Scott Roseman is a financial advisor at Roseman Wagner Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Roseman Wagner since 2008. Roseman serves as a director of The Scott and Tara Roseman Foundation and holds board and management roles in several nonprofit and agricultural ventures, including rice farming and a horse cutting business. 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 concentrated, disciplined strategies across individual and pooled accounts.

Matthew Jude is a CFP® with five years of industry experience and is currently an advisor at Rebalance LLC. His prior experience includes roles at Lucas Group Financial Planners, Amazon, United Parcel Service, Black Sheep Bar & Grill, and Morris & Garritano Insurance Agency. Rebalance LLC provides investment management and financial planning services to individuals, retirement plans, pooled vehicles, and charitable organizations, managing approximately $1.56 billion in discretionary assets. The firm uses a strategic asset allocation framework centered on ETFs and offers both a standardized Rebalance360 program and personalized wealth management services.

Marion Hebert is a financial advisor at The Salvetti Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Central Valley Advisors, Raymond James Financial Services, Wealth Strategies Inc., and Motif Investing. The Salvetti Group provides discretionary portfolio management and sponsors an in-house wrap fee program for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to manage portfolios using a variety of instruments, including stocks, bonds, mutual funds, ETFs, options, structured notes, and private securities.

Megan Miller is an associate wealth advisor at Towerpoint Wealth, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and the California Department of Housing. Outside of financial advising, she operated an online business called Miller Creations Online for four years. Towerpoint Wealth is a registered investment adviser managing approximately $561 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a multi-disciplinary investment approach tailored to client objectives and risk tolerances, offering wealth management, financial planning, retirement plan consulting, and portfolio monitoring services through a team-based structure.

Carter Osborne is a financial advisor at Planned Solutions, Inc. in Folsom, CA, holding a Series 65 credential. He has been with the firm since 2024 and has previous experience at California State University - Sacramento and CalHFA. Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a range of clients including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes model asset-allocation portfolios with strategic and tactical asset allocation, supported by in-house tax expertise and formal capital markets valuation techniques.

Caleb Hilliker is a financial advisor at Statheros Financial Solutions, Inc. with three years of industry experience. He holds a Series 65 designation and has prior work experience that includes roles at Azusa Pacific University and as a California Notary Public. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs globally diversified, generally long-term strategies using mutual funds and ETFs, supported by a proprietary Portfolio Builder tool to tailor allocations based on client tax status, financial need, and risk tolerance.

Taranvir Pannu is a financial advisor at Bulman Wealth Group with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Chase Bank and Monarch Wealth Strategies. Bulman Wealth Group serves individuals, trusts, corporations, charitable organizations, and retirement plans by providing investment advisory and financial planning services, including discretionary portfolio management and estate-planning support. The team manages approximately $283 million for about 555 clients, tailoring portfolios to client objectives and risk tolerance through a combination of model portfolios and third-party managers.

Joel Ransford is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Planned Solutions, Inc. He previously worked at Securities Service Network, Inc. for four years. In addition to advising, he is involved in tax preparation and planning services at Planned Solutions, where he also holds a shareholder and director role. Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes model asset-allocation portfolios guided by capital markets forecasts and technical analysis, with distinct in-house tax expertise integrated into its advisory approach.

Alan Robello Jr. is a financial advisor at Avisen Advisors, LLC in Sacramento, CA, with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Avisen Advisors and its related entity Avisen Wealth Management since 2001 and 2003, respectively. Avisen Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, pension plans, and other entities. The firm employs a range of portfolio management strategies, including discretionary and non-discretionary approaches, and uses various advisory programs supported by custodial platforms and third-party managed account solutions.

Emilie Andres is a CFP® professional at Statheros Financial Solutions, Inc. with eight years of industry experience. She has previously worked at Braziel & Associates, LLC, NPB Financial Group, LLC, and Gibson Capital Management. Emilie holds a Series 65 license and is based in El Dorado Hills, CA. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a proprietary Portfolio Builder tool with globally diversified, long-term strategies primarily composed of mutual funds and ETFs, and offers additional services such as retirement-plan advisory and actuarial consulting.

Ryan Mason is a financial advisor with Argos Wealth Advisors LLC in Sacramento, CA, holding a Series 65 designation and four years of industry experience. He has been with Argos Wealth Advisors since 2007 and is part of an eight-advisor team. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation process with ongoing portfolio monitoring and offers discretionary management through mutual funds, ETFs, direct securities, or third-party managers tailored to client needs.

Dusty Hoetger is a CFP® with 20 years of industry experience, currently serving at Avisen Advisors, LLC since 2011. He has been involved with Avisen Wealth Management, Inc. since 2005. Outside of his advisory role, he volunteers with the Volunteer Income Tax Assistance (VITA/TCE) program and the Foundation for Financial Planning, providing tax preparation help and pro bono financial planning services. Avisen Advisors offers financial planning and portfolio management to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm utilizes a combination of direct portfolio management and third-party platforms, including model-driven strategies, and provides both discretionary and non-discretionary services.

Roshelle Limoncelli is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. She holds Series 65, 63, and 66 licenses and has 21 years of industry experience. Her prior roles include positions at LPL Financial and Wetsel Financial. Van Hulzen Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, and charitable organizations. The firm offers wealth management, financial planning, and asset management across multiple strategies, combining technical, fundamental, and cyclical analysis with discretionary rebalancing and ongoing monitoring.

Joseph Eschleman is a financial advisor at Towerpoint Wealth, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and Wells Fargo Advisors. He also advises clients on cryptocurrency investments through Eaglebrook Advisors. Towerpoint Wealth manages approximately $561 million for individuals, high-net-worth clients, trusts, estates, and business plans. The firm provides wealth management, financial planning, and retirement plan consulting, employing tailored investment strategies with ongoing portfolio monitoring and a multi-disciplinary approach.

Nicole Zetouna is a financial advisor at Van Hulzen Financial Advisors with 25 years of industry experience. She has been with Van Hulzen Asset Management, LLC since 2011. Zetouna holds Series 63 and Series 66 licenses. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles, and corporations. The firm provides wealth management, financial planning, and asset management across various strategies, employing technical, fundamental, and cyclical analysis along with discretionary portfolio rebalancing and ongoing monitoring.

Justin Waisner is a Series 65-licensed financial advisor at Statheros Financial Solutions, Inc. with three years of industry experience. Before joining the firm in 2022, he held positions at Azusa Pacific University and Nugget Market and worked in education at Folsom Lake College and Oak Ridge High School. Statheros Financial Solutions provides personalized investment management and financial planning to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm uses a proprietary Portfolio Builder tool to construct globally diversified portfolios primarily with mutual funds and ETFs, offering both discretionary and non-discretionary account management.

Michelle Kessel Harbart is a financial advisor at Avisen Advisors, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked at Avisen Advisors since 2019, as well as Avisen Wealth Management, Inc. since 2011. Prior to that, she was self-employed from 2003 to 2022. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm offers both discretionary and non-discretionary services, combining direct portfolio management with a broad use of third-party platforms and sub-advisers.

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.