William Symons is a CFP® with 26 years of industry experience and is the principal of Eureka Financial Planners, LLC in Eureka, CA. He has managed his independent financial planning firm since 2015 and also owns Mitchell Grove, an apple orchard and event venue. Additionally, he holds a license as an insurance agent. Eureka Financial Planners is an independent, fee-based firm serving individuals and retirement plans with approximately $51.68 million in assets under management. The firm provides financial planning, qualified plan consulting, ERISA plan services, and non-discretionary portfolio management using both fundamental and technical analysis.

Nicholas Bertell is a ChFC® credentialed financial advisor with 18 years of industry experience, currently practicing at Redwood Coast Financial Partners in Eureka, CA. His prior experience includes roles at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of his advisory work, he is an active member of the Humboldt Masonic Lodge, where he organizes ritual work, plans social events, and participates in volunteer community activities. Redwood Coast Financial Partners provides portfolio management services to individuals, pension and profit-sharing plans, and corporations, focusing on investment strategies grounded in modern portfolio theory and long-term trading. The firm manages portfolios primarily composed of mutual funds, ETFs, equities, fixed income, and options, with an emphasis on documented risk tolerance and regular account reviews.

John Hudson is a financial advisor at Redwood Coast Financial Partners in Eureka, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisor Networks LLC and Summit Brokerage Service, Inc. Outside of his advisory role, Hudson is an editor and player of the Geckos and Grottos DND podcast. Redwood Coast Financial Partners provides ongoing portfolio management to individuals, pension and profit-sharing plans, and corporations, using an investment approach based on modern portfolio theory and long-term trading. The firm manages portfolios primarily consisting of mutual funds, ETFs, equities, fixed income, and options, and sponsors a wrap-fee program while conducting regular account reviews.

Benjamin Ebert is the principal of Ebert Capital Management Inc. in Eureka, CA, holding a Series 65 designation with 15 years of industry experience. He has led Ebert Capital Management since 2010. The firm provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Ebert Capital Management emphasizes growth-oriented equity strategies alongside capital preservation and income-focused approaches, managing accounts primarily on a discretionary basis and offering additional services such as tax preparation, tax planning, and IRS representation.

Georgia Nordquist is a financial advisor at Premier Financial Group Inc with a Series 65 designation and one year of industry experience. She has previously worked at Coast Central Credit Union, the Watershed Stewards Program, and Mistwood Educational Center. Premier Financial Group serves individuals, families, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a long-term, evidence-based investment approach focused on low-cost mutual funds and ETFs within an asset-allocation framework.

Kyla Orr is a Series 65-licensed financial advisor with Premier Financial Group Inc in Eureka, CA, where she has worked since 2018. She has three years of industry experience, including prior roles at Mazzotti's and Applebee's. Premier Financial Group provides investment advisory and portfolio management services to a range of clients, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm emphasizes asset allocation and long-term strategies using low-cost institutional funds and ETFs, alongside client education and transparent fee practices.

Carla Simpson is a financial advisor at Premier Financial Group Inc with 19 years of industry experience. She holds the Series 65 designation and has been with Premier Financial Group since 2003. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, and offers client education and financial planning at no additional charge.

Mary Mizera is a financial advisor with Premier Financial Group Inc in Eureka, CA, holding a Series 65 designation and two years of industry experience. Prior to joining Premier Financial Group in 2021, she worked at Lost Coast Light & Sound, North Coast Dance, Coast Central Credit Union, and Umpqua Bank. Premier Financial Group provides investment advisory and portfolio management services to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, with a focus on client education and transparent fee structures.

John Gloor is a financial advisor at Premier Financial Group Inc with 34 years of industry experience. He holds a Series 63 designation and has worked at Cantella & Co., Inc. since 2002 while being with Premier Financial Group since 1987. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, and offers client education, pension consulting, and financial planning at no additional charge.

Wayne Caldwell is a financial advisor at Premier Financial Group Inc with 34 years of industry experience. He holds a Series 63 designation and has been with Cantella & Co., Inc. since 2002. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, with a focus on client education and transparent fee structures.

Francoise Crandell is a financial advisor with Premier Financial Group Inc in Eureka, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Premier Financial Group since 2015 and has been involved in a joint business with her husband since 1991. Outside of advisory work, she co-manages a residential investment property with her husband. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost mutual funds and ETFs, and offers educational support and financial planning at no additional charge.

Phoenix Arnold is a Series 65-licensed advisor with Premier Financial Group Inc and has two years of industry experience. Prior to joining Premier Financial Group, Phoenix worked at 1 For The Books and Eureka Natural Foods and has been involved with Northcoast Preparatory Academy since 2019. Premier Financial Group provides investment advisory and portfolio management services to a diverse client base, including individuals, high net worth clients, and various institutional entities. The firm emphasizes asset allocation and longer-term strategies using evidence-based, low-cost mutual funds and ETFs, and offers client education and financial planning without additional charge.

Ginger Weber is a financial advisor with Premier Financial Group Inc in Eureka, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Premier Financial Group since 2000 and at Cantella & CO., Inc. since 2002. Premier Financial Group provides investment advisory and portfolio management services to a range of clients including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using low-cost institutional mutual funds and ETFs, and offers client education through workshops and seminars.

Teresa Sollom is a financial advisor with Premier Financial Group Inc in Eureka, CA. She holds a Series 65 designation and has two years of industry experience. Prior to joining Premier Financial Group, Teresa worked at NorthPoint Consulting Group, Inc., HMB Media, and Ideal Positions. Premier Financial Group serves individuals and families, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-based portfolio management, financial planning, and pension consulting services, with an investment approach focused on evidence-based, low-cost funds and a long-term asset-allocation framework.

Teresa Conley is a financial advisor at Premier Financial Group Inc with 20 years of industry experience. She holds a Series 65 designation and has been with Premier Financial Group since 2002. Premier Financial Group serves individuals, families, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-based portfolio management, financial planning, and pension consulting, emphasizing evidence-based, low-cost institutional mutual funds and ETFs within a long-term, asset-allocation framework.

Jeremy Sorci is a Series 65-licensed financial advisor with Premier Financial Group Inc in Eureka, CA. He has 13 years of industry experience and has worked at Premier Financial Group since 2012, as well as with Bank of Stockton Trust & Investment Group since 2005. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, and offers client education and pension consulting services.

Edwina Bordman is a financial advisor at StoneX Advisors Inc. in Eureka, CA, with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at StoneX Advisors since 2016, with prior experience at StoneX Securities Inc. and U.S. Bancorp Investments, Inc. Outside of her advisory role, she is involved with Beckman Investments, where she dedicates time to managing client accounts and brokerage sales. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm uses a variety of strategies and platforms, including independent advisors and proprietary models, to deliver tailored investment solutions.

Heather Ponsano is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, and Ebert Capital Management. Outside of her advisory role, she has been involved as a sales consultant for Arbonne, a home-based multi-level marketing business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including internally managed portfolios and ETFs.

Michael Munson is a financial advisor at Kingsview Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, Munson owns and oversees management of a bar and grill as well as a separate entertainment venue in Northern California. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to third-party managers and alternative investments.

Daniel Dixon is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Kingsview in 2022, he worked at Wells Fargo Clearing for four years. Dixon serves as a board member and executive committee member of the Humboldt County Workforce Development Board, focusing on vocational training programs and staff oversight. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a combination of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, model strategies, and access to third-party managers and alternative investments.