Advisory Board Members

Executive Committee Co-Chair

Feroz Ansari

Senior Principal and Portfolio Manager
CFP Compak Asset Management

Executive Committee Advisory Board Members

Jerry Braakman

CIO
First American Trust

Gregory Lai

Principal and Lead Portfolio Manager
Affinity Investment Advisors, LLC

Mark Moehlman

Founder
Wealth Management Corporation

Advisory Board Members

Kurt Altergott

CFO
Kairos Investment Management Company

David Bahnsen

Founder, Managing Partner, and CIO
The Bahnsen Group

Steve Borowski

Retired President
Aristotle Capital Management, LLC

Carl Chang

CEO and Founder
Kairos Investment Management

Wendy Chen

Managing Director
CIBC Private Wealth Management

Trey Faith

Wealth Management Advisor
U.S. Bank
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Kevin Ciavarra

Tax Partner
PricewaterhouseCoopers

Bob Cluck

Chairman
Canterbury Consulting

Laura Dang

Managing Director, Private & Institutional Client Advisor
Bank of America

Kimberlee Davis

Partner, Managing Director
The Bahnsen Group

Rhonda Ducote

Principal/President
Apriem Advisors

Kimberly Dwan Bernatz

Managing Director
CIBC Private Wealth Management

Shannon Eusey

CEO and Co-Founder
Beacon Pointe Advisors

Robert Forrester

Senior Vice President, Director Western Division
AllianceBernstein

Michael Habashi

Senior Manager
Capital Group

Todd Halbrook

Managing Director
RBC Wealth Management

Glenn Hamburger

Vice President, Banker
J.P. Morgan Private Bank

Lance Holman

President & CEO
Holman Capital Corporation

Craig Ima

Chief Marketing Officer
Windes

Kevin Jack

Executive Managing Director
Mercer Advisors

David Kang

Chief Executive Officer
Ducenta Squared Asset Management

Rick Keller

Senior Managing Director
First Foundation Advisors

Ashley Kennefick

Senior Vice President, West Coast Division Manager
Fidelity Investments

Matthew Kimmel

Senior Vice President Trust and Investment Officer
Farmers and Merchants Trust Company

John Knodle

Private Wealth Advisor
U.S. Bank Private Wealth Management

Harmon Kong

Founding Director
Apriem Advisors

Elizabeth Lee

Associate Vice President, Marketing Specialist
D.A. Davidson Equity Capital Markets

Bradley Losson

VP & National Managing Director, Relationship Management
Charles Schwab Advisor Services

Andrew Low

Senior Vice President - Wealth Management
UBS

Adam MacDonald

Managing Director
RBC Wealth Management

Mark Mittmann

Vice President
Farmers & Merchants Bank

Edward Mora

Senior Wealth Management Executive
U.S. Bank

Tomoko Nagashima

Asset & Wealth Management Partner
PwC

Kyle Najarian

Vice President, Senior Relationship Manager
Fidelity Investments

Jonathan Needell

President & Chief Investment Officer
Kairos Investment Management Company

Tennyson Oyler

Senior Vice President, Brand Management & Corporate Affairs
Pacific Life

Jennifer Povlitz

Vice Chair & Division Director
UBS Global Wealth Management

Mark Prendergast

Tax Planning Specialist
Apella Wealth

Dawn Rapoport

Regional VP, Relationship Management
Fidelity Institutional Wealth Management Services

Michael Riley

Managing Director, Schwab Advisor Services
Charles Schwab

Mark Rylance

President
RS Crum, Inc.

Ken Shigekawa

Vice President and Trust Officer
Farmers and Merchants Trust Company

Tom Smykal

Senior Director - Market Executive, Private Banking
Banc of California

Krystine Solomon

Vice President & Wealth Trust Advisor
U.S. Bank Private Wealth Management

Frank Tabar

Strategic Business Development
Arlington Financial Advisors

Jason Tajima

Market Manager, Wealth Management Group
BMO Wealth Management

Max Trichet

Vice President - Director of Data Product Management
Capital Group

Raleigh Watson

Head of Strategic Relationships
Centura Wealth Advisory

Kevin Wiest

Partner
Windes

Evelyn Zohlen

Regional Director and Senior Financial Planner
Apella Wealth

Advisory Board Member Spotlight: Feroz Ansari

Feroz Ansari is a Senior Principal and Portfolio Manager with Compak Asset Management in Newport Beach, CA. He is a CFP® (Certified Financial Planner) certificate. He holds an MIM (Masters of International Management) degree from ASU ‐ Thunderbird, Graduate School of International Management, Arizona, and an MBA from the Institute of Business Administration, Karachi, Pakistan. He has completed risk management, trading, portfolio management, leadership and financial management programs at The Oxford University in England, INSEAD in France, Citibank Training Center‐Singapore, Euromoney in New York and Emirates Bank Training Center in Dubai. Feroz Ansari published a research paper dealing with dual exchange rate mechanisms and has conducted training programs for treasury management and foreign exchange.