Theresa Erin Trayner

Ryan Koopmans is a CFP® professional with four years of financial industry experience, currently serving as the sole advisor at Beacon Veterinary Wealth. He has previously worked at Lifeworks Advisors, LLC and Vincere Wealth Management, LLC. In addition to his financial advisory career, Ryan is an associate veterinarian at Antioch Veterinary Hospital, where he provides primary care and surgical services. Beacon Veterinary Wealth offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm operates as a fee-only adviser, blending passive and active asset-allocation strategies, and provides services including recurring fixed-fee planning and public financial education seminars.

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 with Oak Tree Securities, Inc. He holds Series 66, Series 65, and Series 63 licenses and has five years of industry experience. He has been with Oak Tree Securities since 2020. Oak Tree Securities, Inc. provides estate and financial advisory services to individuals, couples, salaried executives, small business owners, and retirees. The firm emphasizes diversified investment allocations combining fixed income with growth and inflation-hedged equities, managing accounts on a non-discretionary basis with ongoing reviews and performance reporting.

Daniel Quesada is a financial advisor with Oak Tree Securities, Inc. in Brentwood, CA, holding a Series 63 designation and 49 years of industry experience. He has been with Oak Tree Securities since 1986. Outside of his advisory role, he is involved in life insurance sales through Lakeview Financial on a commission basis. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and fiduciary entities, focusing on diversified investment allocations managed on a non-discretionary basis without market timing.

Landon Blodgett is a financial advisor with Blodgett Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His prior experience includes roles at Mercer Advisors, Insight Capital Management, Fisher Investments, and Charles Schwab. Blodgett Wealth Advisors, LLC manages approximately $251 million for over 100 clients, serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multifaceted investment process incorporating various analytical methods and asset allocation strategies, offering discretionary portfolio management and financial planning services with a broad planning scope including corporate structure work and client trustee services.