Bradley Dillon is a financial advisor with CWM, LLC in San Rafael, CA, holding Series 63 and Series 65 credentials and totaling 28 years of industry experience. His prior roles include positions at Cetera Advisor Networks and LPL Financial LLC. Outside of his advisory work, he serves on the board of Marin MOCA, a museum of contemporary art, where he votes on capital expenditures and program initiatives. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, institutions, and corporations through a network of over 600 advisors. The firm employs a discretionary, model portfolio approach overseen by an in-house Investment Committee and emphasizes retirement plan services, sub-advisory options, and comprehensive client reporting.

William Denler is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has five years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Co. Denler is also appointed as an insurance broker with outside carriers for brokering non-registered products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering 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 within an integrated New York Life affiliate structure.

Charles Bowes is a CFP® and holds a Series 65 license, with 21 years of experience in the financial advisory industry. He has worked at Beacon Pointe Advisors, LLC since 2025 and spent 16 years at Waypoint Wealth Partners prior to that. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a manager-of-managers approach, allocating across independent managers selected through a formal due-diligence process, and offers a variety of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

David Hudson is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He currently works at Cerity Partners LLC and previously spent nine years at Abbrea Capital, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in assets under management. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Craig Mckinlay is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior experience includes a decade at Blackrock Investments, LLC before joining Charles Schwab and subsequently Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations through a model-driven approach that empowers clients with final trading decisions while conducting at least annual account reviews.

Gregory Chidlaw is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including operating Chidlaw Financial since 1998 as a marketing DBA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory program platforms and third-party managers.

Thomas Birch is a CFP® and ChFC® with 51 years of industry experience. He has been affiliated with NewEdge Advisors since 2021 and previously worked at Mid Atlantic Financial Management, Inc. and operated his own advisory service, Thomas J Birch Financial Advisory Services, for 30 years. Birch also serves as a trustee for his family trust and administers an employee 401(k) plan. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, emphasizing centralized due diligence, technology integration, and a combination of in-house and third-party investment strategies.

Halley Craig is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2026. Prior to joining Mercer, Halley held roles at Cetera Wealth Services, CETERA Advisor Networks, CWM, LLC dba Carson Partners, Grooms Wealth Management, and LPL Financial. Outside of advisory work, Halley has held operational and administrative roles at affiliated firms, including branch operations manager and administrative assistant. Mercer Global Advisors provides comprehensive investment advisory and planning services to individuals, families, small business owners, and institutional clients. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, supported by specialized services such as retirement plan consulting, tax and estate planning, and family office solutions.

Megan Lathrop is a CFP® professional with nine years of industry experience. She is currently with Wealthspire Advisors and has previously operated her own financial practice, Finanseer, as well as worked with Vanto Group. Wealthspire Advisors oversees approximately $34.3 billion in assets and serves nearly 9,700 clients across various segments, including individuals, corporate plans, and nonprofits. The firm employs an institutional-style asset allocation approach using a diversified mix of investment vehicles, supported by centralized due diligence and ongoing client service enhancements.

Meredith Jensen is a financial advisor with HSBC Securities (USA) Inc. in Mill Valley, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. Her prior roles include positions at the San Francisco Federal Reserve Bank, Narvar, and Morgan Stanley Private Bank. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing several program types ranging from client-directed to fully discretionary portfolios. The firm employs a multi-profile investment approach and collaborates with affiliated and third-party providers for advisory and fund selection services.

Jason Zahorenko is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Equius Partners, Inc. for 16 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Justin Hult is a CFA® charterholder with 11 years of experience in the financial advisory industry. He is currently with Wealthspire Advisors, where he has worked since 2024, following a 15-year tenure at Private Ocean. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized process and emphasizes diversified, institutional-style asset allocation using a variety of investment vehicles.

William Bockwoldt is a financial advisor at Wealthspire Advisors with 12 years of industry experience. He holds a Series 65 designation and 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 specializing in internal controls over financial reporting. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering customized wealth management, investment advisory, and financial planning services. The firm employs an institutional-style, diversified asset allocation approach and provides both discretionary and non-discretionary portfolio management.

Brent Wolf is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including LPL Financial, FSC Securities, and The Retirement Group, LLC. His career also includes over three decades as a self-employed insurance broker. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research focusing on quantitative and fundamental analysis.

Amanda Fox is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Wealthspire Advisors since 2024, following a seven-year tenure at Private Ocean, LLC and prior experience at Social Finance, Inc. in a variety of financial roles. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporations, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers comprehensive wealth management services tailored through ongoing client engagement and centralized investment oversight.

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.

Candice Jones is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at Commonwealth Financial Network and Terra Blue Wealth Management since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

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.