Robert Lawton is the sole advisor at Catoosa Fund Management LLC, a firm he has led since 2010. He holds a Series 63 designation and has 16 years of industry experience. Catoosa Fund Management LLC is an independent investment adviser providing discretionary portfolio management to individual clients. The firm employs an active, event-driven strategy focused on long and short equity trading, using technical analysis and targeting special situations such as corporate catalysts and risk arbitrage.

Travis Trettin is a financial advisor at Yosemite Wealth with eight years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Principal Securities Inc., and Principal Life Insurance Company. Yosemite Wealth provides investment management and financial planning to individuals, corporations, and charitable organizations, with a focus on passive strategies using index funds and ETFs. The firm also offers employee benefit plan services and serves a diverse client base including high-net-worth individuals and employer-sponsored retirement plans.

Donald Debernardi Jr. is a CFP® professional with 21 years of experience in financial advising. He has been with Sierra Asset Management since 2001, where he operates as the firm's sole advisor. Sierra Asset Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, pension and profit-sharing plans, charities, corporations, and trusts. The firm emphasizes a long-term, asset-allocation investment approach combining fundamental, technical, and qualitative analysis, and manages most client assets on a discretionary basis.

Andrew Ketchum Jr. is a Series 66-credentialed financial advisor with six years of industry experience, currently affiliated with LPL Financial in Oakhurst, CA. His prior work includes roles at Wells Fargo and Harris Mazda & Volvo. He is also involved with Golden 1 Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ronald Obernolte is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and The Summit Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Sydney Regert is a financial advisor with Ameriprise and holds a Series 66 designation. Regert has six years of experience at Ameriprise and previously worked in vacation home rentals. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Shawna Petrushkin is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is a contractor advisor for Double K Group LLC. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.