Paul Bergeron is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 15 years of industry experience. He previously worked at The Retirement Group, LLC and LPL Financial. Outside of advisory services, he is involved in mortgage and real estate brokerage through Paul Bergeron Real Estate. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, combining passive and active management guided by an internal Investment Committee and quantitative and fundamental research.

Anne Johnston is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at Brouwer & Janachowski LLC for eight years before joining Cerity Partners and its Retirement Plan Advisors division in 2022. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services, combining proprietary quantitative screening and asset allocation with access to alternative and private market solutions for qualified clients.

Cheryl Athas is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. She previously worked at Brouwer & Janachowski and Alarm Financial Services. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that combines client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Milena Price is a financial advisor at Cerity Partners LLC with a Series 65 designation and two years of industry experience. She previously worked at Abbrea Capital, LLC and Apperio, and earlier held a role at Factset Research Systems. Cerity Partners serves a diverse client base, including individuals, families, trusts, institutions, and business entities, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm combines proprietary quantitative methods with third-party and direct investment strategies and offers access to alternative and private market solutions for qualified clients.

Eric Aanes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at LPL Financial, LLC and Titus Wealth Management. Outside of his advisory work, he is a business owner of Chaya M Cafe. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Justin Detray is a financial advisor at Wealthspire Advisors with 11 years of industry experience. He holds a Series 65 designation and previously worked at Private Ocean for 11 years before joining Wealthspire Advisors in 2024. Outside of his advisory role, he co-owns Skynet Futures LLC, which operates an automated trading system developed with his brother. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services, emphasizing diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.

Joseph Murphy Jr. is a CFP®-credentialed financial advisor with 38 years of industry experience. He is currently with Money Concepts Capital Corp and has held roles at several related firms, including Financial Concepts of Scottsdale Mortgage Inc. and Avantax Advisory Services. Outside of his advisory work, he owns and operates businesses involved in mortgage brokerage, real estate brokerage, and tax preparation in both California and Arizona. Money Concepts Capital Corp is an enterprise firm with over 400 advisors managing approximately $3.33 billion across a diverse client base. The firm offers portfolio management, financial planning, and consulting services using a combination of model portfolios, third-party sub-advisers, and proprietary retirement strategies.

Jack Scaff III is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Brouwer & Janachowski, LLC for 13 years before joining Cerity Partners Retirement Plan Advisors in 2022. Outside of his advisory work, he serves as a board member and treasurer for getVocal For Victims, a nonprofit organization. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm employs a customized wealth management approach centered on client-specific investment profiles and combines quantitative screening, manager selection, and rebalancing with access to alternative and private market solutions.

Cassandra Anderson is a financial advisor at Valic Financial Advisors with 23 years of industry experience. She holds the CFP® and CFA® designations, along with Series 63 and Series 65 licenses. Her prior work includes roles at Sensiba San Filippo Financial Advisers, The Strategic Financial Alliance, Inc., Banc of America Investment Services, Inc., and Ifmg Securities, Inc. Outside of her advisory role, she is involved with Agia, where she handles non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs, leveraging centralized technology and model solutions across a large network of advisors.

Penny Righthand is a financial advisor with Eagle Strategies (New York Life) based in Oakland, CA. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. She has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1987. Outside of her advisory work, she is writing a romance novel. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, with a focus on defined contribution and benefit plans as well as charitable and corporate clients.

Blake Mcginley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes positions at CETERA Advisor Networks LLC and AssetMark Financial Inc. He also has experience outside finance, having worked at Occidental College and All About Poke. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing over $166 billion in client assets. The firm offers customized wealth management services and combines proprietary quantitative methods with direct security selection and access to alternative investments for qualified clients.

Raunak Joseph is a financial advisor at Schwab Wealth Advisory, holding a Series 66 license with four years of industry experience. He has worked at multiple Charles Schwab entities since 2022 and previously held roles at Atlantis Properties and Intrigo System. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes internal research tools and standardized asset-allocation models to offer tailored recommendations without exercising discretionary trading authority.

Peter Lyon is a financial advisor at Hightower Advisors with 43 years of industry experience. He has held roles at Hightower Advisors since 2008 and previously worked at Morgan Stanley from 1994 to 2008. He holds the Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

John Bellamy is a CFP® and CFA® with 13 years of experience in financial advisory. He has worked at Wealth Enhancement Advisory Services, LLC and WEALTH ENHANCEMENT GROUP since 2022, following seven years at Ginsburg Financial Advisors. Bellamy serves as president and board member of Bullpen Club, Inc., a nonprofit supporting the Miramonte High School baseball program. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Karena Schwenk is a financial advisor with Lincoln Investment in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been affiliated with Lincoln Investment since 2010 and also maintains ongoing roles with Great American Advisors, Inc. and National Education Services. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a notable history of serving educators and participants in 403(b) and 457(b) plans.

Matthew Kenaston is a CFP® with 21 years of industry experience and is currently with Cerity Partners LLC. He previously worked at Blue Oak Capital, Ladenburg Thalmann Asset Management, Wells Fargo Investments, and Morgan Stanley. He also serves as an advisor for OPTO Investments, a fintech platform for traditional alternatives. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, offering customized wealth management services. The firm’s investment approach centers on client-specific profiles and asset allocation, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Vivian Tsai is a financial advisor with TIAA-CREF, holding a Series 66 designation and 24 years of industry experience. She has been with TIAA-CREF since 2014. Tsai serves as Treasurer and Executive Committee Member of the College Savings Foundation, an organization focused on promoting saving for higher education. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using model portfolios and customized solutions within a fiduciary framework.

Katherine Ryan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at LPL Financial and Titus Wealth Management. Outside of her advisory role, she performs notary public services for clients. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Bradley Dillon is a financial advisor with Carson Wealth based in San Rafael, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Cetera Advisor Networks, LPL Financial, Wells Fargo Clearing, and Prudential Equity Group. He serves as a board member for Marin MOCA, a museum of contemporary art, where he participates in decisions regarding capital expenditures and educational programs. CWM, LLC operates as an enterprise investment adviser managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor portfolios and providing tailored investment solutions with ongoing portfolio oversight and integrated technology support.

William Denler is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. He is also appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate entities. The firm provides financial planning, investment management, and retirement plan advisory services, emphasizing tailored, primarily non-discretionary solutions within an integrated New York Life affiliate structure.