Janet Attard is a financial advisor with J. Oliver Maxwell, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has held roles at firms including WestPac Wealth Partners, Pacific Advisors, and Vanguard Properties, where she is also an active REALTOR. Additionally, she maintains ongoing involvement in healthcare as a nurse at Alta Bates Medical Center and has experience as a legal nurse consultant. J. Oliver Maxwell, LLC provides fiduciary, non-discretionary financial planning and advisory services primarily to high-income individuals, medical professionals, families, entrepreneurs, businesses, and charitable organizations. The firm emphasizes client-directed advice, comprehensive planning, and business-owner advisory work grounded in CEPA exit-planning methodology, while also offering educational seminars and publications.

Shawna Marion is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. She holds a Series 66 designation and has worked at D.A. Davidson & Co. since 2019, following prior roles at FMR Parts and LPL Financial. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Charles Garman is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has four years of industry experience. He previously worked at Merrill and Bank of America for twelve years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized investment advice.

Gabriel Strong is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2019. Outside of his advisory role, he is the owner of Strong Made Genetics LLC, a commercial cattle operation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Jennifer Strong is a financial advisor with LPL Financial in Lakeport, CA, holding the CFP® designation and Series 63 and 65 licenses, with 28 years of industry experience. She previously worked at Investment Centers of America, Inc. and Lake Community Bank from 1998 to 2017. Outside of her advisory work, she owns a commercial cattle operation through Strong Made Genetics LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations via a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by research and model portfolios.

Christopher Inglis is a CFP® with 41 years of industry experience, currently affiliated with Stifel since 2023. He previously worked at UBS Financial Services from 2013 to 2023. In addition to his financial advisory career, Inglis serves as a Planning Commissioner for the City of Clearlake and is treasurer and board member of the Rotary Club of Clear Lake, where he is involved in local community service activities. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Robert Mcallister is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked at several firms, including Raymond James Financial Services and Securities America Advisors, before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by proprietary and third-party research.