Joshua Erickson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Walnut Creek, California. He has been with Merrill Lynch since 2012, bringing experience in corporate finance and real estate analysis. Prior to joining Merrill Lynch, he worked as a senior financial analyst in real estate for Gap, Inc., and as a Senior Associate at Panattoni Development Company, where he was involved in securing private and institutional equity investments for real estate projects across North America and Europe. Mr. Erickson earned a Bachelor's degree in Economics in 2002 and an MBA in 2006, both from Brigham Young University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Joshua Erickson is an Eagle Scout and enjoys outdoor activities such as hiking, trail running, mountain biking, and backpacking, especially in the Sierra Nevada mountains. He is also actively involved in coaching his children's sports teams. He lives in Moraga, California with his wife, Rachel, their daughter, and three sons.

Christopher Kenny is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Bank of America, N.A. for 15 years, Merrill for 14 years, and Wells Fargo Investments, LLC for 5 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment strategies through more than 400 independent advisers and offers portfolio management, financial planning, retirement plan consulting, and access to both domestic and offshore solutions.

Kenneth Clift is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and 16 years of industry experience. He has worked with Charles Schwab, Schultz Collins Lawson Chambers, and has been with Hightower Advisors since 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a broad range of investment options.

Jason Guehl is a financial advisor with Creative Planning in Walnut Creek, CA, holding Series 63, 65, and 66 licenses and having 23 years of industry experience. He has worked at Creative Planning since 2012 and previously held positions at Paragon Financial Partners and Fidelity. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tactical uses of direct indexing, tax-loss harvesting, and selective private market exposure.

Mark Goyne is a CFA® charterholder with two years of industry experience. He is currently with Cerity Partners LLC and previously worked at BNY Mellon, First Bank, and US Trust (Bank of America). Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, combining quantitative screening, manager selection, and both third-party strategies and direct security selection.

Logan Dunbar is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Bank of America, Merrill, and Nuveen Securities. Prior to his financial services career, he was associated with CGI Group Inc., Julietta Winery, Saint Mary's College of California, and Dunbar Construction. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Lynda Zwack is a financial advisor at Lincoln Investment with 36 years of industry experience, holding Series 63 and Series 65 credentials. She previously worked at Legend Equities Corporation for 23 years and has also been self-employed in insurance since 1990, focusing on insurance and annuities sales as well as servicing long-term care policies. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and advisor-led consulting supported by an in-house investment research team.

Nicole Hanson is a CFP® with 16 years of industry experience. She is currently with MAI Capital Management, LLC, where she has worked since 2025. Before joining MAI, she spent eight years at Concentric Wealth Management LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Tristan Bolton is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, Lion Street Advisors, and Assetmark, Inc. He also provides investment advisory services through Mariner Independent Advisor Network, LLC, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including proprietary and third-party platforms. The firm operates under a fiduciary model, offering both discretionary and non-discretionary services while utilizing multiple investment strategies and technology platforms.

Annie Gottbehuet is a financial advisor with Mercer Global Advisors Inc. in Walnut Creek, CA, holding Series 63, 65, and 66 licenses and possessing 22 years of industry experience. Her prior work includes a 16-year tenure at TIAA-CREF and roles at Charles Schwab and as a self-employed advisor. She serves on the Finance Committee of Parks California, a nonprofit supporting the state park system. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, providing a range of investment advisory and planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers specialized programs and integrated service lines.

Karena Zhu is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Mariner and has previously worked at firms including Destination Wealth Management, Citi, Morgan Stanley, and HSBC Securities. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with a notable integration of tax and accounting services uncommon for a firm of its size.

Brett Mongeau is a CFP® professional with 10 years of industry experience, currently an advisor at Creative Planning. His prior roles include positions at Aspiriant and John Hancock Advisers. He holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm uses a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Elisha Sanchez is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience. She holds the Series 63, Series 66, and Series 65 designations. Her prior experience includes six years at T. Rowe Price Advisory Services, Inc., followed by ten years at Mercer Global Advisors in various roles. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and private fund platforms, complemented by client education and specialized advisory programs.

Daniel Smyth is a CFP® with six years of industry experience, currently advising at Mariner since 2026. He previously worked at North Berkeley Investment Partners for nine years and had roles at Puritan Financial. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines discretionary, customized portfolios with in-house research and third-party managers while providing integrated tax, accounting, and administrative family office services.

Hanna Ready is a CFP® professional at Mariner with several years of industry experience, including roles at Mariner since 2022. Prior to her financial advisory career, she was affiliated with Purdue University and Blackberry Farm. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services.

Alexandros Mavrellis is a financial advisor with TIAA-CREF, holding a Series 66 designation and 16 years of industry experience. Prior to joining TIAA-CREF in 2018, he spent six years with TD Ameritrade Investment Management. Outside of his advisory work, he is a silent part owner of an online resource focused on Halloumi cheese. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management using model or customized portfolios.

Ping Lin is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He has held positions at Charles Schwab since 2022 and previously worked at TD Ameritrade from 2020 to 2022. Lin holds the Series 63 and Series 66 designations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

John Nejedly is a financial advisor with Sanctuary Advisors, LLC in Walnut Creek, CA. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Pantheon Wealth Planning and LPL Financial LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a broad range of investment approaches and offers portfolio management through various account types, delivered by a large network of independent advisers under a fiduciary framework.

Gregory Desmond is a CFP® and PFS™ with 26 years of industry experience. He joined Savant Wealth Management in 2026 after founding and leading Desmond Wealth Management, Inc. He also serves as president of Desmond Consulting Group, an accounting firm. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Thomas Burns is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Goldman Sachs from 2022 to 2024 and has experience in staffing and education sectors. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.