Julie Roth is a CFP® and holds a Series 65 license with seven years of industry experience. She is currently with Integris Wealth Management, LLC, joining the firm in 2025 after prior roles at Creative Planning, LLC and Monterey Private Wealth, Inc. Roth serves as the Investment Committee Chair for the Community Foundation for Monterey County. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and both for-profit and not-for-profit entities. The firm employs a long-term, model-driven investment approach primarily using passive mutual funds and ETFs to achieve diversification, tax efficiency, and disciplined rebalancing.

Richard Hewitt is a CFP® with 19 years of industry experience, currently serving at Praetorian Wealth Management since 2008. He is based in Carmel, CA, and is part of a seven-advisor team. Praetorian Guard, a division of Praetorian Wealth Management, offers discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million and serves both non-high-net-worth and high-net-worth clients with a research-driven investment approach and integrated financial planning.

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.

Michelle Pimentel is a CFP® professional at Geometric Wealth Advisors, LLC with two years of industry experience. She has worked at Geometric Wealth Advisors since 2019 and previously was employed at Zeiders Enterprises, Inc. from 2014 to 2022. Geometric Wealth Advisors serves individuals, families, and trusts, including high-net-worth clients, by offering personalized wealth management that integrates discretionary investment management with comprehensive financial planning, tax, and estate planning support. The firm employs a multi-owner team model and focuses on long-term, broadly diversified investment strategies using mutual funds and ETFs.

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.

Scott Brubaker is a CFA® charterholder with 12 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2022 and previously worked at Hayashi & Wayland Investment Services, LLC for nine years. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using both active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

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.

Bart Cutino is a financial advisor with The Partners Wealth Management, holding a Series 66 credential and 18 years of industry experience. He previously worked at Centaurus Financial, Inc. for eight years before joining his current firm. Outside of advising, he is a part-owner and consultant for a family restaurant in Monterey, where he oversees staff and is involved regularly. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of custom portfolios, internally developed and third-party models, and outsourced investment managers, with a platform that supports both discretionary accounts and ERISA 3(21) plan services.

William Pinkerton is a financial advisor at Hilltop Securities Inc. in Monterey, CA, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has been with Hilltop Securities since 1980. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services on an open-architecture platform that includes firm-sponsored and third-party strategies. The firm combines custody, banking, and market-making capabilities, providing clients with discretionary and non-discretionary management options along with specialized municipal bond and other investment programs.

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.

Christopher Murray is a financial advisor at Hilltop Securities Inc. in Monterey, CA, with 18 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones before joining Hilltop Securities and its independent network. Outside of his advisory role, he owns R62 Enterprises, a lifestyle apparel and gear company based in Salinas, CA. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base, including individuals, corporations, nonprofits, and institutions. The firm offers a range of portfolio management programs and fiduciary services, supported by an open-architecture platform and distinctive operational features such as municipal bond strategies co-advised by Franklin Templeton Group.

Gregory Rutherford is a CFP® with 14 years of industry experience, currently serving at The Partners Wealth Management. He is also the owner and chief compliance officer of two affiliated firms, Elite Tamp LLC and Cavalier Investments LLC. Rutherford has worked in advisory roles since 2015 and manages multiple business activities related to investment models and portfolio management. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of internally developed and third-party models alongside custom portfolios and employs the Amplify Platform for back-office and trading functions.

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.

Justin Balas is a financial advisor at The Partners Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at firms including ELITE Portfolios, SVB Investment Services Inc, and Welton Investment Partners. In addition to his advisory role, he is the CEO and founder of Midcoast Asset Management, where he conducts investment research and consulting. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement plan advisory services. The firm combines custom portfolios, internally developed and third-party models, and outsourced investment managers, utilizing the Amplify Platform for back-office support, trading, and model access.

Trevin Kent is a CFP® professional with 13 years of experience in the financial advisory industry. He is currently with The Partners Wealth Management and has prior experience at Centaurus Financial Inc. Kent also serves as treasurer and assists with financial bookkeeping for his family’s general dentistry practice. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed and third-party models through a platform that supports discretionary account management and ongoing oversight.

David Freil is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience spanning educational institutions and nonprofit organizations. CliftonLarsonAllen Wealth Advisors, LLC offers wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs strategic asset allocation through model portfolios utilizing mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

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.

Eva Malone is a financial advisor at The Partners Wealth Management with a Series 65 designation and one year of industry experience. Her prior roles include positions at CrossCountry Mortgage Inc. and HomeBridge Financial Services, and she has maintained Malone Financial Services LLC since 2018. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing internally developed models, third-party providers, and outsourced investment managers while requiring advisors to use the Amplify Platform for trading and model access.