Easan Katir

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.

Wayne Gilbert is the sole advisor at Wayne Gilbert & Company in Davis, CA, holding a Series 63 designation with 38 years of industry experience. He has worked with OSAIC since 1989 and Northwestern Mutual since 1971. In addition to his advisory role, he serves as a registered representative and insurance agent, working with multiple insurance carriers. Wayne Gilbert & Company provides one-time financial planning services focused on clients’ financial circumstances, cash flow, insurance, and long-term goals. The firm delivers written plans on a non-discretionary basis, with implementation left to clients, and emphasizes long-term planning and efficient asset allocation without ongoing account management.

David Meagher is a financial advisor at Flyway Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms including LPL Financial and Securities America. Outside of finance, he is Vice President of Engineering at Fireclay Tile and serves as CEO of RedTeal, Inc., a technology consulting firm. Flyway Advisors provides discretionary investment management and financial planning for a diverse client base, including retirement plans, corporations, charitable organizations, and individuals. The firm employs a combination of income, growth, and limited speculative strategies using both fundamental and technical analysis, and offers retirement-plan consulting alongside investment management services.

Ryan Melnyk is a financial advisor with Manzanita Wealth Management LLC, holding a Series 65 credential and one year of industry experience. He is also employed as a Project Scientist at Lawrence Berkeley National Laboratory, where he conducts microbiology research and contributes to government-funded projects. Prior to his advisory role, Melnyk held positions in scientific and research organizations including Infinant Health, Pivot Bio, and Bayer Crop Science. Manzanita Wealth Management is a fee-only advisory firm serving individuals, employer-sponsored retirement plans, charitable organizations, and businesses. The firm combines passive and active investment approaches based on modern portfolio theory and offers specialized strategies such as an “Active Yield” option strategy for taxable accounts, alongside retirement plan consulting and management.

Michael Steele is a financial advisor at Reliance Investing, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Investment Only Annuities, LLC and Steele Asset Management. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, and trusts. The firm emphasizes coordinated retirement advice and ongoing portfolio monitoring, managing diversified, systematic portfolios across global equities and fixed income with a range of investment options.

Eugene Hsu is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Archer Pointe Wealth Management, LLC. His prior roles include positions at Chamberlain Financial Planning & Wealth Management, Paragon Financial Services, and Commonwealth Financial Network. Outside of his advisory work, he serves as the treasurer for the Ben Ali Shrine Wrecking Crew. Archer Pointe Wealth Management provides financial planning, investment management, and wealth-management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm follows a predominantly passive investment approach focused on diversified portfolios, tax efficiency, and tailored recommendations based on clients’ goals and risk tolerance.