Simon Wheatley is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Trek Financial since 2016. Prior to that, he worked at Innovative Retirement Advisors, Inc. and World Equity Group, Inc. He is also involved in insurance sales through Innovative Retirement and Insurance Services, Inc. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical portfolio construction methods, including rules-based and evidence-based models, and provides access to alternative investment platforms and a variety of systematic and hedging strategies.

Anthony Cipolla is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His background includes roles at Eagle Strategies (NY Life), NYLIFE Securities Inc, and operating Cipolla Financial & Insurance Services. He is also active as a fixed insurance agent, involved in solicitation and sales of insurance products. Diversify Advisory Services is an SEC-registered adviser serving individuals—including high-net-worth clients—corporations, retirement plans, trusts, foundations, and small business owners. The firm offers tailored financial planning, portfolio management, corporate consulting, and family office services, employing a tactical diversification approach with a range of delivery models and access to alternative investments.

Noah Beecher is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Diversify Advisory Services, he worked at DFPG Investments, Eagle Strategies (NY Life), NYLIFE Securities LLC, and Anthony Cipolla. Outside of his advisory role, he is involved in marketing non-variable life and health insurance packages through Capstone Health Management, Inc. Diversify Advisory Services, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm utilizes a tactical diversification investment approach that incorporates both internal models and third-party solutions across multiple platforms, offering a wide range of investment instruments and strategies tailored to client objectives.

Cosmo Hahn is a financial advisor with Abacus Wealth Partners holding a Series 66 designation and less than one year of industry experience. Prior to joining Abacus, he held positions at UBS Financial Services, Outlier AI, and several other organizations in various roles. Hahn has experience outside of finance, including work in biomedical engineering and research at the Buck Institute for Research on Aging. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to individuals, families, and institutional clients. The firm employs an asset-class investing approach grounded in academic research and integrates ESG screening and private pooled investments into client portfolios.

Ruby Lambrecht is a financial advisor with Abacus Wealth Partners in Sebastopol, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Abacus Wealth Partners, she worked at The Vanguard Group and has experience in both educational and self-employed roles. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, and institutions. The firm employs an asset-class investing strategy that utilizes no-load mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private investment opportunities for qualified clients.

Sanford Bressick is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA, holding a Series 66 designation and over 40 years of industry experience. He has been affiliated with New York Life and NYLife Securities Inc. since 1985. Outside of his advisory role, he is involved in brokering non-registered insurance products with various carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Matthew Adams is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Traverso Chambers Private Wealth Management, LLC and Wells Fargo Advisors. 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 that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and offers portfolio management through in-house managers and third-party sub-advisers, alongside financial planning and trust services.

Allison Metheny is a ChFC® and holds a Series 66 license, with six years of industry experience. She is currently affiliated with Eagle Strategies (NY Life) and has worked in various capacities at related firms since 2017. Allison serves as a New Member Experience Advisor for the Alpha Gamma Delta Sonoma State Chapter, where she supports leadership development and education among collegiate women. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers tailored advisory solutions across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Pearson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2022. His prior roles include positions at NPB Financial Group, LLC, Associated Securities Corp., and Associated Planners Investment Advisory Inc. He serves as a board member for the Council on Aging in Santa Rosa, CA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and organizations. The firm employs a mix of firm- and third-party models for portfolio management, combining passive and active exposures across multiple risk profiles.

Benjamin Turner is a Series 65 credentialed financial advisor with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at JDH Wealth Management LLC. Outside of finance, he has experience in hospitality and technology sectors, including a role at Windsor Bar and Grill. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and business advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, quantitative analysis, and access to private funds.

Alexander Clark is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, Arbor Point Advisors, and Securities America. Prior to his financial career, he spent several years in the restaurant industry. Clark also engages in fixed insurance sales as a secondary business activity. 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 broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kelly Grant is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Eagle Strategies since 2022, previously with Willowtree Financial & Insurance Services, NYLIFE Securities, LLC, and New York Life Insurance Company. Grant is active in his community as a board member of the Sonoma County Section on Aging and holds leadership roles within Business Networking International chapters. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types and emphasizes tailored advice, with a significant portion of its assets managed on a non-discretionary basis.

Emily Tonti is a financial advisor with Kestra Advisory in Santa Rosa, CA, holding a Series 66 credential and six years of industry experience. Her work history includes roles with The Business Resource, Oculus Insurance Solutions, and Oculus Financial Group. Outside of finance, she has experience coordinating events, including on-site wedding coordination. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Brian Barrett is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at Eagle Strategies and affiliated New York Life entities since 2018 and also operates Casey Barrett Financial & Insurance Services. Barrett serves as a board member of Active 20-30 Rohnert & Cotati, a social and charitable organization focused on fundraising for underserved youth. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs and delivers tailored recommendations through an integrated structure affiliated with New York Life.

Daniel Ott is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with firms including LPL Financial and Strategic Wealth Advisors Group. Outside of his advisory roles, he is involved in running Asset Protection Strategies Group, Inc., which focuses on tax and investment matters. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s advisory model is fiduciary-based and incorporates third-party managers and technology platforms to provide diversified investment strategies.

Michael Indart is a CFP® certificant with 17 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously held roles at The Colony Group, Buckingham Strategic Wealth, and Wells Fargo affiliates. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services including investment management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Harrison Saal is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA, holding Series 63 and 66 licenses and having five years of industry experience. He has worked with several firms including Eagle Strategies LLC and New York Life Insurance Company. Additionally, he is involved in insurance brokering through Three Groves Insurance and Financial Services, LLC, focusing on life insurance, annuities, health insurance, and long-term care insurance. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and primarily manages assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Brent Thomas is a CFP® with 20 years of industry experience, currently with Focus Partners Wealth, LLC. He has held roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Bam Management, LLC, and Wealth Management Consultants, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a wide array 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.

Kory Reid is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and Chanticleer. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management and advisory services including investment management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.

Jose Anaya is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Empower Financial Services, Inc., Expedition Financial and Insurance Services, NYLIFE Securities, LLC, and New York Life Insurance Co. Prior to his financial career, he was involved in the restaurant business. Outside of his advisory role, Anaya serves on the advisory board of the Young Professionals Network and is involved in coaching and officiating high school wrestling. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and client savings rates, delivering services through platforms affiliated with Empower’s recordkeeping and administrative systems.