Justin Hult is a CFA® charterholder with 12 years of industry experience. He currently works at Wealthspire Advisors and was previously with Private Ocean for 15 years. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of wealth management, financial planning, and retirement-plan consulting services.

William Bockwoldt is a financial advisor at Wealthspire Advisors with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Private Ocean for 12 years before joining Wealthspire Advisors in 2024. Outside of his advisory role, he is the CEO and co-founder of Vibato, LLC, a software and consulting firm focused on internal controls over financial reporting. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets, serving individuals, corporate plans, and nonprofits. The firm employs an institutional-style asset allocation approach using mutual funds, ETFs, private investments, and separate account managers, tailored to clients through detailed interviews and ongoing monitoring.

Brent Wolf is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at LPL Financial, FSC Securities, and The Retirement Group, LLC. His background includes extensive work as a self-employed insurance broker. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active management strategies and offers a range of implementation tools and services through a large advisor network.

Amanda Fox is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at Wealthspire Advisors since 2024 and previously spent seven years at Private Ocean, LLC, as well as three years at Social Finance, Inc. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as corporate and nonprofit clients, using an asset allocation approach modeled on endowments and foundations.

Yulia Petrovsky is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Modern Financial Planning, LLC, and Bregante and Company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Karl Salocks is a CFP® with 12 years of experience in the financial advisory industry. He is currently affiliated with CWM, LLC and Carson Wealth, having previously worked at Morgan Stanley and several other firms. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm offers diversified portfolio management and retirement-plan services, employing a discretionary management approach supported by an in-house Investment Committee and a range of analytical tools.

Daniel Pallesen is a CFP®-certified financial advisor with seven years of industry experience, currently with Creative Planning since 2022. His prior roles include positions at Keystone Wealth Partners and Matrix Providers Inc. Outside of his advisory work, he owns Level Up Vision, LLC, a financial psychology practice focused on coaching, writing, and speaking. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and long-term strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors.

John Harty III is a financial advisor with CWM, LLC in San Rafael, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Carson Wealth, LPL Financial, and Sterling Bank & Trust. He serves on the advisory board of the Corinthian Yacht Club of San Francisco. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Jeremiah Griffith is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously at Authent Advisors, Inc. and Moss Adams Wealth Advisors LLC. He served in the US Army National Guard for six years. Griffith also serves as Director of Marketing on the board of the Financial Planning Association of San Francisco. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax, accounting, and financial wellness services.

Sean Heyman is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Digital Engagement. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Peter Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and maintains a CPA practice that has been active since 1987. Additionally, he is involved in a family LLC that invests self-directed IRA funds into real estate. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, supported by both discretionary and non-discretionary advisory relationships.

Kevin Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been affiliated with Ameritas entities since 2007 and has worked with Ameritas Advisory Services since 2021. He is also licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, retirement plans, charitable organizations, and corporations. The firm offers multiple managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Spence Sarazin is a financial advisor at Mariner with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Mariner, he worked at Bridger Fund Inc, Anderson Roberts Financial Inc, JP Morgan Chase & Co., and First Republic Bank and its securities affiliate. He serves as Junior Board Treasurer for the Boys & Girls Clubs of Northwest San Diego. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and family office services, using customized portfolios overseen by an investment committee and supported by internal and third-party managers.

M. Scot Lance is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at LPL Financial, Titus Wealth Management, and Wells Fargo Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic allocation approach that combines passive and active management supported by quantitative and fundamental research.

Brianna Hasbrook is a Series 65 licensed financial advisor with seven years of industry experience. She has worked at Mariner since 2025 and before that held roles at Defined Financial Planning LLC and Shone Asset Management. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external allocations across a wide range of strategies and provides integrated tax, accounting, and CFO services alongside traditional portfolio management.

Jeff Ogston is a CFP® professional with 8 years of industry experience, currently advising at Mariner Wealth Advisors since 2021. His prior roles include positions at Gap To Gap Financial and Robert Adams and Associates, as well as a long tenure with the West Sonoma County Union High School District. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by internal research and third-party managers, alongside integrated tax, accounting, and family office capabilities.

Steven Melen is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 63 and Series 66 designations. He has 32 years of industry experience, including prior roles at Morgan Stanley and LPL Financial. In addition to his advisory work, Mr. Melen manages a landscaping company, Peony Consulting LLC, where he helps coordinate projects and assists with private residential gardens. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a combination of discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by advanced technology platforms.

Steven Cutcliffe is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at Abbrea Capital, LLC for nine years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Austin Krewson is a CFP® with six years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has previously worked at LPL Financial, Titus Wealth Management, and held roles at the University of Central Oklahoma and several private clubs. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active strategies, supported by an internal Investment Committee.

Keely Ford is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 designation and has previously worked at Ernest Packaging Solutions and taught at the middle and high school levels. Ford also has experience with My Universe, LLC and studied at the University of California, Berkeley. Wealthspire Advisors is an SEC-registered investment adviser overseeing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and pension plans, nonprofits, and foundations, offering a range of wealth management and financial planning services using an institutional-style asset allocation framework.