Halley Craig is a CFP® professional with 14 years of industry experience, currently affiliated with Mercer Global Advisors Inc. Prior to joining Mercer in 2026, Halley spent six years working with multiple entities including Cetera Wealth Services, LLC and CWM, LLC dba Carson Partners, and eight years at LPL Financial, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios implemented through various investment vehicles and specialized programs.

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 at HSBC Securities (USA) Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank, the San Francisco Federal Reserve Bank, and Narvar. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through both client-directed and fully discretionary approaches. The firm uses a structured investment process with multiple risk profiles and works with affiliated and third-party providers for advisory, fund selection, and administrative 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 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.

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.

Rita Lee is a PFS™ credentialed advisor at Cerity Partners LLC with four years of industry experience. She has been with Cerity Partners and its affiliated Retirement Plan Advisors since 2022 and previously worked at Brouwer & Janachowski for 21 years. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

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.

Jennifer Ying is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where she has worked since 2021. Prior to this, she spent eight years at Pillar Pacific Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Kevin Turnbaugh is a financial advisor at Ameritas Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameritas Investment Corp. and Ameritas Life Insurance Corp. since 2007. Outside of his advisory role, he is a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services provides 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 various investment strategies using model portfolios, mutual funds, ETFs, and individual securities, and is part of a mutual holding company with related broker-dealer, investment, and insurance affiliates.

Laurie Fried is a financial advisor at Cerity Partners LLC with 12 years of industry experience. She holds the CFP® designation and Series 65 and Series 66 licenses. Her prior experience includes roles at Morgan Stanley, New Leaf Financial Advisory, LLC, and Lumina Financial Consultants, LLC. Cerity Partners provides customized wealth management and related services to a wide range of clients, including high-net-worth individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with external managers and individual securities, and offers access to alternative and private-market investments.

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.