Sandra Dee

Rolf Trautsch is a CFP® professional with over 42 years of experience in the financial services industry. He has been with C & T Financial Services Group, Inc. since 2003 and also maintains a longstanding role at OSAIC. Outside of his advisory work, he owns and operates DARO Enterprises, a sole proprietorship focused on property management. C & T Financial Services Group provides financial planning and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, charities, and business entities. The firm emphasizes written investment policy planning and ongoing financial counseling, employing a long-term, diversified investment approach without discretionary portfolio management.

Carmel York is a financial advisor at Clym LLC with four years of industry experience. She holds the Series 65 designation and has previously worked in mortgage companies and banking. Outside of her advisory role, she serves as Vice President of Sales at OptiFunder LLC, a subscription software company that automates mortgage operations. Clym LLC provides integrated financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and select institutional clients. The firm operates as a fee-only fiduciary and focuses on portfolio management aligned with clients’ goals, utilizing institutional-class mutual funds, ETFs, and private investments, while also offering educational workshops and coordinating with clients’ other professionals.

Billy Potter is a Series 65-licensed financial advisor with Knight of California LLC, where he has worked since 2007. He has nine years of industry experience and operates as the sole advisor at his independent firm based in Carmel, California. Knight of California LLC provides discretionary portfolio management and ongoing financial advice primarily to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis alongside modern portfolio theory, recommending mutual funds and ETFs while utilizing risk-management tools such as margin, option writing, and significant cash allocations.

Thomas Ogden Sr. is a financial advisor with Ogden, Thomas, holding a Series 65 designation and four years of industry experience. He has operated his own law practice since 2007. Ogden’s legal background is a notable aspect of his professional profile. Ogden, Thomas provides investment management and advisory services primarily to institutional clients and plan sponsors, including retirement plans, businesses, trusts, and charitable organizations. The firm offers wealth management, financial planning, and retirement-plan advisory, employing both fundamental and technical analysis with a long-term orientation, and manages potential conflicts arising from its affiliation with the advisor’s legal practice.

Mark Wilson is a financial advisor based in Pebble Beach, CA, with 11 years of industry experience. He holds a Series 65 designation and operates his own firm, Wilson, Mark Henry. In addition to his advisory work, Wilson maintains a full-time CPA accounting practice and is a part-time California real estate broker. He has served on the Monterey Peninsula Airport District since 2022. Wilson, Mark Henry provides comprehensive financial planning and related services to individual clients, including retirement and education planning, tax preparation, and estate-document review. The firm combines financial planning with an active accounting practice and affiliated real estate brokerage, using fundamental analysis for investment advice and billing on an hourly or fixed-fee basis without managing client assets or recommending specific securities.

Jacques Bolivar is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2009 and also operates Pharaoh Financial Group, Inc., an independent investment advisory firm he founded in 2000. His outside activities include managing Pharaoh Financial Group, which offers financial planning and consulting services on a fee basis. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with insurance and credit product offerings.