Brent Conway is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with both firms since 2012. Outside of his advisory role, he serves as Treasurer for the Knights of Columbus #14156, a church-related nonprofit organization. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

Jeffrey Nichols is a financial advisor at SPC with four years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities LLC since 2013, alongside his role at Hanna Insurance & Financial Solutions. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a structure that supports both fiduciary and non-fiduciary retirement functions through affiliated entities.

Joseph Frantz is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at LPL Financial and Mariner Independent Advisor Network. Outside of finance, he is an assistant coach for men’s and women’s water polo at UC Davis and a business owner of DJ EQWIP. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm utilizes multiple analytical approaches and supports model portfolios from strategists such as Fidelity, BlackRock, and Goldman Sachs.

Scott Stewart is a CFP® professional with 14 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Prudential Insurance Company of America, Lincoln Financial Advisors Corporation, and LPL Enterprise. Outside of his advisory work, he is involved in real estate sales as a licensed assistant at Coldwell Banker Kappel Gateway Realty and works as an insurance agent focusing on fixed life, annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Jane Merkle is a financial advisor at Cerity Partners LLC holding a Series 65 designation. She has one year of industry experience, including her current role at Cerity Partners and a prior position at Delegat. Before entering the financial advisory field, she worked in education at UC San Diego, Marin Catholic High School, and Marin Waldorf School. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening as part of its investment approach, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Furui Guo is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and MetiSign. His background also includes roles outside finance, such as positions at University of California Santa Cruz and Albany Middle/High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealer operations, and bespoke discretionary solutions for very large clients.

William Hageboeck is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2024. Prior to this, he spent eight years with Abbrea Capital, LLC. Cerity Partners provides customized wealth management and related services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored asset-allocation approach, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to alternative and private-market investments.

Eric Swensen is a CFP® and holds a Series 65 license with 20 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, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

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.

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.

Sergei Perepechenov is a financial advisor with Wealthspire Advisors in San Rafael, CA. He holds a Series 65 credential and has one year of industry experience. His prior experience includes roles at New York Life Insurance Company and AMT LLC, along with two years as a self-employed advisor. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for around 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations using an institutional-style asset allocation framework and offers services including wealth management, portfolio management, and retirement-plan consulting.

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.

David Wootton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 14 years of industry experience. He previously worked at Equius Partners, Inc. for 11 years before joining Wealth Enhancement Advisory Services. He serves as a board member for Buckelew Programs, Inc., a nonprofit organization based in Novato, CA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

James Knight is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vista Wealth Management and Adero Partners, LLC. Knight is also a member of Vista Venture Partners, an investment-related business. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive strategies within an enhanced open architecture framework that combines active and passive management, private funds, and ETFs.

Richard Boyer is a CFP® professional with 28 years of experience in the financial services industry. He currently works at Mariner Wealth Advisors and has held positions at firms including Empirical Wealth Management, Online Capital Management, Mercer Global Advisors, and Fidelity Brokerage Services. Additionally, he serves as a non-public arbitrator for the Financial Industry Regulatory Authority. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides customized investment management and financial planning supported by a team that combines in-house research with third-party managers, along with integrated tax and accounting services and specialized family office and employer financial wellness solutions.

John Thiel is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. He is currently with Wealthspire Advisors, having joined the firm in 2024. His prior experience includes roles at Private Ocean and Cambridge Investment Research Advisors. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, financial planning, and trust-administration services, employing a relationship-driven process and diversified, institutional-style asset allocation across multiple investment vehicles.

Sarah Robinson is a CFP® with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Hines Warner 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Susan Leonard is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has previously worked at Terra Blue Wealth Management, Glencrest Group, Analysis Group, and Lando & Anastasi. Leonard’s background also includes four years at Bates College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

David Roggenkamp is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 37 years of industry experience. He has been with Commonwealth since 2017 and previously worked at Signator Investors, Inc. for one year. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

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.