Mary Ann Sullivan is a Chartered Financial Consultant (ChFC®) with 32 years of industry experience. She currently works at Mercer Global Advisors Inc. and previously held positions at Morgan Stanley, Wells Fargo Clearing Services, and Robert Half. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory–based approach with globally diversified portfolios using low-cost ETFs, index funds, separate account managers, and private funds, and it provides specialized services including retirement plan consulting and charitable advisory.

Alexander Izmailov is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Mariner Independent, LPL Financial, Insight Wealth Strategies, Mutual Securities, and Lincoln Financial Advisors. Izmailov is involved in several entrepreneurial and independent advisory activities alongside his primary role. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and internally managed model portfolios supported by well-known strategists and technology providers.

Christopher Riel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with firms including Golden Gate Wealth and Tax Partners, Riel Financial, and David White & Associates, where he is a partner. In addition to his advisory roles, he is licensed as an independent insurance agent for selling fixed insurance products. 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 advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Ronald Mack is a financial advisor with Eagle Strategies (NY Life) based in San Ramon, CA. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. He has worked with Eagle Strategies since 2011 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Co since 2009. Eagle Strategies serves a broad client base including individual and institutional investors, 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 assets managed on a non-discretionary basis.

Ronald Sanchez is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MetLife Securities, where he spent 18 years. He is also the owner and president of Viewpoint Financial Network Corporation, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including portfolio management, trading, compliance, and practice management, enabling advisors to offer customized investment solutions under Commonwealth’s supervision.

Mark Morasky is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is the sole owner of VPCalCo, LLC, an investment advisory business, and serves on the Food and Beverage Committee at Blackhawk Country Club in Danville, CA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering diverse portfolio management and financial planning services through both proprietary and third-party solutions.

Justin Patellaro is a CFP®, CFA®, and Series 66 credentialed advisor with six years of industry experience. He is currently with Money Concepts Capital Corp and has previously worked at firms including Sequoia Financial Group, Eide Bailly Advisors, and Consilium Wealth Management. Outside of financial advising, he holds an active real estate license in Arizona and California but is not currently practicing. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies through discretionary and non-discretionary programs, supported by third-party managers and platforms such as Envestnet.

Thomas Howard is a CFP® with 14 years of industry experience. He is currently with Creative Planning, LLC and has previously worked at Bedell Frazier Investment Counselling, ZRC Wealth Management, and Lodestar Private Asset Management. Howard holds Series 63, 65, and 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led approach with low-cost indexing and buy-and-hold strategies, supplemented by various active and private market investment options.

Chad Miles is a financial advisor with OSAIC Institutions, Inc. based in Walnut Creek, CA. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. His career includes roles at First Bank, Infinex Investments, BancWest Investment Services, Bank of the West, and Mass Mutual Life Insurance Company. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm combines broker-dealer registrations with a hybrid advisory model, offering customized advisory services, financial planning, ERISA plan services, alternative investments, and lending solutions.

Michael Gandy is a CFP® and CFA® with eight years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. in Walnut Creek, CA, and has previously worked at Van Eck Securities Corporation and MSCI. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including retirement plan consulting and tax planning. The firm’s investment approach is based on Modern Portfolio Theory and utilizes diversified portfolios implemented through low-cost ETFs, index funds, and other strategies.

Long Tran is a CFP® and holds a Series 66 license with 11 years of industry experience. He currently works at Creative Planning and has held prior roles at Compound Planning, Lido Advisors, Bnt Holdings, Mission Wealth Management, and Wells Fargo Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process featuring low-cost indexing, buy-and-hold strategies, and supplemental approaches like direct indexing and tax-loss harvesting.

Mark Bates is a CFP® professional with 11 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previous experience at Adero Partners, LLC and Vista Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with firm-affiliated private and registered funds.

Nicole Griffiths is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC and ABD Retirement Services, Inc. prior to joining Commonwealth in 2021. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Christina Talbot is a CFP®-certified financial advisor with 14 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2026 and previously spent 12 years at Destination Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios using a variety of investment vehicles and specialized programs.

Anis Salah is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds a Series 66 designation and has worked at First Republic Bank and its affiliated firms from 2010 to 2024, followed by J.P. Morgan Securities before joining Rockefeller Capital Management in 2024. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with capabilities including securities transactions, variable insurance products, placement, and investment banking services.

Paula Frank is a financial advisor with Empower Advisory Group in Benicia, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Gwfs Equities, Inc. since 2017 and previously held roles at PayChex and its securities division. Outside of advising, she owns Being Frankish, Inc., a company focused on marketing and selling recyclable aluminum straws to promote sustainable product use. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated platform that combines proprietary and third-party methodologies to emphasize long-term portfolio returns and clients’ savings rates.

John Hohman is an investment advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Kestra in various capacities since 2001 and currently serves as Regional Managing Director at NFP CA Insurance Services, Inc., overseeing multiple offices. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design and compliance support, and utilizes multiple management platforms and third-party solutions, serving clients that range from plan sponsors to sovereign wealth funds.

Meredith Henry Jr. is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Allianz Global Investors and DWS Distributors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers 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 combining passive and active strategies overseen by an internal Investment Committee.

David Zook is a financial advisor at Ameritas Advisory Services, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Ameritas Advisory Services since 2021. Prior to this, he has been associated with Ameritas Life Insurance, Ameritas Investment Corp, and David White & Associates, where he is also licensed as an independent insurance agent selling fixed insurance products. 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, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary advice.

Brett Agnew is a CFP® with 27 years of industry experience, currently serving at Hightower Advisors since 2026. He previously worked at Journey Strategic Wealth LLC and Northwestern Mutual Wealth Management Company among other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers along with proprietary research and varied investment options.