Brandy Savage is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Her career includes roles at EP Wealth Advisors, Summitry, LLC, Fidelity Brokerage Services, Bank of America, Merrill, and prior legal work at the Law Offices of Anthony W. Gibbs & Doric Trust. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Trevor Christiansen is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Frank Rimerman & Co and Sanctuary Securities, Inc. Trevor has a background in both advisory and accounting-related roles. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement consulting through over 400 independent advisers using a variety of investment strategies and third-party platforms.

Joseph Murphy Jr. is a CFP®-credentialed financial advisor with 38 years of industry experience. He is currently with Money Concepts Capital Corp and has held roles at several related firms, including Financial Concepts of Scottsdale Mortgage Inc. and Avantax Advisory Services. Outside of his advisory work, he owns and operates businesses involved in mortgage brokerage, real estate brokerage, and tax preparation in both California and Arizona. Money Concepts Capital Corp is an enterprise firm with over 400 advisors managing approximately $3.33 billion across a diverse client base. The firm offers portfolio management, financial planning, and consulting services using a combination of model portfolios, third-party sub-advisers, and proprietary retirement strategies.

Jack Scaff III is a financial advisor at Cerity Partners LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Brouwer & Janachowski, LLC for 13 years. Outside of his advisory role, he serves as a board member and treasurer for getVocal For Victims, a nonprofit organization based in Martinez, CA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, focusing on customized, diversified portfolios and access to alternative and private-market investments.

Michael Mc Laughlin is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC, Defined Financial Planning, Mosaic Financial & Exodus Energy, and Accuvest. He has also held teaching positions at Gonzaga University, De La Salle High School, Saint Marys School, and Saint Isidore School. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model and utilizes technology platforms to implement a range of investment strategies, often through third-party managers and TAMPs.

Penny Righthand is a financial advisor with Eagle Strategies (New York Life) based in Oakland, CA. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. She has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1987. Outside of her advisory work, she is writing a romance novel. 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 tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, with a focus on defined contribution and benefit plans as well as charitable and corporate clients.

Blake Mcginley is a CFP® professional at Cerity Partners LLC with six years of industry experience. Prior to joining Cerity Partners in 2024, he worked at CETERA Advisor Networks LLC and AssetMark Financial Inc. He has held roles at Occidental College and was involved with All About Poke from 2017 to 2018. Cerity Partners provides customized wealth management services to a wide national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing strategies, and operates multiple private-market investment offerings alongside affiliated pension consulting and insurance services.

Tyson Beem is a financial advisor with Focus Partners Wealth, LLC in Walnut Creek, CA, holding six years of industry experience. He is also the CEO and business manager of Gelfand, Rennert, & Feldman, a role he has held since 1998. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm’s investment approach integrates long-term, tax- and fee-sensitive portfolio construction through a combination of active and passive strategies, third-party managers, and private funds.

Stacey Velez is a CFP® and holds a Series 66 designation with 25 years of industry experience. She currently works at Creative Planning and has previously been employed at CIBC Private Wealth Advisors and Geneva Investment Management of Chicago. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad advisory team and integrated investment infrastructure.

Peter Lyon is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering a range of portfolio management and financial planning solutions. The firm’s approach emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers, with capabilities including mutual funds, ETFs, alternative investments, and custom indexing.

John Bellamy is a CFP® and CFA® with 13 years of experience in financial advisory. He has worked at Wealth Enhancement Advisory Services, LLC and WEALTH ENHANCEMENT GROUP since 2022, following seven years at Ginsburg Financial Advisors. Bellamy serves as president and board member of Bullpen Club, Inc., a nonprofit supporting the Miramonte High School baseball program. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Peter Zanino is a financial advisor at IEQ Capital, LLC in San Francisco, CA, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at EPIQ Capital Group, Iconiq Capital, and EY. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, managing approximately $35.4 billion through a platform that integrates private investments, independent manager research, and specialized offerings such as digital asset exposure and PPLI sub-advisory services.

Alicia Powell is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC for seven years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a range of investment solutions through its consolidated platform, Rockefeller Global Investment Management.

Matthew Kenaston is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked for 15 years at Blue Oak Capital, LLC. Outside of his advisory role, he is an advisor to OPTO Investments, a fintech platform focused on traditional alternatives. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers tailored portfolio management with a focus on diversified asset allocation and provides a broad range of services such as financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Timothy Alford is a CFP® professional with eight years of industry experience, currently serving at Money Concepts Capital Corp. He has worked previously at Consilium Wealth Management and operated as a self-employed advisor. Outside of his advisory role, he is an employee at NorthPoint Tax, Wealth and Business Advisory, LLP and the owner of Wheelhouse LLC. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting to a diverse client base including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through model-driven and asset allocation strategies, offering both discretionary and non-discretionary programs supported by multiple portfolio options and third-party service providers.

Vivian Tsai is a financial advisor with TIAA-CREF, holding a Series 66 designation and 24 years of industry experience. She has been with TIAA-CREF since 2014. Tsai serves as Treasurer and Executive Committee Member of the College Savings Foundation, an organization focused on promoting saving for higher education. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using model portfolios and customized solutions within a fiduciary framework.

Jeremy Moniz is a CFP® professional with six years of experience in financial advising. He is currently with Mariner Wealth Advisors, where he has worked since 2019, after previous roles at Mercer Global Advisors Inc. and Northwestern Mutual. Moniz’s background also includes four years working at the University of Nevada-Reno. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and integrates tax and accounting services alongside traditional wealth management.

Gregory Van Kesteren is a CFP®-certified financial advisor with over 33 years of industry experience. He is currently with Private Advisor Group, LLC and has held prior roles at LPL Financial, Mariner Independent Advisor Network, RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. In addition to his advisory work, he operates an online retail business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model with access to proprietary managed account solutions and third-party managers.

Katherine Ryan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at LPL Financial and Titus Wealth Management. Outside of her advisory role, she performs notary public services for clients. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Bradley Dillon is a financial advisor with CWM, LLC in San Rafael, CA, holding Series 63 and Series 65 credentials and totaling 28 years of industry experience. His prior roles include positions at Cetera Advisor Networks and LPL Financial LLC. Outside of his advisory work, he serves on the board of Marin MOCA, a museum of contemporary art, where he votes on capital expenditures and program initiatives. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, institutions, and corporations through a network of over 600 advisors. The firm employs a discretionary, model portfolio approach overseen by an in-house Investment Committee and emphasizes retirement plan services, sub-advisory options, and comprehensive client reporting.