Antoinette Carmona is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Foreside Financial Services, LLC, and Buckingham Strategic Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Mikel Keifer is a CFA® charterholder with 22 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following a 20-year tenure at Jurika, Mills & Keifer, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Amy Knox is a financial advisor at SPC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Financial Group, UBS Financial Services, and Merrill Lynch. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered at the individual advisor level.

Marco Bronzini is a CFP® professional with 34 years of experience in the financial industry. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, Inc., and Foothill Securities, Inc. He also serves as Vice-President of Omni-Prestige Insurance Services, Inc., which provides life, long-term care, health, and group insurance. Additionally, he acts as Co-Trustee on his father's estate for estate planning purposes. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models and utilizing various third-party platforms and managers.

Jane Silcox is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 licenses. She has 22 years of industry experience and has been with Valic Financial Advisors since 2003. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

John Perlite is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked with Ameritas Investment Company and Ameritas Advisory Services since 2024 and is also involved with David White & Associates, focusing on financial planning. Ameritas Advisory Services provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm delivers advisory relationships on both discretionary and non-discretionary bases and supports portfolio construction with its Investment Committee and third-party partners.

James Maxwell is a financial advisor at Creative Planning with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services. Outside of his advisory role, he is a managing partner of 275 Birch Lakes LLC, where he oversees leasing office space. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by active approaches and comprehensive retirement plan services, supported by a broad range of affiliated non-investment businesses.

Andrew Nevin is a ChFC® with 27 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and Brooker Wealth Management, and has held prior roles at Lion Street Advisors, Ameritas Life Insurance Corp., and David White and Associates. Nevin is an owner and partner at PEAK360 Wealth Management, where he manages operations and employee oversight. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and brokerage services through a variety of platforms and investment approaches, combining advisory and brokerage capabilities.

Henry Frazier III is a financial advisor with Eagle Strategies (NY Life) in Concord, CA, holding Series 63 and Series 66 licenses and with 11 years of industry experience. He has worked at Eagle Strategies and affiliated firms since 2015 and operates Biggr Wealth Strategies and Insurance Solutions, LLC, which brokers non-registered insurance products. Frazier also serves as a board member of the City Surf Project, a San Francisco nonprofit that teaches inner-city youth how to surf. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and delivers most of its assets under management on a non-discretionary basis, serving a diverse client base within the integrated New York Life affiliate structure.

Stacy Swain is a financial advisor at Rockefeller Financial LLC with 37 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and an integrated investment platform.

Amanda Walker is a CFP® professional with one year of experience at MAI Capital Management, LLC. She previously worked for six years at Concentric Wealth Management and has held roles at Stable Waters Financial, LLC, the University of Georgia, and Dawg Fanz. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services across client relationships.

James Louchis is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Rodney Rodriguez is a financial advisor with Citigroup Global Markets in Brentwood, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with specialized market roles and commercial arrangements.

Samson Chan is a CFP® with 28 years of industry experience, currently serving as an advisor at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial and PEAK360 Wealth Management, where he is also the owner. Chan serves on the board of a private educational nonprofit, Acton Academy East Bay. Integrity Alliance is a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, servicing individual investors, corporations, and qualified retirement plans.

Marilyn Suey is a CFP® professional with over 22 years of experience in the financial industry. She currently serves as an advisor at Private Advisor Group, LLC and has held roles at firms including LPL Financial and Ogilvie Security Advisors Corporation. In addition to her advisory work, she is an author and speaker, having written the book *36 Quick Tips for Savvy Women*, and serves as President and board member of Blackhawk Country Club as well as a nonprofit board member at Sequoia Living. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that integrates various investment strategies and technology platforms.

Austin Jamati is a CFP® at Mercer Global Advisors Inc. with experience beginning in 2023. Prior to joining Mercer, he worked at KPMG from 2021 to 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers various portfolio management options including low-cost ETFs, index funds, and alternative investments.

David Ventura is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. based in Walnut Creek, CA. His career prior to joining Mercer included roles at Wealth Management Lab, New York Life Insurance, and Select Staffing/Visions of Video. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a comprehensive range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and private fund platforms.

Aaron Langston is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Mercer Global Advisors Inc. since 2015, holding various roles within the firm. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Lawrence Prozan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His prior roles include positions at Cetera Advisors LLC, LPL Financial, and running his own firm, Prozan Financial Services, for 25 years. He serves as a board member of the California Jewish Alumni Network. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines passive and active management with strategic asset allocation, supported by an internal Investment Committee and ongoing research.

Dallin Sorensen is a CFP® and Series 65–registered advisor at Mercer Global Advisors Inc. with one year of industry experience. His prior roles include positions at TaxHawk Inc., FamilyView Tax Advisory, and Fortress Financial Partners. He has also been involved in educational and community settings, including Brigham Young University Idaho. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified portfolios grounded in Modern Portfolio Theory and incorporates low-cost ETFs, index funds, and various specialized strategies.