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® professional with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked with The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized investment offerings.

Kory Reid is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and Chanticleer. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside private funds and ETFs.

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 licenses and bringing 25 years of industry experience. His career includes roles at Mariner Independent Advisor Network, LLC, Sonoma County Wealth Advisors, and LPL Financial, LLC. He is based in Santa Rosa, CA. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers. The firm delivers solutions via its network of investment adviser representatives who customize strategies and employ multiple analytical approaches and service platforms.

Danielle Niderost is a financial advisor with Eagle Strategies (NY Life) in St Helena, CA, holding Series 63 and Series 65 licenses and totaling 11 years of industry experience. She operates under the dba Chateau Financial Strategies & Insurance Solutions, brokering non-registered insurance products alongside her advisory role. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

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, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to his advisory role, he worked in various positions including at Jackson Family Wines and Allberg Provisions, Inc. Outside of finance, he volunteers as a mentor and fundraiser for the engineering and entrepreneurship classes at Calistoga High School and participates as an actor with the Calistoga Theater Company. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm’s approach includes multiple program types and emphasizes tailoring recommendations to client objectives, with a substantial asset base managed on a primarily non-discretionary basis.

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.

Thelia Wade is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds the PFS™ and Series 65 credentials. Her prior work includes roles at The Colony Group, LLC, BAM Management LLC, BAM Risk Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset types.

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.

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.

Janet Hart is a CFP® professional with 30 years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and is the owner of Censia Wealth Advisors, LLC. Her prior experience includes roles at Arbor Point Advisors, Securities America, Inc., and Foothill Securities, Inc. In addition to advisory work, she has been involved in fixed insurance sales for over a decade. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and operational support. The firm offers various investment management solutions and platform services, including discretionary model portfolios and personalized indexing options.

Adam Gourley is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He has worked at City National Bank for 12 years before joining Private Advisor Group, LLC in 2026. He is also affiliated with Sonoma County Wealth Advisors and LPL Financial LLC. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

David Felte is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with New York Life and its affiliates since 2001 and has operated Salmon-Felter Insurance and Financial Services since 2005. Felte serves as a board member for the Sonoma State University Foundation and for the Brockway Springs Property Owners Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers multiple advisory program types, primarily managing assets on a non-discretionary basis, and operates within an integrated New York Life affiliate structure.

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.

Stacy Wells is a financial advisor at Wealth Enhancement Advisory Services, LLC with 15 years of industry experience. She holds Series 65, Series 66, and Series 63 registrations and has previously worked at Frost Brokerage Services, Texas Regional Bank, and Capital One Investing, among others. 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 employs a diversified investment process that combines passive and active managers and uses quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

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 roles include positions at Arbor Point Advisors, Securities America, Inc., Verus Capital Partners, LLC, and Wells Fargo Advisors. Outside of advising, he owns an antique sales business and farmland in Iowa rented for agricultural use. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and both proprietary and third-party platforms.

Jason Johnson is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Mariner Independent Advisor Network, Wells Fargo Clearing, and Morgan Stanley. Johnson provides investment advisory services through Mariner Independent Advisor Network, an independent advisory firm. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs. The firm provides access to third-party asset managers and turnkey asset management platforms, with investment solutions supported by multiple strategists and technology platforms.