Monika Reyes is a CFP® and ChFC® with 23 years of industry experience. She currently works at NorthRock Partners, LLC and has prior experience at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that includes broad asset allocation, diversification, private market investments, and utilizes AI tools alongside human oversight for tax-aware investing and portfolio monitoring.

Stephanie Kerns is a CFP® with 24 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2025. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, and incorporates private market allocations and AI-supported tools while maintaining human oversight.

Charles Harrison is a CFP® professional with 12 years of industry experience, currently affiliated with The AmeriFlex Group. He has held roles at firms including Cambridge Investment Research, Inc., and United Planners' Financial Services of America. Harrison also serves as a financial educator for the United Auburn Indian Community and is a member of the AssetMark Field Advisory Board. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and discretionary or non-discretionary manager relationships to tailor advice to client needs.

Cliff Millemann is a financial advisor at Hilltop Securities Inc. with 42 years of industry experience. He holds a Series 63 designation and has been with Hilltop Securities since 2008. Hilltop Securities serves both individual and institutional clients, offering a range of investment advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities, providing clients access to both third-party and proprietary strategies across a variety of asset classes.

Rhonda Hamil is a CFP® professional with six years of industry experience, currently advising at NorthRock Partners, LLC since 2025. Prior to joining NorthRock, she worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2025. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing diversification, asset allocation, and periodic rebalancing, incorporating private market allocations and using AI tools to support tax-aware investing and portfolio monitoring.

Nathan Salimi is a financial advisor at Avior Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Protection Point Advisors. His background includes roles in education and youth sports organizations. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Brian Tewksbury is a financial advisor at StoneX Advisors Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2019. Outside of his advisory role, he owns and manages a property development company and operates an independent insurance business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies.

Michael Clarke is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at EWG Elevate Inc. and Cambridge Investment Research, Inc. Clarke is a co-author of the book *A Firm Worth Building: Running a Better Professional Business*. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies and offering comprehensive financial planning and business consulting.

Kenneth Bielejeski is a financial advisor with Stratos Wealth Advisors LLC in Roseville, CA, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Tmfs Advisors, Llc, The Mutual Fund Store, and E*TRADE Advisory Services, Inc. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs, delivering customized asset allocations and model portfolios often in coordination with sub-advisers and technology platforms.

Darold Mark is a financial advisor with The Wealth Consulting Group, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with The Wealth Consulting Group and LPL Financial since 2016. In addition to his advisory role, he is involved in non-variable insurance activities. The Wealth Consulting Group is an SEC-registered firm serving individual clients, corporate clients, retirement plans, and trusts with discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies to client goals, offering both active and passive investments across multiple platforms.

James Mccarthy IV is a financial advisor at BlueSpring Wealth Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Kestra Financial Inc., Bedell Frazier Investment Counselling LLC, Capital Planning Advisors, LLC, and Legacy Capital Management. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process overseen by an Investment Committee and provides specialized services including custom option overlay and hedging strategies.

Terry Sherrill is a CFP® and ChFC® with 26 years of industry experience. He is currently with NorthRock Partners, LLC and has previously worked at Ameriprise Financial Services, LLC and Mass Mutual Investors Services. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the use of independent managers, along with integration of private market allocations and technology-supported portfolio management.

Shawn Spellacy is a financial advisor at SB Advisory, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at San Blas Securities since 2024, following a 25-year tenure at Calton & Associates, Inc. He also maintains ongoing roles with Connecticut Mutual Life Insurance Co. and Indianapolis Financial Group. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily offering non-discretionary advice through portfolio management, financial planning, and access to third-party manager programs.

Abraham Garcia is a financial advisor with BlueSpring Wealth Management, LLC in Roseville, CA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Kestra Financial, Bedell Frazier Investment Counselling, Capital Planning Advisors, Charles Schwab & Co., and JP Morgan Securities. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process overseen by an Investment Committee, combining various investment vehicles and offering specialized strategies such as custom option overlays and hedging for concentrated positions.

David Bressoud is a financial advisor with Portfolio Medics, LLC, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has previously worked at Securities America Advisors and Securities America, Inc., and maintains ongoing roles as an independent insurance agent and Uber driver. Outside of finance, he performs as a stand-up comedian. Portfolio Medics, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios incorporating diversified mutual funds, ETFs, stocks, bonds, and may include independent managers or DFA funds, using a combination of fundamental, technical, and cyclical analysis aligned with client objectives and risk tolerance.

Amanda Kelderman is a Series 65-licensed financial advisor at Compound Planning, Inc. with three years of industry experience. She has previously worked at Choreo, LLC and RSM Wealth Management, LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program that includes access to in-house and third-party investment models, combining long-term buy-and-hold strategies with tactical tools like direct indexing and tax-loss harvesting.

Melissa Yano is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. She previously worked at Capital Wealth Planners, LLC and Capital Region Financial Group, LLC. Outside of advising, she is licensed to sell various insurance products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment representatives. The firm provides portfolio management, financial planning, and retirement plan consulting, offering customized strategies through model asset allocations, discretionary or non-discretionary manager relationships, and multiple wrap solutions.

Gabriella Lundqvist is a financial advisor with Golden State Wealth Management, LLC in El Dorado Hills, CA, holding a Series 66 credential and 19 years of industry experience. She previously worked at Edward Jones from 2007 to 2017 before joining Golden State Wealth Management and LPL Financial in 2017. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of asset allocation and various analytic approaches to construct tailored portfolios and offers discretionary portfolio management alongside standalone planning and consulting engagements.

William Perry is a financial advisor at IP Financial Advisory Services LLC with one year of industry experience. He holds a Series 66 designation and has been involved with Perry Financial since 2015. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, utilizing a range of analytical approaches and providing specialized advisory services including actuarial analysis and insurance consulting.

Eric Restrepo is a financial advisor at Lifeworks Advisors, LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Northwestern Mutual Wealth Management Company as well as other firms. Outside of advising, he owns and operates Mountain Goat Strategies, providing consulting services to business owners and privately held companies. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, and businesses, offering discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory. The firm uses both planning-based and risk-based investment approaches, integrating model strategies with tax-aware portfolio management, and supports coordinated tax and planning services through affiliated entities.