Mary Barone is a financial advisor with The Marshall Financial Group LLC in Salinas, CA, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She previously worked at Mutual Advisors, LLC for 12 years. Outside of her advisory role, she serves on the board of the City of Phoenix Civic Improvement Corporation and is involved with the Ferrari Club of America’s Monterey Peninsula Chapter. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm offers fee-based asset management and comprehensive financial planning, building individualized portfolios using mutual funds, ETFs, and managed stock sleeves guided by asset-allocation models and third-party software.

Kay Oh is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Integris in 2019, Kay worked at The Vanguard Group, Inc. from 2013 to 2017 and had a two-year gap in employment from 2017 to 2019. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, and corporations, providing investment management and comprehensive financial planning. The firm employs a long-term, diversification-oriented investment approach focused on passive mutual funds and ETFs, with disciplined rebalancing and tax-aware implementation.

George Wehrfritz is a financial advisor at Saratoga Research & Investment Management with 16 years of industry experience. He holds a Series 65 designation and has been with Saratoga Research & Investment Management since 2009. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only, concentrated large-cap equity approach using quantitative and qualitative analysis, managing approximately $2.5 billion across about 2,800 clients.

Jessica Cutler is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Pedrazzi Farms, LLC, Pacific Engineering Group, Inc., and Ventana Vineyards, LLC. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and various entities. The firm employs a long-term, model-driven investment approach based on Modern Portfolio Theory, using primarily passive mutual funds and ETFs to provide diversified, tax-efficient portfolios with disciplined rebalancing.

Katherine Woolever is a CFP® with six years of industry experience, currently serving at Integris Wealth Management, LLC since 2018. Prior to that, she worked at Crissman & Associates for one year. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, and both for-profit and not-for-profit corporations, providing investment management and comprehensive financial planning. The firm employs a long-term, diversification-oriented investment approach using primarily passive mutual funds and ETFs, and manages roughly $812 million across about 344 client relationships.

Angela Pack is a CFP® and holds a Series 65 license with three years of industry experience. She currently works at SLP Wealth and also provides student loan consulting through Student Loan Planner. Her prior experience includes roles at Susan L. Kendall, CPA, Kendall Wealth Partners, and Northwestern University. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm employs diversified, risk-based portfolios using no-load mutual funds and ETFs, offering ongoing account monitoring and additional services including tax preparation and 401(k) plan support.

Kevin Mahoney is a CFP® professional at Integris Wealth Management, LLC in Monterey, CA, with 22 years of industry experience. He has been with Integris Wealth Management since 2009 and previously worked at Fisher Investments from 2004 to 2009. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, and corporations with investment management and comprehensive financial planning. The firm uses a long-term, diversification-oriented approach based on Modern Portfolio Theory, primarily deploying passive mutual funds and ETFs, and manages approximately $812 million across about 344 client relationships.

Jenna Reynolds is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, holding a Series 65 credential with 10 years of industry experience. She previously worked at Philip Benson Financial Services before joining Integris Wealth Management in 2018. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and various entities. The firm employs a long-term, model-driven investment approach using Modern Portfolio Theory, primarily with passive mutual funds and ETFs, and provides comprehensive financial planning and regular performance reporting.

Michael Parkin II is a Series 65-licensed advisor at Secure Investment Management, LLC with one year of industry experience. Prior to joining Secure Investment Management in 2025, he was self-employed for one year and held roles at Hesai, Inc. and Veoldyne Lidar, Inc. He also works as an insurance agent selling fixed insurance products. Secure Investment Management serves individuals, business entities, trusts, and estates with financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, using a mix of low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

James Gerber is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, with 1 year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at several firms including Golden State Wealth Management, Crossroads Wealth Advisors, and LPL Financial LLC. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, and various corporations by providing investment management and comprehensive financial planning. The firm employs a long-term, diversification-oriented investment approach using primarily passive mutual funds and ETFs, and manages about $812 million across roughly 344 client relationships.

Alexander Black is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Integris Wealth Management, LLC since 2017. Prior to joining Integris, he worked at Moss Adams Wealth Advisors LLC for five years. Outside of his advisory role, he is a passive owner of a rental real estate business. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm that serves individuals, families, trusts, pension and profit-sharing plans, and both for-profit and not-for-profit entities. The firm employs a long-term, model-driven investment approach focused on strategic asset allocation using primarily passive mutual funds and ETFs to achieve diversification and tax efficiency.

Joel Knight is a financial advisor with American Investors Company, holding a Series 66 designation and over 40 years of industry experience. He has worked with American Investors Company since 1990 and operates Joel Knight Tax & Business Services, a bookkeeping and tax preparation business, since 1978. He has also been an independent insurance agent since 1991, though he is not actively selling life, accident, or health insurance at this time. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary asset management, financial planning, and 401(k) investment services, operating as both a registered broker-dealer and SEC-registered adviser.

Robert Hood is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, holding a Series 65 designation. He has experience spanning roles in education and hospitality prior to joining Integris in 2025. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and various entities. The firm uses a long-term, model-driven investment approach focused on strategic asset allocation with primarily passive mutual funds and ETFs, providing customized financial planning and regular performance reporting.

Julie Roth is a CFP® and holds a Series 65 license with seven years of industry experience. She is currently with Integris Wealth Management, LLC, joining the firm in 2025 after prior roles at Creative Planning, LLC and Monterey Private Wealth, Inc. Roth serves as the Investment Committee Chair for the Community Foundation for Monterey County. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and both for-profit and not-for-profit entities. The firm employs a long-term, model-driven investment approach primarily using passive mutual funds and ETFs to achieve diversification, tax efficiency, and disciplined rebalancing.

Alex Kiley is a financial advisor with Integris Wealth Management, LLC in Monterey, CA. He holds a Series 65 designation and has one year of industry experience, including prior roles at the Pebble Beach Company and California Polytechnic State University, San Luis Obispo. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, and corporations by providing investment management and comprehensive financial planning. The firm employs a long-term, diversification-oriented investment approach using primarily passive mutual funds and ETFs, with an emphasis on disciplined rebalancing and tax-aware implementation.

Michael Leavy is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Integris Wealth Management, LLC since 2004. Outside of his advisory role, he serves as director and treasurer for Harmony at Home, a nonprofit organization providing social services, where he also manages the organization’s endowment. Integris Wealth Management is a fee-only, fiduciary advisory firm serving individuals, families, trusts, pension plans, and nonprofit entities. The firm employs a long-term, model-driven investment approach focused on strategic asset allocation and broad diversification using mostly passive funds.

Jason Gordo is a financial advisor at Modern Wealth Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at United Capital Financial Advisers, LLC for eight years. Outside of his advisory role, he manages several real estate holding companies based in Monterey, California. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan support.

Cole Silva is a financial advisor at Creative Financial Designs, Inc. with three years of industry experience. He holds a Series 66 designation and has prior work experience with firms including Cotari and cfd Investments. Outside of finance, Silva serves as a substitute job coach for Hope Services, a nonprofit social services organization. Creative Financial Designs serves individual, corporate, and institutional clients across various wealth levels, providing investment management and financial planning using asset-class model allocations aligned with five risk objectives. The firm offers both discretionary and non-discretionary management, including Biblically Responsible Investing strategies, supported by an Executive Investment Committee and a range of client-focused operational features.

William Pinkerton is a financial advisor at Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has been with Hilltop Securities since 1980. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services on an open-architecture platform that includes firm-sponsored and third-party strategies. The firm combines custody, banking, and market-making capabilities, providing clients with discretionary and non-discretionary management options along with specialized municipal bond and other investment programs.

Anastasios Konstantin is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. He has prior legal experience as an attorney with Litherland, Kennedy & Associates, APC and The Konstantin Law Firm, Inc., where he focused on estate planning and client seminars. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing various investment strategies and third-party platforms.