Angela Jamar is a financial advisor at MAI Capital Management, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Woodbury Financial Services, OSAIC, and JL Schneider & Associates. Outside of her advisory role, she serves as a trustee for her family's personal trust. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and trusts. The firm employs a range of investment strategies and offers trust and insurance administration services, managing over $72 billion in assets as of May 2026.

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.

Audra Nay is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Traverso Chambers Private Wealth Management, Wells Fargo Advisors, and First Republic Investment Management. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of portfolio strategies and integrates financial planning and tax services, serving both advisory and product-sponsor roles.

Adam Gourley is a CFP® and CFA® with 12 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has held prior roles at City National Bank. Gourley also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers proprietary managed account solutions and uses a fiduciary-based advisory model with access to various third-party managers and technology platforms.

David Felte is a financial advisor with Eagle Strategies (New York Life) based in Santa Rosa, California, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with New York Life and its affiliated entities since 2001 and has been associated with Salmon-Felte Insurance and Financial Services since 2005. Outside of his advisory role, he serves on the Sonoma State University Foundation Board and is a board member of the Brockway Springs Property Owners Association. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

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.

Raymond Bramer is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. His prior positions include roles at Arbor Point Advisors, Securities America, and Wells Fargo Advisors. Outside of advisory work, he is involved in antique sales and manages farmland in Iowa, in addition to serving as a trustee for a family brokerage trust. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm provides a variety of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to construct and oversee client portfolios.

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.

Peter Foster is a financial advisor with Primerica Advisors in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co since 2001. Outside of his advisory role, Foster is involved in term life insurance sales with multiple carriers and manages a vacation timeshare rental business. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services, including financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services.

Thomas Casey is a financial advisor with Eagle Strategies (New York Life) based in Santa Rosa, CA, holding Series 63 and Series 66 licenses. He has 11 years of industry experience and operates his own firms, Casey Barrett Financial & Insurance Services and Rhythmic Financial & Insurance Solutions, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm delivers tailored advice through various program types and manages a predominantly non-discretionary asset base within an integrated New York Life structure.

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.

Jonathan Bartfeld is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 credential and has prior work experience at West Coast Financial LLC and several ventures related to vineyards and bullion. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening, and offers services ranging from portfolio management and financial planning to retirement plan consulting and access to alternative investments.

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.

Monique Pearl is a financial advisor with Principal Financial Services, holding a Series 66 credential and five years of industry experience. Her prior experience includes roles at The Prudential Insurance Company of America, LPL Enterprise, Edward Jones, and JPMorgan Securities LLC. She is also involved in the sales and service of life, annuities, disability income, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, primarily implemented on a discretionary basis.

Zachary Bressick is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been associated with Eagle Strategies since 2022 and has concurrent experience with NYLIFE Securities LLC and New York Life Insurance Company since 2014. Bressick serves as a board member for the nonprofit organization The Zones and is involved with the Leadership Santa Rosa Alumni Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and plan sponsors. The firm offers multiple advisory program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Jackson Rabuck is a CFP® with 12 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2025. Prior to joining Cerity Partners, he worked at West Coast Financial, LLC for eight years. He is also a member and general partner of West Coast Financial, LLC, which manages several private real estate funds maintained as outside business activities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Cheyenne Walker is a CFP® with 22 years of industry experience, currently advising at NewEdge Advisors. Her prior experience includes roles at Hanson McClain Advisors and Securities America. She is also a licensed independent life and variable contracts insurance agent in California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, combining in-house and third-party manager solutions supported by technology and centralized due diligence.

Paul Carpenter is a CFP® with two years of industry experience, currently serving as a financial advisor at Equity Services, Inc. He previously worked at Client Centered Financial and has a background including roles at Apple Inc. and various academic positions. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing both discretionary and non-discretionary management, combining long-term strategies with options for shorter-term trading.

Stephen Higgins is a financial advisor with Eagle Strategies (New York Life) in Santa Rosa, CA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes six years at JPMorgan Chase Bank. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and advisory services related to insurance and annuity products.

Mary Gernetzke is a financial advisor with Edward Jones in Novato, CA, holding a Series 66 designation and having 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.