Scott Beesley is a CFP® with 23 years of experience in the financial industry. He is currently with Gateway Wealth Partners, LLC and has previously worked at LPL Financial, Robert Baird & Co., and J.P. Morgan Securities. He has also been involved with Training Zone for nine years. Gateway Wealth Partners is a registered investment adviser serving individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, utilizing a mix of low-cost mutual funds, ETFs, individual securities, and independent managers through both fundamental and technical analysis.

Kenton Bradley is a CFP® certificant with 22 years of industry experience, currently serving at NorthRock Partners, LLC since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2004 to 2025. Outside of his advisory role, he serves on the Board of Directors for Gold Country Wildlife Rescue and participates in several local community committees including the South Placer Estate Planning Council and the Sutter Auburn Faith Hospital Foundation Planned Giving Committee. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment approach featuring broad asset allocation, diversification, use of Independent Managers, and integration of private market allocations, supported by AI tools alongside human oversight.

Garson Graham is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Edward Jones and LPL Financial LLC. Outside of his advisory work, he has involvement with residential rental property management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers various managed account solutions and employs a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.

Lucas Mijares is a CFP® professional with 11 years of industry experience, currently serving at Private Advisor Group, LLC since 2026. He previously worked at LPL Financial and Mariner Independent Advisor Network, LLC, as well as Edward Jones. Mijares is co-owner of Mijares LLC, a business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary advisory model and offers managed account solutions through proprietary and third-party platforms.

Pamela Maybury is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her prior roles include positions at Arbor Point Advisors, Securities America Advisors, and Securities Service Network. She also operates Maybury Financial, a marketing DBA, and is a licensed life insurance agent specializing in estate planning. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Jesse Ettlin is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones and LPL Financial before joining Private Advisor Group. Outside of advisory services, he owns a business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm utilizes a fiduciary-based model with a range of investment methods and access to proprietary and third-party managed account solutions.

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.

Michael Riemer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and Empire Golf Inc. Outside of his advisory work, he has ownership interest in a residential rental property with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

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.