Prab Marwah spent a decade in startup growth marketing before becoming a financial advisor — which means he has strong opinions about burn and churn rates, a soft spot for founders, and a firsthand understanding of what it's like to be great at your job and still feel completely lost when it comes to your money. He works at RYSE Financial, a firm his mother Opinder founded in Southern California. It's a small, relationship-first practice that works with high earners in tech and healthcare, business owners, and solopreneurs — people with real income, real complexity, and not nearly enough hours in the day to figure out what to actually do with it. He takes the work seriously. Himself, a little less so. Outside the office, you'll find him deep in a golf round he definitely could've played better, rewatching an anime he's already seen twice, or rekindling his love for music and DJing. He's based in Los Angeles and works with clients both virtually and in-person. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment tools and platforms to provide advisory and brokerage services through a large network of financial advisers.

Riley Ege is a financial advisor with LPL Financial in Sheboygan, WI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. His prior firms include Wisconsin Advisors, Riverstone Wealth Partners, Commonwealth Financial Network, and INVEST Financial Corp. He also serves as a notary in Sheboygan. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of delivery options supported by in-house research and combines advisory operations with various non-advisory product activities.

Kevin Scott is a CFP® and ChFC® with 16 years of industry experience. He is currently with JP Morgan, having joined the firm in 2026. Prior to this, he worked for State Street Global Advisors.

Tanner Windholz is a financial advisor at Fidelity with a Series 66 designation and one year of experience in the industry. His prior work experience includes roles at Bank Midwest/NBH Bank and service in the U.S. Army and Department of Defense. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Most people in their 40s and 50s are doing well financially—but aren’t completely sure they’re on track for retirement. They’ve built careers, accumulated savings, and are making good money… But questions start to surface: Am I saving enough? When can I realistically retire? How do I turn what I’ve built into income later? Am I being tax-efficient? That’s where I come in. I work with professionals in their peak earning years to help them create a clear, realistic path to retirement—one that connects their income, investments, and long-term goals. Together, we focus on: Building a structured retirement plan Aligning investments with real-life goals Creating future income strategies Improving tax efficiency over time Bringing clarity and confidence to big decisions My approach is straightforward and practical. No jargon. No overcomplication. Just a plan that makes sense for your life. If you’re within 10–15 years of retirement and want a clearer picture of where you stand—and what to do next—I’m happy to connect. I am a financial advisor with Mass Mutual Investors Services based in Napa, CA.

The 3 Fires Framework Jamie Dunn helps families build a comprehensive financial strategy through a proprietary approach called The 3 Fires Framework. Each fire serves a distinct purpose, but together they create a complete plan for growing, protecting, and transferring wealth. Forge The Fire That Grows Your Wealth The Forge is focused on building and growing assets. Through disciplined investment strategies and a personalized approach, Jamie helps clients put their money to work so they can pursue their long-term financial goals with confidence. Hearth The Fire That Provides Stability Market volatility is inevitable, but panic does not have to be. The Hearth is designed to help clients remain confident during uncertain times by creating reliable income strategies and withdrawal plans that support their lifestyle without reacting emotionally to market fluctuations. Sentinel The Fire That Protects Your Legacy The Sentinel focuses on preserving wealth for future generations. Through thoughtful tax planning, wealth transfer strategies, and legacy planning, Jamie helps clients safeguard what they have built and create a lasting impact for their families. Bringing the 3 Fires Together When all three fires are working together, clients gain a clear and coordinated financial strategy. The 3 Fires Framework helps answer three of the most important questions in retirement and wealth management: How should I invest my money? (Forge) How should I withdraw from my accounts? (Hearth) How can I plan for taxes and protect my legacy? (Sentinel) By balancing growth, income, and protection, Jamie helps families create a financial plan designed not only for today's needs, but for generations to come.

Nathaniel Oliphant is a CFP® professional with 18 years of industry experience, currently affiliated with Primerica Advisors in Wichita, KS. He has been with Primerica Advisors since 2007 and also works with Loe Financial Group. His other business activities include sales of investment-related products and referral services for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Payton Ve Strand is a CFP® professional at Morgan Stanley with seven years of industry experience. Prior to joining Morgan Stanley in 2025, they worked at JPMorgan Securities, LLC and PYA Waltman Capital, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Steven Cochran Jr. is a financial professional at OSAIC with 16 years of industry experience. He holds a Series 7 and Series 66 designation and has been with Savage and Associates since 2010. Outside of his financial career, Cochran serves as a head coach and instructor for a youth hockey team, providing coaching and skating lessons. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools.

Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.

Steven Hart is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has developed over 27 years of experience in the financial industry, focusing on creating and maintaining comprehensive financial plans tailored to the unique needs of his clients. Steven emphasizes the importance of communication and personal relationships in effectively assisting clients with their financial goals. His career at Fidelity Investments includes roles such as Senior Relationship Officer, Financial Planning Consultant, Investment Solutions Representative, and Brokerage Trading Representative. This extensive experience has contributed to his expertise in financial consulting and client relationship management. Steven holds an insurance license in Arkansas. Outside of his professional work, Steven enjoys activities such as going to the beach, biking, cooking and baking, socializing with friends, photography, and traveling.

William Blackmon is a CFP® with 10 years of experience in the financial industry, all spent at Edward Jones since 2016. He is based in Katy, TX, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Tucker Jr. is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at First Command Advisory Services and related firms for nearly ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research.

Will Nordt is a CERTIFIED FINANCIAL PLANNER™ professional and an IRS Enrolled Agent at Virginia Asset Management in Midlothian, Virginia & Charlottesville, Virginia. He is the firm's only Enrolled Agent, and he works with Richmond and Charlottesville-area corporate executives, business owners, and high-income families whose financial lives have grown complicated enough that taxes drive most of the important decisions. The Enrolled Agent credential is the highest tax designation the IRS awards, and it is uncommon among financial advisors. Will does not prepare tax returns. He reads them. He models what a decision will cost before it gets made, and he coordinates directly with a client's CPA so the plan and the filing agree. As an Enrolled Agent, he is also authorized to represent clients before the IRS. That matters because of a gap most people do not notice until it costs them money. The financial advisor never sees the tax return. The CPA never sees the portfolio. Both are competent, and the plan still leaks, because nobody is holding both documents at once. Executives and equity-compensated professionals. When to exercise incentive stock options and how to manage alternative minimum tax exposure. What to do when RSUs vest and the default withholding falls short. Whether to participate in an ESPP. Deferred compensation elections that come due in November with real consequences and no guidance attached. How to diversify out of a concentrated position in employer stock without triggering an avoidable bill. Multi-year Roth conversion and charitable planning modeled against an actual return rather than an estimated bracket. Business owners. Entity and compensation structure, retirement plan design, key employee retention strategies, and preparing a company for a marketable sale, planned against the owner's personal balance sheet instead of treated as a separate exercise. Families managing complexity. Households come to Will at pivotal moments: a promotion, a liquidity event, an inheritance, a business sale, the approach of retirement. For many of these clients he serves as the family's CFO, the single point of coordination across investments, tax strategy, estate documents, and insurance. Will is a member of the Estate Planning Council of Richmond, Virginia, one of the oldest estate planning councils in continuous operation in the country, and a member of the Financial Services Institute. He began his career on the tax side at Hantzmon Wiebel LLP in Charlottesville before joining Virginia Asset Management in 2021. Will earned a bachelor's degree in Applied Statistics and Economics from the University of Virginia, where he served as a Young Life leader at Journey Middle School in Albemarle County. He and his wife, Grace, live in Richmond with their miniature Australian Shepherd, Birdie. They are active members of City Church of Richmond. Outside of work, Will enjoys golf, good bourbon, and cheering on UVA Men's Basketball and Manchester United. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts and third-party solutions, supported by its institutional structure and retirement capabilities. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. As an Enrolled Agent (EA), William R. Nordt is admitted to provide tax advice and representation before the IRS. Tax advisory services provided by William R. Nordt are offered through a separate entity independent of Cetera and Virginia Asset Management. Any tax advice contained herein is based on current federal tax law and is provided for informational purposes only, based on the facts as presented. This advice may change if additional information becomes available or if applicable law changes. No assurance is given that the IRS or any taxing authority will agree with the conclusions expressed. Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Virginia Asset Management is independently owned and operated.

Mary Gilbert is a Wealth Manager with Anchor Financial/ Raymond James Financial Services Advisors, Inc. in Linwood, NJ, holding a Series 7, Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at UBS Financial Services for 10 years, Merrill Lynch for 17 years and is a partner in Beacon Holdings LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients with tailored strategies and access to various managed account options and institutional resources.

Cannon Glass is an advisor at W&S Brokerage Services, Inc. with a Series 65 credential and no prior industry experience. His work history includes roles across various sectors such as banking, retail, and food service before joining W&S Brokerage Services and Western & Southern Life in 2026. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary allocation process through its W&S Wealth Solutions wrap fee program, serving individuals, trusts, retirement plans, and other entities with investment options including affiliated and unaffiliated mutual funds and ETFs.

Kevin Floyd is a CFP®, CFA®, AIF and Series 65 credentialed advisor with 15 years of industry experience. I founded Pomona Wealth Management to build the kind of advisory firm I would want for my own family: independent, thoughtful, transparent, and deeply personal. Since starting in financial services in 2008, I’ve worked across institutional investment management, agricultural lending, national brokerage, and senior wealth management roles, including helping oversee approximately $2 billion in client assets. Those experiences shaped the way I serve clients today: with disciplined investment advice, comprehensive planning, tax awareness, and a commitment to always putting clients first. At Pomona, I work with a select group of families, professionals, and business owners, including many with ties to agriculture and family businesses. My goal is to help clients simplify complex decisions, protect what they’ve built, and feel confident about the future. The name Pomona reflects my Eastern Washington roots. Pomona is the Greek goddess of fruit trees, which felt fitting for a firm built in a region shaped by orchards, farming, and family enterprise. My wife, Melissa, and I live in Richland with our two children, Alexandria and Austin. Outside of work, I enjoy traveling, playing tennis, cooking for family and friends, and staying connected to the communities that shaped me.

Brad Boyd, CFA, is founder and CIO of Confido Capital, LLC. He helps individuals, families and business owners build portfolios around their income needs, long-term goals and tolerance for risk. He brings 20+ years of investment-industry experience, with expertise in fixed income, income strategies, multi-asset investing, portfolio construction and risk management. Before founding Confido, Brad held executive and portfolio management roles at Oaktree and Payden & Rygel. Today, he combines that experience with personal, approachable investment management and wealth advisory, with a focus on the South Bay of Los Angeles.

The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.

Sean Forbes is a retirement plan advisor at Navigate 401K with a focus on helping small business owners design and manage 401(k) plans that work for both their company and their employees. Sean started his career at Vestwell, a national recordkeeper, where he worked with employers of all sizes and developed a deep appreciation for what retirement planning looks like from the ground up. He later joined Meridiem Advisory Group as part of a dedicated retirement advisory team, focusing on participant education, financial wellness, and plan design. At Navigate 401K, Sean works closely with small businesses to simplify the retirement plan process—handling everything from plan design and onboarding to participant education and one-on-one financial guidance. He also serves individual clients through the firm's TrailGuide program, bringing the same personalized approach to people planning for retirement outside of an employer plan. Sean holds the Certified Plan Fiduciary Advisor (CPFA) designation and the Nonqualified Plan Consultant (NQPC) credential. His goal is straightforward: make sure every business owner and employee feels confident about their retirement.