John Davis is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Moss Adams Wealth Advisors LLC since 2018. He previously worked at CliftonLarsonAllen Wealth Advisors, Stone Point Financial and Insurance Services, Principal Life Insurance Company, and Princor Financial Services Corporation. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals and various types of trusts and plans. The firm provides comprehensive wealth management and investment consulting, managing approximately $4.75 billion in assets through a team-based approach that emphasizes long-term strategic asset allocation and customized portfolio strategies.

Joseph Olheiser is a financial advisor with CL Wealth Management LLC who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has worked at multiple firms, including Morgan Stanley and Golden Hills Financial Group LLC, where he serves as President and advises on 1031 exchanges into DST investments. CL Wealth Management LLC provides portfolio advisory and financial planning services to a wide range of clients, including individuals, trusts, and business entities. The firm offers both discretionary and non-discretionary management, employs various investment strategies, and maintains multiple industry affiliations and related-party activities.

Graham McDougal is a financial advisor at Trek Financial with 21 years of industry experience. He holds a Series 66 designation and has been with Trek Financial since 2016. In addition to his advisory work, he operates a legal practice specializing in trust, estate, and probate matters and is involved as a youth lacrosse coach in Sacramento. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical approaches, including evidence-based and rules-based models, AI tools under governance and human review, and provides a broad range of model and alternative investment strategies.

Samantha Barrett is a financial advisor with NorthRock Partners, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at WGG Wealth Partners and Ameriprise Financial Services, Inc., among other firms. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach with broad asset allocation, diversification, and integration of private market allocations, supported by AI tools alongside human oversight.

Julia Shiles is a financial advisor at Mutual Advisors, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and A.G. Edwards & Sons. In addition to her advisory role, she is involved with Sullivan Wealth Management Group as a branch manager and senior client service associate. Mutual Advisors serves a wide range of clients, including individuals, trusts, retirement plans, and institutional investors, and employs a combination of active and passive investment strategies tailored through multiple analytical approaches.

Michael Batt is a financial advisor with Wedbush Securities Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work history includes positions at Wedbush Morgan Securities, A. G. Edwards & Sons, Inc., and Merrill. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerance.

Lucius Williamson Jr. is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds a Series 63 designation and has 47 years of industry experience. Williamson has been with Berthel Fisher since 2008 and also worked at BFC Planning, Inc. since 2017. He is involved in community education through teaching financial planning classes at St. Paul's Baptist Church and serves as a board member for Sounds Reasoning Ministries, where he helps identify training locations and sponsorship opportunities. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers personalized investment advice through various platforms and strategies, including discretionary management and third-party money manager arrangements.

Cody Okeefe is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Ameriprise and Bank of the West before joining NorthRock in 2025. Outside of advising, he is engaged in independent insurance brokering, focusing on Medicare Supplement and fixed annuity products. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the integration of private market allocations, supported by AI tools alongside human oversight.

Christopher Bozzuto is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. He has worked with Mutual of Omaha entities since 2018 and operates Bozzuto Health & Life Inc., which has been active since 2011. Bozzuto is also licensed as an insurance agent, focusing on health, life, dental, vision, disability, long-term care, fixed annuities, and Medicare-related plans. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning options. The firm leverages platform relationships with Envestnet and Pershing and combines investment advisory with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Dane Coyle is a financial advisor with Fiduciary Financial Advisors in Sacramento, CA, holding a Series 65 designation. He has experience working in both the public sector, including roles with Sacramento County and the State of California, and private consulting. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing fundamental, technical, and quantitative analysis, and offers individual professional trustee services and alternative investment options.

Hermogenes Abero Jr. is a financial advisor with Coppell Advisory Solutions LLC, holding four years of industry experience. He has been self-employed since 2015 and has worked with Coppell Advisory Services, LLC DBA Fusion Capital Management since 2021. Outside of his advisory work, he is also licensed as an insurance agent specializing in Accident & Health and Life insurance. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment approach using internally developed asset allocation models combined with fundamental and technical analysis, implementing strategies consistent with client objectives.

Nicholas Naccarato is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has been with the firm since 2025 and has no prior industry experience. His work history includes roles at Capitol Planning Group and educational positions at Chapman University, University of San Francisco, and Sage Creek High School. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored advice through confidential client profiles and employing model portfolios with an asymmetric rebalancing strategy.

Karen Bothe is a CFP® with 11 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2025. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2025. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the integration of private market allocations, supported by AI tools and human oversight.

Vyacheslav Palamarchuk is a financial advisor at Sowell Management with eight years of industry experience. He has worked at Sowell Management since 2020 and at Solera Asset Managers since 2017, while also maintaining self-employment since 2014. He is appointed to various outside insurance companies to broker non-registered insurance products. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers solutions such as model portfolios, sub-advisory relationships, and unified managed account platforms.

Edward Bunting is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Mutual Advisors, Mutual Securities, Morgan Stanley, Wells Fargo Clearing, and Prudential Equity Group. He is active in community service through the Carmichael Rotary Club. Mutual Advisors, LLC serves a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm offers a variety of advisory services and employs a blend of active and passive investment strategies tailored to client objectives, managing approximately $9.45 billion across 154 advisors.

Kristin Bluemel Redman is a financial advisor at NorthRock Partners, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise, Mass Mutual, LPL Financial, and Golden 1 Credit Union. She also operated Bluemel Vocal Studio for over a decade. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored investment approach emphasizing diversification, use of independent managers, and integration of private market allocations supported by AI tools for tax-aware investing and portfolio monitoring.

Taylor Mark is a financial advisor with The Wealth Consulting Group in Sacramento, CA, holding a Series 66 license and two years of industry experience. Prior to his advisory role, he worked with Every Nation Ministries for six years. Outside of his advisory work, he is involved in caretaking activities. The Wealth Consulting Group is an SEC-registered firm serving individual clients, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to various investment platforms, combining active and passive strategies with estate-document support through licensed attorneys and partnerships with major custodians.

Lester Holmes is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Holmes is also involved in health insurance sales through the Covered California program. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and allows advisors to construct portfolios using a variety of investment vehicles.

Anne Hasbrook is a financial advisor with The AmeriFlex Group in Sacramento, CA, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Her prior work includes roles at Cetera, Investors Capital Corp., and Eastern Point Advisors. She is also licensed as a life insurance agent, selling fixed insurance products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions with a range of wrap and non-wrap programs, integrating Cambridge’s investment platforms and providing ongoing account monitoring.

Sean Gillis is a financial advisor at Northrock Partners, LLC with five years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Ameriprise, J.P. Morgan Securities, and JPMorgan Chase Bank. Northrock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach focusing on asset allocation, diversification, and periodic rebalancing, integrating private market investments and using AI-supported tools alongside human review.