Jennifer Ying is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where she has worked since 2021. Prior to this, she spent eight years at Pillar Pacific Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

William Meyer is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for 10 years and Merrill for 17 years. 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 offers portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Patricia Baxter is a financial advisor with Brookstone Capital Management LLC in Oakland, CA. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Baxter is also the CEO and owner of REAP Legacy, Inc., an insurance services company she founded in 2002, specializing in annuities, long-term care, life, and disability insurance. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, corporations, and trusts. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic asset allocation models, a range of investment vehicles, and both internal and external sub-advisors.

Kevin Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has been affiliated with Ameritas in various capacities since 2007, including roles at Ameritas Investment Corp. and Ameritas Life Insurance Corp. Turnbaugh is also a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Laurie Fried is a financial advisor with Cerity Partners LLC in Mill Valley, CA, holding the CFP® designation and Series 65 and 66 licenses. She has 12 years of industry experience, including previous roles at Lumina Financial Consultants, LLC and New Leaf Financial Advisory, LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, combining proprietary quantitative screens with external managers and individual securities.

Sierra Macken is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and five years of industry experience. Prior to joining Rockefeller Financial, she held positions at First Republic Investment Management, Equitable Advisors, and Northern California Medical Associates. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

Austin Chau is a CFP® with five years of experience in financial advising. He currently works at IEQ Capital, LLC and has previously been associated with firms including EPIQ Capital Group, LPL Financial, Menlo Asset Management, and Morgan Stanley. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm employs a centralized investment process that incorporates independent managers and alternative investments, serving clients with net worth generally at or above $10 million.

Spence Sarazin is a financial advisor at Mariner with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Bridger Fund Inc, Anderson Roberts Financial Inc, and JP Morgan Chase & Co. He serves as Junior Board Treasurer for the Boys & Girls Clubs of Northwest San Diego. Mariner provides investment management, financial planning, and retirement plan consulting to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm offers customized, discretionary portfolio solutions supported by in-house research and third-party managers, along with integrated tax, accounting, and financial wellness services.

Aimee Hendershott is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Her career includes roles at Principal Mutual Life Insurance Company, Principal Securities, Inc., and Principal Life Insurance Company. She is also a designated bank officer supporting retirement plan account relationships across insurance, broker-dealer, and bank trust offerings within Principal. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

James De Martini IV is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Bank of America and Merrill, where he spent 14 and 24 years respectively. Outside of his advisory role, he is part owner of LJCV LLC, an investment-related LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and investment banking services, operating with a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

M. Scot Lance is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at LPL Financial, Titus Wealth Management, and Wells Fargo Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic allocation approach that combines passive and active management supported by quantitative and fundamental research.

Brianna Hasbrook is a Series 65 licensed financial advisor with seven years of industry experience. She has worked at Mariner since 2025 and before that held roles at Defined Financial Planning LLC and Shone Asset Management. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external allocations across a wide range of strategies and provides integrated tax, accounting, and CFO services alongside traditional portfolio management.

Kyle Johnson is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he was a student at Santa Clara University and spent several years in full-time education. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic portfolio rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Winky Liu is a financial advisor at Cerity Partners LLC with one year of industry experience. Liu holds a Series 65 designation and has worked at Cerity Partners since 2022. Prior experience includes roles at Brouwer & Janachowski and FCE Benefits. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset allocation and manager selection, incorporating proprietary quantitative screens and private-market investment programs.

Jeff Ogston is a CFP® professional with eight years of industry experience, currently serving at Mariner Wealth Advisors since 2021. His prior experience includes roles at Gap To Gap Financial and Robert Adams and Associates. Ogston also worked for the West Sonoma County Union High School District for 14 years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative CFO capabilities.

Lyman Howard is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA®) with 14 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following an eight-year tenure at Ashfield Capital Partners, LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs a tailored investment approach that combines proprietary quantitative screens with third-party managers and individual securities, and it offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Stephen Grochol is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Penn Mutual Life Insurance Company, and SGC Financial and Insurance Services. In addition to his advisory role, he is involved in insurance brokerage through Private Label Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered advisor and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

John Stratton is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at BTR Capital Management Inc. for nearly three decades. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active managers, supported by quantitative and fundamental research and a range of specialized financial planning and asset management services.

Steven Melen is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 63 and Series 66 designations. He has 32 years of industry experience, including prior roles at Morgan Stanley and LPL Financial. In addition to his advisory work, Mr. Melen manages a landscaping company, Peony Consulting LLC, where he helps coordinate projects and assists with private residential gardens. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a combination of discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by advanced technology platforms.

Rory Henderson is a financial advisor at Osaic Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Henderson has been associated with Legacy Wealth Management since 2014. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed through proprietary and third-party platforms.