Kimberly Foss is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2023. Prior to joining Mercer, she spent 20 years at Empyrion Wealth Management Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Victoria Jopson is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Roseville, CA, and has seven years of industry experience. She has been with Valic Financial Advisors since 2008 and also holds a position with Agia related to non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Camille Butterfield is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. She has worked with Monolith Wealth Advisors, Inc. and Afea, and holds leadership roles including chapter president of a nonprofit that provides educational workshops. Additionally, she facilitates access to estate planning document services for clients. AE Wealth Management serves a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors, offering fee-based portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment approaches.

Randi Marsh is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and 10 years of industry experience. She previously worked at Bank of America and Merrill. Outside of her advisory role, Marsh owns and operates a florist business specializing in wedding flower design. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in its investment process.

Matthew Uno is a financial advisor with Principal Financial Services, holding a Series 66 license and 12 years of industry experience. His work history includes roles at Principal Securities Inc, Principal Life Insurance Company, Prudential Insurance Company of America, Pruco Securities, LLC, and Mutual of Omaha Investor Services. He is also involved in the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kevin Remme is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has recently begun his career in the industry, with prior experience in construction-related roles. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria and manages most assets on a non-discretionary basis.

Jennifer Kyle is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior work includes roles at Farmers Financial Solutions, Farmers Insurance, and Nationwide Insurance. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Brandon Prior is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities INC since 2016. Prior also has experience in insurance brokerage, including life, disability, fixed annuities, health, dental, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jeffrey Schnoebelen is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 11 years of industry experience, including roles at LPL Financial and Mariner Independent Advisor Network. 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 advisory model, utilizing proprietary technology and third-party managers to implement a variety of investment strategies.

Leonard Simpson is a financial advisor at Prime Capital Financial with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple firms including 20/20 Capital Management and Ameritas Life Insurance Corp. Simpson serves as a board member for United Cerebral Palsy of Northern California. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm uses varied investment strategies and provides tax planning and financial administration through its affiliated accounting subsidiary.

Wolfgang Hawlisch is a financial advisor at D.A. Davidson & Co. with 23 years of experience. He holds the Series 63 and Series 66 designations and has worked at notable firms including Morgan Stanley, Wells Fargo Clearing, and RBC Capital Markets. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

Jonathon Roth is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Principal Financial Services and has held prior roles at Morgan Stanley and other firms. Outside of his advisory work, Roth serves as Vice President on the board of a youth lacrosse organization and coaches a youth lacrosse summer tournament team. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Jeffrey Kissiar is a financial advisor with Voya Financial Advisors, Inc. in Roseville, California, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Allstate Insurance Company, Bankers Life, LPL Financial, and Valic Financial Advisors. Outside of his advisory work, he serves as a referee for high school football and basketball games. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a blend of in-house and external investment strategies delivered through both discretionary and non-discretionary account management.

Carlos Alcaine is a financial advisor with D.A. Davidson & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His previous roles include positions at R W Baird & Co., Wells Fargo Clearing, and RBC Capital Markets. He serves as president and vice president of two local homeowners associations in Folsom, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm emphasizes fiduciary standards and offers services such as ERISA plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients.

Jerome Sullivan is a financial advisor with Commonwealth Financial Network and Causeway Strategic Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior experience includes nine years at Securities America Advisors and Securities America Inc. He is also the owner of Causeway Strategic Financial Advisors, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and various program structures, supported by a substantial clearing and custody relationship with National Financial Services LLC.

Blaine Johnson is a financial advisor with Eagle Strategies (New York Life) in Roseville, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Eagle Strategies since 2021 and operates his own business, Blaine K. Johnson Financial and Insurance Services, since 2017. Johnson is also involved in insurance brokering for non-registered products and serves as a passive investor with NYLARC Holding Company, Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Jason Alfonso is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Independent Financial since 2013 and with Central Pacific Mortgage since 1997. Outside of his advisory role, he operates as an independent insurance agent. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with multi-manager portfolios across passive and active investment exposures.

Joseph Natuzzi is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has worked at Eagle Strategies LLC since 2018 and has been associated with New York Life Insurance Company and Nylife Securities LLC since 2011 and 2012, respectively. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Christopher Packard is a financial advisor with Eagle Strategies (NY Life) in Auburn, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Eagle Strategies since 2007 and operates Packard Financial & Insurance Services, which brokers non-registered insurance products. Outside of his advisory work, he volunteers on the Streetscape History and Art Advisory Committee for the City of Auburn, coordinating tile nominations and placements in Central Square. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate framework.

Mark Huchingson is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Almond Valley Wealth Management, Ridge Point Financial Wealth Management and Insurance Solutions, and Principal Securities Inc. He is also the owner and president of entities used for marketing purposes in the financial services sector. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.