John Thiel is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. He is currently with Wealthspire Advisors, having joined the firm in 2024. His prior experience includes roles at Private Ocean and Cambridge Investment Research Advisors. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, financial planning, and trust-administration services, employing a relationship-driven process and diversified, institutional-style asset allocation across multiple investment vehicles.

Susan Leonard is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has previously worked at Terra Blue Wealth Management, Glencrest Group, Analysis Group, and Lando & Anastasi. Leonard’s background also includes four years at Bates College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

David Roggenkamp is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 37 years of industry experience. He has been with Commonwealth since 2017 and previously worked at Signator Investors, Inc. for one year. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Terrance Feeney is a CFP® professional with 41 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Morgan Stanley and its affiliated entities for a total of 15 years. Outside of his financial advisory role, he owns and operates a fine art business in San Rafael, California. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with more than 14,000 financial advisors.

Jason Dondero is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, among other firms. In addition to his advisory role, he is employed at PH Tax & Wealth Solutions CPAs, Inc., where he provides accounting and tax preparation services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Dylan Schoeben is a Series 66-licensed financial advisor with Morgan Stanley in San Rafael, CA, and has eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, he provides astrological readings through his sole proprietorship, offering written reports on birth charts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment models in its advisory process.

Moises Ramirez is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His work history includes roles at Bank of America, Merrill, and several other firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Brendan Dempsey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2011 and was previously with Edward Jones from 2009 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mary Gernetzke is a financial advisor with Edward Jones in Novato, CA, holding a Series 66 designation and having 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Clinton Newman is a financial advisor with Mass Mutual Investors Services in Larkspur, CA, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior work includes roles at BNY Mellon and New England Securities. Newman is also the managing partner of Highland Peak Wealth, Inc., an advisory business aligned with his work at MML Investors Services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software to support collaborative, goal-focused planning relationships.

Heidi Weir is a financial advisor with Charles Schwab in Corte Madera, CA, holding a Series 66 designation and 16 years of industry experience. Her prior work includes positions at EF Legacy Securities, LLC and Edelman Financial Services LLC. She has been with Charles Schwab and its affiliated bank since 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized custody and brokerage with access to multi-asset model portfolios and alternative investments.

Teuta Morina is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Wells Fargo Clearing, U.S. Bancorp Advisors, and Chase Investment Services Corp. Outside of her advisory role, she is involved in an import-export business based in Tiburon, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Wells is a financial advisor at Stifel with 42 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Stifel Nicolaus & Co. Inc. in 2020, he worked at Bank of America, N.A. from 2013 to 2020. Outside of his advisory role, he owns and manages the Austin-Marie Collection, a historical guitar collection that includes a book set, posters, and audio tracks. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Paul Lefebvre Jr. is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has worked at several major firms, including Bank of America and Merrill Lynch. Lefebvre has been with Wells Fargo in various capacities since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Kenneth Tarrant is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

James Patrick is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Bank of America and Merrill. He has been with UBS since 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Benjamin Garrison is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, managing new wealth, and small business strategies. Since joining Merrill in 2021, he has assisted individuals, families, and business owners in navigating complex financial decisions. His approach centers on listening first, planning second, and adapting strategies to reflect life's changes, market conditions, and clients' unique goals. Benjamin holds a bachelor's degree in finance from Oregon State University, where he was the men's rowing team captain and a four-year varsity letterman serving as the varsity coxswain. This experience contributed to his leadership skills and discipline, which he applies in his client relationships. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Benjamin's interests include basketball, camping, fishing, football, golfing, hiking, skiing, soccer, and spending time with his family. He maintains involvement with the Oregon State Men's Rowing Alumni and the Oregon State University Alumni Association.

Phylos Tobler is a financial advisor with LPL Financial in Novato, CA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He previously worked at E.K. Riley Investments, LLC and JHS Capital Advisors, LLC before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Theresa Chao is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Charles Schwab since 2004, including 12 years at Charles Schwab Bank, SSB. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a centralized operational structure and multi-asset model portfolios.

Sandra Griffin is a Series 66-licensed financial advisor with five years of industry experience. She has worked at UBS Financial Services since 2022 and previously was with Robert W. Baird & Co from 2019 to 2022. Prior to her financial services career, she was involved with A Lady's Touch Inc from 2016 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.