David Baskins is a financial advisor with Avisen Advisors, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Avisen Advisors and its affiliated entity Avisen Wealth Management since 2005. Avisen Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, business entities, trusts, pension and profit-sharing plans, and foundations. The firm combines direct portfolio management with third-party platforms and sub-advisers, offering a range of investment strategies and monitoring accounts through periodic and event-driven reviews.

Matthew Young is a CFP® professional with one year of experience, currently serving as an advisor at Planned Solutions, Inc. He has previous work experience with Young Wealth Management and non-financial roles including time with the Sacramento River Cats and at Wok of Pane. Planned Solutions, Inc. is a team advisory firm that provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a broad range of clients including individuals, high-net-worth clients, and charitable organizations. The firm utilizes model asset-allocation portfolios guided by capital markets forecasts and econometric models, and offers in-house tax expertise through advisors holding CPA or Enrolled Agent credentials.

Lori Meter is a financial advisor at Bright Lake Wealth Management, LLC with 13 years of industry experience. She holds the Series 65 and Series 66 licenses and has previously worked at firms including Crump Life Insurance Services, Covr, Key Investment Services LLC, and Merrill. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning and discretionary portfolio management through model portfolios and third-party sub-advisers. The firm employs a goals-based, household-level investment approach with ongoing monitoring and rebalancing, complemented by estate-planning services in partnership with Wealth.com.

Jiyao Peng is a financial advisor at Boyd Wealth Management, LLC in Sacramento, CA, with four years of industry experience. She holds the Series 66 designation and previously worked at Mariner Independent Advisor Network, LPL Financial, The Financial Services Network, Franklin Templeton, and State Street Bank & Trust Corporation. Outside of her advisory role, she co-owns a rental property with her parents. Boyd Wealth Management serves individuals, trusts, estates, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement-plan consulting. The firm uses a goals-based, asset-allocation driven process with ongoing monitoring and rebalancing, incorporating ETFs, mutual funds, individual securities, and private investments.

Michael Shea is a financial advisor at WealthPlan Investment Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Five Star Bank and Mechanics Bank. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm serves individual, high-net-worth, and institutional clients, providing comprehensive financial planning, investment management, and retirement plan services using a range of strategies and vehicles, including model-based portfolios, mutual funds, ETFs, and private placements.

Samantha Mockford is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Citrine Capital since 2023 and previously spent two years at Symphony Financial Planning. Prior to her financial advisory career, she was employed at Cru for 14 years. Citrine Capital serves individual and high-net-worth clients as well as small businesses, offering investment management alongside comprehensive financial planning and related services such as tax return preparation, college funding analysis, estate planning reviews, and business consultation. The firm employs a diversified, tax-aware investment approach within a Modern Portfolio Theory framework and manages accounts on a discretionary basis with regular monitoring and rebalancing.

Michael Di Dio is a financial advisor at Roseman Wagner Wealth Management with nine years of industry experience. He has worked at Roseman Wagner since 2017 and previously spent two years at Dasher, Inc. Outside of his advisory role, he serves as Secretary for the Campania Homeowners Association. Roseman Wagner Wealth Management offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, retirement plans, corporations, charities, and investors in an affiliated pooled vehicle. The firm combines comprehensive financial planning with a discounted cash-flow valuation approach and manages approximately $1.54 billion in assets across five advisors.

Terence Triantafillidis is a financial advisor with The Salvetti Group in Sacramento, CA. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Fidelity Investments and Sacramento Credit Union. The Salvetti Group is a team of six advisors managing over $633 million in discretionary assets. The firm provides portfolio management and operates an in-house wrap fee program for individuals, trusts, retirement plans, and business entities, employing a range of investment strategies and offering access to a variety of financial instruments.

Aleksandar Glebov is a financial advisor with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with firms including Mass Mutual Life Insurance Company, MML Investors Services, OneAmerica Securities, and American United Life. Outside of advisory roles, he is also involved in insurance sales and service through Signature Resources Insurance and Financial Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors and participants. The firm offers a “Global Target Risk” investment approach emphasizing global diversification, factor tilts, and longer-term holdings, primarily using mutual funds and ETFs.

Paul Booth is a CFP® and CFA® with 32 years of experience in financial advising. He has been the sole advisor at Delta Wealth Management since 1993. Based in Granite Bay, CA, Booth holds a Series 63 license. Delta Wealth Management provides discretionary portfolio management and wealth counseling to individuals and families, including trust assets, retirement plans, and charitable foundations. The firm manages roughly $485 million in assets with a concentrated client roster, employing a formal five-step investment process and primarily using pooled vehicles such as mutual funds and ETFs.

Scott Vlahon is a financial advisor at Bulman Wealth Group in Roseville, CA, holding a Series 65 designation with 10 years of industry experience. His work history includes roles at Chris Bulman Inc., Integrated Financial Settlements dba Bulman Wealth Group, Retirement Wealth Advisors LLC, and BWG Insurance Agency, where he independently sells insurance products such as life, disability, and long-term care policies. Bulman Wealth Group is a seven-advisor team managing approximately $283 million for about 555 clients. The firm serves individuals, trusts, corporations, charitable organizations, and retirement plans with investment advisory and financial planning services, employing model portfolios and third-party managers to align investments with client goals.

Jonathan Laturner is a financial advisor with Towerpoint Wealth, LLC in Sacramento, CA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies tailored to client objectives.

Catherine Dunnam is a financial advisor with Planned Solutions, Inc., holding a Series 66 designation and 18 years of industry experience. She has worked at Planned Solutions since 2015 and previously spent 11 years with Securities Service Network, Inc. Dunnam also serves as a director at Planned Solutions and at Smith, Robertson & Johnson Insurance Services. Planned Solutions, Inc. offers discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a diverse client base, including individuals, high-net-worth clients, trusts, and business entities. The firm employs model portfolios guided by strategic and tactical asset allocation, supported by in-house tax expertise and a formal capital-markets valuation approach.

Sara Wise is a financial advisor at Roseman Wagner Wealth Management with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Eagle Strategies LLC and NYLife Securities LLC. Roseman Wagner Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, corporations, charitable organizations, and a pooled private investment vehicle. The firm employs a fundamental, discount-from-value investment approach and manages both individual and pooled accounts using tailored income and growth strategies.

Ronie Drori is a CFP® professional with 35 years of industry experience. He has been with Modern Capital Advisors, LLC since 2020 and has also worked at Modern Capital Securities, Inc. since 2004. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through custodial platforms.

Scott Mehren is a financial advisor with American Investors Company and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including over 25 years with American Investors Company. Outside of his advisory role, he is a partner in a bookkeeping, payroll, and tax services business. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and corporations. The firm offers both discretionary and non-discretionary asset management, financial planning, and 401(k) services, combining broker-dealer and SEC-registered adviser functions.

Joseph Hendrickson is a CFP® professional with one year of experience at PCM Encore, LLC. His prior roles include positions at Berkshire Partners LLC, RSM US LLP, and Apercen Partners LLC. He also worked at California Polytechnic State University for two years. PCM Encore, LLC serves a range of individual and institutional clients, providing financial planning, consulting, discretionary portfolio management, and retirement-plan advisory services. The firm emphasizes long-term, asset-allocation-focused portfolios using diversified, low-cost mutual funds and ETFs, along with tax-aware strategies and customizable solutions that include alternative investments and ESG options.

Justin Steingraber is a CFA® charterholder with 16 years of industry experience. He has worked at Boyd Wealth Management, LLC since 2020 and previously held positions at Wells Fargo Advisors and First Republic Investment Management. Boyd Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive wealth management, written financial planning, and retirement plan consulting services. The firm employs a goals-based planning process with disciplined asset allocation and manager selection, offering ongoing portfolio management across a range of public and private securities.

Colby Dotson is a financial advisor at Boyd Wealth Management, LLC with seven years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Prior to joining Boyd Wealth Management, he worked at Charles Schwab, TD Ameritrade, and Fidelity Investments. Outside of advisory work, Mr. Dotson is a licensed insurance agent. Boyd Wealth Management serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans by providing comprehensive wealth management, financial planning, and portfolio management services. The firm emphasizes a goals-based, asset-allocation driven investment approach tailored to clients’ risk profiles and time horizons, complemented by ongoing monitoring and use of third-party sub-advisors.

I started in this industry in 2008. I'm so grateful to have experience supporting clients through the great recession. It taught me the value of a disciplined investment approach, using empirical data and math to manage portfolios and remove the emotions that cause us to make poor investment decisions. My framework for advice is goals focused. We figure out how you want to use your money during your lifetime, then work backwards to arrive at the best financial decisions to support your goals. This is our guiding light. I'm passionate about financial education and empowering clients to understand the "why" behind the "what to do". My personal journey includes: - Joining a fintech startup as the 4th employee, where I learned to pivot and adapt quickly. - Working with high-earning professionals, which taught me advanced tax-planning strategies. - Teaching financial education webinars, where I honed the ability to simplify complex concepts. I provide a white-glove service to support every financial decision and bring peace of mind. Every day, I’m grateful to serve people.