Bio: Happy to be here

Bio: Devin Ploesser

Bio: Casey Wealth Management Inc.

Bio: Ferlita Nussel Dowell Financial Group

Bio: Director of Investments for Impact Advisors Group. CFP, CFA, and RICP, plus instrument-rated pilot.

Bio: With more than 20 years of combined experience in leadership, operations, and strategic financial planning.

Bio: NewEdge Wealth

Bio: Galvin Gaustad & Stein, LLC

Bio: Galvin, Gaustad & Stein LLC

Bio: Bosch Financial

Bio: Series 65-licensed expert with over eight years in hedge funds, leads FlexIncome Fund’s mission to deliver tailored, high-yield investment solutions.

Bio: Retirement Income Specialist; I help people accumulate tax free income for retirement and protecting there family along the way.

Bio: To come

Bio: Managing Director - Pinzker & Associates

Bio: As a Certified Financial Planner, CFP®, I am committed to assisting individuals in gaining confidence with their financial decisions.

Bio: Managing Director Alliance Global Partners- Pinzker and Associates

Bio: Hello JetPack community!

Bio: Scott McLean Since 3/8/1983

Bio: .

Bio: HI Financial

Bio: Hello! I’m Deanne Rosso. My journey started as the executive assistant to our firm founder and led to President/CEO—and a lot of every role between!

Bio: Geoff Kasse

Bio: Financial advisor since 1983 and author of Three Blind Mice, helping families gain clarity, confidence, and control of their financial future.

Bio: Clinton Wealth Management

Bio: Clinton Wealth

Bio: RIA in Santa Barbara