James Noack is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Tomren Wealth Management, Commonwealth Financial Network, and earlier at Madison Avenue Securities, Inc. He serves as a board member and part owner of NoSeeUm Land Company and NoSeeUm Orchard, entities involved in land management and residential development in Washington. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, including pension consulting, college-savings assistance, and support for charitable institutions. The firm employs a range of portfolio management strategies through multiple platforms and offers both discretionary and non-discretionary services.

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 having 20 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., Equitable Advisors, and Morgan Stanley DW Inc. Outside of advising, she owns Being Frankish, Inc., a company that markets 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, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jeffrey Samson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has over 20 years of experience at Ameritas Investment Corp. and David White & Associates. In addition to advisory work, he is a licensed independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory solutions, utilizing model portfolios, mutual funds, ETFs, individual securities, and third-party sub-advisers across multiple program platforms.

John Hall II is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes significant tenures at Waddell & Reed, Inc., LPL Financial, and Strategic Wealth Advisors Group. He is also a contributing author to the publication "Bloom Where You Are Planted and Shine." Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model using technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Justin Watson is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials and one year of industry experience. Prior to his advisory role, he served six years in the United States Air Force and currently works as a first officer at FedEx Express, flying global freight 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 multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

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 17 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2024. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Wells Fargo, spanning over a decade. Outside of his advisory work, he serves as a board member for the Benicia Arsenal Futbol Club, where he assists with organizational activities such as hiring and scheduling. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of firm- and third-party models to tailor investment strategies based on client risk tolerances, utilizing both passive and active portfolio exposures.

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 in Fairfield, CA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at First Command Insurance Services, First Command Brokerage Services, and Family First Life. Outside of his advisory work, he is active as a firefighter with the Friberg Cooper Volunteer Fire Department and serves as the charitable treasurer for the Sheppard Spouses Club. 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 several wrap-fee asset management programs, using a centrally managed investment approach with discretionary authority granted by clients.

Joseph Frantz is a financial advisor at Private Advisor Group, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory work, Frantz has been involved as an assistant water polo coach at UC Davis and has owned DJ EQwip, a business in Concord, CA, since 2008. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to deliver tailored investment solutions.

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 in Benicia, CA, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His work history includes seven years at J.P. Morgan Securities LLC and four years at JPMorgan Chase Bank, as well as a one-year position at Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes ESG considerations in its recommendations.

Melissa Bruner is a financial advisor with Wells Fargo Advisors in Fairfield, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she has a minority ownership interest in a tax and accounting firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet net-worth thresholds and utilizes Wells Fargo research and planning tools to develop customized recommendations.

Lennis Francis is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is involved in non-variable insurance and maintains an interest in Francis Financial Services, Inc., where he spends a small portion of his time managing commission and fee revenue deposits. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with diverse investment strategies, third-party asset management access, and technological tools, managing over $819 billion in discretionary assets.