Michael Spector is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Focus Partners Wealth, he worked at Media Wealth, LLC, Adero Partners, LLC, and Vista Wealth Management, LLC. Outside of advisory roles, he is a managing member of L-Five, LLC, which invests in private real estate and private companies. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture, combining active and passive strategies tailored to clients’ needs.

Phillip Gomez is a financial advisor at Sanctuary Advisors, LLC with 9 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. He also spent a year at Lyft before joining his current firm. Sanctuary Advisors, LLC serves a broad mix of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through more than 400 independent investment adviser representatives using a variety of investment strategies and platforms.

Kevin Higgins is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2017. Higgins serves as a board member for Lamorinda Lacrosse, a local youth sports organization. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients who have existing relationships through TIAA-administered employer retirement plans. The firm offers both model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Jacob Gee is a CFP® professional with six years of experience in the financial services industry. He has been with Mercer Global Advisors Inc. since 2019 and previously worked at AssetMark Brokerage, LLC and AssetMark Financial, Inc. He is based in Walnut Creek, CA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios through a blend of low-cost ETFs, index funds, separate account managers, direct indexing, and specialized fund options.

Alexis Trauger is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, Alexis worked at Ameriprise Financial Services, Inc. for five years. Outside of financial advising, Alexis is an artist involved with SwoonBox, a retail arts and crafts business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering fiduciary advisory services and a range of institutional and retirement plan solutions.

Jessica Mc Curdy is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked previously at Mariner Independent Advisor Network, LPL Financial, and Ameriprise. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting with a fiduciary-based advisory model that includes various investment strategies and technology platforms.

Kristin Bartlow is a CFP® with 16 years of industry experience, currently affiliated with Hightower Advisors. Her prior experience includes roles at Journey Strategic Wealth LLC and Northwestern Mutual Wealth Management Company. She is the owner of Kristin Bartlow, LLC, a legal business entity. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers across various investment vehicles.

Charles Osivwemu is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including prior roles at New York Life, Eagle Strategies, and MassMutual. Osivwemu is also involved in insurance brokering with outside carriers for non-registered products. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a digital advisory platform.

Michael Turley is a financial advisor at Mercer Global Advisors Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Financial Planning, Inc. for 19 years before joining Mercer in 2023. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and uses a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Jonathan Rudolfs is a financial advisor at SPC with the ChFC® designation and Series 66 license, and has six years of industry experience. He has been with SPC since 2020 and has worked at Parkland Securities since 2015. In addition to his advisory role, he is involved with Hanna Insurance and Financial Solutions, assisting clients with employer-sponsored SERPs, insurance, and financial product options. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors serving over 30,000 clients and offers tailored, discretionary investment advice primarily through managed account programs and partnerships with third-party advisers.

Angela Berry is a financial advisor at TIAA-CREF in Walnut Creek, CA, with 22 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Fidelity, JPMorgan Securities, Merrill, and Bank of America. Outside of her advisory role, she is involved with a modeling agency. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement relationships. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions within a fiduciary framework.

Teresa Beltran is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and has worked primarily in mortgage-related roles before joining Rockefeller Financial in 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Silje Solstad Normann is a financial advisor with Empower Advisory Group in Concord, CA. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles at Empower Financial Services, Symetra Investment Management, and several positions outside the financial sector, including at Pacific Lutheran University and Army & Air Force Exchange Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Laurie Marks is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 registrations and having 10 years of industry experience. Her prior roles include positions at J.P. Morgan Chase & Co., TIAA-CREF, and TrigoFi, Inc. She serves on the Finance Committee of the San Francisco Waldorf School, assisting with financial oversight, budgeting, and endowment management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to pooled vehicles and private funds. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research in portfolio construction.

Evan Rothschild is a CFP®, CFA®, and holds a Series 66 license with 14 years of industry experience. He currently serves at Focus Partners Wealth, LLC and previously worked at Adero Partners, LLC, Morgan Stanley Private Bank, and Morris Rothschild Capital. He is a member of the investment committee at Jade PTC LLC, a private trust company. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture that combines active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients’ risk tolerance, liquidity, and tax circumstances.

Jeff Giguere is a CFP® professional at Mercer Global Advisors Inc. with 10 years of industry experience. His prior roles include positions at Capital Advantage Inc. and Wells Fargo Clearing. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios, using a variety of investment vehicles and specialized programs.

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.

Herbert Pease is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His previous roles include positions at Cavu Wealth Advisors, HSBC Securities, HSBC Bank, and Charles Schwab. Outside of his advisory work, he is involved in several community and youth organizations, including serving as president and board member of the West Coast Greco Regional Training Center and as an assistant wrestling coach at De La Salle High School. Mariner Wealth Advisors serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines discretionary, customized portfolios overseen by an internal investment committee with integrated tax, accounting, and financial wellness services.

Rebekah Mull is a CFP® professional with nine years of industry experience currently at Focus Partners Wealth, LLC. Her prior roles include positions at Adero Partners, LLC, Ebert Capital Management Inc., and Premier Financial Group. Focus Partners Wealth serves a diverse client base including individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services from investment management to tax and compliance support. The firm employs a long-term investment approach that integrates active and passive strategies tailored to clients' risk, liquidity, and tax circumstances.

Joseph Carrano is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His work history includes roles at Farmers Insurance, Carrington College, and operating his own firms, Carrano Insurance Services, LLC and Carrano Financial Services, Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs supported by internal oversight and multi-asset strategies. The firm combines institutional scale with unique market roles, including in-house research and security-pricing, and provides both discretionary and non-discretionary investment solutions.