Joseph Scerbo is a financial advisor at PRIMERICA ADVISORS and holds Series 6, 63, and Series 65 licenses. Joseph Scerbo works with business owners, self-employed professionals, and people who hope to start their own business one day. He helps clients with investment advising, retirement planning, and business retirement plans, along with retirement distributions and survivor education. He brings that perspective from firsthand experience as an entrepreneur. In January 2003, he founded and ran his own electrical and HVAC contracting company, where he navigated both the 2008 financial crisis and the COVID pandemic while keeping his employees working. That background gives him a practical understanding of the day-to-day challenges business owners face. In 2024, Joseph pivoted into offering securities, bringing his experience as an employer and small business owner to his work with clients. He operates on a fee-based model and focuses on helping business owners plan for retirement and beyond. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors

Norman Dotch is the sole advisor at Dotch Capital in Stockton, CA, holding a Series 66 designation with 12 years of industry experience. He previously worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. He is also an independently licensed insurance agent involved in insurance sales. Dotch Capital is an independent registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, and retirement plan advisory services, using a combination of fundamental and technical analysis along with modern portfolio theory to tailor diversified portfolios to client objectives.

Ryan Koopmans is a CFP® professional with four years of financial industry experience, currently serving as the sole advisor at Beacon Veterinary Wealth. He has previously worked at Lifeworks Advisors, LLC and Vincere Wealth Management, LLC. In addition to his financial advisory career, Ryan is an associate veterinarian at Antioch Veterinary Hospital, where he provides primary care and surgical services. Beacon Veterinary Wealth offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm operates as a fee-only adviser, blending passive and active asset-allocation strategies, and provides services including recurring fixed-fee planning and public financial education seminars.

Paolo Marchetti is a financial advisor with 23 years of industry experience, currently serving as the sole advisor at 401K Engineers Inc. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research, Inc. from 2015 to 2020. Outside of his advisory role, he owns an S-corporation providing fiduciary services under ERISA Section 3(16). 401K Engineers Inc. offers portfolio management to individual investors and advisory services to retirement plan sponsors, including pension and profit-sharing plans, as well as charitable organizations. The firm focuses on customized investment policies and long-term strategies, integrating pension consulting and coordination with estate-planning attorneys.

Michael Ching is a financial advisor at Nardene Wealth Management Inc in Brentwood, CA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Nardene Wealth Management since 2008. Nardene Wealth Management provides investment management and comprehensive financial planning services to individuals, businesses, charities, and small pension plans. The firm combines fundamental and technical analysis to manage diversified portfolios and collaborates with third-party managers to offer specialized investment strategies.

Lance Quesada is a financial advisor with Oak Tree Securities, Inc. He holds Series 66, Series 65, and Series 63 licenses and has five years of industry experience. He has been with Oak Tree Securities since 2020. Oak Tree Securities, Inc. provides estate and financial advisory services to individuals, couples, salaried executives, small business owners, and retirees. The firm emphasizes diversified investment allocations combining fixed income with growth and inflation-hedged equities, managing accounts on a non-discretionary basis with ongoing reviews and performance reporting.

Nathan Williamson is a financial advisor with Waystone Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at New York Life Insurance Company and Findec Wealth Services, Inc. He is also a licensed insurance agent in Washington. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses, using a customized, fiduciary approach that emphasizes strategic asset allocation and long-term investment horizons.

Daniel Quesada is a financial advisor with Oak Tree Securities, Inc. in Brentwood, CA, holding a Series 63 designation and 49 years of industry experience. He has been with Oak Tree Securities since 1986. Outside of his advisory role, he is involved in life insurance sales through Lakeview Financial on a commission basis. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and fiduciary entities, focusing on diversified investment allocations managed on a non-discretionary basis without market timing.

David Godinez is a financial advisor with Oak Tree Securities, Inc. in Livermore, CA, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Oak Tree Securities since 2007 and concurrently serves as Vice President of QCS Financial Services. Outside of finance, he is the owner-operator of Ominous Burgers, a food sales business. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, and retirees. The firm emphasizes diversified portfolios with a non-discretionary approach, combining fixed income and equity investments, and serves primarily non-high-net-worth clients.

Landon Blodgett is a financial advisor with Blodgett Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His prior experience includes roles at Mercer Advisors, Insight Capital Management, Fisher Investments, and Charles Schwab. Blodgett Wealth Advisors, LLC manages approximately $251 million for over 100 clients, serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multifaceted investment process incorporating various analytical methods and asset allocation strategies, offering discretionary portfolio management and financial planning services with a broad planning scope including corporate structure work and client trustee services.

Elizabeth Mihalka is a CFA® charterholder with 17 years of industry experience. She has been with Altamont Wealth Management, Inc. since 2007. Outside of her advisory role, she co-manages a rental property with her husband. Altamont Wealth Management provides investment advisory and limited-scope financial planning services to individuals, couples, non-profits, retirement plans, and corporations, including a significant number of high-net-worth clients. The firm focuses on individualized, buy-and-hold portfolios using mutual funds and ETFs, managing accounts on a non-discretionary basis with client-approved trades.

Devin Blodgett is a CFP® with 12 years of industry experience, currently serving as an advisor at Blodgett Wealth Advisors, LLC since 2021. Prior to this, he worked at Intersect Capital LLC for six years. Blodgett Wealth Advisors manages approximately $251 million for a diverse client base including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-method investment process and offers discretionary portfolio management alongside comprehensive financial planning and retirement consulting.

Brody Martinez is a CFP® professional with four years of experience, currently serving at BayBridge Capital Group, LLC. Prior to joining BayBridge, he worked at Lawrence Livermore National Laboratory. BayBridge Capital Group, LLC provides discretionary asset management and integrated financial planning to individuals, businesses, and retirement plans. The firm emphasizes diversified portfolios with mutual funds and ETFs, fundamental analysis, and offers ERISA-focused advisory services alongside individual wealth management.

Christopher Fahey is a Series 65 licensed advisor with King Financial, where he has worked since 2024. He has over a decade of entrepreneurial experience, including founding Gravity Picks Inc and previously operating Elite DJ. Fahey also has a background in accountancy through Tim Wheeler Accountancy Corporation. King Financial offers investment and planning services to individuals, corporations, and retirement plans, utilizing a long-term investment approach based on modern portfolio theory. The firm integrates insurance and tax perspectives into client work and provides specialized advisory services such as 1031 exchange and Qualified Opportunity Zone fund analysis.

Kevin Batstone is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Baybridge Capital Group, LLC since 2016 and previously worked at Infinity Financial Services. In addition to his advisory role, he operates as a sole proprietor and is an insurance agent. Baybridge Capital Group, LLC provides discretionary asset management and integrated financial planning for individuals, businesses, and retirement plans, including ERISA-focused services. The firm builds diversified portfolios primarily using mutual funds and ETFs, employs fundamental analysis, and offers fiduciary advisory services such as ERISA 3(21) and 3(38) roles.

Jack Holland is a financial advisor at BOLT Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has a varied work history that includes roles in education and appliance repair prior to joining BOLT Wealth Management. BOLT Wealth Management LLC is a small advisory firm serving approximately 120 individual and high-net-worth clients with about $53.4 million in assets under management. The firm provides comprehensive financial planning, portfolio management, retirement plan consulting, educational workshops, and income tax preparation, employing a nondiscretionary investment approach that combines fundamental, technical, and cyclical analysis.

Timothy Wheeler is a Series 65-registered advisor at King Financial with three years of industry experience. He has a background in accounting, operating his CPA practice, Wheeler CPA Group PC, since 2017. Prior to this, he worked at Bill Pollard CPA for 14 years. King Financial provides investment and planning services to individuals, corporations, and retirement plans, offering portfolio management, financial planning, pension consulting, and real estate advisory services. The firm employs a modern portfolio theory approach with a long-term horizon and integrates insurance and tax/accounting expertise into its client services.

Devin King is a financial advisor at King Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Equitable Advisors before joining King Financial in 2015. Outside of his advisory role, he is involved in buying and selling collectibles through Damask Holdings. King Financial provides investment and planning services to individuals, corporations, and retirement plans, focusing on portfolio management, financial planning, and pension consulting. The firm employs a modern portfolio theory approach and integrates insurance and tax expertise into client strategies.

Dennis Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC with 24 years of industry experience. He holds the Series 63 designation and previously worked for Intersect Capital LLC for 20 years before joining his current firm in 2021. Blodgett Wealth Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management alongside financial planning and retirement plan consulting, employing a multifaceted investment approach that includes fundamental, technical, quantitative, and sector analyses tailored to each client’s objectives.

Kyle Toledo is an advisor at Forthright Capital with a Series 65 designation and no prior industry experience. He has worked at Forthright Capital Advisory and Forthright Capital Partners since 2025 and has a background that includes roles with the Lodi Unified School District, Taco Bell, and California State University. Forthright Capital Advisory manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios and conducts regular quarterly reviews, employing third-party technology and due diligence on outside managers as part of its oversight.