Allison Metheny is a ChFC® and holds a Series 66 license, with six years of industry experience. She is currently affiliated with Eagle Strategies (NY Life) and has worked in various capacities at related firms since 2017. Allison serves as a New Member Experience Advisor for the Alpha Gamma Delta Sonoma State Chapter, where she supports leadership development and education among collegiate women. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers tailored advisory solutions across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nick Denucci is a CFP®-certified financial advisor at Creative Planning with 12 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Charles Schwab Bank. Outside of financial advising, he owns a personal development and coaching business and works as a fitness coach. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses including legal and trust services.

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.

John Pearson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2022. His prior roles include positions at NPB Financial Group, LLC, Associated Securities Corp., and Associated Planners Investment Advisory Inc. He serves as a board member for the Council on Aging in Santa Rosa, CA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and organizations. The firm employs a mix of firm- and third-party models for portfolio management, combining passive and active exposures across multiple risk profiles.

Benjamin Turner is a Series 65 credentialed financial advisor with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at JDH Wealth Management LLC. Outside of finance, he has experience in hospitality and technology sectors, including a role at Windsor Bar and Grill. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and business advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, quantitative analysis, and access to private funds.

Sara Mills Gaines is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. She has worked with several firms, including Merrill, Bank of America, and Parsonex Securities. Outside of advisory work, she is involved in the sales and service of various insurance products through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under multiple advisory and promoter arrangements.

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 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.

Michael Indart is a CFP® certificant with 17 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously held roles at The Colony Group, Buckingham Strategic Wealth, and Wells Fargo affiliates. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services including investment management, financial planning, and retirement plan consulting. 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® with 20 years of industry experience, currently with Focus Partners Wealth, LLC. He has held roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Bam Management, LLC, and Wealth Management Consultants, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a wide array 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.

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.

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.

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.

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. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, Allan held positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he volunteers at Calistoga High School, assisting with engineering and entrepreneurship classes as well as fundraising efforts, and participates as an actor with the Calistoga Theater Company. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated adviser representatives. The firm provides tailored advice and solutions across multiple program types, focusing primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

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.