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 at ThePARTNERS Wealth Management with 18 years of industry experience. He holds a Series 66 designation and previously worked at Centaurus Financial, Inc. from 2013 to 2021. Outside of advising, he is a part owner and consultant for the Sardine Factory, a family restaurant in Monterey, CA. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using a range of models and investment vehicles, generally with discretionary authority granted by clients.

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 with Integrity Advisory Solutions and holds a Series 65 designation. He has experience as an estate planning attorney at Litherland, Kennedy & Associates, APC, and previously practiced law at The Konstantin Law Firm, Inc. and McKane & Konstantin, Attorneys at Law. Konstantin also presents seminars related to estate planning. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios with strategies across equities, fixed income, ETFs, mutual funds, and alternative investments.

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®-designated financial advisor with 14 years of industry experience. He is currently with ThePARTNERS Wealth Management and is also the owner and Chief Compliance Officer of Elite TAMP LLC and Cavalier Investments LLC, firms that provide investment models and advisory services. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services through a combination of customized portfolios and model-based discretionary account management. The firm integrates internally developed models with third-party providers and requires its advisors to use the Amplify Platform for back-office, trading, and model access.

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 ThePARTNERS Wealth Management in Carmel by the Sea, CA, holding a Series 65 designation with three years of industry experience. He has worked at several firms including ELITE Portfolios, SVB Wealth LLC, and Harbinger Group. Balas is also the CEO and founder of Midcoast Asset Management, an investment research and consulting business. ThePARTNERS 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, combining internally developed models with third-party providers and requires use of the Amplify Platform for back-office, trading, and model access.

Trevin Kent is a CFP® with 12 years of experience in financial advising, currently with The Partners Wealth Management since 2021. He previously worked at Centaurus Financial Inc. for eight years. In addition to his advisory role, Kent serves as treasurer and bookkeeper for his family’s general dentistry practice. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management and financial planning through a multi-team structure. The firm employs customized portfolio strategies using a combination of internally developed and third-party models, typically implementing mutual funds, ETFs, individual equities, and fixed-income securities.

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 ThePARTNERS Wealth Management with a Series 65 credential and recent entry into the advisory industry. She has experience in mortgage lending and financial services, having worked at CrossCountry Mortgage, HomeBridge Financial Services, and operates Malone Financial Services LLC. ThePARTNERS 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, combining internally developed models with third-party investment managers and requires its advisors to use the Amplify Platform for back-office, trading, and model access.

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 with WORLD EQUITY GROUP, Inc. He holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Since 2012, he has been with World Equity Group. Additionally, he consults for Pillar6 Advisors, where he created a "Relative Strength" Model Portfolio and regularly discusses market indicators with the firm's principal. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and other financial institutions. The firm uses a combination of model-based and customized investment approaches, including proprietary models and third-party manager allocations, serving clients through discretionary and non-discretionary account management.

Kevin Doell is a financial advisor with Hilltop Securities Inc. He holds a Series 66 designation and has four years of industry experience, with previous roles at Park Avenue Securities, Guardian Insurance Company, and O'Leary and Associates. Outside of his advisory work, he serves as a Hockey Director and consultant for the Chicago North High School Hockey Club and owns Chicago Hockey Institute, LLC; he is also an ambassador for the Monterey Chamber of Commerce. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions, and combines custody, banking, and market-making capabilities with an open-architecture investment platform.

Gary Gordon is a financial advisor with ThePARTNERS Wealth Management in Carmel by the Sea, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior experience includes 14 years at American Portfolios Financial Services, Inc. and a year at Hilton Capital Management before joining ThePARTNERS. ThePARTNERS Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers both customized and model-based portfolio management, combining internally developed and third-party models, with ongoing oversight of outsourced managers.

Christina Jenkins is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2011 to 2020 before joining Commonwealth in 2020. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management while allowing discretion in portfolio construction.