John Schweitzer is a financial advisor with Transamerica Financial Advisors in Concord, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His background includes roles at Transamerica Employee Benefits and LSPN Pro, LLC, as well as involvement with the Heartland Institute of Financial Education and the HIFE College Planning Program. Outside of finance, he works part-time in the beverage industry with Delicatio Family Wines. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple platforms, with regulatory assets under management around $1.7 billion.

Marta Amaton is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. She has 26 years of industry experience and has also served as an instructor at Napa Valley College since 2020. Outside of her advisory role, she works as a tasting room associate at Vezer Family Vineyard. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a combination of custodians and third-party money managers to implement client strategies.

Silje Solstad Normann is a financial advisor with Empower Advisory Group in Concord, CA. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles at Empower Financial Services, Symetra Investment Management, and several positions outside the financial sector, including at Pacific Lutheran University and Army & Air Force Exchange Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Daniel Pallesen is a CFP®-certified financial advisor with seven years of industry experience, currently with Creative Planning since 2022. His prior roles include positions at Keystone Wealth Partners and Matrix Providers Inc. Outside of his advisory work, he owns Level Up Vision, LLC, a financial psychology practice focused on coaching, writing, and speaking. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and long-term strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors.

John Hall II is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes significant tenures at Waddell & Reed, Inc., LPL Financial, and Strategic Wealth Advisors Group. He is also a contributing author to the publication "Bloom Where You Are Planted and Shine." Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model using technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Justin Watson is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials and one year of industry experience. Prior to his advisory role, he served six years in the United States Air Force and currently works as a first officer at FedEx Express, flying global freight operations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Brett Mccarty is a Series 66 licensed advisor with Citigroup Global Markets, where he has worked since 2008, accumulating 18 years of industry experience. He is based in Fairfield, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

John Mills is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 20 years of industry experience, including roles at LPL Financial, Strategic Wealth Advisors Group, and Associated Securities Corp. Outside of his advisory work, Mills serves on the board of the Napa Rifle and Pistol Club and operates a tax preparation and accounting service. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model using various investment strategies and technology platforms, and offers managed account solutions including its proprietary WealthSuite.

Geoffrey Mettler is a financial advisor with Prime Capital Financial in Concord, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked with firms including LPL Financial, Independent Financial Partners, and Cambridge Investment Research. Outside of his advisory role, he serves as an assistant junior varsity wrestling coach. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and offers specialized services such as tax planning and consolidated reporting across multiple asset types.

Alyssa Luchini is a CFP® professional with six years of industry experience, currently serving as an advisor at First Command Advisory Services. Her work history includes roles within multiple First Command entities since 2019 and prior experience with Raquel Salas and Victor Jones. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a notable focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Amy Knox is a financial advisor at SPC with 12 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Lincoln Financial Group, UBS Financial Services, and Merrill Lynch. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary investment advice through a large advisory network and supports various account programs such as the SIGMA Managed Account and the Axis Platform wrap offering.

Christian Mccullock is a financial advisor at GWN Securities Inc. with a Series 66 credential and one year of industry experience. His background includes roles in education and real estate, including positions at Saint Mary's College of California and Berkshire Hathaway HomeServices prior to joining GWN Securities. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs both affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Henry Frazier III is a financial advisor with Eagle Strategies (NY Life) in Concord, CA, holding Series 63 and Series 66 licenses and with 11 years of industry experience. He has worked at Eagle Strategies and affiliated firms since 2015 and operates Biggr Wealth Strategies and Insurance Solutions, LLC, which brokers non-registered insurance products. Frazier also serves as a board member of the City Surf Project, a San Francisco nonprofit that teaches inner-city youth how to surf. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and delivers most of its assets under management on a non-discretionary basis, serving a diverse client base within the integrated New York Life affiliate structure.

Stacey Quinn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has held roles at multiple entities, including Phoenix Leadership Development, Inc., where she serves as president, and Quinn Property and Casualty as a partner. Her other business activities include involvement in estate planning education and commercial property insurance. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement advisory strategies through a large advisor network and multiple program platforms.

Benjamin Buck is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2024. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Wells Fargo, spanning over a decade. Outside of his advisory work, he serves as a board member for the Benicia Arsenal Futbol Club, where he assists with organizational activities such as hiring and scheduling. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of firm- and third-party models to tailor investment strategies based on client risk tolerances, utilizing both passive and active portfolio exposures.

Charles Webb is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 65 licenses and is based in San Diego, CA. Outside of his advisory role, his spouse owns a clothing store called Wild Dove Boutique. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and offers a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management techniques and integrated retirement plan services.

Lawrance Johnson is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, Securities America Advisors, Brecek & Young Advisors, and Money Concepts Capital Corp. Outside of his advisory work, he is a 50% partner in a business that rents vehicles and event venues. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting large-scale clients and utilizing multiple management platforms.

Remy Jacobson is a financial advisor with United Planners' Financial Services of America and holds the Series 66 designation. He has six years of industry experience and concurrently serves as an instructor at Napa Valley College. His work history includes roles at Jacobson Wealth Management and Tax Alpha, as well as a background in the hospitality industry. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent advisors. The firm offers both advisory and brokerage services, utilizing multiple custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Anne Golden is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and over 44 years of industry experience. Her career includes roles at First Republic and its affiliated firms from 2004 to 2023 before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2023. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and brokerage services through a Private Advisor model supported by a consolidated investment platform delivering diverse discretionary and non-discretionary solutions.

Holly Utermoehlen is a financial advisor at Principal Financial Services with 14 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Principal Securities Inc. since 2016, as well as Principal Life Insurance Company since 2011. Her outside business activities include work related to fixed insurance, health, dental, vision, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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 solutions under various arrangements.