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.

Paul Burke is a financial advisor at Vortalis Wealth Management LLC with a Series 65 designation and over a decade of experience in the financial sector. He has worked at Helios Quantitative Research since 2020 and previously held roles at Patra Corporation and the El Dorado Union High School District. Vortalis Wealth Management provides discretionary investment management and project-based financial planning services to individuals and high-net-worth clients. The firm’s investment approach integrates fundamental, technical, cyclical, and charting analysis with Modern Portfolio Theory, employing a mix of passive and active strategies and offering socially conscious investment options.

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.

Adarsh Shyamsundar is a financial advisor at Polaris Capital Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Micron Technology Inc. for twelve years. Polaris Capital Management provides individualized investment management and financial planning to individual and high-net-worth clients, managing a small, boutique book of business. The firm builds tailored portfolios based on client goals, risk tolerance, and tax considerations, and is notable for offering performance-based fee arrangements with hurdle and high-water-mark provisions.

Brian Belcastro is the principal advisor at The $ Coach, LLC, an independent firm based in El Dorado Hills, CA. He holds a Series 66 designation and has 26 years of industry experience. He has led The $ Coach since 2011. The firm combines traditional portfolio management and financial planning with business consulting and public educational outreach, including a recurring YouTube series and a published book. The $ Coach serves individual and high-net-worth clients through ongoing portfolio management and financial planning, using a mix of charting, fundamental, and technical analysis. The firm manages accounts primarily on a non-discretionary basis and integrates business consulting alongside its investment services.

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.

Christopher Torchiana is a CFP® and ChFC® with 28 years of experience in financial advising. He is the principal and sole advisor at Continuum Financial Partners, LLC, where he has worked since 2012, following a tenure at Next Financial Group, Inc. In addition to financial advising, he owns and operates tax preparation businesses under Mainstreet Tax Advisory. Continuum Financial Partners serves select individual clients, including some high-net-worth households, and retirement plan sponsors by providing comprehensive financial planning, investment management, and retirement-plan advisory services. The firm employs a holistic planning process and offers ERISA-focused consulting for pension and profit-sharing plans, alongside tax preparation and insurance services through the principal’s other business activities.

David Joiner is the sole advisor at Joiner Financial, LLC, an independent firm based in El Dorado Hills, CA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Joiner has worked with Berthel Fisher & Company Financial Services, Inc. since 2009 and has been involved with Quantix Equity Management and Quantix Equity Partners, LP since 2008. Joiner Financial, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and investment companies. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to construct portfolios and offers ongoing monitoring with regular client reporting. It also manages a private investment vehicle and accepts performance-based fees for qualified investors.

Gene Tabb III is a financial advisor at 5 Talents Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, SCF Securities, Golden State Propane, and Sierra Wealth Management, where he is also owner and president. Outside of advising, he serves as a board member of the Placerville Lions Club. 5 Talents Advisors is a registered investment adviser serving individuals, corporations, charities, and retirement plans. The firm manages approximately $54 million in discretionary assets using customized model portfolios and a combination of fundamental and technical analysis across various asset classes.

Kayle Larsen is a CFP® with 28 years of industry experience, currently serving at Larsen Wealth Management since 2023. He previously worked at Cambridge Investment Research, Inc. for 16 years. Larsen also consults for an executive boat club operated by his wife. Larsen Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporate entities. The firm employs a long-term investment approach based on modern portfolio theory and offers discretionary portfolio management with quarterly monitoring.

Michael Haskins is a CFP® professional with 19 years of experience in the financial advisory industry. He is currently with Larsen Wealth Management and has previously worked at Cambridge Investment Research and its affiliated entities for 16 years. Haskins is also a licensed independent insurance agent. Larsen Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm employs a long-term investment approach based on modern portfolio theory and manages approximately $148.7 million in assets across 124 clients.

Christopher Bell is a financial advisor at Aladino Financial Services, Inc. in El Dorado Hills, California, holding a Series 66 designation with one year of industry experience. Prior to his current role, he served 12 years in the United States Coast Guard and has also worked at LPL Financial and Mariner Advisor Network. He is licensed as an insurance agent in California and provides administrative support to an independent investment advisor firm. Aladino Financial Services, Inc. is a California-registered investment adviser that offers financial planning, consulting, and third-party investment manager selection and referral services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm focuses on tailored financial plans and referrals to independent advisers rather than direct asset management.

Sanjay Varshney is a CFA charterholder with five years of industry experience. He previously worked at Wells Fargo Private Bank from 2015 to 2020. In addition to his advisory role, he serves as a finance professor at California State University, teaching managerial and corporate finance courses. Goldenstone Wealth Management provides discretionary portfolio management, retirement planning, and comprehensive financial planning to individuals, high-net-worth households, trusts, retirement plans, and select institutional clients. The firm employs a global multi-asset total-return investment approach that integrates top-down macro and bottom-up fundamental analysis with technical inputs.

Gregory Bronson is a financial advisor at Hill Country Kingdom Advisors with four years of industry experience. He holds a Series 65 designation and has held roles at Tek-Wise Financial, Hill Country Financial Services LLC, and several insurance and advisory firms. Bronson is also involved with the Catholic Order of Foresters and owns Hill Country Financial Services, an insurance agency offering health and property/casualty lines. Hill Country Kingdom Advisors operates under Tek-Wise Financial Planners LLC and provides discretionary portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to guide asset allocation and selection, manages accounts on a discretionary basis, and incorporates active trading strategies including margin and options.

Adam Anderson is a financial advisor with WealthGuard Advisors, Inc. in Placerville, CA, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has worked at WealthGuard Advisors since 2010, with previous experience at Arbor Point Advisors and Securities America Advisors. Outside of advising, Anderson serves on the boards of the El Dorado County Chamber of Commerce, Mother Lode Rehabilitation Enterprises, and the Marshall Foundation for Community Health, and he is involved in managing a whitewater rafting business. WealthGuard Advisors provides investment advisory services to individuals, including high-net-worth clients, charitable organizations, and businesses. The firm focuses on long-term investment strategies while utilizing derivatives and option-writing in client accounts, and it offers discretionary and non-discretionary portfolio management alongside financial planning and third-party money manager selection.

Ashley Hamman is a CFP® and holds a Series 66 license with four years of industry experience. She currently works at Bridgeview Capital Advisors, Inc. and previously held roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of financial advising, she has experience with the UC Davis Community Service Resource Center and the University of California, Davis. Bridgeview Capital Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, managing approximately $90 million across about 154 clients. The firm focuses on nondiscretionary portfolio management using a combination of fundamental and technical analysis with broad asset allocation, primarily through mutual funds and periodic rebalancing.

James Parenti is a CFP® with 43 years of experience in financial services, currently serving at Aladino Financial Services, Inc. He has held roles at Mariner Independent Advisor Network, LPL Financial, and Protected Investors of America. In addition to his advisory work, Parenti is the sole owner of a law practice where he provides legal services. Aladino Financial Services, Inc. is a California-registered investment adviser that offers financial planning, consulting, and third-party investment manager referrals to individuals, high-net-worth clients, and various organizations. The firm emphasizes in-depth client interviews and recommends independent advisers after conducting due diligence, focusing on planning and referrals rather than direct asset management.