Tyler Zwick is a CFP® with five years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. His prior work includes roles at Full Circle Financial and Green Seam Designs. In addition to advising, he is involved in tax preparation and bookkeeping through Full Circle Financial. Commonwealth Financial Network supports a nationwide network of nearly 2,900 advisors and manages over $200 billion in client assets, offering diverse investment solutions including managed-account programs and access to third-party asset managers.

Joshua Crisosto is a financial advisor at Private Advisor Group, LLC with Series 66 registration. He has prior experience working at Mariner Independent Advisor Network and LPL Financial LLC, and has a background at Heart and Vascular Center of America as well as Dignity Health. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary platforms and third-party managers.

Kyle Smith is a financial advisor with Eagle Strategies (NY Life) based in Grass Valley, CA, holding Series 65 and Series 63 licenses with 14 years of industry experience. He has worked with NYLIFE Securities LLC since 2012 and New York Life Insurance Company since 2010. Outside of his advisory role, Smith serves as a board member for the Nevada County South Rotary and as a trustee for the Native Sons, where he manages budgeting and investment reporting for the local chapter. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate framework.

Terry Brown is a CFP® with 26 years of industry experience, currently affiliated with Commonwealth Financial Network since 2009. He serves as secretary and webmaster for the Gold Country Estate Planning Council and is a vocal soloist at his local Church of Christ, Scientist. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, offering a broad platform of managed-account programs, third-party asset manager access, and custody services to individual and institutional clients.

David Laplante is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently operates Laplante Insurance & Financial Services, where he sells fixed insurance products and provides new agent training. He also has roles at Capstone Financial Group and Capstone Accountancy, Inc., the latter offering tax, accounting, bookkeeping, and virtual CFO services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supporting both discretionary and non-discretionary advisory relationships.

Hunter Bailey is a financial advisor with OSAIC, holding a Series 63 credential and bringing 45 years of industry experience. He previously worked at Securities America Advisors, Inc. for 24 years and has maintained his own advisory practice since 1986. Outside of advising, Bailey teaches a non-promotional investment class for retired adults and is an author of a retirement investing book titled *Wealth Strategies - investing for your retirement*. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Tessa Marmorstein is a CFP® and Series 66 credentialed financial advisor with six years of industry experience. She has been with Edward Jones since 2016, with a brief gap before returning in 2019. Outside of her advisory role, she serves as Vice President of a local business networking group, where she manages attendance and membership activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Gregory Van Ess is a financial advisor with Mass Mutual Investors Services in Grass Valley, CA, holding Series 65 and Series 63 designations and eight years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2018 and previously spent six years at Teseda Corp. Outside of his advisory role, he is also an individual life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars, focusing on collaborative, annual financial planning engagements.

Eric Sams is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. Sams has been associated with Raymond James in various capacities since 2008 and has owned and operated Sams Capital Asset Management since 2009. Outside of his advisory work, he is the grantor and trustee of The Sams Family Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal and public finance.

Christina Benton is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Benton also served on the Penn Valley Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products.

Matthew Olsen is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has held roles at Sierra Foothill Asset Management, Inc. and Owens Estate and Wealth Strategies Group, where he serves as Chief Operations Officer and Associate, respectively. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Cory Fitzhugh is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing, Bank of America, Merrill, and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Janet Peake is a financial advisor at LPL Financial with 40 years of industry experience. She holds a Series 63 designation and previously worked for Crown Capital Securities, LP for 22 years. Outside of her advisory role, she also engages in tax preparation activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Vinsonhaler is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including LPL Financial and Steward Partners Investment Solutions. He is also involved with Tri Counties Advisors, where he provides financial and investment advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor strategies to client goals and maintains specialized programs for public finance and SIMPLE IRA employer advisory services.

Galen Lee is a financial advisor with Robert W. Baird & Co. in Grass Valley, CA, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Black Mountain and AmeriCore, as well as involvement with nonprofit and hospitality ventures such as the Bob Marshall Wilderness Foundation, The Hike Shack, and Shovel Handle Pub. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm uses a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Trista Click is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 credentials and four years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., with a combined tenure of over a decade across both institutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering non-discretionary advice through a select group of Wealth Advisors.

Ryan Meacher is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Sarah Moody is a Series 66 designated financial advisor with seven years of industry experience. She is currently affiliated with Raymond James Financial and serves as Lead Trader at Owens Estate and Wealth Strategies Group and Sierra Foothill Asset Management, Inc. She has been associated with Raymond James Financial Services since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary investment consulting using analytical and risk-profiling tools and supports a broad network of advisors with specialized municipal finance and employer advisory programs.

Kimberly Korf is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and 28 years of industry experience. She has worked with Osaic Wealth since 2018 and previously was affiliated with Signator Investors, Inc. and Mitchell and Associates. Outside of advising, she is an artist who creates and sells printed artwork and greeting cards, and she provides business management support for her daughter's skincare startup. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated advisory and brokerage services with access to multiple investment platforms, employing tools such as asset-allocation models and automated rebalancing to manage portfolios across a range of asset types.

Dwain Dobbins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Wells Fargo Bank, Lincoln Financial Securities Corporation, and The Prudential Insurance Company of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by internal research and third-party analytics.