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.

Michelle Tokunaga is a financial advisor at AlphaStar Capital Management in Sacramento, CA, holding a Series 65 designation. She has been with AlphaStar since 2026 and has prior experience in the technology sector, including five years at Meta. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Levi Larsen is a CFP® and holds the Series 66 designation with 11 years of industry experience. He is currently with Mutual Advisors, LLC and has prior experience at Beacon Pointe Advisors, Financial Engines Advisors, and Charles Schwab in both its bank and brokerage divisions. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management and financial planning services using a combination of active and passive strategies tailored to client objectives, and is notable for its significant institutional work and specialized operational features.

Lawrence Hansen is a financial advisor at BlueSpring Wealth Management, LLC in Roseville, CA, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Capital Planning Advisors and Kestra Financial Inc. He is also a partner and founder of Capital Independent Insurance Services, LLC, where he provides insurance protection plans to business and individual clients. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans with discretionary and limited non-discretionary investment management, financial planning, and consulting. The firm offers customized investment strategies and access to independent managers and private placements tailored to client objectives.

Christopher Reid is a financial advisor at Encompass More Asset Management LLC with 8 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Verity Asset Management and Appreciation Financial. Outside of his advisory role, Reid is involved in insurance agent recruiting and training through several business ventures and supports a health and wellness business owned by his spouse. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm combines proprietary models and third-party sub-advisers with investments across multiple asset classes, including equities, fixed income, private placements, and digital assets.

Michael Sollazzo is a financial advisor with BlueSpring Wealth Management, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Capital Planning Advisors for 12 years before joining Kestra Financial Inc. in 2026. Outside of advisory roles, he is a partner and wealth management counsel at Capital Independent Insurance Services, LLC, where he provides insurance protection plan analysis. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is customized and iterative, utilizing a proprietary application and combining mutual funds, ETFs, individual securities, derivatives, and independent managers.

Jeffrey Lorenz is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Advisory Alpha since 2021 and previously held roles at Mutual Advisors, LLC and Mutual Securities, Inc. He is also president of 401 Financial, where he is involved in insurance product sales. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, and offers portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a diverse range of managed portfolio strategies.

James Cave is a financial advisor with The Wealth Consulting Group in Sacramento, CA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2016. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive investments alongside model portfolios and algorithmic guided wealth services.

Jason Martin is a financial advisor with BlueSpring Wealth Management, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at firms including Kestra Financial, Bedell Frazier Investment Counselling, Capital Planning Advisors LLC, Ameriprise, and Comerica Securities. In addition to advisory work, he is involved as an insurance agent with Capital Independent Insurance Services. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension plans, offering tailored investment management, financial planning, and retirement plan consulting supported by a structured investment process overseen by an Investment Committee.

Thomas May is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the Series 66 designation and has nine years of industry experience. Prior to joining Mutual of Omaha in 2019, he worked at MML Investors Services and Massachusetts Mutual Life Insurance Company. May is also a co-founder and partner of Herrera May Wealth Management, a financial services organization. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and acts as a conduit to third-party managers.

Gurpreet Singh is a financial advisor at Infinity Financial Services Advisory based in Sacramento, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Transamerica Financial Advisors and World Financial Group. Outside of his advisory role, Singh serves as COO of Niha Life Insurance and Financial Solutions, a fixed insurance and IMO business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm employs a multi-method investment approach combining technical and fundamental analysis, modern portfolio theory, and uses a range of investment vehicles including mutual funds, ETFs, and options to serve individual and high-net-worth clients.

Laura Pajak is a financial advisor with The AmeriFlex Group in Sacramento, CA, holding the CFP® designation and Series 63 license. She has 40 years of industry experience, including prior roles at Cambridge Investment Research, Sagepoint Financial, LPL Financial, and her own firm, Foord, Van Bruggen, Ebersole & Pajak Financial Services. Pajak serves as secretary of the American River Rotary Foundation. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and retirement plan services through a network of advisory affiliates using multiple program platforms and custodial arrangements to tailor strategies for its clients.

Ryan Trulove is a financial advisor at Advisory Alpha, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, LLC, and Mutual Advisors, LLC. In addition to his advisory role, he provides notarial services and owns 401 Wealth Management, Inc., which supports investment-related activities. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and 529 and HSA platforms. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing a diverse range of portfolios with an emphasis on multi-strategy fund-of-funds implementations.

Evan Mathew is a financial advisor at Trek Financial with 24 years of industry experience. He holds a Series 66 designation and has been with Trek Financial since 2016. Outside of his advisory role, he serves on the advisory board of the Arthritis Foundation Sacramento Chapter and holds board and administrative positions with the Grace & Glory Foundation and Grace Valley Christian Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing both discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating rules-based, evidence-based, fundamental, and technical analysis, and offers a broad range of model and alternative strategies along with access to alternative investment platforms.

Charles Harrison is a CFP® professional with 12 years of industry experience, currently affiliated with The AmeriFlex Group. He has held roles at firms including Cambridge Investment Research, Inc., and United Planners' Financial Services of America. Harrison also serves as a financial educator for the United Auburn Indian Community and is a member of the AssetMark Field Advisory Board. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and discretionary or non-discretionary manager relationships to tailor advice to client needs.

Joseph Pasquinelli is a financial advisor at Portfolio Medics, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Alpha Retirement Wealth LLC and Asurea Insurance Services. In addition to his advisory role, he is an independent insurance agent for One Life America/Heartland Financial, selling insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a focus on retail and small-business relationships.

Brian Tewksbury is a financial advisor at StoneX Advisors Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2019. Outside of his advisory role, he owns and manages a property development company and operates an independent insurance business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies.

Kenneth Bielejeski is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Tmfs Advisors LLC, The Mutual Fund Store, and E*TRADE Advisory Services, Inc. Stratos Wealth Advisors is an SEC-registered multi-team firm with approximately 71 advisors managing around $5.57 billion in assets for nearly 4,928 clients. The firm serves individuals, trusts, retirement plans, and institutions, offering a range of services including financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting.

Darold Mark is a financial advisor with The Wealth Consulting Group, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with The Wealth Consulting Group and LPL Financial since 2016. In addition to his advisory role, he is involved in non-variable insurance activities. The Wealth Consulting Group is an SEC-registered firm serving individual clients, corporate clients, retirement plans, and trusts with discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies to client goals, offering both active and passive investments across multiple platforms.

James Mccarthy IV is a financial advisor at BlueSpring Wealth Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Kestra Financial Inc., Bedell Frazier Investment Counselling LLC, Capital Planning Advisors, LLC, and Legacy Capital Management. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process overseen by an Investment Committee and provides specialized services including custom option overlay and hedging strategies.