Lachlan Mac Lean is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. His career includes six years at Equius Partners and one year at Nitro Software, Inc. He is currently based in Novato, California. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and offers diversified investment approaches that combine passive and active management with quantitative, momentum, and fundamental analysis.

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.

Uriel Medina is a financial advisor at Kestra Advisory with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Bank NA, J.P. Morgan Securities LLC, and Unicorn Properties. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a wide range of institutional and individual clients, including sovereign wealth funds. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

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.

David Wasson is a financial advisor with Brookstone Capital Management LLC in Rohnert Park, CA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. In addition to his advisory role, Wasson has worked with Wasson Insurance Services since 2005 and is also an insurance agent involved in social security planning. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, supporting a large advisor network with discretionary investment management delivered mainly via model portfolios and separately managed accounts.

James Nakamine is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1995. In addition to his advisory work, he serves as a council member for All Saints Lutheran Church in Novato, CA, overseeing church administration and budgeting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, 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 asset allocation and separately managed account 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.

John Ramus is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies since 2026. Prior to this, he has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company, and has professional experience outside the financial industry. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities in retirement planning.

Jason Johnson is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 12 years of industry experience, with prior roles at LPL Financial, Mariner Independent Advisor Network, Wells Fargo Clearing, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes both proprietary and third-party investment platforms and strategies.

Kevin Shannon is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation and four years of industry experience. He has previously worked at Regis Management Co. and Opes Advisors. Mercer Global Advisors serves individuals, families, small business owners, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers specialized services including retirement plan consulting and charitable advisory.

Richard Jacobson is a CFP® professional with 23 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has been with United Planners since 2016 and also operates Jacobson Wealth Management, Inc. Outside of financial advising, he is involved in real estate through Seminary Properties LLC. United Planners Financial Services is a national wealth-management enterprise supporting a diverse client base with advisory and brokerage services. The firm employs a largely non-discretionary management approach and is structured as a limited partnership with many advisors as partners.

Steven Peterson is a CFP® with four years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner in 2026, he held roles at Focus Partners Wealth, LLC, Adero Partners, LLC, UBS, and Cynthia Nowicki Moore, CFP. Outside of finance, he worked for two years at Percival Brewing Company. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its scale.

Jonathan Bartfeld is a Series 65-licensed financial advisor at Cerity Partners LLC with three years of industry experience. Prior to joining Cerity Partners, he worked at West Coast Financial LLC and has professional experience in the wine industry with Sonoma Creek Vineyards and Larson Family Winery. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services utilizing proprietary quantitative methods and access to alternative and private market solutions.

Howard Gorbach is a financial advisor with Principal Financial Services in Cotati, CA, holding Series 63 and Series 66 licenses and with 33 years of industry experience. He has been with Principal Financial Services and Principal Life Insurance Company since 2015 and has operated H.R. Gorbach Financial Services, Inc. since 2002. His outside business activities include the sales and service of fixed and group insurance products across various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Brendan Wolf is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at The Retirement Group LLC, Mass Mutual Life Insurance, and several local organizations including Sonoma State University and Marin Catholic High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management supported by an internal Investment Committee.

Summer Macallister is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Rock & Co LLC, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Jackson Rabuck is a CFP® with 12 years of industry experience, currently serving as an advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2025, he worked at West Coast Financial, LLC for eight years. He continues to hold a role as a member and general partner of West Coast Financial, LLC, which manages several private real estate funds outside of Cerity Partners. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of 2025. The firm offers customized wealth management services and employs a comprehensive investment approach that integrates proprietary quantitative methods with third-party strategies and private market solutions.

David Wootton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 14 years of industry experience. He previously worked at Equius Partners, Inc. for 11 years before joining Wealth Enhancement Advisory Services. He serves as a board member for Buckelew Programs, Inc., a nonprofit organization based in Novato, CA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Wyatt Knippen is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in goals-based wealth management, customized investment strategies, and dedicated client service. He works closely with the Negrete & Associates team to develop tailored approaches that align with the unique circumstances and objectives of each client. Wyatt serves as a key client contact, focusing on building long-term relationships and remaining attentive to clients' evolving priorities, while leveraging the resources of Bank of America’s Retirement and Benefit Plan Services Group. Before joining Merrill Lynch in 2017, Wyatt spent 13 years as an insurance broker, gaining experience in client relations and financial planning. His areas of expertise include divorce transition planning, defined benefit and contribution plan services, employee financial health, managing new wealth, and personal retirement planning. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Wyatt earned a bachelor’s degree in business management from California State University-Sonoma and an MBA from Saint Mary’s College of California. Raised in Napa Valley, he enjoys outdoor activities such as camping, fishing, gardening, and hunting. In his personal time, Wyatt cultivates his garden, tending to fruit trees, tomatoes, and melons.