Robert Hood is a financial advisor at Integris Wealth Management, LLC in Monterey, CA, holding a Series 65 designation. He has experience spanning roles in education and hospitality prior to joining Integris in 2025. Integris Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm serving individuals, families, trusts, pension and profit-sharing plans, and various entities. The firm uses a long-term, model-driven investment approach focused on strategic asset allocation with primarily passive mutual funds and ETFs, providing customized financial planning and regular performance reporting.

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 with six years of experience at Geometric Wealth Advisors, LLC, working within a 10-advisor team based in Carmel, CA. She previously worked at Zeiders Enterprises, Inc. for eight years. Geometric Wealth Advisors offers personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services supported by tax professionals and CPAs. The firm follows a long-term, broadly diversified investment approach and maintains a national presence through ten offices.

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 a Series 65 credential and one year of industry experience. He has prior legal experience as an attorney with Litherland, Kennedy & Associates, APC and The Konstantin Law Firm, Inc., where he focused on estate planning and client seminars. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing various investment strategies and third-party platforms.

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.

Michael Davidson is a Series 66 licensed financial advisor with Hilltop Securities Inc. in Monterey, CA, where he has worked since 2004, totaling 21 years of industry experience. Outside of his advisory role, he is involved in live streaming video games on Twitch TV. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting on an open-architecture platform with access to both third-party and firm-sponsored strategies.