Bethany Ely is a Series 65-licensed financial advisor with three years of industry experience, currently with Three Oaks Wealth in Gold River, CA. Her prior roles include positions at Trinity Wealth Advisors with Ameriprise and Twin Rivers Wealth Management. Outside of advisory work, she has experience in real estate and education through her time with Witham Real Estate and the Sacramento County Office of Education. Three Oaks Wealth serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a modern portfolio theory approach combined with strategic asset allocation and security selection to create diversified portfolios tailored to client risk profiles.

Grant Bledsoe is a CFP® and CFA® with 12 years of industry experience, currently serving as an advisor at Three Oaks Wealth in Gold River, CA. He has been involved with Three Oaks Capital Management since 2014 and founded Three Oaks Business Consulting in 2020. In addition to his advisory work, Grant launched Three Oaks Tax in 2024, providing tax preparation and consulting services. Three Oaks Wealth serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and discretionary investment management. The firm employs a modern portfolio theory-based approach, combining top-down strategic asset allocation with bottom-up security selection to build diversified portfolios tailored to clients’ risk profiles.