Tara Trautsch is a CFP® professional with 19 years of experience in financial advisory services. She is the president of C & T Financial Services Group, Inc. and has previously worked with NWF Advisory Services and Whjr Associates. In addition to her advisory role, she serves on the boards of Monterey Credit Union and the Elkhorn Slough Foundation. C & T Financial Services Group offers financial planning and personal advisory services to a range of clients including individuals, high-net-worth clients, pension plans, estates, charities, and business entities. The firm focuses on developing written Investment Policy Statements and recommending long-term, mutual fund-based strategies, while generally avoiding short-term trading and discretionary asset management.

Rhonda Staelgraeve Secor is a CFP® with 14 years of industry experience, currently serving as an advisor at RLS Private Wealth Consulting, Inc. She previously worked at Wells Fargo Investments, LLC and Wells Fargo Clearing. She is also an advisory board member at Monterey County Bank. RLS Private Wealth Consulting provides wealth-planning and family office executive services to high-net-worth individuals and businesses. The firm offers non-discretionary investment consulting, comprehensive financial planning, and administrative support, including estate-planning coordination and client onboarding to a digital family office platform.

Joshua Gordon is a financial advisor at Chimera Wealth in Pacific Grove, CA, with five years of industry experience. He has worked at Chimera Wealth since 2021 and also manages a mortgage business. Prior to his current role, he held positions at Cross Country Mortgage, Peoples Home Equity, and Banc of California. Chimera Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis integrated into model portfolios, offering both discretionary and non-discretionary management along with unique subscription services and digital-asset access.

William Hastie Jr. is a financial advisor with Hastie Financial Group in Salinas, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has previously worked at LPL Financial and Commonwealth Financial Network. Hastie Financial Group offers personalized financial planning and consulting services to individuals, trusts, estates, charitable organizations, and corporations, focusing on long-term, asset-allocation–oriented recommendations without providing trade execution or discretionary management. The firm’s planning engagements conclude with written financial plans or analyses, and clients may implement recommendations through associated persons or elsewhere.

Antone Bulich is a financial advisor at Chimera Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed, Cambridge Investment Research, Oracle, and CrossCountry Mortgage. Outside of advising, he is a Notary Public and works as a financial analyst for PowerSchool, focusing on deal pricing with school districts. Chimera Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis alongside model allocations and offers both discretionary and non-discretionary management.

Ryan Hastie is a financial advisor with Hastie Financial Group in Salinas, CA, holding a Series 66 designation and four years of industry experience. His career includes roles at LPL Financial and Commonwealth Financial Network. Prior to entering financial services, he worked in physical therapy and at California State University Fresno. Hastie Financial Group provides personalized financial planning and consulting to individuals, trusts, estates, charitable organizations, and corporations. The firm focuses on long-term, asset-allocation-oriented recommendations, delivering written financial plans without portfolio management or trade execution.

Kelly Monroe is a financial advisor at Keystone Advisory Group with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Keystone since 2013. In addition to her advisory role, Monroe teaches federal employee benefits through the FERS Blueprint training program. Keystone Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers discretionary portfolio management within a wrap fee program, combining fundamental, technical, and cyclical analysis with a long-term investment approach.

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.

Steven Steinberg is a financial advisor with The Investment House LLC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with The Investment House LLC for 14 years. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm employs a range of investment strategies including Growth, Balanced, SRSW, and Special Situations, using fundamental analysis and top-down sector selection across various instruments such as ETFs, mutual funds, closed-end funds, and options.

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.

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.