Bridget Mackay is a financial advisor with Integrity Advisory Solutions in Petaluma, CA, holding a Series 65 designation and five years of industry experience. She previously practiced law for 19 years at her own firm, the Law Offices of Bridget Mackay, APC, specializing in estate planning and elder law. Mackay serves on the Senior Advisory Committee for the City of Petaluma, advising on quality-of-life issues for local seniors. Integrity Advisory Solutions is a multi-team firm with approximately 127 advisors managing around $1.1 billion in client assets. The firm serves individuals, trusts, estates, corporations, and other business clients by providing portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms.

Jason Seale III is a financial advisor with SeaCrest Wealth Management, LLC in Novato, California. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. He previously worked at American Wealth Management, Inc. from 2002 to 2021 before joining SeaCrest Wealth Management in 2021. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a customized, long-term approach that integrates fundamental and technical analysis and uses both internal and third-party artificial intelligence tools.

Kent Kuhlmann is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked previously at CWM, LLC, Kuhlmann Associates Financial, and LPL Financial, LLC. Outside of his advisory work, he owns Capt Kuhl Charters LLC, a yacht charter business, and is involved in community activities including serving as president of a Montessori school board and as a board member for an animal rescue sanctuary. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, and trusts, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s investment strategy focuses on fundamental analysis and combines portfolio management with third-party separately managed accounts.

Krystalynn Schlegel is a financial advisor at ValMark Advisers, Inc. with 19 years of industry experience. She holds the ChFC® designation and has previously worked at The Leaders Group Inc and Sisu Insurance. Schlegel serves on the board of The Frederick Gunn School and Forum 400, a nonprofit organization supporting life insurance producers, and leads a monthly networking group with ProVisors. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Russell Albright is a financial advisor at Sovran Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at multiple firms including RWA Wealth Partners, Polaris Wealth Advisory Group, and Bank of the West. He is also the owner of Russell Albright CTFA, LLC, an entity established for tax management and income purposes related to his wealth management business. Sovran Advisors serves individual, corporate, and retirement plan clients by providing financial planning, advisory services, and portfolio management through various program types. The firm utilizes a combination of active and passive investment strategies implemented via written investment policy statements and third-party managers, supported by technology-enabled rebalancing and administrative services.

Joseph Stern is a financial advisor at Choreo, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Choreo in 2023, he worked at Enso Wealth Management for five years and spent 26 years at Edward D. Jones & Co., L.P. Choreo serves a wide range of clients, including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation approach based on global market indices and uses quantitative screening and investment committee approval to manage portfolios through various vehicles such as separately managed accounts and private funds.

Aaron Winer is a financial advisor at Abacus Wealth Partners with 27 years of industry experience. He previously worked at Milestone Financial Advisors for 19 years and Ameriprise for 8 years. Outside of his advisory work, he coaches swimming workouts for adult swimmers with the Santa Rosa Masters Swimming team. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to individuals, families, and institutions. The firm employs an asset-class investing approach using mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private pooled vehicles into suitable client portfolios.

Lauren Boyes is a financial advisor at Abacus Wealth Partners with 10 years of industry experience. She holds a Series 66 designation and has worked at Abacus Wealth Partners since 2018. Prior to that, she was with Raymond James Financial Services and operated Boyes Financial Services. Abacus Wealth Partners offers financial planning, consulting, and investment management services to individuals, families, trusts, estates, and various organizational clients. The firm employs an asset-class investing approach based on academic research and integrates ESG screening and private pooled investments into client portfolios.

George Mccuen is a CFP® certificant with 29 years of industry experience. He is currently an advisor at The Mather Group, LLC, where he has worked since 2025. Prior to this, he spent six years at Nwm Fund Group, LLC and 28 years at Napa Wealth Management, Incorporated. Outside of financial advising, he is the owner and member of Bulldog Vineyards, a vineyard in Napa, California, where he collaborates with the vineyard manager and winemaker and hosts wine tastings. 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 follows an evidence-based investment approach with customized portfolio options and incorporates AI tools under human oversight to support market research and client communications.

Joshua Ingram is a financial advisor at Advisor Resource Council with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Avantax Advisory Services. Ingram is involved in multiple registered investment advisory businesses affiliated with Advisor Resource Council and LPL Financial. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer a range of model and separately managed accounts, along with custom strategies and third-party platforms tailored to client needs.

Thomas Ray is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. He has 25 years of industry experience, including ten years at Financial West Group prior to joining Vanderbilt in 2017. Outside of his advisory role, he serves as co-trustee of a family trust, managing financial and legal affairs on behalf of the trust. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

David Boydell is a CFP® professional with 33 years of experience in the financial services industry. He has worked at Mutual Advisors, LLC since 2016 and previously held roles at firms including Mid Atlantic Financial Management, Inc. and Mutual Securities, Inc. Outside of advisory work, Boydell is involved in a financial technology company, FairShares, Inc., and is authoring a children’s book. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering services such as asset management, financial planning, and ERISA plan consulting. The firm employs a combination of active and passive investment strategies tailored through multiple analytical methods and supports a wide variety of account types while managing approximately $9.45 billion across 154 advisors.

Tonya West is a Certified Financial Planner (CFP®) with nine years of industry experience. She currently works at The Mather Group, LLC and has previously held roles at Napa Wealth Management and Waddell & Reed Inc. Tonya has operated a sole proprietorship with her spouse since 2016. The Mather Group primarily serves high-net-worth individuals, family offices, and various entities by providing integrated financial planning, investment management, tax, and estate planning services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools alongside human oversight.

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 the Series 66 designation and has worked at Fortis Capital Advisors since 2023. His prior experience includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2019 to 2023, as well as positions at Eagle Strategies LLC and NYLIFE Securities LLC. He is also involved in selling fixed insurance products on a limited basis. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio solutions and a range of services including financial planning, retirement plan consulting, and educational workshops, utilizing a mix of passive, active, tactical, and ESG-aware strategies with access to third-party sub-advisors.

Kelly Acheson is a financial advisor with Abacus Wealth Partners, holding a Series 65 designation and bringing 13 years of industry experience. She has been with Abacus Wealth Partners since 2005. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse clientele, including individuals, high-net-worth clients, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-class investing approach rooted in academic research and integrates ESG screening and private pooled investments into suitable client portfolios.

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 with Advisor Resource Council, holding a Series 66 designation and six years of industry experience. He has worked at Advisor Resource Council and LPL Financial since 2020 and previously held positions at Napa Valley Financial, Chico State University, Santa Rosa Junior College, and Vintners Golf Club. Outside of advisory work, he has been involved with Vintners Golf Club and is a notary public. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and businesses with asset management, financial planning, and consulting services. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies through its AIQ platform and utilizes third-party platforms to tailor investment solutions to client needs.

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.

Noah Jacobson is a CFP® with 18 years of industry experience and is currently with Choreo, LLC. His prior roles include positions at Enso Wealth Management and his own firms, Jacobson & Breen Wealth Management, LLC and Noah Jacobson Inc. He serves as an investment committee member and board member for the Santa Rosa Junior College Foundation and Friends of the Petaluma Campus Trust. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic asset allocation approach combined with quantitative screening and due diligence, implementing portfolios through a variety of account types and specialized advisory services.