Eric Frampton is a CFP® with 10 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022. His prior roles include positions at Fruitful and Fidelity, covering both personal and workplace advisory services and brokerage. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios implemented through ETFs, index funds, separate account managers, and private funds, complemented by client education and integrated service platforms.

Gregory Eissner is a CFP® with 33 years of industry experience, currently serving at Commonwealth Financial Network and Eissner Financial. His prior career includes founding Martin, Wardin, & Eissner Financial Group Inc., where he worked for over three decades. He is involved in fixed insurance sales and co-owns several private entities related to advisory and securities businesses. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to affiliated advisors.

Lawrence Wagner is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Jeffrey Courtemanche is a financial advisor with Sanctuary Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm delivers customized investment programs through various account structures and utilizes a network of independent advisors along with affiliated broker-dealer services.

Konstantine Giannoutsos is a financial advisor with TIAA-CREF in Walnut Creek, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with TIAA-CREF since 2002. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers point-in-time planning as well as ongoing discretionary management using model and customized portfolios.

Brent Conway is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with both firms since 2012. Outside of his advisory role, he serves as Treasurer for the Knights of Columbus #14156, a church-related nonprofit organization. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

John Seo is a CFP® and holds a Series 66 license with 25 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has prior experience at Simplex Wealth Management and Consilium Wealth Management, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering various portfolio management and financial planning services through both proprietary and third-party strategies.

Jeffrey Nichols is a financial advisor at SPC with four years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities LLC since 2013, alongside his role at Hanna Insurance & Financial Solutions. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a structure that supports both fiduciary and non-fiduciary retirement functions through affiliated entities.

Les Garaventa Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has served in various roles including president of Garaventa Accountancy Corporation since 1985 and is also involved in coaching football at Northgate High School. Additionally, he manages a cattle ranching operation in Oregon. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Scott Pence is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with Ameritas entities since 2008 and also operates as an independent insurance agent specializing in fixed insurance products through David White & Associates. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services using model portfolios, third-party sub-advisers, and custom strategies, serving a diverse client base including high-net-worth individuals.

Joseph Frantz is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at LPL Financial and Mariner Independent Advisor Network. Outside of finance, he is an assistant coach for men’s and women’s water polo at UC Davis and a business owner of DJ EQWIP. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm utilizes multiple analytical approaches and supports model portfolios from strategists such as Fidelity, BlackRock, and Goldman Sachs.

Eric Swensen is a CFP® and holds a Series 65 license with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Vista Wealth Management, LLC. He is also an investor in Vista Venture Partners. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Christopher Wall is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with five years of industry experience. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and CliftonLarsonAllen LLP, as well as experience outside finance at Foothill/DeAnza College and Fry's Electronics. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and access to private market investments.

Roger Lam is a financial advisor with Hightower Advisors in San Ramon, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior experience includes roles at Wells Fargo Bank, UBS Financial Services, and founding Lam Trading. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and various types of organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Theodore Lum is a financial advisor with Independent Financial Group, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including seven years at LPL Financial prior to joining Independent Financial Group in 2018. He is also the owner of Lum Global Financial & Insurance Services, a marketing DBA through which he offers insurance products. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and distributes advisory services through a national network of Investment Adviser Representatives.

Parker Landolf is a CFP® professional at Mercer Global Advisors Inc. with one year of industry experience. His background includes multiple roles at Mercer Global Advisors and prior work at Round Hill Country Club and the University of Redlands. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios and utilizes a variety of investment vehicles including ETFs, index funds, separate account managers, and private funds.

Bora Yucekul is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Allegiant Partners. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options along with financial planning, retirement consulting, tax support, and estate-planning coordination.

James Knight is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vista Wealth Management and Adero Partners, LLC. Knight is also a member of Vista Venture Partners, an investment-related business. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive strategies within an enhanced open architecture framework that combines active and passive management, private funds, and ETFs.

Sarah Robinson is a CFP® with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Hines Warner Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

William Baker is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include eight years at Strategic Wealth Advisors Group and five years at Baker, Brose & Mitsutome Wealth Management LLC. He also serves as a branch manager involved in fixed insurance sales outside of investment activities. Private Advisor Group serves a broad client base, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms through a network of advisers who tailor solutions to client objectives.