Elisabeth Mays is a financial advisor at The AmeriFlex Group with 26 years of industry experience. She holds a Series 63 designation and has worked at firms including Cambridge Investment Research, OSAIC, Securities America, and HUB International. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Kent Kuhlmann is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked previously at CWM, LLC, Kuhlmann Associates Financial, and LPL Financial, LLC. Outside of his advisory work, he owns Capt Kuhl Charters LLC, a yacht charter business, and is involved in community activities including serving as president of a Montessori school board and as a board member for an animal rescue sanctuary. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, and trusts, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s investment strategy focuses on fundamental analysis and combines portfolio management with third-party separately managed accounts.

George Mccuen is a CFP® with 29 years of industry experience, currently serving at The Mather Group, LLC. He has previously worked at Nwm Fund Group, LLC and Napa Wealth Management, Incorporated. Outside of financial advising, he is an owner and member of Bulldog Vineyards, LLC, a vineyard engaged in grape and wine sales in Napa, California. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customized portfolio options including ESG factors and liability-matching bond ladders.

Joshua Ingram is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 14 years of industry experience. He has worked at Advisor Resource Council and LPL Financial since 2021, and previously was with Avantax Advisory Services and related firms from 2014 to 2021. Ingram also operates Napa Valley Financial, a registered investment advisor DBA. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, consulting, and retirement plan services through a network of Investment Adviser Representatives. The firm employs AI-driven model portfolios combined with fundamental analysis and provides coordinated estate-planning document preparation through outside legal professionals.

Matthew Daugavietis is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Inspire Advisors, LLC since 2022 and previously spent 15 years at Ameriprise Financial Services, Inc. He is also a licensed independent insurance agent specializing in life, disability, long-term care insurance, and annuities. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its services and employs a variety of portfolio management strategies using proprietary tools and affiliated ETFs.

Tonya West is a CFP® with eight years of industry experience, currently serving as a financial advisor at The Mather Group, LLC. Her prior experience includes roles at Napa Wealth Management and Waddell & Reed Inc. She has managed her own business, Tonya and Kevin West, from 2016 to 2020. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and incorporates AI tools while maintaining human oversight.

Patrick Mccuen is a financial advisor with The Mather Group, LLC, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at TD Ameritrade and Napa Wealth Management before joining The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based models and customization options, combining advanced technology tools with human oversight.

Cody Barclay is a financial advisor at Advisor Resource Council with five years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Napa Valley Financial. Outside of his advisory work, he has been involved with the Vintners Golf Club in Yountville, CA. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm uses actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across a range of portfolio types.

Robert Blanusa is a financial advisor at The Mather Group, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked for Napa Wealth Management, Inc. for 10 years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolios and incorporates AI and machine-learning tools alongside human oversight.

Timothy Ayles is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and 15 years of industry experience. His prior roles include long-term positions at Napa Wealth Management, Incorporated, and Nwm Fund Group, Llc. Outside of advising, he operates SITKA TruckING, INC. as a FedEx independent contractor and contributes investment-related articles to SeekingAlpha.com. The Mather Group primarily serves high-net-worth individuals, family offices, and various entities, providing integrated financial planning, investment management, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as ESG portfolios and direct indexing.

Nancy Lewis Heliotes is a financial advisor with Momentum Independent Network Inc. who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Momentum in 2020, she worked at several firms including Raymond James Financial Services Advisors and LPL Financial. Outside of her advisory role, she is involved in nonprofit work as a co-founder and board member of the Bees For Trees Project, focusing on sustainable living education, and serves as President of the Fire Prevention Team for the Circle Oaks Homes Association. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, and brokerage services. The firm offers multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities as part of the Hilltop group.

Marta Amaton is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 65 designations. She has 26 years of experience in the industry, including prior roles at Jacobson Wealth Management and independent insurance services. Outside of advising, she works as a tasting room associate at Vezer Family Vineyard and serves as an instructor at Napa Valley College. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm supports independent advisors like Amaton through a limited-partnership ownership structure and uses a combination of custodians and third-party managers to implement investment strategies.

Silje Solstad Normann is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Symetra Investment Management, Army & Air Force Exchange Services, and First Choice In-Home Care. She has also worked in various non-financial roles including physical therapy and education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Justin Watson is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served six years in the United States Air Force and is currently a first officer at FedEx Express, where he flies global freight under FAA Part 121 operations. 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 provides financial planning and wrap-fee asset management programs using a centralized Investment Management Team to design and manage portfolios.

Brett Mccarty is a Series 66 licensed advisor with Citigroup Global Markets, where he has worked since 2008, accumulating 18 years of industry experience. He is based in Fairfield, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

John Mills is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. He holds a Series 66 credential and has previously worked at LPL Financial for 17 years. Outside of advising, Mills is involved in tax preparation and serves on the board of the Napa Rifle and Pistol Club. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives and access to multiple asset management platforms.

Alyssa Luchini is a CFP® professional with six years of industry experience, currently serving as an advisor at First Command Advisory Services. Her work history includes roles within multiple First Command entities since 2019 and prior experience with Raquel Salas and Victor Jones. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a notable focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Lawrance Johnson is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advisory work, he is a 50% partner in BLACK DIAMOND EXCLUSIVE LLC, a business involved with vehicle and venue rentals for social events. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, supporting investments with due diligence and serving large institutional clients, including sovereign wealth funds.

Remy Jacobson is a financial advisor with United Planners' Financial Services of America and holds the Series 66 designation. He has six years of industry experience and concurrently serves as an instructor at Napa Valley College. His work history includes roles at Jacobson Wealth Management and Tax Alpha, as well as a background in the hospitality industry. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent advisors. The firm offers both advisory and brokerage services, utilizing multiple custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Holly Utermoehlen is a financial advisor with Principal Financial Services in Napa, CA, holding Series 65 and Series 63 credentials and 14 years of industry experience. She has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2011. In addition to advisory services, she is involved in fixed insurance lines including health, dental, vision, and group benefits. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.