Shawn Stites

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.

Ramy Hindiyeh is a financial advisor at Finmentum LLC in Elk Grove, California, holding a Series 65 designation. He has prior work experience at Honeydev Inc. and Chevron, spanning over 20 years in total. Finmentum LLC is a fee-only advisory firm that provides comprehensive financial planning and discretionary investment management primarily to individuals and families, using a disciplined, long-term, and diversified approach with an emphasis on strategic asset allocation and tax efficiency.

Jonathan Deeringer is a CFP® and CFA® credentialed financial advisor with 16 years of industry experience. He is the principal of Deeringer Wealth Management, LLC, an independent firm he founded in 2019 after working four years at Genovese Burford & Brothers. He serves as Treasurer and board member of the American River Parkway Foundation, a nonprofit focused on preserving the American River Parkway. Deeringer Wealth Management provides investment advisory, financial planning, and retirement plan consulting for individuals, trusts, nonprofits, and corporate clients. The firm’s investment approach is based on fundamental analysis and scenario-based asset allocation, using mutual funds, ETFs, and selectively managed accounts with documented use of leverage and derivatives.

Vikas Salgia is a financial advisor at Nuna Investments with a Series 65 credential and over a decade of combined experience. Prior to founding Nuna Investments in 2026, he held roles at Hinge Health since 2021 and Sutter Health from 2013 to 2021. He maintains full-time non-investment employment alongside his advisory work. Nuna Investments provides discretionary investment management primarily to pooled and institutional clients, including pension plans, charitable organizations, and corporate entities, while also serving trusts, estates, and high-net-worth separately managed accounts. The firm employs a bottom-up fundamental analysis approach focused on undervalued common stocks, emphasizing long holding horizons, conservative valuation, and concentrated portfolios, and offers financial planning on an hourly or fixed-project basis.

Aaron Turner is a CFP® professional with six years of experience in financial advising. He is the sole advisor at Aaron Geoffrey Turner, an independent firm based in Sacramento, CA. In addition to his advisory role, he is the 100% shareholder of Aaron G. Turner CPA An Accountancy Corporation, where he provides accounting and CPA services. The firm offers discretionary portfolio management and financial planning to individuals, trusts, estates, and small businesses, managing approximately $76 million in assets. Its investment approach combines fundamental and cyclical analysis with a focus on long-term, buy-and-hold strategies across equities, fixed income, indexed ETFs, mutual funds, and cash equivalents.

Danielle Miura is a CFP® and holds a Series 66 license with four years of industry experience. She is the principal of Spark Financials LLC, an independent firm based in Elk Grove, CA. Prior to founding Spark Financials, she worked at West Care and attended California State University, Fresno. Outside of financial advising, she owns and operates Spark Tax LLC, providing tax preparation and consulting services. Spark Financials serves individual clients with customized financial planning and investment management, emphasizing a largely passive investment approach informed by modern portfolio theory. The firm also offers discrete consulting projects and tax services through an affiliated tax practice.