Joshua Ingram is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 14 years of industry experience. He has worked at Advisor Resource Council and LPL Financial since 2021, and previously was with Avantax Advisory Services and related firms from 2014 to 2021. Ingram also operates Napa Valley Financial, a registered investment advisor DBA. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, consulting, and retirement plan services through a network of Investment Adviser Representatives. The firm employs AI-driven model portfolios combined with fundamental analysis and provides coordinated estate-planning document preparation through outside legal professionals.

Marisa Anh Browne is a financial advisor at Abacus Wealth Partners with three years of industry experience and holds a Series 65 designation. Her prior roles include positions at Carbon Collective Investing and Sonic Labs, as well as work in education and community agencies. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm employs an asset-class investing approach based on academic research, integrating ESG screening and private pooled vehicles into client portfolios while using no-load mutual funds, ETFs, and passive institutional funds.

David Boydell is a CFP® professional with 32 years of experience and is currently with Mutual Advisors, LLC. His prior roles include positions at Mutual Securities, Inc., Concert Wealth Management, Mid Atlantic Financial Management, Inc., and FDx Advisors, Inc. Outside his advisory work, he is involved with FairShares, Inc., a financial technology company, and is also authoring a children’s book. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management and financial planning services using both active and passive strategies tailored to client objectives, and is notable for its scale and breadth of institutional work, managing approximately $9.45 billion across 154 advisors.

Andrew Wachner is a financial advisor with RBC Securities, Inc. in Concord, CA, holding a Series 66 designation and 13 years of industry experience. He has been with City National Securities, Inc. since 2014. Outside of his advisory role, Wachner serves as a board member for the Gehringer Park Recreation Club in his community. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm utilizes an affiliated sub-advisor for portfolio management and integrates a broad range of financial services through its affiliation with a bank parent and related entities.

Tonya West is a CFP®-credentialed financial advisor with nine years of industry experience, currently practicing at The Mather Group, LLC. Her prior experience includes roles at Napa Wealth Management and Waddell & Reed Inc. Outside of her advisory work, she is a sole proprietor of a separate non-investment-related business. The Mather Group serves high-net-worth individuals, family offices, trusts, and corporations, offering comprehensive financial planning, investment management, tax, and estate planning services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight in its processes.

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 with The Mather Group, LLC, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at TD Ameritrade and Napa Wealth Management before joining The Mather Group. 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 employs an evidence-based investment approach with multiple risk-based models and customization options, combining advanced technology tools with human oversight.

Cody Barclay is a financial advisor at Advisor Resource Council with five years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Napa Valley Financial. Outside of his advisory work, he has been involved with the Vintners Golf Club in Yountville, CA. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm uses actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across a range of portfolio types.

Robert Blanusa is a financial advisor at The Mather Group, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked for Napa Wealth Management, Inc. for 10 years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolios and incorporates AI and machine-learning tools alongside human oversight.

Reed Nothwang is a CFP® with nine years of industry experience, currently affiliated with Compound Planning, Inc. He has held positions at several financial firms, including Cerity Partners LLC, Brouwer & Janachowski LLC, U.S. Bancorp Investments, Inc., and Edward Jones. Outside of his advisory work, he serves on the Board of Directors for RotaCare San Rafael, a nonprofit providing medical care to uninsured families. Compound Planning serves individuals, families, businesses, and retirement plans with a combination of discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm emphasizes customized, risk-based model allocations using a variety of investment strategies and leverages technology partnerships to enhance its offerings.

Thomas Bennett is a CFP® with 25 years of industry experience, currently affiliated with RBC Securities, Inc. He has previously worked at City National Securities, Horter Investment Management, and UnionBanc Investment Services. Bennett serves as a director for the Financial Planning Association’s East Bay chapter, representing the local community at state and national levels. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates with a broad financial services group, providing financial planning, portfolio management, and access to an affiliated sub-advisor for asset allocation and portfolio implementation.

Timothy Ayles is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and 15 years of industry experience. His prior roles include long-term positions at Napa Wealth Management, Incorporated, and Nwm Fund Group, Llc. Outside of advising, he operates SITKA TruckING, INC. as a FedEx independent contractor and contributes investment-related articles to SeekingAlpha.com. The Mather Group primarily serves high-net-worth individuals, family offices, and various entities, providing integrated financial planning, investment management, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as ESG portfolios 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.

Nicole Griffiths is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC and ABD Retirement Services, Inc. prior to joining Commonwealth in 2021. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Paula Frank is a financial advisor with Empower Advisory Group in Benicia, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., Equitable Advisors, and Morgan Stanley DW Inc. Outside of advising, she owns Being Frankish, Inc., a company that markets recyclable aluminum straws to promote sustainable product use. 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’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Edna Reyes is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her background includes work with multiple firms such as AmeriTrust Mortgage and various insurance and financial education enterprises. Reyes is also involved in educational efforts related to estate planning and group employee benefits. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm operates as both a registered investment adviser and a broker-dealer, with a range of program options and significant assets under management.

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.

Inhee Kim is an advisor at Equity Services, Inc. with one year of industry experience. Her background includes roles at Realty ONE Group and National Life Group, and she is also involved with Prestige Accounting & Tax Advisors Inc. as an accountant and administrator. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms and frequently utilizing third-party asset managers and model portfolios.

Jeffrey Samson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameritas Investment Corp. and David White & Associates since 2006, and previously with Carillon Investments, Inc. from 2003 to 2006. Samson is also a licensed independent insurance agent specializing in 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, utilizing multiple custodial platforms and third-party tools to support portfolio construction and management.

Jason Zahorenko is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Equius Partners, Inc. for 16 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.