Benjamin Alan Ebert

William Symons is a CFP® with 26 years of industry experience and is the principal of Eureka Financial Planners, LLC in Eureka, CA. He has managed his independent financial planning firm since 2015 and also owns Mitchell Grove, an apple orchard and event venue. Additionally, he holds a license as an insurance agent. Eureka Financial Planners is an independent, fee-based firm serving individuals and retirement plans with approximately $51.68 million in assets under management. The firm provides financial planning, qualified plan consulting, ERISA plan services, and non-discretionary portfolio management using both fundamental and technical analysis.

Nicholas Bertell is a ChFC®-designated financial advisor at Redwood Coast Financial Partners with 19 years of industry experience. He has worked at firms including Morgan Stanley and Cetera Advisor Networks. Bertell is also a member and ritual leader of the Humboldt Masonic Lodge, where he participates in community volunteer work and social event planning. Redwood Coast Financial Partners provides portfolio management services to individuals, pension plans, and corporations, emphasizing modern portfolio theory and long-term trading. The firm manages primarily non-discretionary accounts using diversified investments and maintains a high client load relative to its two-advisor structure.

John Hudson is a financial advisor at Redwood Coast Financial Partners in Eureka, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisor Networks LLC and Summit Brokerage Service, Inc. Outside of his advisory role, Hudson is an editor and player of the Geckos and Grottos DND podcast. Redwood Coast Financial Partners provides ongoing portfolio management to individuals, pension and profit-sharing plans, and corporations, using an investment approach based on modern portfolio theory and long-term trading. The firm manages portfolios primarily consisting of mutual funds, ETFs, equities, fixed income, and options, and sponsors a wrap-fee program while conducting regular account reviews.

Georgia Nordquist is a financial advisor at Premier Financial Group Inc with a Series 65 designation and one year of industry experience. She has previously worked at Coast Central Credit Union, the Watershed Stewards Program, and Mistwood Educational Center. Premier Financial Group serves individuals, families, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a long-term, evidence-based investment approach focused on low-cost mutual funds and ETFs within an asset-allocation framework.

Kyla Orr is a financial advisor at Premier Financial Group Inc with a Series 65 designation and four years of industry experience. She has worked at Premier Financial Group since 2018 and previously held positions at Mazzotti's and Applebee's from 2015 to 2018. Premier Financial Group serves individuals and families, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on evidence-based, low-cost institutional mutual funds and ETFs within an asset-allocation framework aimed at capital preservation and growth, providing fee-based portfolio management and financial planning services.

Carla Simpson is a Series 65-credentialed financial advisor with 20 years of industry experience. She has been with Premier Financial Group Inc in Eureka, CA since 2003. Premier Financial Group serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm emphasizes an evidence-based, low-cost investment approach using institutional mutual funds and ETFs, with portfolios managed for long-term growth, income, and capital preservation.