David Jackson is a financial advisor with Silverback Financial in Valley Springs, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He founded Silverback Financial in 2018 after seven years with Integral Investment Advisors. Silverback Financial provides portfolio management and financial advice to individuals, families, business owners, and various entities, offering both discretionary and non-discretionary management. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and technical charting to tailor asset allocations and investment strategies to client goals.

Steven Bell is a CFP® with 16 years of industry experience, currently serving at The Wealth Conservatory in Plymouth, CA. He has been with Comprehensive Planning Associates, Inc. since 2009. The Wealth Conservatory provides comprehensive financial planning, consulting, and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a fee-only, passive investment approach based on Modern Portfolio Theory, emphasizing systematic rebalancing, tax-loss harvesting, and cost-effective asset allocation.

Kevin Stites is a CFP® professional with eight years of industry experience, currently serving at Stites Financial Consulting. He has previously worked at United Planners Financial Services and owns Stites Tax, a tax preparation and planning business. Additionally, he is an independent insurance agent licensed to sell life, health, disability, and long-term care insurance. Stites Financial Consulting is an SEC-registered advisory firm with two advisors managing approximately $105.2 million for individual, high-net-worth, and some corporate clients. The firm offers discretionary asset management and financial planning, using a combination of analytical methods and tailored strategies, and operates affiliated tax and insurance services alongside its advisory business.

Shawn Stites is a financial advisor with Stites Financial Consulting in Wilton, CA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at United Planners and Securities Service Network prior to joining Stites Financial Consulting in 2018. Outside of advisory services, he owns an insurance business specializing in life, health, disability, and long-term care products. Stites Financial Consulting is an SEC-registered firm with two advisors managing approximately $105 million for individual, high-net-worth, and some corporate clients. The firm offers discretionary asset management and financial planning, combining fundamental, technical, and quantitative analysis with modern portfolio theory, and maintains related insurance and tax services through affiliated businesses.

Ryan Shortridge is a financial advisor with APS Investment Management Group, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2012 and has been associated with APS Associates since 2010. Shortridge also spends part of his time selling non-variable insurance. APS Investment Management Group serves individual and corporate clients, including high-net-worth individuals and employer plan sponsors, offering portfolio management through a firm-sponsored wrap fee program and pension consulting services. The firm manages approximately $171.5 million in discretionary assets across about 550 client relationships supported by two advisors.

Kevin Kraft is a financial advisor with APS Investment Management Group and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including 14 years at LPL Financial and 16 years with APS Associates. Outside of his advisory work, he is involved in fixed insurance products such as term, universal, whole life, disability income, and long-term care insurance. APS Investment Management Group serves individual and corporate clients, including high-net-worth individuals and employer plan sponsors, offering portfolio management through a firm-sponsored wrap fee program and pension consulting services. The firm manages approximately $171.5 million in discretionary assets across about 550 client relationships, utilizing a combination of fundamental and technical analysis with accounts reviewed at least quarterly.

Drew Mc Curdy is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Aspen Creek Financial and Appreciation Financial. Outside of financial advising, he serves as an operations manager in the transportation industry. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations. The firm employs a core investment approach that combines exchange-traded options with conservative income-producing assets to manage risk and pursue market appreciation, and it offers specialized services including sub-advisory roles and management of a pooled investment vehicle focused on permanent life insurance policies.

Larry Fletcher is a CFP® with 39 years of industry experience. He has been with Mariner Independent Advisor Network and LPL Financial since 2015. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, consulting, model portfolios, and access to third-party managers, along with retirement plan consulting services.

David Ivan is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Empower Advisory Group and has previous experience at GWFS Equities, Inc and T. Rowe Price. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s integrated approach is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

William Peterson is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2008. Outside of advisory services, he is involved in life and health insurance sales, assists with enrollment in a prescription assistance program, and conducts occasional precious metal sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Christopher Boudreaux is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential. He is based in Rancho Murieta, California. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive strategies within an enhanced open architecture framework that integrates active and passive investments, separate account managers, private funds, mutual funds, and ETFs.

Karen Dejong is a financial advisor at Osaic with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including Securities America Advisors, Inc. and Foothill Securities, Inc. In addition to her advisory work, she owns and manages a commercial property that houses local businesses and nonprofits in San Andreas, CA. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment tools and platforms to deliver advisory and brokerage services through its extensive network of financial advisors.

Danelle Dix is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2003, totaling 22 years of industry experience. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and services. The firm manages approximately $1.01 trillion in assets and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Timothy Knittel is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Fisher is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Lincoln Financial and Wells Fargo. Outside of his advisory work, he is an author based in Elk Grove, California. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Gregory Glunt is a financial advisor with OSAIC in Sacramento, CA, holding a Series 66 designation and 13 years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors from 2012 to 2025. Outside of his advisory role, he serves as a director on the RMCC Men's Club board and is involved in an insurance-related business offering various health and life insurance products. OSAIC is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charities. The firm employs a comprehensive investment process combining risk assessment, asset allocation, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets following recent mergers and platform consolidations.

Joshua Knittel is a financial advisor at Edward Jones with 23 years of industry experience. He has held his current role at Edward Jones since 2002. Outside of his advisory work, he is involved in managing commercial rental property in Sutter Creek, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Eric Figueroa is a CFP® and holds a Series 65 license, with four years of industry experience. He currently serves as the sole advisor at Hesperian Wealth, having previously worked at Litman Gregory from 2013 to 2021 and briefly at iM Global Partner in 2021. Outside of his advisory work, he is involved with Hesperian Research LLC. Hesperian Wealth is an independent firm that provides investment advisory and portfolio management services primarily to individual clients, with additional offerings for institutional portfolios. The firm focuses on tailored portfolio management and ongoing oversight to align investments with client objectives.