Ryan Demartini is the principal of JC Financial Services in Loomis, CA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JC Financial Services since 2016, following a brief tenure at Johnston, Martin & Montgomery. In addition to his advisory role, he operates JC Bookkeeping, providing bookkeeping and tax preparation services. JC Financial Services offers investment management and financial planning to individuals, pension and profit-sharing plans, and corporate clients, including services for small-business retirement plans. The firm employs a passive investment approach using index mutual funds and ETFs and integrates its tax preparation and bookkeeping practice as part of its service offerings.

Blake Fischer is a financial advisor with Fiduciary Wealth Partners in Citrus Heights, CA. He holds a Series 65 designation and has six years of experience with Fiduciary Wealth Partners. Outside of his advisory role, he works as a financial program manager at Pacific Gas & Electric, providing financial analysis to Electric Operations leaders. Fiduciary Wealth Partners offers customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation driven investment process informed by macroeconomic analysis and valuation, with an emphasis on cost-effectiveness and ongoing portfolio monitoring.

Brian Sly is the principal of Brian Sly and Company, an independent advisory firm based in Meadow Vista, CA. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including 17 years leading his own firm. The firm provides investment advisory and portfolio management services primarily to individual clients, retirement plans, foundations, and select institutional clients. It employs an asset allocation approach grounded in Modern Portfolio Theory, implementing SEI Asset Allocation Model portfolios on a predominantly non-discretionary basis.

Tristan Payne is a financial advisor at Sow and Reap Financial LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Finisar Corp for nine years. Sow and Reap Financial LLC provides advisory services to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, through discretionary investment management and project‑based financial planning. The firm emphasizes asset-allocation strategies using no‑load mutual funds and ETFs, with a focus on passive management, long-term equity holdings, and tax-aware portfolio rebalancing.

James Schroeder is the sole advisor at Covered Edge Asset Management, LLC in Roseville, CA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Covered Edge Asset Management since its founding in 2011. Covered Edge Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and business owners, creating personalized Investment Policy Statements based on clients’ goals, income, tax situations, and risk tolerance. The firm integrates charting, fundamental and technical analysis, and employs a range of strategies including long-term investing, active trading, options writing, and short sales, with performance-based fee arrangements available for qualified investors.

Walter Romatowski is a CFP® certificant with 18 years of industry experience and is the sole advisor at Castellan Financial Advisors in Newcastle, CA. He has worked at Castellan Wealth Management, Inc. since 2007. Castellan Financial Advisors provides fee-only financial planning and investment services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a core-and-satellite investment approach with non-discretionary asset management, using mutual funds and ETFs combined with fundamental and technical analysis.

Marshall Goins is a financial advisor at Clarion Advisors Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Clarion Advisors since 2012. He is also the owner and managing member of Mason Morgan Investments, LLC. Clarion Advisors Inc. provides discretionary portfolio management to individuals and high-net-worth clients, managing approximately $110.9 million across 882 accounts. The firm emphasizes long-term trading informed by multiple methods of analysis and maintains an unusually high client-to-advisor ratio.

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.

Daniel McCurdy is a financial advisor at McCurdy Financial Solutions with 11 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to founding his independent firm, he worked at Strategic Wealth Advisors Group, LPL Financial, Western Wealth Management, and Edward Jones. Outside of advisory work, he is involved in tax return data entry through a law office. McCurdy Financial Solutions provides investment management and financial planning services to individuals, high-net-worth clients, and nonprofit organizations. The firm offers tailored discretionary portfolio management using both fundamental and technical analysis, combining active and passive funds, and incorporates socially conscious investing when requested. It also emphasizes financial education through seminars and educational materials.

James Braziel is a CFP® professional with 33 years of industry experience, currently serving at Independent Financial Group, LLC since 2022. His prior experience includes roles at Braziel & Associates LLC and NPB Financial Group, LLC. He is also involved in insurance as a sole proprietor outside of his advisory work. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm supports a national network of Investment Adviser Representatives and provides access to multiple advisory programs through its AccessPoint platform and third-party asset managers.

Marcos Lira is the principal of 360 Dividends in Granite Bay, CA, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior roles include positions at TrustedSite Security and WhiteHat Security. Outside of his advisory work, he owns an independent insurance agency and a tax and accounting services business. 360 Dividends provides investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm combines fundamental and technical analysis with passive investment management and offers services such as portfolio management, financial planning, real estate investment analysis, and integrated tax-related advice.

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.

Richard Mac Farlane is a Series 65 licensed advisor at Legacy Wealth, Inc. with experience in estate planning law, serving as president and owner of California Probate and Trust, PC since 2013. He also operates as an independent insurance agent and has provided financial advisory services through his sole proprietorship since 2023. Legacy Wealth, Inc. offers portfolio management services to individual and high-net-worth clients, focusing on investment policy development, asset allocation, and portfolio monitoring. The firm employs a mix of fundamental, quantitative, and technical analysis, utilizing a range of investment vehicles including mutual funds, equities, fixed income, ETFs, insurance products, and occasionally private placements and venture capital funds.

Keith Hentschel is the principal of Hentch Solutions in Auburn, CA, holding Series 63 and Series 65 licenses with 39 years of industry experience. His career includes roles at IFC, Cetera Advisor Networks LLC, and Purpose Driven Financial Services, along with operating Hentch, Inc. since 2006. In addition to advising, he is involved in public speaking coaching through Hentch, Inc. and acts as an independent representative selling fixed life, health, LTC, and annuities. Hentch Solutions provides investment advice and financial planning primarily by serving as a co-advisor and liaison to third-party platforms and managers, assisting clients with onboarding, paperwork, and monitoring outside managers. The firm operates on a non-discretionary basis and generally recommends model portfolios and third-party managers for individuals, couples, families, and small businesses.

Kenneth Golden is a CFA® charterholder with over 40 years of experience in financial advisory services. He has been the principal of Sierra Financial Management Co. since 1983 and previously operated K.H. Golden & Associates for 33 years. Sierra Financial Management Co. provides discretionary separately managed account services to individuals, foundations, and trusts. The firm employs a top-down macroeconomic approach combined with bottom-up fundamental and technical security selection, focusing on a small client roster and the management of concentrated equity portfolios.

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.

I am a financial advisor for professionals building wealth through business ownership, investments, and employer stock. I built Olivehurst Advisors as a fee-only, independent fiduciary firm to help professionals navigate growing success, increasing financial complexity, and limited time to manage it all alone. I help clients bring clarity to what matters most, confidence in important decisions, coordination across the moving parts of their finances, and continuity through a personalized long-term plan. The name Olivehurst Advisors reflects the kind of stewardship I seek to provide - helping clients build lasting strength, resilience, and long-term opportunity. Whether navigating career growth, business ownership, investments, equity compensation, retirement planning, or major life decisions, I provide thoughtful advice designed to help clients move forward with confidence.

Gary Henson is a financial advisor with Northbrook Financial Group, LLC in Auburn, CA, holding a Series 66 designation and with 26 years of industry experience. He has been with Northbrook Financial Group since 1999 and is also involved in real estate management through several entities. Northbrook Financial Group provides portfolio construction and ongoing investment management for individuals, high-net-worth clients, and trusts, utilizing a range of investment vehicles. The firm offers tax preparation and accounting services through its principal under separate agreements, combining investment management with in-house tax capabilities.

Daniel Rowland is the principal of Rowland Financial Services in Roseville, CA, with 26 years of experience in the financial industry. He holds a Series 66 designation. In addition to his advisory role, he owns an insurance brokerage specializing in employee benefits, including life, accident, health, disability, and annuity products. Rowland Financial Services provides investment management, financial planning, and employer retirement-plan services to institutional and individual clients. The firm operates on a non-discretionary basis, focusing on client-specific investment policy statements and diversified portfolios primarily using low-cost mutual funds and ETFs. An affiliated insurance brokerage offering employee-benefit products distinguishes the firm from other investment managers.