Dawn Correia is a financial advisor at Stillwater Capital Management with two years of industry experience. She holds a Series 65 designation and previously worked at Merrill Lynch Pierce Fenner & Smith for eight years. Stillwater Capital Management advises individuals, including high-net-worth clients, as well as fiduciary and institutional clients such as retirement plans, trusts, and business entities. The firm offers discretionary asset management, comprehensive portfolio management, retirement plan consulting, and standalone financial planning, employing a combination of fundamental, quantitative, and technical investment methods tailored to each client’s objectives and risk tolerance.

Danny Darchuck Jr. is a CFP® with 35 years of industry experience. He is currently with Topturn Capital, LLC and has been associated with Darchuck Stewart Capital Advisors, LLC since 2009. Topturn Capital, LLC provides investment management, wealth management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional entities. The firm employs a combination of fundamental, technical, and cyclical analysis with a proprietary allocation model across multiple asset classes, tailoring advice to clients’ risk tolerance and time horizon.

Delaney King is a financial advisor at No-Load Asset Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, King held roles in various public sector and academic organizations, including the North Carolina Department of Environmental Quality and the North Carolina Association of County Commissioners. No-Load Asset Management provides personalized financial planning and investment management services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a proprietary Passive Momentum Asset Allocation framework that uses passive index funds and ETFs with global diversification, managing accounts primarily on a discretionary basis.

Mary Barone is a financial advisor with The Marshall Financial Group LLC in Salinas, CA, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She previously worked at Mutual Advisors, LLC for 12 years. Outside of her advisory role, she serves on the board of the City of Phoenix Civic Improvement Corporation and is involved with the Ferrari Club of America’s Monterey Peninsula Chapter. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm offers fee-based asset management and comprehensive financial planning, building individualized portfolios using mutual funds, ETFs, and managed stock sleeves guided by asset-allocation models and third-party software.

Jerome Ledzinski II is a Series 65-licensed advisor with Praetorian Guard, a division of Praetorian Wealth Management, Inc., based in Carmel, CA. He has 2 years of industry experience and has been with Praetorian Wealth Management since 2008. Praetorian Guard offers discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a broad client base and employs fundamental and cyclical analysis to guide investment decisions tailored to client objectives.

Kay Oh is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Integris in 2019, Kay worked at The Vanguard Group, Inc. from 2013 to 2017 and had a two-year gap in employment from 2017 to 2019. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, and corporations, providing investment management and comprehensive financial planning. The firm employs a long-term, diversification-oriented investment approach focused on passive mutual funds and ETFs, with disciplined rebalancing and tax-aware implementation.

George Wehrfritz is a financial advisor at Saratoga Research & Investment Management with 16 years of industry experience. He holds a Series 65 designation and has been with Saratoga Research & Investment Management since 2009. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only, concentrated large-cap equity approach using quantitative and qualitative analysis, managing approximately $2.5 billion across about 2,800 clients.

Jessica Cutler is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Pedrazzi Farms, LLC, Pacific Engineering Group, Inc., and Ventana Vineyards, LLC. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and various entities. The firm employs a long-term, model-driven investment approach based on Modern Portfolio Theory, using primarily passive mutual funds and ETFs to provide diversified, tax-efficient portfolios with disciplined rebalancing.

Katherine Woolever is a CFP® with six years of industry experience, currently serving at Integris Wealth Management, LLC since 2018. Prior to that, she worked at Crissman & Associates for one year. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, and both for-profit and not-for-profit corporations, providing investment management and comprehensive financial planning. The firm employs a long-term, diversification-oriented investment approach using primarily passive mutual funds and ETFs, and manages roughly $812 million across about 344 client relationships.

Angela Pack is a CFP® and holds a Series 65 license with three years of industry experience. She currently works at SLP Wealth and also provides student loan consulting through Student Loan Planner. Her prior experience includes roles at Susan L. Kendall, CPA, Kendall Wealth Partners, and Northwestern University. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm employs diversified, risk-based portfolios using no-load mutual funds and ETFs, offering ongoing account monitoring and additional services including tax preparation and 401(k) plan support.

Kevin Mahoney is a CFP® professional at Integris Wealth Management, LLC in Monterey, CA, with 22 years of industry experience. He has been with Integris Wealth Management since 2009 and previously worked at Fisher Investments from 2004 to 2009. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, and corporations with investment management and comprehensive financial planning. The firm uses a long-term, diversification-oriented approach based on Modern Portfolio Theory, primarily deploying passive mutual funds and ETFs, and manages approximately $812 million across about 344 client relationships.

Joseph Clark is a CFP® professional with 14 years of experience in financial advising. He has been with Praetorian Wealth Management, Inc. since 2011 and is part of the Praetorian Guard team based in Carmel, CA. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million for both non‑high-net-worth and high-net-worth clients, employing fundamental and cyclical analysis across multiple asset classes tailored to each client’s objectives.

Jenna Reynolds is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, holding a Series 65 credential with 10 years of industry experience. She previously worked at Philip Benson Financial Services before joining Integris Wealth Management in 2018. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and various entities. The firm employs a long-term, model-driven investment approach using Modern Portfolio Theory, primarily with passive mutual funds and ETFs, and provides comprehensive financial planning and regular performance reporting.

Andrew Nelson is a CFP® with six years of industry experience, currently serving as an advisor at Praetorian Guard, a division of Praetorian Wealth Management, Inc. His background includes roles at Durham University and the Central Coast Visiting Nurses Association, as well as self-employment prior to joining Praetorian in 2020. Praetorian Guard offers discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a diverse client base, applying fundamental and cyclical analysis to equities, fixed income, and cash, with an emphasis on client-specific objectives and integrated financial planning.

Steven Steinberg is a financial advisor with The Investment House LLC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with The Investment House LLC for 14 years. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm employs a range of investment strategies including Growth, Balanced, SRSW, and Special Situations, using fundamental analysis and top-down sector selection across various instruments such as ETFs, mutual funds, closed-end funds, and options.

James Gerber is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, with 1 year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at several firms including Golden State Wealth Management, Crossroads Wealth Advisors, and LPL Financial LLC. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, and various corporations by providing investment management and comprehensive financial planning. The firm employs a long-term, diversification-oriented investment approach using primarily passive mutual funds and ETFs, and manages about $812 million across roughly 344 client relationships.

Alexander Black is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Integris Wealth Management, LLC since 2017. Prior to joining Integris, he worked at Moss Adams Wealth Advisors LLC for five years. Outside of his advisory role, he is a passive owner of a rental real estate business. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm that serves individuals, families, trusts, pension and profit-sharing plans, and both for-profit and not-for-profit entities. The firm employs a long-term, model-driven investment approach focused on strategic asset allocation using primarily passive mutual funds and ETFs to achieve diversification and tax efficiency.

Joel Knight is a financial advisor with American Investors Company, holding a Series 66 designation and over 40 years of industry experience. He has worked with American Investors Company since 1990 and operates Joel Knight Tax & Business Services, a bookkeeping and tax preparation business, since 1978. He has also been an independent insurance agent since 1991, though he is not actively selling life, accident, or health insurance at this time. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary asset management, financial planning, and 401(k) investment services, operating as both a registered broker-dealer and SEC-registered adviser.

Robert Hood is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, holding a Series 65 designation. He has experience spanning roles in education and hospitality prior to joining Integris in 2025. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and various entities. The firm uses a long-term, model-driven investment approach focused on strategic asset allocation with primarily passive mutual funds and ETFs, providing customized financial planning and regular performance reporting.

Julie Roth is a CFP® and holds a Series 65 license with seven years of industry experience. She is currently with Integris Wealth Management, LLC, joining the firm in 2025 after prior roles at Creative Planning, LLC and Monterey Private Wealth, Inc. Roth serves as the Investment Committee Chair for the Community Foundation for Monterey County. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and both for-profit and not-for-profit entities. The firm employs a long-term, model-driven investment approach primarily using passive mutual funds and ETFs to achieve diversification, tax efficiency, and disciplined rebalancing.