Alexander Clark is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, Arbor Point Advisors, and Securities America. Prior to his financial career, he spent several years in the restaurant industry. Clark also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Daniel Ott is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with firms including LPL Financial and Strategic Wealth Advisors Group. Outside of his advisory roles, he is involved in running Asset Protection Strategies Group, Inc., which focuses on tax and investment matters. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s advisory model is fiduciary-based and incorporates third-party managers and technology platforms to provide diversified investment strategies.

Michael Indart is a CERTIFIED FINANCIAL PLANNER™ with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Wells Fargo in various capacities. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brent Thomas is a CFP® certificant with 20 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Wealth Management Consultants, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Kory Reid is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and Chanticleer. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management and advisory services including investment management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.

Sharon Evans is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 12 years of industry experience. She has worked at AE Wealth Management since 2018 and previously at Global Financial Private Capital, LLC. In addition to her advisory role, she serves as an Independent Agent Liaison for Reliant Publishing Services, assisting with estate planning referrals. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach combining internally managed models, third-party strategists, and advisor-managed solutions with a broad range of services including discretionary asset management and financial planning.

Joseph Gass is a financial advisor at Private Advisor Group, LLC with 25 years of experience in the industry. He holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, Strategic Wealth Advisors Group, Cetera Advisors LLC, and Legacy Advisory Services, Inc. He is also involved with Mariner Independent Advisor Network, an independent investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs, including proprietary and third-party managed account solutions.

Thelia Wade is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior roles include positions at The Colony Group, LLC, BAM Management LLC, BAM Risk Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing both active and passive strategies within an enhanced open architecture framework.

Angela Jamar is a financial advisor at MAI Capital Management, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Woodbury Financial Services, OSAIC, and JL Schneider & Associates. Outside of her advisory role, she serves as a trustee for her family's personal trust. 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, institutional clients, and trusts. The firm employs a range of investment strategies and offers trust and insurance administration services, managing over $72 billion in assets as of May 2026.

Michelle Lang Payne is a CFP® with 36 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2010. She has been self-employed since 1987 and is involved in tax preparation and retirement planning services. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers for both individual and business clients. The firm supports a large network of advisors and offers a range of managed-account programs and model portfolios, including some legacy market-timing and momentum-based strategies.

Audra Nay is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Traverso Chambers Private Wealth Management, Wells Fargo Advisors, and First Republic Investment Management. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of portfolio strategies and integrates financial planning and tax services, serving both advisory and product-sponsor roles.

Janet Hart is a CFP® professional with 30 years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and is the owner of Censia Wealth Advisors, LLC. Her prior experience includes roles at Arbor Point Advisors, Securities America, Inc., and Foothill Securities, Inc. In addition to advisory work, she has been involved in fixed insurance sales for over a decade. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and operational support. The firm offers various investment management solutions and platform services, including discretionary model portfolios and personalized indexing options.

Dylan Evans is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He has worked with Kobrin Financial Services since 2020 and serves as a director involved in insurance sales there. Outside of financial services, he participates as a community collaborator with Guayaki, a beverage distributor, engaging in social functions and events. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various investment strategies and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Kelly Soria is a CFP® professional with 17 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Censia Wealth Advisors. Her prior experience includes roles at Arbor Point Advisors and Securities America, Inc. She is also engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios, multiple program structures, and operates as a platform provider with significant clearing and custody relationships.

Zachary Bressick is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been associated with Eagle Strategies since 2022 and has concurrent experience with NYLIFE Securities LLC and New York Life Insurance Company since 2014. Bressick serves as a board member for the nonprofit organization The Zones and is involved with the Leadership Santa Rosa Alumni Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and plan sponsors. The firm offers multiple advisory program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Benjamin Stewart is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise Financial Services since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and a written Recommendation Report developed through research and algorithmic tools.

Peter Wierzbicki is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and with its affiliated entities since 2003. Outside of his advisory work, he serves as president of a homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing various custody platforms and both proprietary and third-party model strategies.

Brenzel Guillory is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for seven years each, as well as earlier stints at Wells Fargo Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Mendelson is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Steven Daniels is a financial advisor with Morgan Stanley in Healdsburg, CA, holding a Series 63 designation and over 40 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and worked with Morgan Stanley Smith Barney since 2009, following prior tenure at Citigroup Global Markets starting in 1983. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools, with approximately $2.74 trillion in client assets under management.