Pamela Maybury

Brian Sly is the principal of Brian Sly and Company, an independent advisory firm based in Meadow Vista, CA. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including 17 years leading his own firm. The firm provides investment advisory and portfolio management services primarily to individual clients, retirement plans, foundations, and select institutional clients. It employs an asset allocation approach grounded in Modern Portfolio Theory, implementing SEI Asset Allocation Model portfolios on a predominantly non-discretionary basis.

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.

Marshall Goins is a financial advisor at Clarion Advisors Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Clarion Advisors since 2012. He is also the owner and managing member of Mason Morgan Investments, LLC. Clarion Advisors Inc. provides discretionary portfolio management to individuals and high-net-worth clients, managing approximately $110.9 million across 882 accounts. The firm emphasizes long-term trading informed by multiple methods of analysis and maintains an unusually high client-to-advisor ratio.

Keith Hentschel is the principal of Hentch Solutions in Auburn, CA, holding Series 63 and Series 65 licenses with 39 years of industry experience. His career includes roles at IFC, Cetera Advisor Networks LLC, and Purpose Driven Financial Services, along with operating Hentch, Inc. since 2006. In addition to advising, he is involved in public speaking coaching through Hentch, Inc. and acts as an independent representative selling fixed life, health, LTC, and annuities. Hentch Solutions provides investment advice and financial planning primarily by serving as a co-advisor and liaison to third-party platforms and managers, assisting clients with onboarding, paperwork, and monitoring outside managers. The firm operates on a non-discretionary basis and generally recommends model portfolios and third-party managers for individuals, couples, families, and small businesses.

Gary Henson is a financial advisor with Northbrook Financial Group, LLC in Auburn, CA, holding a Series 66 designation and with 26 years of industry experience. He has been with Northbrook Financial Group since 1999 and is also involved in real estate management through several entities. Northbrook Financial Group provides portfolio construction and ongoing investment management for individuals, high-net-worth clients, and trusts, utilizing a range of investment vehicles. The firm offers tax preparation and accounting services through its principal under separate agreements, combining investment management with in-house tax capabilities.

Douglas Lutkus is the sole advisor at Xitright, an independent registered investment adviser based in Lincoln, CA. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior work includes five years at White Hat, LLC, and he has operated Xitright and Lutkus Insurance Services since 2010 and 2009, respectively. Lutkus is also a licensed independent insurance agent specializing in life, health, and annuities. Xitright primarily serves individual investors, business owners, and a limited number of pension and employee benefit plans. The firm offers portfolio management, retirement and business exit planning, and alternative investment consulting with a focus on real estate vehicles, managing client accounts on a non-discretionary basis and using a mix of traditional securities and due-diligence-based alternative investments.