Greg Joseph Bronson

Ryan Demartini is the sole advisor at JC Financial Services, an independent firm based in Loomis, CA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. In addition to his advisory role, Demartini provides bookkeeping and tax preparation services through his separate business, JC Bookkeeping. JC Financial Services serves individual investors and small businesses with financial planning, investment management, and retirement plan services. The firm focuses on passive portfolio construction using index mutual funds and ETFs, incorporates third-party managers when appropriate, and offers ongoing planning with periodic reviews. Its affiliation with an in-house bookkeeping and tax practice supports integrated client services and employer retirement plan education.

Matthew Pederson is the sole advisor at MP3 Finance LLC, an independent firm based in Cameron Park, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to founding MP3 Finance LLC, he worked at Life Time Fitness and Sutter Health. Outside of financial advising, Pederson operates a personal training business and runs an educational YouTube channel. MP3 Finance LLC offers discretionary and non-discretionary portfolio management, financial planning, coaching, and SEP IRA services for individuals across various life stages. The firm employs a combination of fundamental and technical analysis with a focus on long-term holdings in stocks, bonds, and ETFs, incorporating options strategies and limited use of digital asset ETFs and margin for suitable clients.

Kathleen Faulkner is the principal of Faulkner Financial Planning, LLC, an independent advisory firm, with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has operated her firm since 2012. In addition to her advisory work, she owns Divorce Advisory Services, LLC, which provides financial analysis and mediation related to divorce, and serves on the board of directors for Summitview Child Treatment Center. Faulkner Financial Planning primarily serves individual and household clients, as well as high-net-worth and corporate clients, offering comprehensive financial planning. The firm employs a non-discretionary approach by creating individualized plans and selecting third-party asset managers to implement and adjust portfolios, while maintaining ongoing investment oversight and client reviews.

Walter Romatowski is a CFP® certificant with 18 years of industry experience and is the sole advisor at Castellan Financial Advisors in Newcastle, CA. He has worked at Castellan Wealth Management, Inc. since 2007. Castellan Financial Advisors provides fee-only financial planning and investment services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a core-and-satellite investment approach with non-discretionary asset management, using mutual funds and ETFs combined with fundamental and technical analysis.

Tiffani Sharp is the principal of T. Sharp Wealth Management and holds a Series 65 credential with two years of industry experience. She previously worked as an attorney for over 17 years and currently operates T. Sharp Legacy & Wealth Counsel, where she provides estate planning, probate, business formation, and real estate investment legal services. T. Sharp Wealth Management, LLC offers fee-only financial planning and investment consulting to individuals and families, focusing on long-term, globally diversified passive investment strategies utilizing low-cost ETFs and index funds. The firm emphasizes financial planning services such as cash-flow analysis and goals prioritization, delivering advice primarily through fixed-fee or hourly arrangements.

Kimberly Tucker Knotts is the principal advisor at Kim Knotts, RIA with 27 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. Outside of investment advising, she owns and operates a real estate and mortgage lending business as well as a tax preparation and consulting service, and is also licensed as an insurance agent. Kim Knotts, RIA provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer plan sponsors. The firm employs individualized, non-discretionary asset-allocation strategies and integrates related services in real estate, tax, and insurance under separate agreements.