Alyssa Hause is a CFP® professional with five years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. She has been with Hendershott Wealth Management since 2020 and also works with Family Wealth Consultants, Inc., where she prepares financial plans and handles client follow-up. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers portfolio management, third-party asset manager selection, financial planning, and a financial coaching program, delivering tailored advice based on client objectives and risk tolerance.

Timothy Reyna is a CFP® professional with six years of industry experience, currently part of the advisor team at Cerro Pacific Wealth Advisors, LLC. He previously worked at Schwab Wealth Advisory and Charles Schwab. Outside of finance, Reyna serves as a soccer referee for the Arizona State Referee Administration and the Arizona Interscholastic Association. Cerro Pacific Wealth Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and certain corporate entities. The firm combines a fiduciary, client-focused approach with comprehensive portfolio management and uses both in-house advice and third-party managers, including tactical allocations and complex instruments when suitable.

James Jackson is a financial advisor at Southland Equity Partners, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities from 2011 to 2023 and OSAIC since 2023. Jackson also serves as Vice President of D&J Jackson & Associates, Inc., where he focuses on clients' life insurance needs. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis to create customized portfolios, primarily managed on a discretionary basis.

Luke Kittinger is a CFP® with 12 years of experience in the financial industry. He currently works at San Luis Wealth Advisors and previously held positions at Wells Fargo Clearing and Fidelity Investments. San Luis Wealth Advisors LLC is an independent registered investment adviser managing approximately $760 million in client assets. The firm serves individuals, families, trusts, charitable organizations, businesses, and pension plans, offering comprehensive financial planning, portfolio management, and retirement-plan fiduciary services. Their investment approach uses a predominantly top-down methodology with fundamental analysis, employing tools such as options strategies and artificial intelligence under human oversight.

Steven Ocheltree is a financial advisor with RB Capital Management, LLC and holds CPA credentials. He has six years of industry experience and also operates Ocheltree CPA, an accounting firm in Morro Bay, CA. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, with an emphasis on asset allocation, diversification, and personalized portfolio construction.

Suzette Rothberg is a CFP® with 36 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2017. She previously worked at Prestige Wealth Management and Securities America Inc. Rothberg also owns Suzette Rothberg Consulting LLC, where she provides practice management consulting and professional speaking engagements focused on communication skills for financial advisors. Additionally, she volunteers with the Foundation for Financial Planning, offering pro-bono financial planning services to cancer patients. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach centered on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including investment management, retirement planning, and ERISA consulting.

David Hock is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Arete Wealth Advisors since 2008 and is also involved with Center Street Advisors, Inc. and Center Street Securities, Inc. Outside of his advisory role, he is a member of Green LLC, a private equity sponsor, and owns an insurance agency, Arete Shield Insurance Agency. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service offering.

Paul Arthur is a CFP® with 38 years of industry experience. He has worked at Wedbush Securities Inc. since 2011 and previously spent 12 years at Maxwell Noll Investment Advisors. He holds a Series 63 license and is based in Los Osos, CA. Wedbush Securities Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and broker-dealer services including wealth management, fixed income, commodities, and capital markets. The firm provides tailored portfolio management and conducts due diligence on third-party managers while also offering custodial, clearing, and prime services.

Patricia Phipps is a financial advisor at Kovack Advisors, Inc. with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2018, following prior roles at Mutual Securities Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. She is also a licensed insurance agent. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services using both internally created models and third-party managers.

Richard Peterson II is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Mutual Advisors since 2013 and previously at Mutual Securities, Inc. and Gunnallen Financial, Inc. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies, employing various analytical methods and tools to tailor investments to client objectives, and is noted for its significant institutional work and broad service offerings.

Kevin Hemme is a financial advisor with AdvisorNet Wealth Partners and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has previously worked at firms including Cetera, Old National Bank, Klein Bank, and LPL Financial. Hemme is owner and operator of Hemme Wealth Management and is also involved in fixed insurance sales. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using a range of investment vehicles and offers both discretionary and non-discretionary management, serving clients across a broad spectrum of wealth levels.

Christopher Bleuher is a financial advisor at CW Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Congress Wealth Management, Domus Capital Group, Wells Fargo Clearing, UBS Financial Services, and Merrill. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base such as individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG-oriented strategies, and offers services through its CW Advisor Solutions division and related affiliates.

Karen Cassidy is a Series 65-licensed financial advisor with five years of experience at Financial Gravity Family Office Services, LLC. She is also president of Clark & Cassidy, an accounting and tax services business she has led since 2013. In addition to her advisory work, Cassidy manages insurance-related activities as an independent agent for Financial Gravity Enhanced Markets, LLC. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach, including fundamental, technical, and cyclical analysis, and frequently uses third-party sub-advisors and model portfolios.

Nicholas Boetjer is a financial advisor at Arete Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo in various capacities from 2005 to 2021 before joining Arete Wealth Advisors in 2021. He is also involved in fixed insurance sales on a part-time basis. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party money managers into its offerings.

Stephen Maguire is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 54 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory work, he is a co-owner of SM2 Trust, LLC, which provides professional fiduciary services, and serves as a trustee for the Goodhines Revocable Trust. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and comprehensive back-office services to individual and institutional clients.

Sean Maguire is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing nine years of industry experience. He has been with Commonwealth and operates Maguire Investments since 2016. Outside of his advisory role, Sean has worked as a residential real estate sales agent with Compass in San Luis Obispo, CA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing over $210 billion in assets. The firm provides a broad platform of managed-account programs, third-party asset manager access, and custody services, supporting advisors in implementing portfolios through internal or external management.

John Paul Stornetta is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He has been with Commonwealth since 2015 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a co-owner of Maguire Investments, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party managers, and custody services.

Peter Giannini is a financial advisor at Independent Financial Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including First Allied Advisory Services, INC., The Thom Group, and PRUCO Securities, LLC. Outside of his advisory role, Giannini serves as a board member of The Black Brant Group, a nonprofit, and volunteers on the board of Morro Bay Pups, a local dog park organization. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm offers financial planning and portfolio management using both firm- and third-party models, combining strategic asset allocation with active and passive investment strategies.

Edward Silva is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is a co-owner of Maguire Investments, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions including discretionary model portfolios and personalized indexing options.

Richard Fogal is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked previously at Personal Capital Advisors Corporation and Edward Jones. Outside of finance, he was involved with Lowdown Brewery for four years. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm employs an integrated model linked to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.