R. Alexander Mattrey

Baron Willis is a financial advisor at Chelsea Advisory Services, Inc. with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Chelsea Financial Services since 2016 and Hartley Cylke Pacific since 2003. Outside of advisory roles, he serves as a director on the Alpine Fire Protection District board and as a commissioner for San Diego LAFCO, and he owns Willis Insurance & Financial Services. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate clients, emphasizing a long-term, fundamental investment approach with diversified portfolios. The firm often manages accounts discretionarily and integrates brokerage and custody services through affiliated entities.

Michelle Hall is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. She has held positions at Creative Planning since 2023, previously working at The Retirement Advantage, OneAmerica Retirement Services, and Alpha & Omega Financial Management Consultants Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other tactical approaches.

Michael Kortz is a financial advisor at Osaic with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Securities and Securities America Advisors. Outside of advisory work, he owns and operates Backcountry Insurance Services, providing life, health, property, and casualty insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio optimization tools and offers a range of investment options through a large network of financial advisers.

Kathryn Gaggi is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Sam Farhan is a financial advisor at Fidelity with eight years of industry experience. His prior roles include positions at VCexpress Financial, Primerica, LPL Financial, TD Ameritrade, Merrill Lynch, and Bank of America. Outside of his advisory work, he operates a life coaching business and is involved in online retail ventures, including managing an online candy store. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research and quantitative analysis to construct systematic, algorithm-driven model portfolios.

Douglas Williams is a financial advisor with Edward Jones in Alpine, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.