Nicholas Bertell

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.

John Hudson is a financial advisor with Redwood Coast Financial Partners in Eureka, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC and Summit Brokerage Service, Inc. Outside of advising, he is involved as an editor and player in the Geckos and Grottos DnD podcast. Redwood Coast Financial Partners provides portfolio management services to individuals, pension and profit-sharing plans, and corporations. The firm employs an investment approach based on modern portfolio theory and long-term trading, managing portfolios primarily with mutual funds, ETFs, equities, fixed income, and options, and offers a wrap-fee program under consistent policies.

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 one year of industry experience. She holds a Series 65 designation and has prior work experience at Coast Central Credit Union, Watershed Stewards Program, and Mistwood Educational Center. 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, with a focus on client education and cost transparency.

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.