Jason Seale III is a financial advisor with SeaCrest Wealth Management, LLC in Novato, California. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. He previously worked at American Wealth Management, Inc. from 2002 to 2021 before joining SeaCrest Wealth Management in 2021. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a customized, long-term approach that integrates fundamental and technical analysis and uses both internal and third-party artificial intelligence tools.

Kent Kuhlmann is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked previously at CWM, LLC, Kuhlmann Associates Financial, and LPL Financial, LLC. Outside of his advisory work, he owns Capt Kuhl Charters LLC, a yacht charter business, and is involved in community activities including serving as president of a Montessori school board and as a board member for an animal rescue sanctuary. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, and trusts, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s investment strategy focuses on fundamental analysis and combines portfolio management with third-party separately managed accounts.

Krystalynn Schlegel is a financial advisor at ValMark Advisers, Inc. with 19 years of industry experience. She holds the ChFC® designation and has previously worked at The Leaders Group Inc and Sisu Insurance. Schlegel serves on the board of The Frederick Gunn School and Forum 400, a nonprofit organization supporting life insurance producers, and leads a monthly networking group with ProVisors. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Matthew Parker is a financial advisor at Madison Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at firms including Wedbush Securities, LPL Financial, Bancwest Investment Services, Merrill, and Valic Financial Advisors. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes a customized fiduciary approach using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

George Mccuen is a CFP® certificant with 29 years of industry experience. He is currently an advisor at The Mather Group, LLC, where he has worked since 2025. Prior to this, he spent six years at Nwm Fund Group, LLC and 28 years at Napa Wealth Management, Incorporated. Outside of financial advising, he is the owner and member of Bulldog Vineyards, a vineyard in Napa, California, where he collaborates with the vineyard manager and winemaker and hosts wine tastings. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm follows an evidence-based investment approach with customized portfolio options and incorporates AI tools under human oversight to support market research and client communications.

Joshua Ingram is a financial advisor at Advisor Resource Council with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Avantax Advisory Services. Ingram is involved in multiple registered investment advisory businesses affiliated with Advisor Resource Council and LPL Financial. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer a range of model and separately managed accounts, along with custom strategies and third-party platforms tailored to client needs.

David Boydell is a CFP® professional with 33 years of experience in the financial services industry. He has worked at Mutual Advisors, LLC since 2016 and previously held roles at firms including Mid Atlantic Financial Management, Inc. and Mutual Securities, Inc. Outside of advisory work, Boydell is involved in a financial technology company, FairShares, Inc., and is authoring a children’s book. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering services such as asset management, financial planning, and ERISA plan consulting. The firm employs a combination of active and passive investment strategies tailored through multiple analytical methods and supports a wide variety of account types while managing approximately $9.45 billion across 154 advisors.

Tonya West is a Certified Financial Planner (CFP®) with nine years of industry experience. She currently works at The Mather Group, LLC and has previously held roles at Napa Wealth Management and Waddell & Reed Inc. Tonya has operated a sole proprietorship with her spouse since 2016. The Mather Group primarily serves high-net-worth individuals, family offices, and various entities by providing integrated financial planning, investment management, tax, and estate planning services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools alongside human oversight.

Zachary Wagner is a financial advisor at Portfolio Medics, LLC with a Series 65 designation and one year of industry experience. He has been involved with several organizations, including Narrative Strategy, Weaver of 3, and Epic Impact, where he has held roles since 2016 and 2017. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers a range of portfolio management and consulting services, using diversified investment strategies that incorporate fundamental, technical, and cyclical analysis.

Patrick Mccuen is a financial advisor at The Mather Group, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining The Mather Group in 2025, he worked at Napa Wealth Management and TD Ameritrade. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable options and utilizes AI and machine-learning tools alongside human oversight in its processes.

Cody Barclay is a financial advisor with Advisor Resource Council, holding a Series 66 designation and six years of industry experience. He has worked at Advisor Resource Council and LPL Financial since 2020 and previously held positions at Napa Valley Financial, Chico State University, Santa Rosa Junior College, and Vintners Golf Club. Outside of advisory work, he has been involved with Vintners Golf Club and is a notary public. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and businesses with asset management, financial planning, and consulting services. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies through its AIQ platform and utilizes third-party platforms to tailor investment solutions to client needs.

Robert Blanusa is a financial advisor at The Mather Group, LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Napa Wealth Management, Inc., Investor Fan, and Charles Schwab. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with tax-synchronized portfolio construction and customization options such as direct indexing and ESG factor portfolios.

Timothy Ayles is a financial advisor at The Mather Group, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Napa Wealth Management and Nwm Fund Group. Outside of advising, he works as an independent contractor for Sitka Trucking, Inc., and contributes investment-related articles to Seeking Alpha. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based models and offers customized portfolio solutions including ESG and direct indexing.

Nancy Lewis Heliotes is a financial advisor with Momentum Independent Network Inc. who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Momentum in 2020, she worked at several firms including Raymond James Financial Services Advisors and LPL Financial. Outside of her advisory role, she is involved in nonprofit work as a co-founder and board member of the Bees For Trees Project, focusing on sustainable living education, and serves as President of the Fire Prevention Team for the Circle Oaks Homes Association. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, and brokerage services. The firm offers multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities as part of the Hilltop group.

Mark Patzer is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Miracle Mile Advisors, Karp Capital Management Corporation, and Boyd Wealth Management. Outside of finance, Patzer is involved with Visual Display Specialists, a CCTV monitor distribution and sales firm, where he serves as Sales Manager. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process and integrates a range of strategies and technology partnerships to support portfolio oversight.

Marc Orourke is a financial advisor at Financial Gravity Family Office Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Paulson Investment Advisors LLC and Freedom Investment Management, Inc. since 2023. Financial Gravity Family Office Services, LLC delivers tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of strategies using fundamental, technical, and cyclical analysis and frequently utilizes third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

Nick Denucci is a CFP®-certified financial advisor at Creative Planning with 12 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Charles Schwab Bank. Outside of financial advising, he owns a personal development and coaching business and works as a fitness coach. 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 broad range of affiliated businesses including legal and trust services.

Brent Wolf is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at LPL Financial, FSC Securities, and The Retirement Group, LLC. His background includes extensive work as a self-employed insurance broker. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active management strategies and offers a range of implementation tools and services through a large advisor network.

Marta Amaton is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. She has 26 years of industry experience and has also served as an instructor at Napa Valley College since 2020. Outside of her advisory role, she works as a tasting room associate at Vezer Family Vineyard. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a combination of custodians and third-party money managers to implement client strategies.

Daniel Pallesen is a CFP®-certified financial advisor with seven years of industry experience, currently with Creative Planning since 2022. His prior roles include positions at Keystone Wealth Partners and Matrix Providers Inc. Outside of his advisory work, he owns Level Up Vision, LLC, a financial psychology practice focused on coaching, writing, and speaking. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and long-term strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors.