds.

Lars Larsen is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 10 years of industry experience. He has worked with firms including Change Path LLC, Client One Securities, LLC, and Vision Insurance Partners. Lars is also the owner of Heritage Financial North, where he is involved in the sale of life insurance and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses.

Seton Mcandrews is a CFP® and Series 66-registered advisor with 20 years of industry experience. He joined Freestone Capital Management, LLC in 2025 after 15 years with WrapManager, Inc. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,900 clients with $14.5 billion in assets under management through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing diversified portfolios constructed using fundamental and quantitative analysis with an explicit focus on downside risk.

Joseph Levy is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has held roles at Concorde Asset Management, Concorde Investment Services, Compass Commercial, and Marcus & Millichap. Outside of his advisory work, he serves as Vice President and real estate agent at Compass Commercial, representing buyers and sellers of commercial multifamily properties. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base that includes individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of products including alternative and less liquid investments.

Drew Kunde is a financial advisor at Sand Hill Global Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Sand Hill Global Advisors since 2021. Prior to that, he was with One Capital Management, LLC and Hawk Ridge Systems. Sand Hill Global Advisors 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. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation, combining top-down macro analysis with bottom-up research across active and passive vehicles.

Romy Pavolotsky is a CFP® with 28 years of industry experience, currently serving at Bailard, Inc. since 1997. He also worked at Bailard Fund Services, Inc. for 21 years. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals, institutions, and various pooled investment vehicles. The firm employs a multi-asset, active investment approach combining quantitative models, fundamental research, and qualitative judgment, and is noted for its sustainable investing options and sub-advisory roles with mutual funds and separate accounts.

Alexander Tran is a financial advisor with Summitry, LLC in Foster City, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Vantage Wealth, IMST Distributors, LLC, and RNC Genter Capital Management. Outside of financial advisory, he is a partner in an e-commerce venture called Pawfect Pets. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and advisers. The firm employs a research-driven, bottom-up investment approach combining internally managed core strategies with alternative managers and offers discretionary portfolio management, financial planning, and mutual fund advisory services.

Jay Kotecha is a financial advisor at ON Investment Management Company with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Perfect Price. Outside of his advisory role, he is involved in the sale and service of group life insurance through Embarcadero in San Francisco. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a mix of discretionary and non-discretionary accounts and maintains a dual-registration model integrating broker-dealer activities.

Timothy Kaiser is a financial advisor with Perigon Wealth Management, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior roles include positions at Wealth Advisors Inc., First Allied Securities, Cetera Advisors, and Girard Securities. Outside of his advisory work, he co-owns Kaiser Oaks, LLC, an equine boarding and care business. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting regular reviews.