Monika Reyes is a CFP® and ChFC® with 23 years of industry experience. She currently works at NorthRock Partners, LLC and has prior experience at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that includes broad asset allocation, diversification, private market investments, and utilizes AI tools alongside human oversight for tax-aware investing and portfolio monitoring.

Stephanie Kerns is a CFP® with 24 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2025. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, and incorporates private market allocations and AI-supported tools while maintaining human oversight.

Charles Harrison is a CFP® professional with 12 years of industry experience, currently affiliated with The AmeriFlex Group. He has held roles at firms including Cambridge Investment Research, Inc., and United Planners' Financial Services of America. Harrison also serves as a financial educator for the United Auburn Indian Community and is a member of the AssetMark Field Advisory Board. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and discretionary or non-discretionary manager relationships to tailor advice to client needs.

Cliff Millemann is a financial advisor at Hilltop Securities Inc. with 42 years of industry experience. He holds a Series 63 designation and has been with Hilltop Securities since 2008. Hilltop Securities serves both individual and institutional clients, offering a range of investment advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities, providing clients access to both third-party and proprietary strategies across a variety of asset classes.

Rhonda Hamil is a CFP® professional with six years of industry experience, currently advising at NorthRock Partners, LLC since 2025. Prior to joining NorthRock, she worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2025. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing diversification, asset allocation, and periodic rebalancing, incorporating private market allocations and using AI tools to support tax-aware investing and portfolio monitoring.

Nathan Salimi is a financial advisor at Avior Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Protection Point Advisors. His background includes roles in education and youth sports organizations. 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, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Michael Clarke is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at EWG Elevate Inc. and Cambridge Investment Research, Inc. Clarke is a co-author of the book *A Firm Worth Building: Running a Better Professional Business*. 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 comprehensive financial planning and business consulting.

Kenneth Bielejeski is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Tmfs Advisors LLC, The Mutual Fund Store, and E*TRADE Advisory Services, Inc. Stratos Wealth Advisors is an SEC-registered multi-team firm with approximately 71 advisors managing around $5.57 billion in assets for nearly 4,928 clients. The firm serves individuals, trusts, retirement plans, and institutions, offering a range of services including financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting.

James Mccarthy IV is a financial advisor at BlueSpring Wealth Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Kestra Financial Inc., Bedell Frazier Investment Counselling LLC, Capital Planning Advisors, LLC, and Legacy Capital Management. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process overseen by an Investment Committee and provides specialized services including custom option overlay and hedging strategies.

Terry Sherrill is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has worked at NorthRock Partners, LLC since 2025 and previously spent 20 years at Ameriprise and Ameriprise Financial Services, Inc. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored investment approach focused on broad asset allocation and diversification, integrates private market investments, and uses AI-supported tools alongside human review for portfolio management.

Abraham Garcia is a financial advisor with BlueSpring Wealth Management, LLC in Roseville, CA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Kestra Financial, Bedell Frazier Investment Counselling, Capital Planning Advisors, Charles Schwab & Co., and JP Morgan Securities. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process overseen by an Investment Committee, combining various investment vehicles and offering specialized strategies such as custom option overlays and hedging for concentrated positions.

David Bressoud is a financial advisor at Portfolio Medics, LLC with 15 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Portfolio Medics, he worked at Securities America Advisors and Securities America, Inc. Outside of advisory work, Mr. Bressoud is also an Uber driver and a stand-up comedian. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, stocks, and bonds, combining fundamental, technical, and cyclical analysis with a range of investment strategies suited to client objectives and risk tolerance.

Kristina Cagle is a financial advisor at AlphaCore Capital LLC in Lincoln, CA, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Altegris/Artivest, Fidelity Personal and Workplace Advisors, Fidelity Investments, and Altegris Investments Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, tax preparation, trustee services, and ERISA retirement plan advisory services.

Anthony Okun is a financial advisor at BlueSpring Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Kestra Financial Inc., Bedell Frazier Investment Counselling, and Capital Planning Advisors, LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process is guided by an Investment Committee and focuses on customized policies developed with clients using its proprietary Sojourn™ application.

James Kersey is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at PlanMember Securities Corporation, J.W. Cole Advisors, Inc., and GF Investment Services, LLC. He also operates Lighthouse Financial & Tax, providing securities, financial planning, and insurance services. CreativeOne Wealth serves individual, high-net-worth, corporate, and charitable clients with fee-based asset management, financial planning, and retirement consulting. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios.

Timothy Criss is a financial advisor with Western Wealth Management LLC, holding a Series 66 credential and 16 years of industry experience. His career includes roles at Edward Jones, Ameritas Advisory Services, and LPL Financial before joining Western Wealth Management in 2025. Western Wealth Management serves a diverse client base, including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and institutional consulting through a decentralized network of 88 advisers. The firm employs a variety of investment strategies across multiple asset classes and manages approximately $3.94 billion in assets.

Chelsea Bailey is a CFP® professional with 11 years of industry experience. She is currently affiliated with Modern Wealth Management, LLC and Mutual Securities, Inc. Her prior experience includes nearly a decade at LPL Financial and National Planning Corporation. Outside of advisory roles, she provides notary services as needed. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Donovan Burnham is a financial advisor with Foundations Investment Advisors LLC, holding Series 66 and Series 65 licenses and five years of industry experience. He has worked at Foundations since 2021 and previously at Capitol Planning Group, with additional experience at Golden Empire Council. Outside of advisory work, he is also involved in insurance sales based in Sacramento, CA. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with an asymmetric rebalancing approach, and offers a range of services including tax coordination and sub-advisory arrangements through a large network of affiliated representatives.

Rikki Foster is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and 13 years of industry experience. Foster has worked with multiple firms, including Regal Stone Wealth Management, which they founded and currently lead as President. Outside of advisory roles, Foster is involved with the Rikki and Kelly Foster Family Foundation, a charitable organization, and manages Rest Recovery Wellness, LLC, a health and wellness business. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies and provides ERISA retirement-plan advisory services along with participant advice.

Bradley Sullivan is a CFP® professional with 22 years of industry experience, currently serving at Mutual Advisors, LLC since 2016. His prior roles include positions at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory work, he operates as an independent insurance agent and manages Sullivan Wealth Management Advisors, LLC, a comprehensive wealth management practice. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives and is notable for its scale, breadth of institutional work, and specialized services such as an Outsource Insurance Desk and relationships with third-party managers.