Scott Harris is a financial advisor at Larson Financial Group, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Oakmont Financial Group, Intrua Financial, Golden State Wealth Management, and LPL Financial. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes a combination of strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and incorporates AI-assisted tools alongside human review.

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.

Michael Posey is a financial advisor at Fortis Capital Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, Eagle Strategies LLC, and New York Life Insurance Co. He is also involved in fixed insurance sales on a limited basis. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm uses a mix of discretionary management and advisor-specific investment styles, including passive, active, tactical, and ESG-oriented strategies.

Patrick Mccuen is a financial advisor at The Mather Group, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining The Mather Group in 2025, he worked at Napa Wealth Management and TD Ameritrade. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable options and utilizes AI and machine-learning tools alongside human oversight in its processes.

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.

Andrew Moran is a financial advisor at Core Planning in Santa Rosa, CA, with two years of industry experience. He holds a Series 65 designation and has previously worked at Ad Astra Financial Planning, LLC and as a financial planning extern. Outside of advising, Moran creates personal finance educational video courses for The Effective Collective and works as a paraplanner for San Francisco Wealth Planning LLC. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, employing a mix of in-house advice, third-party money managers, and model portfolios.

Robert Blanusa is a financial advisor at The Mather Group, LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Napa Wealth Management, Inc., Investor Fan, and Charles Schwab. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with tax-synchronized portfolio construction and customization options such as direct indexing and ESG factor portfolios.

William Parente is a financial advisor at Diversify Wealth Management, LLC with 42 years of industry experience and holds the Series 63 designation. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. He serves as a board member for the Lambda Chi Alpha SLO Housing Board, where he reviews investment account performance. Diversify Wealth Management offers investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm employs a tactical diversification and asset allocation approach across various strategies and platforms, managing approximately $4.1 billion in assets.

Jason Kelley is a financial advisor at Clear Creek Financial Management, LLC in Santa Rosa, CA, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Rei, Dropt, Inc., 57th Fighter Group Restaurant, and 320 Church Network. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, algorithmic research through Helios Quantitative Research, and an educational market newsletter, employing a range of investment strategies with continuous, individualized account supervision.

Timothy Ayles is a financial advisor at The Mather Group, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Napa Wealth Management and Nwm Fund Group. Outside of advising, he works as an independent contractor for Sitka Trucking, Inc., and contributes investment-related articles to Seeking Alpha. 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, and family office services. The firm employs an evidence-based investment approach with risk-based models and offers customized portfolio solutions including ESG 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.

Michael Oconnor is a financial advisor at Compound Planning, Inc. with 21 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at Advisor Partners II LLC, Advisor Partners LLC, WrapManager, Inc., Assetmark, Inc., and MDT Advisers, A Division of Federated MDTA LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both Direct Investment Management and a Turnkey Asset Management Program, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Sandra Loewen is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience. She has worked at Avior Wealth Management, LLC since 2022 and previously spent 13 years at Montgomery Taylor & Company, LLC. Outside of her advisory role, she is involved with Avior Tax and Accounting, LLC, which provides tax planning and tax return services. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies and offering a range of financial planning and business consulting services.

Mathew Schweifler is a financial advisor with Momentum Independent Network Inc. in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with SWS Financial Services since 2012. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services through a platform model that integrates third-party managers and Hilltop affiliates for investment management and cash management solutions.

Adilene Calixtro is a financial advisor with Diversify Wealth Management, LLC in Santa Rosa, CA, holding Series 63 and Series 66 designations and having seven years of industry experience. Her prior roles include positions at Sonoma Allocations LLC, DFPG Investments, LLC, Fermata Advisors LLC, U.S. Bancorp Investments, Inc., and U.S. Bank. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base including individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm manages approximately $4.1 billion in assets and emphasizes tactical diversification and asset allocation through a variety of investment platforms and strategies.

Denis Wheatley is a financial advisor at Trek Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2016, following prior roles at World Equity Group and Innovative Retirement Advisors, LLC. He is also an agent for Innovative Retirement & Insurance Services, Inc., where he offers various insurance products including life, disability, and long-term care insurance. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial intelligence tools and a diverse range of systematic strategies and alternative investment options.

Jacob Mauney is a financial advisor with Advisor Resource Council, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and WCG Wealth Advisors, LLC. Outside of advising, he has been involved with Kings Hill Cellars for eight years. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis, offering both discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

Lauren Stapleton is a financial advisor with Diversify Wealth Management, LLC in Santa Rosa, CA. She holds a Series 66 designation and has six years of industry experience, including prior roles at DFPG Investments, LLC and Wells Fargo Clearing. Outside of her advisory work, she is also involved in fixed insurance sales. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm employs a tactical diversification and asset allocation approach, utilizing a range of internal and third-party strategies across various platforms and investment instruments.

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.