Jennifer Yacoube is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC, joining in 2025 after four years at Adero Partners, LLC, and prior roles including Litman Gregory Asset Management, LLC. Outside of her advisory work, she owns and manages a vacation rental property in Dillon Beach. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, and tax and compliance support. The firm’s investment approach combines active and passive strategies with customized portfolios tailored to clients’ risk tolerance, liquidity, and tax situations.

Patti May is a financial advisor at J.W. Cole Advisors, Inc. with 10 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Global Financial Private Capital, LLC. In addition to her advisory role, she operates as a self-employed insurance agent focused on the sale of fixed annuities and life insurance. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Evelyn Duka is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. She previously worked at Arbor Point Advisors and Securities America, Inc., among others, and operates Kaylyn Financial, a sole proprietorship providing annuities and insurance services. Additionally, she has experience in individual tax preparation. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, financial planning, and alternative investment access, utilizing both fundamental and technical strategies alongside third-party manager relationships.

Brent Carlson is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2025, previously serving at Charles Schwab & Co., Inc. and in mortgage services. Outside of his advisory role, he creates independent entertainment reviews of television shows and movies on YouTube. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance, based on internal research and asset-allocation models, includes mutual funds, ETFs, SMAs, and alternative investments, with trades executed only upon client authorization.

Dennis Culver is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has been with Ameritas since 2021 and has prior experience at firms including Insight Wealth Strategies, Lincoln Financial Advisors, and Ameriprise Financial Services. In addition to his advisory role, he has worked as a reporter for Bay City News since 2014. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Anne Garrity is a financial advisor at Voya Financial Advisors, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Voya and TIAA throughout her career. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services, including financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of in-house and outside strategists, model portfolios, and technology-enabled tools to implement recommendations.

Robert Fink is a CFP® professional with 30 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Derek Pritchard is a financial advisor with SPC in Dublin, CA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at firms including Sigma Planning Corporation, Parkland Securities LLC, SagePoint Financial, Bancwest Investment Services, Wells Fargo Clearing, and Banc of America Investment Services. Outside of his advisory role, he operates a sole proprietorship under Pritchard Asset Management, focusing on fixed insurance sales. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individual investors to corporate and charitable organizations. The firm’s advisory network serves over 30,000 clients through tailored, discretionary investment advice and offers services via multiple account programs including the SIGMA Managed Account.

Jayne Smith is a CFA® charterholder with 32 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, Vista Wealth Management, and Pacific Advisory Group. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture that combines active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients’ specific circumstances.

Kevin Sweeney is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has held various roles within the Cetera family of firms since 2024. In addition to his advisory work, Mr. Sweeney serves as chairman of the investment sub-committee for Moreau Catholic High School and is a partner at Sweeney Kovar LLP, an accounting firm providing tax planning, compliance, and attest services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm employs a diversified investment approach tailored to client objectives and risk tolerance and provides ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party partnerships.

Nicholas Hengl is a CFP® with nine years of industry experience and currently serves as a financial advisor at Mariner. His prior roles include positions at Dalewood Wealth Management, HFG Advisors (formerly Prime Wealth Management), Fisher Investments, JP Morgan, Forex Capital Markets, and Edward Jones. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers and provides a range of investment strategies, along with integrated tax and accounting capabilities uncommon among large advisory enterprises.

Geoffrey Mettler is a financial advisor with Prime Capital Financial in Concord, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked with firms including LPL Financial, Independent Financial Partners, and Cambridge Investment Research. Outside of his advisory role, he serves as an assistant junior varsity wrestling coach. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and offers specialized services such as tax planning and consolidated reporting across multiple asset types.

Ankit Shah is a CFP® professional with 20 years of industry experience, currently serving at Mariner Wealth Advisors. His prior work includes roles at Commonwealth Financial Network and Benjamin Wong & Associates. He is also involved in fixed insurance sales conducted under his own name. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and accounting services uncommon among large advisory enterprises.

Patrick Norris is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill, Bank of America, and Vantage Point Private Wealth. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Joseph Mclean is a financial advisor at MAI Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AllianceBernstein L.P., TRUE Capital Management, and Intersect Capital Insurance Services. He serves as Treasurer of the Gordon Family Giving Foundation and is involved in private equity through Intersect Ventures LLC. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a customized approach to portfolio management across a range of strategies and serves as adviser to registered mutual funds and private investment vehicles.

Julio Dolorico is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and MassMutual, among other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated organizational structure.

Daniel Ayenew is a financial advisor with TIAA-CREF in Walnut Creek, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory work, he owns two motorsports-related businesses focused on content creation, affiliate marketing, and sponsorship. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to donor-advised funds.

Paul Brownson is a CFA® charterholder with over 10 years of industry experience. He has worked at Capital Group Private Client Services for a decade before joining Mariner in 2026. Brownson is based in Walnut Creek, CA. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses customized discretionary portfolios supported by an Investment Committee and combined in-house and third-party management, with notable integration of tax, accounting, and financial wellness solutions uncommon in firms of its size.

Marissa Pattison is a CFP® professional with 11 years of industry experience. She is currently with Mariner Wealth Advisors and previously worked at Wells Fargo Clearing, First Republic Securities Company, LLC, and UBS Financial Services Inc. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines customized discretionary portfolios with integrated tax and accounting services, as well as family office and employer financial wellness solutions.

Timothy Kallas is a financial advisor with Mercer Global Advisors Inc. in Walnut Creek, CA. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior work at Golub Group, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options including ETFs, mutual funds, and separate accounts.