Stacey Caso Turk

Matthew Pederson is the sole advisor at MP3 Finance LLC in Cameron Park, CA. He holds Series 63 and Series 65 licenses and has one year of experience in financial advising. Prior to founding MP3 Finance, he worked at Life Time Fitness and Sutter Health. Outside of finance, he is involved with MP3 Fitness, a separate business he has operated since 2020. MP3 Finance primarily serves individual clients, focusing on pre-retirees and younger investors. The firm offers portfolio management, financial planning, coaching, and tax optimization with an investment approach that combines fundamental and technical analysis and emphasizes long-term allocations to stocks, bonds, and ETFs.

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.

Dorete Ben David is a CFP® professional with 8 years of industry experience, operating Ben-David Financial Planning since 2003. She leads an independent firm based in Shingle Springs, CA, serving a small roster of clients. Ben-David Financial Planning provides financial planning and portfolio management to individuals, couples, families, and business owners, using primarily no-load mutual funds along with bonds and alternative investments tailored to client goals. The firm emphasizes a collaborative approach with quarterly reviews and a fee-only retainer billing model without third-party compensation.

Mark Harris is the sole advisor at Mark Harris Services in Cameron Park, CA, holding a Series 66 designation with 5 years of industry experience. He has operated Mark Harris Services since 2001. The firm provides continuous investment supervisory services and incidental financial planning to individuals, high net worth clients, and a range of institutional clients including charitable institutions and municipalities. Its investment process combines fundamental and technical analysis with a 12- to 18-month time horizon, generally operating on a non-discretionary basis and tailoring programs to client objectives and restrictions.

Scott has had an interest in finance and investing ever since his first job delivering newspapers when he was eleven years old. He grew up in the home of a physician and scientist, studied finance and accounting and worked in Silicon Valley for a few years. After all these experiences, he has settled into the profession he always envisioned. He works with individuals and families in the medical, scientific and technology fields to understand their financial goals and dreams and develop a uniquely tailored financial plan. He strives to remove the pain points in his clients' financial lives, increase their confidence about the future and reduce the costs associated with their financial decisions. He loves the opportunity to provide this service. Scott is married and has four children. He enjoys music, along with his wife and daughter, and can sometimes be found building LEGOs with his three sons. He has also lived and traveled various places in the world and loves learning about history and culture.

Paul Rossi is the sole advisor at Rossi Financial Group in El Dorado Hills, CA, holding the CFA® designation and Series 63 license with 13 years of industry experience. He has led Rossi Financial Group since 2012. Outside of advisory services, Rossi is also a licensed real estate broker in California, an activity that occupies less than one percent of his time and is unrelated to his investment practice. Rossi Financial Group provides financial planning, investment consultation, and supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a Core + Satellite investment approach combining index-based core holdings with actively managed satellite positions, primarily on a non-discretionary basis, and offers pension consulting and educational workshops on retirement, estate, and investment topics.