Mark Dyer is a financial advisor at Mechfi in Sacramento, CA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America Corp, Edward Jones, J.P. Morgan Securities, Comerica Securities, Motif, and Lumity, Inc. Outside of his advisory role, he is a 25% owner of Mary's Mobile Kitchen, a restaurant business, for which he creates marketing materials. Mechfi provides fee-based advisory services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment process follows Modern Portfolio Theory and uses diversified portfolios of ETFs, mutual funds, REITs, individual equities, and fixed income, with ongoing monitoring and client education through newsletters and seminars.

Alan Anzai is a CFP® professional at Anzai Financial with one year of industry experience. Prior to founding his firm, he worked for 22 years at The Permanente Medical Group. Anzai Financial provides fee-only, project- or hourly-based financial planning services to individuals and families, including high-net-worth clients. The firm focuses exclusively on planning without investment management or asset custody, often recommending passive investment strategies implemented through index mutual funds and ETFs.

Richard Loek is a financial advisor with Onesta Wealth Management, LLC in Sacramento, CA, holding a Series 65 designation and 18 years of industry experience. He has been with Onesta Wealth Management since 2012 and also runs Calrima Financial & Insurance Agency, where he serves as CEO and insurance agent. Onesta Wealth Management provides personalized financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis for portfolio monitoring and offers educational seminars and workshops without charge.

Gloria Rodriguez is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Golden Wealth Capital, LLC. Her prior roles include positions at CAPTRUST, Fulfilled Finances LLC, and Northwestern Mutual Investment Services. Golden Wealth Capital provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, offering services such as Investment Policy Statement development, discretionary portfolio management, and retirement-account fiduciary advice. The firm combines fundamental analysis, modern portfolio theory, and technical analysis in its investment process and offers educational seminars to organizations and the public.

David Herman is a financial advisor with Cypress Point Financial Advisors in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2013 and previously spent nine years with LPL Financial. Cypress Point Financial Advisors provides asset management and comprehensive portfolio management services to individual investors and business entities. The firm’s investment approach utilizes fundamental analysis and a combination of long- and short-term trading strategies, offering individualized services and managing approximately $43.7 million across about 50 accounts.

Samer Dhillon is a financial advisor at Quest Investment Firm in Sacramento, CA, holding a Series 65 designation with 12 years of industry experience. He previously worked at Atlas Capital, LLC from 2019 to 2021, where he also served as CEO of an investment advisory company. Quest Investment Firm provides investment advisory and wealth management services to individuals and small businesses, specializing in active management of growth-oriented equities with an equity-only approach tailored to clients’ risk profiles. The firm offers personalized wealth management services for private clients, including professional athletes and high-net-worth individuals, and does not participate in commission-based compensation or maintain custody of client assets.

Yee Ki Wan is a financial advisor with KW Wealth Management LLC in Sacramento, CA, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to founding KW Wealth Management in 2018, Wan worked at Charles Schwab & Co., Inc. for over a decade and is currently also affiliated as a broker with CBC Securities. He is a licensed insurance agent and occasionally offers clients insurance products in that capacity. KW Wealth Management LLC provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, corporations, and employer-sponsored retirement plans. The firm employs a diversified investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory methods, with a focus on long-term trading and discretionary account management.

Joshua Hurd is a CFP®-certified financial advisor with 24 years of industry experience. He is the principal of Sightline Wealth in Sacramento, CA, and has prior experience at Charles Schwab Bank and Independent Financial Group. Sightline Wealth provides wealth management services to individual and high-net-worth clients, combining discretionary investment management with integrated financial planning. The firm uses a mix of fundamental and technical analysis to construct portfolios that include both passive and active investment vehicles and may oversee third-party managers as part of its advisory approach.

Daniel Rooney is the sole advisor at Rooney Wealth Management, an independent advisory firm based in Sacramento, CA. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding his firm, he worked in various educational roles, including teaching positions at the San Francisco Unified School District and San Luis Coastal Unified School District. He maintains a teaching credential and occasionally substitutes teaches. Rooney Wealth Management serves individuals and high-net-worth clients, providing fee-only investment management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis with modern portfolio theory and incorporates both passive and active investment strategies, including the use of derivatives such as covered-call writing and cash-secured puts in separately managed accounts.

Ramy Hindiyeh is a financial advisor at Finmentum LLC in Elk Grove, California, holding a Series 65 designation. He has prior work experience at Honeydev Inc. and Chevron, spanning over 20 years in total. Finmentum LLC is a fee-only advisory firm that provides comprehensive financial planning and discretionary investment management primarily to individuals and families, using a disciplined, long-term, and diversified approach with an emphasis on strategic asset allocation and tax efficiency.

Jonathan Deeringer is a CFP® and CFA® credentialed financial advisor with 16 years of industry experience. He is the principal of Deeringer Wealth Management, LLC, an independent firm he founded in 2019 after working four years at Genovese Burford & Brothers. He serves as Treasurer and board member of the American River Parkway Foundation, a nonprofit focused on preserving the American River Parkway. Deeringer Wealth Management provides investment advisory, financial planning, and retirement plan consulting for individuals, trusts, nonprofits, and corporate clients. The firm’s investment approach is based on fundamental analysis and scenario-based asset allocation, using mutual funds, ETFs, and selectively managed accounts with documented use of leverage and derivatives.

Danielle Miura is a CFP® and holds a Series 66 license with four years of industry experience. She is the sole advisor at Spark Financials LLC, an independent firm based in Elk Grove, CA. In addition to her advisory role, she owns and operates Spark Tax LLC, providing tax preparation and consulting services. She has also served as an adjunct instructor at Golden Gate University. Spark Financials LLC serves individual clients with tailored financial planning and discretionary investment management, complementing these services with affiliated tax return preparation and consulting. The firm emphasizes a passive investment approach grounded in modern portfolio theory and manages a limited client roster to allow for close adviser involvement.

Paige Farrell is a CFP® professional based in Sacramento, CA, with nine years of industry experience. She has worked with Endeavor Financial Planning since 2017 and was previously affiliated with Kevin M. Young Inc. dba Young Wealth Management for three years. Endeavor Financial Planning offers financial planning and discretionary investment management to individuals, families, trusts, and small business owners. The firm operates on a fee-only basis and employs a strategic asset allocation approach using low-cost, tax-efficient funds, managing portfolios on a discretionary basis with an Investment Policy Statement for each client.

Hardeep Singh is a financial advisor at PK Wealth Advisors with 17 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Delta Investment Management, Wedbush Securities, and Wells Fargo. In addition to his advisory work, Singh operates a licensed insurance practice. PK Wealth Advisors is an independent firm providing discretionary asset management, financial planning, and retirement-plan consulting to individuals, trusts, and employer-sponsored plans. The firm customizes investment programs based on client goals and risk tolerance, utilizing a range of strategies including fundamental and technical analysis, and may engage sub-advisors and conduct regular portfolio reviews.

Tien Pham is a financial advisor at Royce Wealth Management LLC in Sacramento, CA, holding a Series 65 credential with approximately one year of industry experience. His prior work includes roles at GPW LLP and Gursey Schneider LLP. Royce Wealth Management LLC provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs portfolios using individual equities, fixed income, ETFs, mutual funds, money market funds, and alternative investments, employing both fundamental and technical analysis with a long-term orientation and tactical adjustments as warranted.

Vitalii Iakushev is a Series 65-licensed financial advisor with three years of industry experience, currently operating at VIFINANCE L.L.C. in Sacramento, CA. His prior work includes roles at Walmart Global Tech and West Leasing, as well as self-employment ventures. VIFINANCE L.L.C. provides discretionary portfolio management primarily to individuals and high-net-worth clients, focusing on long-term investment in U.S. large-cap equities using fundamental business-quality analysis. The firm serves both U.S. and non-U.S. clients and manages accounts with a documented Investment Policy Statement, conducting quarterly reviews and reporting.

David Sefton is a financial advisor based in Sacramento, CA, and the sole advisor at Sefton Financial Planning. He holds the ChFC® designation and a Series 65 license, with 13 years of industry experience. He has led Sefton Financial Planning since its founding in 2012. Sefton Financial Planning is an independent, fee-only advisory firm serving individuals and high-net-worth clients with financial planning and non-discretionary investment advice. The firm focuses on fundamental analysis and long-term strategies, emphasizing diversified asset allocation through low-cost mutual funds and ETFs, and operates on hourly or fixed retainer fees rather than asset-based fees.

Malique Micenheimer is a financial advisor at WIN Private Wealth with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked with Eagle Strategies, Nylife Securities, and New York Life. Micenheimer is also the founder and CFO of the Micenheimer Foundation, a nonprofit organization involved in community philanthropy. WIN Private Wealth is a fee-only registered investment adviser serving individuals, high net-worth clients, charitable organizations, and corporations. The firm focuses on asset allocation using a mix of passive and active strategies within a modern portfolio theory framework and offers integrated financial planning and investment management without account minimums.

Bernard Gwandiku is the sole advisor at Gwan Global Services, Corp., an independent firm based in Elk Grove, CA. He holds a Series 65 credential and has six years of experience in financial advisory. Prior to founding his firm in 2019, he has worked at UCSF Medical Center since 2005. Outside of advisory work, he is involved in real estate sales as an agent with Keller Williams Realty and owns an equipment rental business. Gwan Global Services, Corp. offers portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of analysis techniques and investment strategies, including fundamental, quantitative, technical, and modern portfolio theory, and provides both discretionary and non-discretionary account management.

Brent Ward is a financial advisor at Award Financial Group with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cambridge Investment Research Advisors and Foundations Investment Advisors. He serves on the board and finance committee of Elk Grove Adult Community Training. Award Financial Group provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment strategies using fundamental, technical, and charting analysis, offers direct portfolio management, and employs quarterly reviews with portfolio maintenance including tax-loss harvesting.