Amanda Gordon is a financial advisor at Cresset Asset Management, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Her background also includes roles outside finance, such as at 24 Hour Fitness and Nordstrom. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach that incorporates strategic asset allocation, manager selection, and a mix of active and passive strategies across various asset classes.

Thomas Birch is a CFP® and ChFC® with 51 years of industry experience. He has worked at NewEdge Advisors since 2021 and has an extensive background including roles at NewEdge Securities and Mid Atlantic Financial Management, as well as operating his own advisory service for three decades. Outside of his advisory work, he also sells insurance products as a licensed agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and emphasizing due diligence, technology integration, and recent incorporation of artificial intelligence in its operations.

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.

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.

Justin Lerette is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 11 years of industry experience and has operated his own business, JL Financial & Insurance Solutions, since 2017, focusing on selling New York Life products and brokering non-registered insurance products. He is based in Rohnert Park, California. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Lachlan Mac Lean is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. His career includes six years at Equius Partners and one year at Nitro Software, Inc. He is currently based in Novato, California. 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 manages over $122 billion in regulatory assets and offers diversified investment approaches that combine passive and active management with quantitative, momentum, and fundamental analysis.

Uriel Medina is a financial advisor at Kestra Advisory with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Bank NA, J.P. Morgan Securities LLC, and Unicorn Properties. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a wide range of institutional and individual clients, including sovereign wealth funds. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

David Wasson is a financial advisor with Brookstone Capital Management LLC in Rohnert Park, CA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. In addition to his advisory role, Wasson has worked with Wasson Insurance Services since 2005 and is also an insurance agent involved in social security planning. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, supporting a large advisor network with discretionary investment management delivered mainly via model portfolios and separately managed accounts.

James Nakamine is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1995. In addition to his advisory work, he serves as a council member for All Saints Lutheran Church in Novato, CA, overseeing church administration and budgeting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Ramus is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies since 2026. Prior to this, he has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company, and has professional experience outside the financial industry. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities in retirement planning.

Jason Johnson is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 12 years of industry experience, with prior roles at LPL Financial, Mariner Independent Advisor Network, Wells Fargo Clearing, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes both proprietary and third-party investment platforms and strategies.

Kevin Shannon is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation and four years of industry experience. He has previously worked at Regis Management Co. and Opes Advisors. Mercer Global Advisors serves individuals, families, small business owners, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers specialized services including retirement plan consulting and charitable advisory.

Howard Gorbach is a financial advisor with Principal Financial Services in Cotati, CA, holding Series 63 and Series 66 licenses and with 33 years of industry experience. He has been with Principal Financial Services and Principal Life Insurance Company since 2015 and has operated H.R. Gorbach Financial Services, Inc. since 2002. His outside business activities include the sales and service of fixed and group insurance products across various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Brendan Wolf is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at The Retirement Group LLC, Mass Mutual Life Insurance, and several local organizations including Sonoma State University and Marin Catholic High School. 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 manages over $122 billion in assets and employs a diversified investment approach combining passive and active management supported by an internal Investment Committee.

Summer Macallister is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Rock & Co LLC, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

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.

Mary Gernetzke is a financial advisor with Edward Jones in Novato, CA, holding a Series 66 designation and having 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Phylos Tobler is a financial advisor with LPL Financial in Novato, CA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He previously worked at E.K. Riley Investments, LLC and JHS Capital Advisors, LLC before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Julie Wallace is a financial advisor at Ameriprise Financial Services with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies through a centralized team working with the financial advisor.

Alicia Marquez is a Series 66-licensed financial advisor at Merrill with 8 years of industry experience. She has been with Bank of America and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.