Jason Johnson is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 12 years of industry experience, with prior roles at LPL Financial, Mariner Independent Advisor Network, Wells Fargo Clearing, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes both proprietary and third-party investment platforms and strategies.

Peter Foster is a financial advisor with Primerica Advisors in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co since 2001. Outside of his advisory role, Foster is involved in term life insurance sales with multiple carriers and manages a vacation timeshare rental business. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services, including financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services.

Thomas Casey is a financial advisor with Eagle Strategies (New York Life) based in Santa Rosa, CA, holding Series 63 and Series 66 licenses. He has 11 years of industry experience and operates his own firms, Casey Barrett Financial & Insurance Services and Rhythmic Financial & Insurance Solutions, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm delivers tailored advice through various program types and manages a predominantly non-discretionary asset base within an integrated New York Life structure.

Dylan Evans is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He has worked with Kobrin Financial Services since 2020 and serves as a director involved in insurance sales there. Outside of financial services, he participates as a community collaborator with Guayaki, a beverage distributor, engaging in social functions and events. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various investment strategies and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Kevin Shannon is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation and four years of industry experience. He has previously worked at Regis Management Co. and Opes Advisors. Mercer Global Advisors serves individuals, families, small business owners, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers specialized services including retirement plan consulting and charitable advisory.

Jonathan Bartfeld is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 credential and has prior work experience at West Coast Financial LLC and several ventures related to vineyards and bullion. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening, and offers services ranging from portfolio management and financial planning to retirement plan consulting and access to alternative investments.

Howard Gorbach is a financial advisor with Principal Financial Services in Cotati, CA, holding Series 63 and Series 66 licenses and with 33 years of industry experience. He has been with Principal Financial Services and Principal Life Insurance Company since 2015 and has operated H.R. Gorbach Financial Services, Inc. since 2002. His outside business activities include the sales and service of fixed and group insurance products across various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Kelly Soria is a CFP® professional with 17 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Censia Wealth Advisors. Her prior experience includes roles at Arbor Point Advisors and Securities America, Inc. She is also engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios, multiple program structures, and operates as a platform provider with significant clearing and custody relationships.

Monique Pearl is a financial advisor with Principal Financial Services, holding a Series 66 credential and five years of industry experience. Her prior experience includes roles at The Prudential Insurance Company of America, LPL Enterprise, Edward Jones, and JPMorgan Securities LLC. She is also involved in the sales and service of life, annuities, disability income, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, primarily implemented on a discretionary basis.

Zachary Bressick is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been associated with Eagle Strategies since 2022 and has concurrent experience with NYLIFE Securities LLC and New York Life Insurance Company since 2014. Bressick serves as a board member for the nonprofit organization The Zones and is involved with the Leadership Santa Rosa Alumni Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and plan sponsors. The firm offers multiple advisory program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Jackson Rabuck is a CFP® with 12 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2025. Prior to joining Cerity Partners, he worked at West Coast Financial, LLC for eight years. He is also a member and general partner of West Coast Financial, LLC, which manages several private real estate funds maintained as outside business activities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Cheyenne Walker is a CFP® with 22 years of industry experience, currently advising at NewEdge Advisors. Her prior experience includes roles at Hanson McClain Advisors and Securities America. She is also a licensed independent life and variable contracts insurance agent in California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, combining in-house and third-party manager solutions supported by technology and centralized due diligence.

Paul Carpenter is a CFP® with two years of industry experience, currently serving as a financial advisor at Equity Services, Inc. He previously worked at Client Centered Financial and has a background including roles at Apple Inc. and various academic positions. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing both discretionary and non-discretionary management, combining long-term strategies with options for shorter-term trading.

Stephen Higgins is a financial advisor with Eagle Strategies (New York Life) in Santa Rosa, CA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes six years at JPMorgan Chase Bank. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and advisory services related to insurance and annuity products.

Brenzel Guillory is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for seven years each, as well as earlier stints at Wells Fargo Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Mendelson is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

William Glascock is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He has been with Edward Jones since 2018 and previously worked at Keysight Technologies, Inc. from 2014 to 2018. He is based in Santa Rosa, California. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households and corporate entities. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jason Brown is a financial advisor with J.P. Morgan Securities in Santa Rosa, CA, holding a Series 66 designation and 12 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to 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 affiliated brokerage, distribution, and investment management capabilities.

Julie Wallace is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Donielle Davis is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She has worked at Stifel Nicolaus since 2018 and previously spent 12 years at the Santa Rosa Golf and Country Club. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, and provides both episodic fee-based financial planning and third-party adviser recommendations.