Les Garaventa Jr. is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has a background in accounting and tax preparation through his long-standing role as president of Garaventa Accountancy Corporation. He is also a football coach at Northgate High School and manages a cattle ranching operation. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuities, supporting discretionary and non-discretionary advisory relationships with robust portfolio construction and monitoring resources.

Scott Pence is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 63 and Series 65 licenses. He has 19 years of industry experience and has been associated with Ameritas Investment Corp., Ameritas Life Insurance Corp., and David White & Associates since 2008. He is also a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and third-party tools to align portfolios with client objectives.

Timothy Rich is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC and has prior experience at Arbor Point Advisors and Securities America. Outside of his advisory work, Mr. Rich is involved in a musical project as a bass player with Last One Picked. Osaic Advisory Services, LLC serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering investment management and financial planning through multiple program models with custody primarily through Schwab and Fidelity.

Eric Swensen is a CFP®-designated financial advisor with 21 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 serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Justin Bass is a financial advisor with MAI Capital Management, LLC, holding a Series 65 credential and 13 years of industry experience. He previously worked at TRUE Capital Management for eight years before joining MAI Capital Management in 2022. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers trust and insurance administrative services, with reported assets under management of $72.3 billion as of May 2026.

William Evans is a financial advisor with Centaurus Financial, Inc. in Pleasanton, CA, holding the ChFC® and Series 63 designations and bringing 25 years of industry experience. Prior to joining Centaurus Financial in 2024, he worked for Farmers Insurance Group and Farmers Financial Solutions for over two decades. Outside of financial services, he also assists as a bartender at Porky’s Pizza Palace, a family-owned restaurant. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm’s advisors offer financial planning, portfolio management, and specialized consulting with both discretionary and non-discretionary arrangements, utilizing a mix of fundamental and technical analysis.

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.

Tu Bui is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has additional experience with Wfg dating back to 2002. Outside of financial advising, Tu Bui is involved in coaching volleyball and has roles as a substitute teacher and athletic director, including teaching personal finance at Pleasant Hill Adventist Academy. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, and institutional clients, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Theodore Lum is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has worked previously at Merrill, Securities America Advisors, and LPL Financial. Lum is also the sole owner of Lum Global Financial & Insurance Services, a marketing DBA for his insurance agent activities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm utilizes a combination of firm- and third-party models, strategic asset allocation, and multi-manager portfolios to develop client investment strategies across standard risk profiles.

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 with Focus Partners Wealth, LLC and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including prior roles at Adero Partners, LLC, Vista Wealth Management, and The Portola Group Inc. He is also a member of Vista Venture Partners, an investment-related business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Sarah Robinson is a Certified Financial Planner® and holds a Series 65 license with 11 years of industry experience. She is currently with Focus Partners Wealth, LLC and has worked previously at Adero Partners, LLC and Hines Warner Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a full range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jinger Pajestka is a CFP®-certified financial advisor with 13 years of industry experience, currently with Mariner Wealth Advisors. Her background includes roles at Wells Fargo Advisors, Commonwealth Financial Network, and Viewpoint Financial Network. She is also involved in fixed insurance sales conducted at her branch location. Mariner serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, utilizing both in-house research and third-party managers to create customized, discretionary portfolios.

William Baker is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Strategic Wealth Advisors Group, Baker, Brose & Mitsutome Wealth Management LLC, and LPL Financial. He has also engaged in fixed insurance sales and branch management on a limited basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs various investment strategies, often implementing advice through third-party managers and proprietary technology platforms.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Marcella Jennifer is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. Her work history includes positions at Ameriprise and several educational institutions, including UCLA and the University of California, Berkeley. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Grace Campbell is a financial advisor with Edward Jones in San Ramon, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior work includes roles at Inheritguard LLC, Michael Frickman DDS, Net Law Group Inc, Transamerica Financial Advisors, and World Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Phillip Cardinale is a financial professional with 42 years of industry experience, currently affiliated with Cetera. He holds a Series 63 designation and has worked at Cetera and its predecessor firms since 2005. Outside of his advisory role, he is a partner at Castlerock Insurance Group and serves as a trustee for the Rose McWalters Trust. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.