Daniel J Sonnenberg

Jonas Champion is the sole advisor at Net Income LLC in San Rafael, CA, holding a Series 66 designation with 17 years of industry experience. He is the 100% owner of Sprout Sprawl LLC and JTC International, businesses he has operated concurrently with his advisory role. Net Income LLC provides advisory and financial planning services primarily to individual clients, trusts, estates, and business entities. The firm offers tailored, one-on-one consulting engagements and refers clients to third-party money managers for ongoing portfolio management, generally without exercising discretionary authority over client accounts.

Miranda Eisele is a CFP® with 13 years of industry experience, currently serving as an advisor at Ball & Company since 2021. She previously worked at Ball and Company fka REED & BALL, INC. from 2012 to 2021. Ball & Company Wealth Management provides comprehensive financial planning, consulting, and discretionary investment management to individual clients, including high net worth households, as well as corporations and other business entities. The firm manages approximately $203 million in assets and employs a combined approach of fundamental, technical, and cyclical analysis across a diverse range of investment vehicles.

Rosalyn Baker is a financial advisor with RW Baker Wealth Management Group LLC in Cheyenne, Wyoming. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and RBC Capital Markets Corporation. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts and estates. The firm manages all assets on a non-discretionary basis with an emphasis on diversification, tax efficiency, and low-cost investment options.

Candice Wisdom is a financial advisor with RW Baker Wealth Management Group LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and has experience in the hospitality industry, including a role at Altitude Chophouse & Brewery. Candice is also a Notary Public for the State of Wyoming. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts. The firm manages portfolios on a non-discretionary basis, emphasizing broad diversification, tax efficiency, and low-cost investment options.

Klinton Krieger is a financial advisor at TCP Asset Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at TCP Asset Management since 2020. Prior to that, he was with Wells Fargo Clearing Services and Wells Fargo Advisors. Krieger is also licensed as a non-variable insurance agent. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts primarily on a discretionary basis, tailoring strategies to client goals and utilizing multiple sub-advisers and platforms.

Jillianne Wilkinson is a financial advisor at StoneX Advisors Inc. in Cheyenne, WY, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2017. Outside of her advisory role, she teaches Federal Employee Retirement Benefits classes to local federal employees and serves as Deputy Manager and Secretary Treasurer of RTS Enterprises, LLC, which supports a martial arts school. StoneX Advisors Inc. provides portfolio management, financial planning, and related consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a range of advisor-managed portfolios, proprietary model solutions, and third-party managers, supported by platforms like Envestnet and Advyzon.