Janet Attard is a financial advisor at J. Oliver Maxwell, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has a background that includes roles at Guardian Insurance Company, Vanguard Properties, and various real estate firms. Outside of financial advising, she works as a nurse at Alta Bates Medical Center and is a licensed real estate agent. J. Oliver Maxwell, LLC provides fiduciary, non-discretionary financial planning and advisory services to high-income individuals, medical professionals, families, entrepreneurs, businesses, and charitable organizations. The firm emphasizes client-directed advice and offers specialized services such as CEPA exit-planning for business owners, along with educational seminars and published financial newsletters.

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.

Gabriel Strong is a financial advisor with LPL Financial in Lakeport, CA, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at JE Strong Financial Network and San Diego State University. Outside of his advisory role, he owns a commercial cattle operation through Strong Made Genetics LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

Jennifer Strong is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, she worked at Investment Centers of America, Inc. and Lake Community Bank for 19 years. Outside of her advisory role, she owns a commercial cattle operation through Strong Made Genetics LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm supports its advisors with an in-house research team that offers model portfolios and a variety of delivery options, combining large-scale advisory operations with insurance and credit services.

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 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2021, he worked at several firms, including Sorrento Pacific Financial, Securities America Advisors, and Raymond James Financial Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.