Paula Frank is a financial advisor with Empower Advisory Group in Benicia, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., Equitable Advisors, and Morgan Stanley DW Inc. Outside of advising, she owns Being Frankish, Inc., a company that markets recyclable aluminum straws to promote sustainable product use. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

John Hohman is an investment advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Kestra in various capacities since 2001 and currently serves as Regional Managing Director at NFP CA Insurance Services, Inc., overseeing multiple offices. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design and compliance support, and utilizes multiple management platforms and third-party solutions, serving clients that range from plan sponsors to sovereign wealth funds.

Meredith Henry Jr. is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Allianz Global Investors and DWS Distributors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process combining passive and active strategies overseen by an internal Investment Committee.

Brett Agnew is a CFP® with 27 years of industry experience, currently serving at Hightower Advisors since 2026. He previously worked at Journey Strategic Wealth LLC and Northwestern Mutual Wealth Management Company among other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers along with proprietary research and varied investment options.

Minou Rhoades is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Adero Partners, LLC and Vista Wealth Management, LLC. Outside of her advisory role, she manages a rental property. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies along with access to private funds and third-party managers.

Edna Reyes is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her background includes work with multiple firms such as AmeriTrust Mortgage and various insurance and financial education enterprises. Reyes is also involved in educational efforts related to estate planning and group employee benefits. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm operates as both a registered investment adviser and a broker-dealer, with a range of program options and significant assets under management.

Brandy Savage is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Her career includes roles at EP Wealth Advisors, Summitry, LLC, Fidelity Brokerage Services, Bank of America, Merrill, and prior legal work at the Law Offices of Anthony W. Gibbs & Doric Trust. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory 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 consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Trevor Christiansen is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Frank Rimerman & Co and Sanctuary Securities, Inc. Trevor has a background in both advisory and accounting-related roles. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement consulting through over 400 independent advisers using a variety of investment strategies and third-party platforms.

Michael Mc Laughlin is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC, Defined Financial Planning, Mosaic Financial & Exodus Energy, and Accuvest. He has also held teaching positions at Gonzaga University, De La Salle High School, Saint Marys School, and Saint Isidore School. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model and utilizes technology platforms to implement a range of investment strategies, often through third-party managers and TAMPs.

Tyson Beem is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He has previously worked at Media Wealth and has been involved with Gelfand, Rennert, & Feldman since 1998, where he serves as CEO in a business management capacity. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with access to private and registered pooled vehicles.

Stacey Velez is a CFP® and holds a Series 66 designation with 25 years of industry experience. She currently works at Creative Planning and has previously been employed at CIBC Private Wealth Advisors and Geneva Investment Management of Chicago. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad advisory team and integrated investment infrastructure.

Alicia Powell is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC for seven years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a range of investment solutions through its consolidated platform, Rockefeller Global Investment Management.

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.

Jeremy Moniz is a CFP® professional with six years of experience in financial advising. He is currently with Mariner Wealth Advisors, where he has worked since 2019, after previous roles at Mercer Global Advisors Inc. and Northwestern Mutual. Moniz’s background also includes four years working at the University of Nevada-Reno. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and integrates tax and accounting services alongside traditional wealth management.

Gregory Van Kesteren is a CFP®-certified financial advisor with over 33 years of industry experience. He is currently with Private Advisor Group, LLC and has held prior roles at LPL Financial, Mariner Independent Advisor Network, RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. In addition to his advisory work, he operates an online retail business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model with access to proprietary managed account solutions and third-party managers.

Jedd Nicolas is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Pettinelli Financial Partners and SII / John Hancock Financial Network. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Edward Christiansen Jr. is a financial advisor at Sanctuary Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. He is also the owner of Muirwood Private Wealth, a business name under which he conducts advisory operations. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives with various portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written agreements.

Inhee Kim is an advisor at Equity Services, Inc. with one year of industry experience. Her background includes roles at Realty ONE Group and National Life Group, and she is also involved with Prestige Accounting & Tax Advisors Inc. as an accountant and administrator. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms and frequently utilizing third-party asset managers and model portfolios.

Gregory Warner is a CFP® with 19 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and previously worked at Adero Partners, LLC and Hines & Warner Wealth Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Phillip Swenson is a CFP® and holds a Series 66 license with nine years of industry experience. He currently serves as a financial advisor at Mercer Global Advisors Inc. in Walnut Creek, CA. His career includes prior roles at Raymond James Financial Services and Millar Financial Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios using low-cost ETFs, index funds, and specialized strategies, and supports its clients with educational content and integrated service platforms.