Mark Zaifman is the sole advisor at Spiritus Financial Planning in Fort Bragg, CA, holding a Series 65 designation with 19 years of industry experience. He has worked at Talent Acquisition Group, Inc., doing business as Spiritus Financial Planning, since 2003. Spiritus Financial Planning serves individual and high-net-worth clients as well as small business owners, providing personalized financial planning and discretionary investment management. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and operates on a fee-only basis without selling commission products.

Kyle Fairall is a financial advisor with Redwood Investment Group, Inc., holding a Series 66 designation and bringing 11 years of industry experience. His work history includes roles at Golden State Asset Management and Golden State Wealth Management. Outside of his advisory work, he is involved in agricultural activities through Fairall Ranch. Redwood Investment Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, pension and profit sharing plans, and business clients. The firm employs a range of investment strategies and analytical methods, managing approximately $176 million in assets.

Kyle Broin is a Series 66 licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at Bank of America/Merrill Lynch from 2015 to 2024 and joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kathleen Erickson is a financial advisor at LPL Financial with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with LPL Financial since 1997. 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 various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Caitlyn Salloum is a CFP®-certified financial advisor with Raymond James Financial, based in Newport, CA, and has 17 years of industry experience. Her career includes roles at Edward Jones and Key Wealth Management, where she currently serves as President. Outside of advisory work, she is involved in managing rental real estate and holds a position as an insurance agent. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support rather than discretionary management.