Jeffery Alex Mckannay

Joaquin Wallace is a financial advisor with Seven Stages Wealth LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Prudential Financial Planning Services, Penn Mutual, and LPL Enterprise. He also serves as an adjunct instructor at Golden Gate University and engages in media and consulting activities outside of his advisory work. Seven Stages Wealth LLC advises individuals, high-net-worth clients, and businesses, providing discretionary investment management along with written financial planning and consulting. The firm builds portfolios primarily with low-cost, diversified mutual funds and ETFs, employing a long-term investment approach centered on strategic asset allocation informed by fundamental and behavioral analysis.

Ryan Koopmans is a CFP® with four years of industry experience and currently serves as an advisor at Beacon Veterinary Wealth. He previously worked at Lifeworks Advisors, LLC and Vincere Wealth Management, LLC. In addition to his financial advisory work, he is an associate veterinarian at Antioch Veterinary Hospital, where he performs primary care and surgical duties. Beacon Veterinary Wealth provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm uses a blend of passive and active asset-allocation models and offers recurring fixed-fee planning along with educational seminars.

Steven Spurgeon is the principal advisor at Spurgeon Financial Group in Stockton, CA, where he has worked since 1992. He has seven years of industry experience and holds a role as a registered investment advisor. In addition to his advisory work, he is involved in selling equity indexed annuities through a separate business activity. Spurgeon Financial Group provides financial planning and portfolio management primarily to individual clients, including many high-net-worth households, as well as businesses, charities, and small pension plans. The firm manages approximately $37.8 million in assets and employs a conservative, low-turnover investment approach with a focus on fundamental analysis and tailored client consultations.

Paolo Marchetti is a financial advisor with 23 years of industry experience, currently serving as the sole advisor at 401K Engineers Inc. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research, Inc. from 2015 to 2020. Outside of his advisory role, he owns an S-corporation providing fiduciary services under ERISA Section 3(16). 401K Engineers Inc. offers portfolio management to individual investors and advisory services to retirement plan sponsors, including pension and profit-sharing plans, as well as charitable organizations. The firm focuses on customized investment policies and long-term strategies, integrating pension consulting and coordination with estate-planning attorneys.

Michael Ching is a financial advisor at Nardene Wealth Management Inc in Brentwood, CA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Nardene Wealth Management since 2008. Nardene Wealth Management provides investment management and comprehensive financial planning services to individuals, businesses, charities, and small pension plans. The firm combines fundamental and technical analysis to manage diversified portfolios and collaborates with third-party managers to offer specialized investment strategies.

Lance Quesada is a financial advisor at Oak Tree Securities, Inc. with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Oak Tree Securities, Inc. provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and fiduciary accounts. The firm employs a diversified investment approach combining fixed income and equity exposures, managing accounts on a non-discretionary basis with ongoing reviews and performance reporting.