Anthony Chee

Mark Dyer is a financial advisor at Mechanical Financial in Sacramento, CA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones, J.P. Morgan Securities, Merrill Lynch, Bank of America, Lumity, Comerica Securities, and Motif. Outside of advising, he has a 25% ownership interest in Mary's Mobile Kitchen, a restaurant business, where he contributes marketing materials. Mechanical Financial is an independent investment adviser providing discretionary portfolio management and financial planning primarily for individual clients, as well as pension plans, trusts, and small businesses. The firm employs a Modern Portfolio Theory approach to build diversified portfolios and offers educational content, seminars, and retirement plan consulting tailored to client needs.

Jonathan Sorunke is the principal of Sorunke Wealth Advisors in Davis, California. He holds a Series 65 designation and has three years of industry experience, including prior roles with the US Army Corps of Engineers and the State of California. In addition to his advisory work, he is a licensed real estate agent assisting clients with property transactions. Sorunke Wealth Advisors offers non-discretionary investment management and financial planning to retail and high-net-worth individuals and small businesses. The firm employs a client-profile-driven process focused on fundamental equity analysis and fixed-income strategies, delivering recommendations for client implementation through selected retail brokerages.

Kwadwo Osei is a CFA® charterholder and the sole principal of Atwima Wealth Management LLC, with one year of experience in the financial industry. He previously worked at Integrity Growth Partners as Vice President of Finance and Chief Compliance Officer, and has held roles at CIM Group and Citizens Financial Group. Osei maintains a full-time finance and compliance position at Integrity Growth Partners, a private equity firm. Atwima Wealth Management LLC provides asset management and financial planning services to individuals and small business owners, offering a range of investments including stocks, bonds, mutual funds, ETFs, REITs, and cryptocurrency. The firm employs both fundamental and technical analysis and manages accounts on a non-discretionary basis, incorporating various investment strategies and alternative investments.

Richard Loek is a financial advisor with Onesta Wealth Management, LLC in Sacramento, CA, holding a Series 65 designation and 18 years of industry experience. He has been with Onesta Wealth Management since 2012 and also runs Calrima Financial & Insurance Agency, where he serves as CEO and insurance agent. Onesta Wealth Management provides personalized financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis for portfolio monitoring and offers educational seminars and workshops without charge.

Gloria Rodriguez is a CFP® and Series 66-registered financial advisor with nine years of industry experience. She is currently the sole advisor at Golden Wealth Capital, LLC, where she has worked since 2023. Her prior experience includes roles at CapFinancial Partners, LLC (CAPTRUST), Fulfilled Finances LLC, and Northwestern Mutual Investment Services. Golden Wealth Capital, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm combines traditional advisory services with educational seminars and workshops, employing a long-term investment approach that integrates fundamental analysis, modern portfolio theory, and technical analysis across a range of investment vehicles.

David Herman is a financial advisor with Cypress Point Financial Advisors in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Cypress Point Financial Advisors since 2013. Cypress Point Financial Advisors provides asset management and comprehensive portfolio management services for individual investors and business entities, managing approximately $43.7 million in client assets across about 50 accounts. The firm employs fundamental analysis and a combination of long- and short-term trading strategies, offering individualized services that include portfolio diversification and periodic financial planning.