Matthew Daugavietis is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Inspire Advisors, LLC since 2022 and previously spent 15 years at Ameriprise Financial Services, Inc. He is also a licensed independent insurance agent specializing in life, disability, long-term care insurance, and annuities. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its services and employs a variety of portfolio management strategies using proprietary tools and affiliated ETFs.

Nancy Hairsine is a CFP®-certified financial advisor with 37 years of industry experience. She has worked with Lifetime Planning dba for 18 years and has been an independent insurance agent for over 26 years. She serves as a board member of the Pittsburg Chamber of Commerce. Nancy works with Lifemark Securities Corp., a multi-team firm serving individual investors and sponsors of participant-directed retirement plans. The firm offers fee-based investment advisory services and financial planning, utilizing programs such as Unified Managed Accounts and Separately Managed Accounts tailored to client suitability and risk assessments.

Christopher Logue is a financial advisor with Lifemark Securities Corp. in Pittsburg, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Lifemark Securities since 2018 and previously spent seven years at Foresters Equity Services, along with running Logue Asset Management since 2000. Outside of his advisory role, he serves on the Housing Loan Advisory Committee for the city of Oroville. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, offering a range of portfolio management options and tailored advice based on risk assessments.

Thomas Bennett is a CFP® with 25 years of industry experience, currently affiliated with RBC Securities, Inc. He has previously worked at City National Securities, Horter Investment Management, and UnionBanc Investment Services. Bennett serves as a director for the Financial Planning Association’s East Bay chapter, representing the local community at state and national levels. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates with a broad financial services group, providing financial planning, portfolio management, and access to an affiliated sub-advisor for asset allocation and portfolio implementation.

Roger Tran is a CFP® with six years of industry experience, currently serving as an investment advisor representative at Core Planning in Pittsburg, CA. His previous roles include positions at Facet Wealth, Wells Fargo, and Ginsburg Financial Advisors, among others. He has also been affiliated with the Oakland Vietnamese Chamber of Commerce. Core Planning provides fee-only financial planning and wealth management services primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary account management through tailored investment strategies and the use of third-party model portfolios and automated rebalancing tools.

Paula Frank is a financial advisor with Empower Advisory Group in Benicia, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Gwfs Equities, Inc. since 2017 and previously held roles at PayChex and its securities division. Outside of advising, she owns Being Frankish, Inc., a company focused on marketing and selling recyclable aluminum straws to promote sustainable product use. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated platform that combines proprietary and third-party methodologies to emphasize long-term portfolio returns and clients’ savings rates.

Jeffrey Samson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has also worked with Ameritas Investment Corp. and David White & Associates since 2006. Outside of his advisory role, he is licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs utilizing in-house model portfolios and third-party managers, integrating services across Ameritas affiliates and various financial institutions.

John Hall II is a financial advisor at Private Advisor Group, LLC with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including LPL Financial and Waddell & Reed, Inc. Hall is also an author, having contributed a chapter to the book *Bloom Where You Are Planted and Shine*. Private Advisor Group serves a broad range of clients including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports diverse investment strategies and client-imposed restrictions while providing access to model portfolios and held-away account management tools.

Justin Watson is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served six years in the United States Air Force and is currently a first officer at FedEx Express, where he flies global freight under FAA Part 121 operations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using a centralized Investment Management Team to design and manage portfolios.

Brett Mccarty is a Series 66 licensed advisor with Citigroup Global Markets, where he has worked since 2008, accumulating 18 years of industry experience. He is based in Fairfield, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Alyssa Luchini is a CFP® professional with six years of industry experience, currently serving as an advisor at First Command Advisory Services. Her work history includes roles within multiple First Command entities since 2019 and prior experience with Raquel Salas and Victor Jones. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a notable focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Benjamin Buck is a CFP® professional with 16 years of industry experience, currently serving at Independent Financial Group, LLC since 2024. Prior to this, he worked for 12 years at J.P. Morgan Securities. Outside of his advisory role, he serves as an officer and director of the Benicia Arsenal Futbol Club, assisting with organizational and operational activities. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both discretionary and non-discretionary account management.

Maecyn Larson is a financial advisor with First Command Advisory Services holding a Series 66 credential and six years of industry experience. Larson has worked at multiple affiliated First Command entities since 2019 and serves as an E-8 Reservist in the U.S. Navy Reserve, where he supervises junior enlisted sailors. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Lucas Desautels is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining First Command, he worked at Family First Life and Advenire Wealth, and he serves as a volunteer firefighter with the Friberg Cooper Volunteer Fire Department. He also holds a board position as charitable treasurer with the Sheppard Spouses Club. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, managing client portfolios through a centralized investment team and wealth portfolio managers.

Joseph Frantz is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at LPL Financial and Mariner Independent Advisor Network. Outside of finance, he is an assistant coach for men’s and women’s water polo at UC Davis and a business owner of DJ EQWIP. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm utilizes multiple analytical approaches and supports model portfolios from strategists such as Fidelity, BlackRock, and Goldman Sachs.

Sean Perez is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 2021, previously serving as an Investment Consultant and a Financial Representative. In his current role, Sean focuses on assisting clients and their families by leveraging Fidelity's products and services to help them advance toward their financial goals. Sean holds a California Insurance License, supporting his ability to provide comprehensive financial advice. His professional approach centers on understanding clients' unique financial journeys and providing tailored coaching to meet their needs. Outside of his professional responsibilities, Sean engages in family activities, fitness, social events, parenthood, running, and volunteering.

Joseph White is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and spent time at Amazon in 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Melissa Bruner is a financial advisor with Wells Fargo Advisors in Fairfield, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors starting in 2013. Outside of her advisory role, she is involved in a tax and accounting business with a minority ownership interest. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold and supports advisors with Wells Fargo research, planning tools, and simulation models.

Lennis Francis is a financial advisor with LPL Financial in Vacaville, CA, holding a Series 63 designation and over 28 years of industry experience. He has been with LPL Financial since 2002. In addition to his advisory role, he is involved in insurance activities and operates Francis Financial Services, Inc., where he manages commission and fee revenue deposits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by internal and third-party research.

John Stoflet is a financial advisor at Edward Jones with 25 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.