Gale Ann Brodie

Mark Dyer is a financial advisor at Mechfi in Sacramento, CA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America Corp, Edward Jones, J.P. Morgan Securities, Comerica Securities, Motif, and Lumity, Inc. Outside of his advisory role, he is a 25% owner of Mary's Mobile Kitchen, a restaurant business, for which he creates marketing materials. Mechfi provides fee-based advisory services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment process follows Modern Portfolio Theory and uses diversified portfolios of ETFs, mutual funds, REITs, individual equities, and fixed income, with ongoing monitoring and client education through newsletters and seminars.

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® with 10 years of industry experience, currently serving as the sole advisor at Golden Wealth Capital, LLC. Her prior roles include positions at CAPTRUST, Fulfilled Finances LLC, and Northwestern Mutual Investment Services. Golden Wealth Capital provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, offering services such as Investment Policy Statement development, discretionary portfolio management, and retirement-account fiduciary advice. The firm combines fundamental analysis, modern portfolio theory, and technical analysis in its investment process and offers educational seminars to organizations and the public.

David Herman is a financial advisor at Cypress Point Financial Advisors in Sacramento, CA, with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Purshe Kaplan Sterling Investments since 2013. Cypress Point Financial Advisors provides asset and portfolio management services, including financial planning and investment oversight for individuals and business entities. The firm employs a blend of fundamental analysis and varied trading strategies to manage diversified portfolios across equities, debt securities, and pooled vehicles, serving both individual and institutional clients.

Samer Dhillon is a financial advisor at Quest Investment Firm in Sacramento, CA, holding a Series 65 designation with 12 years of industry experience. He previously worked at Atlas Capital, LLC from 2019 to 2021, where he also served as CEO of an investment advisory company. Quest Investment Firm provides investment advisory and wealth management services to individuals and small businesses, specializing in active management of growth-oriented equities with an equity-only approach tailored to clients’ risk profiles. The firm offers personalized wealth management services for private clients, including professional athletes and high-net-worth individuals, and does not participate in commission-based compensation or maintain custody of client assets.

Yee Ki Wan is a financial advisor with KW Wealth Management LLC in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining KW Wealth Management in 2018, Wan worked at Charles Schwab & Co., Inc. from 2005 to 2018. Wan is also a licensed insurance agent and occasionally offers clients insurance products outside of advisory services. KW Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, corporations, and 401(k) plans. The firm manages approximately $122 million across about 80 client relationships, focusing on individualized investment strategies and discretionary account management with a long-term trading orientation.