Alex Kiley is a financial advisor with Integris Wealth Management, LLC in Monterey, CA. He holds a Series 65 designation and has one year of industry experience, including prior roles at the Pebble Beach Company and California Polytechnic State University, San Luis Obispo. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, and 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, with an emphasis on disciplined rebalancing and tax-aware implementation.

Michael Leavy is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Integris Wealth Management, LLC since 2004. Outside of his advisory role, he serves as director and treasurer for Harmony at Home, a nonprofit organization providing social services, where he also manages the organization’s endowment. Integris Wealth Management is a fee-only, fiduciary advisory firm serving individuals, families, trusts, pension plans, and nonprofit entities. The firm employs a long-term, model-driven investment approach focused on strategic asset allocation and broad diversification using mostly passive funds.

Jason Gordo is a financial advisor at Modern Wealth Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at United Capital Financial Advisers, LLC for eight years. Outside of his advisory role, he manages several real estate holding companies based in Monterey, California. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan support.

Cole Silva is a financial advisor at Creative Financial Designs, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at several organizations, including Hope Services, a nonprofit social services provider where he serves as a substitute job coach. Creative Financial Designs serves individual clients, corporate and institutional investors, and employer retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting using asset-class model allocations across a range of risk objectives.

Anastasios Konstantin is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and has previously practiced law at The Konstantin Law Firm, Inc. and Litherland, Kennedy & Associates, APC, where he continues to serve as an estate planning attorney. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of around 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and uses both fundamental and technical analysis to build tailored client portfolios.

John Madonna is a financial advisor at Momentum Independent Network Inc. with 42 years of industry experience. He holds a Series 63 designation and previously worked at Hilltop Securities, Inc. for 38 years. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers advisory and brokerage services through a platform model that integrates third-party managers and specialized municipal bond strategies sponsored by Hilltop affiliates.

Anthony Madonna is a financial advisor at Momentum Independent Network Inc. with 27 years of industry experience. He has held his current position at Momentum Independent Network since 2009. Madonna holds Series 63 and Series 65 licenses. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of services including investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage, execution, clearing, and custody services.

Allison Barrientos is a CFP® professional with 13 years of industry experience. She has worked at Integris Wealth Management, LLC for 15 years before joining Modern Wealth Management, LLC, where she has been since 2026. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Todd Knapp is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at LPL Financial from 2009 to 2021 before joining International Assets Investment Management and its affiliate in 2021. Knapp also owns Knapp Financial Group, LLC, a private label financial business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm focuses on customized, long-term portfolio management using mutual funds, ETFs, individual equities, and fixed income, and offers access to third-party money managers and financial planning.

Albert Fong is a financial advisor with Wedbush Securities Inc. in Salinas, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked with Wedbush Morgan Securities Inc. and Brookstreet Securities Corporation since 2007. Outside of his advisory work, Fong serves as chairman of the deacon board at Salinas Chinese Christian Church and is involved in local community service as a commissioner for the City of Salinas Library Community Service, as well as a board member of the Chinese American Citizen Alliance-National. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm provides discretionary and non-discretionary managed accounts, clearing and custodial functions, and operates multiple managed account and wrap fee programs.

Fred Sprinz is a CFP® with 48 years of industry experience. He is currently associated with ON Investment Management Company and has worked at Embarcadero Financial Group since 2017 as well as at S & B Financial, Inc. and THE O.N. Equity Sales Company since 1993. ON Investment Management Company is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans along with access to various third-party investment programs, serving mainly non-discretionary accounts through a combination of third-party managers and advisory relationships.

Patrick Collins is a CFP® and Series 65 registered advisor with nine years of industry experience. He has been with Evanson Financial, LLC since 2026 and previously worked at Evanson Asset Management, LLC from 2014 to 2026. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, endowments, and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets, focusing on long-term strategic asset allocation using low-cost institutional mutual funds and ETFs with portfolio tilts toward small-cap and value.

Patrick Carroll is a financial advisor at World Equity Group, Inc. with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with World Equity Group since 2012. Outside of his primary role, he consults on a Relative Strength Model Portfolio for Pillar6 Advisors, meeting regularly to discuss market indicators and portfolio strategy. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers managed portfolios through a wrap-fee program combining discretionary portfolio management, financial planning, and third-party money manager access.

Jeffrey Cougoule is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at notable firms including JP Morgan Chase Bank and First Republic Investment Management. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a focus on ETF-based portfolios through its digital advisory program and a separate Managed Account program.

Teresita Miller is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. She has been with Centaurus Financial since 2007 and concurrently has served at Community Hospital at the Monterey Peninsula since 1992. Outside of financial advising, she is involved in health insurance sales as a Blue Cross agent. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutional entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management through various platforms and employs both discretionary and non-discretionary investment arrangements.

Richard Campbell is a financial advisor with Centaurus Financial, Inc. in Pacific Grove, CA, holding a Series 63 credential and 51 years of industry experience. He has been with Centaurus Financial since 2007. Outside of advising, he operates a sole proprietorship focused on the sales and service of individual and small group health insurance. Centaurus Financial, Inc. serves a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services. The firm utilizes both discretionary and non-discretionary arrangements, employing a combination of fundamental and technical analysis, and supports access to model overlay programs and third-party money managers.

Steven Emerson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Commonwealth Financial Network since 2004, with a brief tenure at First Pacific Financial Services overlapping that period. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a comprehensive platform offering advisory programs, investment management, compliance, and practice-management support, enabling advisors to deliver personalized portfolio solutions.

Calvin Celentano is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Fidelity Investments, TD Ameritrade, and Epstein and White Financial LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm’s advisors recommend investments but do not exercise discretionary trading authority, conducting at least annual account reviews.

John Griffin Jr. is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Arbor Point Advisors and Securities America Advisors. Outside of his advisory work, he serves on the Cortina Homeowners Association board and coordinates a scholarship fund for North Salinas High School graduates. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models that utilize proprietary and third-party platforms.

Holly Beyer is a Series 66-licensed financial advisor with First Command Advisory Services, where she has worked for six years. Her background includes roles in financial planning and insurance services at First Command, as well as experience in media and education with organizations such as The Dayton Daily News and Bowling Green State University. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs using centrally managed model portfolios and approved third-party managers.