Robert Lawton is the sole advisor at Catoosa Fund Management LLC and holds a Series 63 designation. He has 15 years of industry experience and has managed portfolios at Catoosa since 2010. Catoosa Fund Management LLC is a state-registered investment adviser offering discretionary portfolio management through separately managed accounts. The firm employs an active, equity-focused, and event-driven investment approach that includes long and short positions, technical analysis, and strategies involving derivatives, leverage, and risk-arbitrage across various market capitalizations.

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 is the sole principal of Sierra Asset Management in Oakhurst, CA, where he has provided financial advisory services for over 20 years. He holds the CFP® designation and has managed the firm since 2001. Sierra Asset Management offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes individualized strategies based on client objectives, time horizons, and risk tolerance, using a combination of fundamental, technical, and qualitative analysis with regular account reviews and rebalancing.

Andrew Ketchum Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wells Fargo and Harris Mazda & Volvo. He is also involved with The Golden 1 Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions through its extensive network of investment adviser representatives, supported by an in-house research team and multiple portfolio management options.

Ronald Obernolte is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior work includes over three decades at The Summit Group and a recent tenure at Cetera and Cetera ADVISORS LLC. 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 advisory operations with non-advisory product offerings.

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.