Jeremiah Griffith is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously at Authent Advisors, Inc. and Moss Adams Wealth Advisors LLC. He served in the US Army National Guard for six years. Griffith also serves as Director of Marketing on the board of the Financial Planning Association of San Francisco. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax, accounting, and financial wellness services.

Rita Lee is a PFS™ credentialed advisor at Cerity Partners LLC with four years of industry experience. She has been with Cerity Partners and its affiliated Retirement Plan Advisors since 2022 and previously worked at Brouwer & Janachowski for 21 years. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Terrance Murray is a CFP® with 24 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is a shareholder in several Supercut franchise operations in the Seattle and Sacramento areas and serves as an approved FINRA arbitrator. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a network of independent advisors, using various account structures and sub-advisors to implement diverse investment strategies.

Robert Wright is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principal Securities Inc since 1998. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tracy Tamura is a ChFC® credentialed financial advisor with six years of industry experience. She is currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior work includes roles at Liberty Wealth Management, Midland National Life, Hansen & Associates Financial Group, and McNeil Financial. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a range of custodians, money managers, and platform programs to execute client strategies.

David Ramirez is a financial advisor at Empower Advisory Group in Lafayette, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at GWFS Equities, Inc. and SII since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Mark Ericson is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Mercer, he worked at Fidelity Brokerage Services LLC and held roles at Bank of America and Merrill. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of portfolio management and planning services.

Graham Wright is a CFP® with 16 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has held positions at Infinex Investments, Inc., First Brokerage America, LLC, and Thrivent Financial for Lutherans. Outside of his advisory role, he is involved with First Bank. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm is noted for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, providing both advisory and brokerage solutions.

Jennifer Yacoube is a CFP® professional with 10 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. She previously worked at Adero Partners, LLC, ALPS Distributors, Inc, and Litman Gregory Asset Management, LLC. Outside of her advisory role, she owns a vacation rental property in Dillon Beach. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework and offers a wide range of wealth management and financial services.

Evelyn Duka is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Advisors and operates her own business, Kaylyn Financial, which involves sales and service of annuities, health insurance, and life insurance. Additionally, she provides individual tax preparation services. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Anne Garrity is a financial advisor with Voya Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Voya Financial Advisors and TIAA during her career. Voya Retirement Advisors, LLC provides retirement-plan investment advice and managed account services to participants in employer-sponsored plans. The firm utilizes third-party advice platforms and models to deliver personalized asset allocations and income forecasts, managing approximately $30.9 billion in discretionary assets as of the end of 2024.

Robert Fink is a financial advisor at Rockefeller Capital Management with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America, N.A., and Merrill. Rockefeller Capital Management is an enterprise firm serving a diverse client base with comprehensive wealth management and investment advisory services.

Sean Heyman is a financial advisor at Wealthspire Advisors with six years of industry experience. He previously worked at Merrill from 2018 to 2022 and spent eight years at Digital Engagement before that. Heyman holds the Series 66 designation and is based in San Rafael, CA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust services. The firm employs a relationship-driven, customized investment approach with diversified asset allocation and ongoing portfolio reviews.

Peter Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has operated his own CPA practice, Peter M Turnbaugh CPA, since 1987. He is also involved in managing investments through Peter and Karen Turnbaugh LLC, a self-directed IRA real estate investment entity. 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 financial planning using a combination of model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Jayne Smith is a CFA® charterholder with 32 years of industry experience. She currently serves at Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Vista 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various private and registered funds.

Jennifer Ying is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where she has worked since 2021. Prior to this, she spent eight years at Pillar Pacific Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Nicholas Hengl is a CFP® with nine years of industry experience, currently advising at Mariner since 2025. His prior roles include positions at Dalewood Wealth Management, HFG Advisors (formerly Prime Wealth Management), Fisher Investments, and JP Morgan. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and is notable for integrating tax and accounting services alongside its advisory capabilities.

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.

Kevin Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and with 17 years of industry experience. He has been with Ameritas Investment Corp. and Ameritas Life Insurance Corp. since 2007, and joined Ameritas Advisory Services in 2021. Outside of his advisory work, he is a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, including model portfolios and third-party subadvisers, and integrates services with its Ameritas affiliates.

Laurie Fried is a financial advisor with Cerity Partners LLC in Mill Valley, CA, holding the CFP® designation and Series 65 and 66 licenses. She has 12 years of industry experience, including previous roles at Lumina Financial Consultants, LLC and New Leaf Financial Advisory, LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, combining proprietary quantitative screens with external managers and individual securities.