Jose Anaya is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Empower Financial Services, Inc., Expedition Financial and Insurance Services, NYLIFE Securities, LLC, and New York Life Insurance Co. Prior to his financial career, he was involved in the restaurant business. Outside of his advisory role, Anaya serves on the advisory board of the Young Professionals Network and is involved in coaching and officiating high school wrestling. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and client savings rates, delivering services through platforms affiliated with Empower’s recordkeeping and administrative systems.

Kenneth Weise is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His career includes roles at Mariner Independent Advisor Network, LLC, Sonoma County Wealth Advisors, LPL Financial, and Edward Jones. Private Advisor Group serves a broad client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions and third-party advisory programs. The firm employs a fiduciary-based model and integrates technology platforms to support diverse investment strategies.

Danielle Niderost is a financial advisor with Eagle Strategies (NY Life) in St Helena, CA, holding Series 63 and Series 65 licenses and totaling 11 years of industry experience. She operates under the dba Chateau Financial Strategies & Insurance Solutions, brokering non-registered insurance products alongside her advisory role. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Eric Gibboney is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Eagle Strategies since 2018, NYLife Securities since 2014, and New York Life Insurance Company since 2013. Outside of his advisory work, he is an insurance broker appointed with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Douglas Allan is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, Allan held positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he volunteers at Calistoga High School, assisting with engineering and entrepreneurship classes as well as fundraising efforts, and participates as an actor with the Calistoga Theater Company. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated adviser representatives. The firm provides tailored advice and solutions across multiple program types, focusing primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Justin Lerette is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 11 years of industry experience and has operated his own business, JL Financial & Insurance Solutions, since 2017, focusing on selling New York Life products and brokering non-registered insurance products. He is based in Rohnert Park, California. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Thelia Wade is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds the PFS™ and Series 65 designations and has worked at firms including The Colony Group, LLC, BAM Management LLC, BAM Risk Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Angela Jamar is a financial advisor at MAI Capital Management, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Woodbury Financial Services, OSAIC, and JL Schneider & Associates. Outside of her advisory role, she serves as a trustee for her family's personal trust. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and trusts. The firm employs a range of investment strategies and offers trust and insurance administration services, managing over $72 billion in assets as of May 2026.

Audra Nay is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Traverso Chambers Private Wealth Management, Wells Fargo Advisors, First Republic, B|O|S, and Santa Barbara Asset Management. Nay has been with MAI Capital Management since 2024. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of portfolio strategies and integrates financial planning, tax services, and trust administration into many client relationships.

Adam Gourley is a CFP® and CFA® with 12 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has held prior roles at City National Bank. Gourley also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers proprietary managed account solutions and uses a fiduciary-based advisory model with access to various third-party managers and technology platforms.

David Felte is a financial advisor with Eagle Strategies (New York Life) based in Santa Rosa, California, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with New York Life and its affiliated entities since 2001 and has been associated with Salmon-Felte Insurance and Financial Services since 2005. Outside of his advisory role, he serves on the Sonoma State University Foundation Board and is a board member of the Brockway Springs Property Owners Association. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

David Wasson is a financial advisor with Brookstone Capital Management LLC in Rohnert Park, CA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. In addition to his advisory role, Wasson has worked with Wasson Insurance Services since 2005 and is also an insurance agent involved in social security planning. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, supporting a large advisor network with discretionary investment management delivered mainly via model portfolios and separately managed accounts.

John Ramus is a financial advisor with Eagle Strategies (NY Life) based in Rohnert Park, CA. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as positions outside the industry. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations delivered primarily on a non-discretionary basis.

Stacy Wells is a financial advisor at Wealth Enhancement Advisory Services, LLC with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at firms including Frost Brokerage Services, Capital One Investing, Merrill, and Chase Investment Services Corp. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process that combines passive and active management with quantitative and fundamental analysis.

Raymond Bramer is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. His prior positions include roles at Arbor Point Advisors, Securities America, and Wells Fargo Advisors. Outside of advisory work, he is involved in antique sales and manages farmland in Iowa, in addition to serving as a trustee for a family brokerage trust. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm provides a variety of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to construct and oversee client portfolios.

Jason Johnson is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 12 years of industry experience, with prior roles at LPL Financial, Mariner Independent Advisor Network, Wells Fargo Clearing, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes both proprietary and third-party investment platforms and strategies.

Peter Foster is a financial advisor with Primerica Advisors in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co since 2001. Outside of his advisory role, Foster is involved in term life insurance sales with multiple carriers and manages a vacation timeshare rental business. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services, including financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services.

Thomas Casey is a financial advisor with Eagle Strategies (New York Life) based in Santa Rosa, CA, holding Series 63 and Series 66 licenses. He has 11 years of industry experience and operates his own firms, Casey Barrett Financial & Insurance Services and Rhythmic Financial & Insurance Solutions, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm delivers tailored advice through various program types and manages a predominantly non-discretionary asset base within an integrated New York Life structure.

Paul Knoblich is a CFP®-certified financial advisor with 40 years of industry experience. He is currently with Independent Financial Group, LLC, where he has worked since 2022, following seven years at NPB Financial Group LLC. Knoblich has over four decades of experience in insurance sales and holds an officer/director position in an insurance business outside of his work at Independent Financial Group. Independent Financial Group, LLC serves a diverse client base, including individuals, high-net-worth clients, and institutional plans, offering financial planning and portfolio management through various platforms and third-party managers. The firm combines strategic asset allocation with active and passive investment strategies, operating as both a registered broker-dealer and investment adviser.

Howard Gorbach is a financial advisor with Principal Financial Services in Cotati, CA, holding Series 63 and Series 66 licenses and with 33 years of industry experience. He has been with Principal Financial Services and Principal Life Insurance Company since 2015 and has operated H.R. Gorbach Financial Services, Inc. since 2002. His outside business activities include the sales and service of fixed and group insurance products across various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.