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.

Maxwell Bottene is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets and EPIQ Capital Group, LLC. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm focuses on separately managed accounts and family-office services, combining macro and manager research with access to alternative investments through an integrated private-investment platform.

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.

Matthew Patane is a financial advisor with Valic Financial Advisors in Oakland, CA. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. His prior work experience includes roles at the University of Oregon, Caymus Vineyards, Patrick Erwin Industries Inc, and Chipotle. 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.

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 17 years of industry experience, currently serving as an advisor at OSAIC Institutions, Inc. He has held prior roles at Infinex Investments, Inc., First Brokerage America, LLC, and Thrivent Financial for Lutherans. Outside of advisory work, he is involved with First Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid advisor/broker-dealer model with both discretionary and non-discretionary accounts.

Jennifer Yacoube is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC. Her prior experience includes roles at Adero Partners, LLC, ALPS Distributors, Inc., and Litman Gregory Asset Management, LLC. Outside of financial advisory, she owns and manages a vacation rental property in Dillon Beach. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies, third-party managers, and private funds.

Evelyn Duka is a financial advisor with Osaic Advisory Services, LLC in Lafayette, CA. She holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Osaic in 2024, she worked with Arbor Point Advisors and Securities America from 2017 to 2024, and has operated Kaylyn Financial since 2007. Outside of advisory roles, she provides tax preparation services for individual clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and specialized solutions, delivering advisory services through multiple program models using a combination of proprietary and third-party platforms.

Anne Garrity is a financial advisor with VOYA Financial Advisors, Inc. based in Walnut Creek, CA. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her work history includes roles at Voya Retirement Advisors, TIAA, and different VOYA entities. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a notable emphasis on recommendation-based, non-discretionary relationships.

Robert Fink is a CFP® professional with 30 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Bank of America and Merrill. 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 a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Sean Heyman is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Digital Engagement. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Peter Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and maintains a CPA practice that has been active since 1987. Additionally, he is involved in a family LLC that invests self-directed IRA funds into real estate. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, supported by both discretionary and non-discretionary advisory relationships.

Jonathan Butler is a CFP® and CFA® with 16 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2022. Prior to that, he was with Btr Capital Management, Inc. for 17 years. Outside of his advisory work, Butler serves as a scoutmaster for Scout Troop 204 in Lafayette, CA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a mix of quantitative and fundamental research.

Jayne Smith is a CFA® charterholder with 32 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, Vista Wealth Management, and Pacific Advisory Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive 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.

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.

Patricia Baxter is a financial advisor with Brookstone Capital Management LLC in Oakland, CA. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Baxter is also the CEO and owner of REAP Legacy, Inc., an insurance services company she founded in 2002, specializing in annuities, long-term care, life, and disability insurance. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, corporations, and trusts. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic asset allocation models, a range of investment vehicles, and both internal and external sub-advisors.

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 17 years of industry experience. He has been affiliated with Ameritas in various capacities since 2007, including roles at Ameritas Investment Corp. and Ameritas Life Insurance Corp. Turnbaugh is also a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to 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 a network of Investment Adviser Representatives and third-party partners.

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.