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® professional with 12 years of industry experience, currently associated with Carson Wealth. His career includes roles at Morgan Stanley, Merrill, Principal Financial Services, and several wealth management firms. Salocks is based in San Rafael, CA. Carson Wealth operates as an enterprise platform serving corporate, institutional, and high-net-worth clients through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions such as custom indexing and alternative investments.

Marta Amaton is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. She has 26 years of industry experience and has also served as an instructor at Napa Valley College since 2020. Outside of her advisory role, she works as a tasting room associate at Vezer Family Vineyard. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a combination of custodians and third-party money managers to implement client strategies.

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 Carson Wealth in San Rafael, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at LPL Financial, Sterling Bank & Trust, Cambridge Investment Research Advisors, and Cetera Advisor Networks. Outside of advising, he serves on the advisory board of the Corinthian Yacht Club of San Francisco. Carson Wealth operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct model portfolios and providing tailored investment solutions.

John Mills is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 20 years of industry experience, including roles at LPL Financial, Strategic Wealth Advisors Group, and Associated Securities Corp. Outside of his advisory work, Mills serves on the board of the Napa Rifle and Pistol Club and operates a tax preparation and accounting service. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model using various investment strategies and technology platforms, and offers managed account solutions including its proprietary WealthSuite.

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 in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameritas Investment Corp. and Ameritas Life Insurance Corp. since 2006, as well as operating his own CPA practice since 1987. In addition to advising, he is a licensed independent insurance agent and provides tax preparation, planning, and business valuation services through his CPA practice. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of model portfolios, mutual funds, ETFs, and individual securities, incorporating third-party managers and customized strategies across multiple program platforms.

Kevin Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has been with Ameritas in various capacities since 2007, including his current role at Ameritas Advisory Services since 2021. Additionally, he is licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms, and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.

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 licenses and bringing 33 years of industry experience. His career includes roles at LPL Financial, Titus Wealth Management, Wells Fargo Clearing, Banc of America Investment Services, and UBS Financial Services. He also maintains a non-variable insurance agent role alongside his advisory work. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

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.

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.

Lachlan Mac Lean is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. His career includes six years at Equius Partners and one year at Nitro Software, Inc. He is currently based in Novato, California. 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 regulatory assets and offers diversified investment approaches that combine passive and active management with quantitative, momentum, and fundamental analysis.

Charles Webb is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 65 licenses and is based in San Diego, CA. Outside of his advisory role, his spouse owns a clothing store called Wild Dove Boutique. 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 client assets and offers a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management techniques and integrated retirement plan services.

Anjali Singh is a CFP® with 27 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. She has held roles at Guardian Life since 2014 and at Park Avenue Securities since 2024. Outside of her advisory work, she co-leads two scout troops and operates a pet sitting business, Call of the Wild. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships that include access to insurance products and alternative investments.