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 CERTIFIED FINANCIAL PLANNER™ with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Wells Fargo in various capacities. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range 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.

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® certificant with 20 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Wealth Management Consultants, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

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.

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.

Joseph Gass is a financial advisor at Private Advisor Group, LLC with 25 years of experience in the industry. He holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, Strategic Wealth Advisors Group, Cetera Advisors LLC, and Legacy Advisory Services, Inc. He is also involved with Mariner Independent Advisor Network, an independent investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs, including proprietary and third-party managed account solutions.

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.

Danielle Niderost is a financial advisor with Eagle Strategies (NY Life) in St Helena, CA, holding Series 63 and Series 65 licenses and totaling 11 years of industry experience. She operates under the dba Chateau Financial Strategies & Insurance Solutions, brokering non-registered insurance products alongside her advisory role. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

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, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to his advisory role, he worked in various positions including at Jackson Family Wines and Allberg Provisions, Inc. Outside of finance, he volunteers as a mentor and fundraiser for the engineering and entrepreneurship classes at Calistoga High School and participates as an actor with the Calistoga Theater Company. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm’s approach includes multiple program types and emphasizes tailoring recommendations to client objectives, with a substantial asset base managed on a primarily non-discretionary basis.

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.

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.

Thelia Wade is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior roles include positions at The Colony Group, LLC, BAM Management LLC, BAM Risk Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing both 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.