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.

Sharon Evans is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 12 years of industry experience. She has worked at AE Wealth Management since 2018 and previously at Global Financial Private Capital, LLC. In addition to her advisory role, she serves as an Independent Agent Liaison for Reliant Publishing Services, assisting with estate planning referrals. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach combining internally managed models, third-party strategists, and advisor-managed solutions with a broad range of services including discretionary asset management and financial planning.

Kenneth Weise is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His career includes roles at Mariner Independent Advisor Network, LLC, Sonoma County Wealth Advisors, LPL Financial, and Edward Jones. Private Advisor Group serves a broad client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions and third-party advisory programs. The firm employs a fiduciary-based model and integrates technology platforms to support diverse investment strategies.

Eric Gibboney is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Eagle Strategies since 2018, NYLife Securities since 2014, and New York Life Insurance Company since 2013. Outside of his advisory work, he is an insurance broker appointed with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Douglas Allan is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, Allan held positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he volunteers at Calistoga High School, assisting with engineering and entrepreneurship classes as well as fundraising efforts, and participates as an actor with the Calistoga Theater Company. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated adviser representatives. The firm provides tailored advice and solutions across multiple program types, focusing primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Nancy Chapin is a CFP® professional with 12 years of experience in the financial services industry. She has been with United Planners' Financial Services of America since 2017 and has prior experience at Securities America, Inc., as well as running her own insurance agency and financial group. Based in Santa Rosa, CA, she holds a Series 66 license. United Planners' Financial Services of America serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of independent advisors.

Thelia Wade is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds the PFS™ and Series 65 designations and has worked at firms including The Colony Group, LLC, BAM Management LLC, BAM Risk Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Angela Jamar is a financial advisor at MAI Capital Management, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Woodbury Financial Services, OSAIC, and JL Schneider & Associates. Outside of her advisory role, she serves as a trustee for her family's personal trust. 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, institutional clients, and trusts. The firm employs a range of investment strategies and offers trust and insurance administration services, managing over $72 billion in assets as of May 2026.

Michelle Lang Payne is a CFP® with 36 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2010. She has been self-employed since 1987 and is involved in tax preparation and retirement planning services. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers for both individual and business clients. The firm supports a large network of advisors and offers a range of managed-account programs and model portfolios, including some legacy market-timing and momentum-based strategies.

Audra Nay is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Traverso Chambers Private Wealth Management, Wells Fargo Advisors, First Republic, B|O|S, and Santa Barbara Asset Management. Nay has been with MAI Capital Management since 2024. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of portfolio strategies and integrates financial planning, tax services, and trust administration into many client relationships.

Janet Hart is a CFP® professional with 30 years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and is the owner of Censia Wealth Advisors, LLC. Her prior experience includes roles at Arbor Point Advisors, Securities America, Inc., and Foothill Securities, Inc. In addition to advisory work, she has been involved in fixed insurance sales for over a decade. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and operational support. The firm offers various investment management solutions and platform services, including discretionary model portfolios and personalized indexing options.

Adam Gourley is a CFP® and CFA® with 12 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has held prior roles at City National Bank. Gourley also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers proprietary managed account solutions and uses a fiduciary-based advisory model with access to various third-party managers and technology platforms.

David Felte is a financial advisor with Eagle Strategies (New York Life) based in Santa Rosa, California, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with New York Life and its affiliated entities since 2001 and has been associated with Salmon-Felte Insurance and Financial Services since 2005. Outside of his advisory role, he serves on the Sonoma State University Foundation Board and is a board member of the Brockway Springs Property Owners Association. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Peter Foster is a financial advisor with Primerica Advisors in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co since 2001. Outside of his advisory role, Foster is involved in term life insurance sales with multiple carriers and manages a vacation timeshare rental business. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services, including financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services.

Thomas Casey is a financial advisor with Eagle Strategies (New York Life) based in Santa Rosa, CA, holding Series 63 and Series 66 licenses. He has 11 years of industry experience and operates his own firms, Casey Barrett Financial & Insurance Services and Rhythmic Financial & Insurance Solutions, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm delivers tailored advice through various program types and manages a predominantly non-discretionary asset base within an integrated New York Life structure.

Dylan Evans is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He has worked with Kobrin Financial Services since 2020 and serves as a director involved in insurance sales there. Outside of financial services, he participates as a community collaborator with Guayaki, a beverage distributor, engaging in social functions and events. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various investment strategies and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Nicolas Haralambidis is a financial advisor with Eagle Strategies (NY Life), holding a Series 66 designation and based in Santa Rosa, California. He began his advisory career in 2025 and has prior experience working at Oregon State University’s Impact Studio and as a board member at Novato High School. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Kelly Soria is a CFP® professional with 18 years of industry experience, currently affiliated with Commonwealth Financial Network and Censia Wealth Advisors. She has held roles at Arbor Point Advisors, Securities America, Inc., and Foothill Securities, Inc. Soria is a co-owner of Censia Wealth Advisors, a private entity involved in securities, advisory, and insurance business. 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 managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Monique Pearl is a financial advisor with Principal Financial Services, holding a Series 66 designation and six years of industry experience. Her previous roles include positions at The Prudential Insurance Company of America, LPL Enterprise, JPMorgan Securities LLC, and Edward Jones. She is also involved in the sales and service of 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, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Zachary Bressick is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been associated with Eagle Strategies since 2022 and has concurrent experience with NYLIFE Securities LLC and New York Life Insurance Company since 2014. Bressick serves as a board member for the nonprofit organization The Zones and is involved with the Leadership Santa Rosa Alumni Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and plan sponsors. The firm offers multiple advisory program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.