Peter Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and maintains a CPA practice that has been active since 1987. Additionally, he is involved in a family LLC that invests self-directed IRA funds into real estate. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, supported by both discretionary and non-discretionary advisory relationships.

Stephen Florance is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He currently works at Cerity Partners LLC and previously spent three years at Robertson Stephens Advisors. 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 emphasizes tailored asset allocation and manager selection, using proprietary quantitative screens alongside third-party managers and individual securities.

John Rossiter is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC since 2019. Prior to joining Rochdale, he worked for six years at The Vanguard Group, Inc. based in San Francisco, CA. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services.

Jonathan Butler is a CFP® and CFA® with 16 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2022. Prior to that, he was with Btr Capital Management, Inc. for 17 years. Outside of his advisory work, Butler serves as a scoutmaster for Scout Troop 204 in Lafayette, CA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a mix of quantitative and fundamental research.

Matthew Stubblefield is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 65 and Series 63 licenses and has prior experience at Northwestern Mutual and National Life Group. Outside of his advisory role, he is also an insurance agent with TruePath Financial. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad range of clients including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers, combining long-term strategies with options for shorter-term trading.

Jayne Smith is a CFA® charterholder with 32 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, Vista Wealth Management, and Pacific Advisory Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive 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.

Joseph Davison is a CFP® with 22 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Strategic Wealth Advisors Group and LPL Financial. Outside of his advisory role, he serves as co-trustee for a family living trust. 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 that integrates technology platforms and a range of investment strategies, frequently utilizing third-party managers and turnkey asset management programs.

William Soto is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds a Series 66 designation and previously worked at University Federal Credit Union for seven years before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm provides discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Jennifer Ying is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where she has worked since 2021. Prior to this, she spent eight years at Pillar Pacific Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Rachael Crane is a financial advisor at RBC Rochdale, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Rim Securities and City National Rochdale since 2013. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios across various asset classes, often collaborating with sub-advisors and independent financial advisors.

Patrick Hejlik is a financial advisor at Cresset Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, First Republic Securities Company, First Republic Investment Management, and Fourth Quadrant Asset Management. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base, including high-net-worth individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated entities.

Samuel Crawford is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 designation. He has one year of industry experience, including prior roles at Laird Norton Wetherby, Main Street Research, Bailard Inc., and Rei. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment process relies on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternative investments.

Kenneth Sorosky is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at True Capital Management for 10 years. Outside of his advisory role, he serves on the board of directors for Diversified Pacific, a real estate investment entity. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, employing a diversified, asset-allocation-driven approach that combines active and passive strategies across multiple asset classes.

William Meyer is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for 10 years and Merrill for 17 years. 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 portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Patricia Baxter is a financial advisor with Brookstone Capital Management LLC in Oakland, CA. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Baxter is also the CEO and owner of REAP Legacy, Inc., an insurance services company she founded in 2002, specializing in annuities, long-term care, life, and disability insurance. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, corporations, and trusts. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic asset allocation models, a range of investment vehicles, and both internal and external sub-advisors.

David Tarantino is a financial advisor at Farther with 16 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Farther, he worked at Portico Wealth Advisors, LLC for 16 years. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, emphasizing the use of ETFs, mutual funds, individual equities, and fixed income.

Nicholas Hengl is a CFP® with nine years of industry experience, currently advising at Mariner since 2025. His prior roles include positions at Dalewood Wealth Management, HFG Advisors (formerly Prime Wealth Management), Fisher Investments, and JP Morgan. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and is notable for integrating tax and accounting services alongside its advisory capabilities.

Geoffrey Mettler is a financial advisor with Prime Capital Financial in Concord, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked with firms including LPL Financial, Independent Financial Partners, and Cambridge Investment Research. Outside of his advisory role, he serves as an assistant junior varsity wrestling coach. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and offers specialized services such as tax planning and consolidated reporting across multiple asset types.

Kevin Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has been affiliated with Ameritas in various capacities since 2007, including roles at Ameritas Investment Corp. and Ameritas Life Insurance Corp. Turnbaugh is also a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Paul Solorzano is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network in San Francisco, CA. He previously spent 23 years at Lincoln Financial Advisors and has been with Commonwealth and Aegis Consulting since 2024. Outside of his advisory work, he owns solo2000 LLC, a private entity related to his advisory business. 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 services. The firm supports advisors with operational, trading, technology, and compliance resources while offering discretionary model portfolios and customized investment solutions.