James Klein

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.

Blake Fischer is a financial advisor with Fiduciary Wealth Partners in Citrus Heights, CA. He holds a Series 65 designation and has six years of experience with Fiduciary Wealth Partners. Outside of his advisory role, he works as a financial program manager at Pacific Gas & Electric, providing financial analysis to Electric Operations leaders. Fiduciary Wealth Partners offers customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation driven investment process informed by macroeconomic analysis and valuation, with an emphasis on cost-effectiveness and ongoing portfolio monitoring.

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.

James Schroeder is the sole advisor at Covered Edge Asset Management, LLC in Roseville, CA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Covered Edge Asset Management since its founding in 2011. Covered Edge Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and business owners, creating personalized Investment Policy Statements based on clients’ goals, income, tax situations, and risk tolerance. The firm integrates charting, fundamental and technical analysis, and employs a range of strategies including long-term investing, active trading, options writing, and short sales, with performance-based fee arrangements available for qualified investors.

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.