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.

Michael Knittel is a financial advisor at Arrowroot Family Office, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fortune Financial Services, Inc. and Lagunitas Asset Management, LLC. He is also a minority partner in Winning Streak Ventures, GP, holding a 21% non-controlling stake. Arrowroot Family Office provides comprehensive wealth management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm emphasizes customized asset allocation using quantitative analytics and manages both discretionary portfolios and private funds.

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.

Stefanus Ten Brink is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. He holds a Series 65 designation and has 15 years of industry experience, all with Van Hulzen Asset Management since 2011. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and various 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 portfolio monitoring.

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.

Trevor Parsons is a financial advisor at Statheros Financial Solutions, Inc. He holds a Series 65 designation and has been in the industry for one year. His prior experience includes roles at Charles Schwab, Brighton Jones, and work in education at Grand Canyon University and Cuesta College. Statheros Financial Solutions, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a proprietary Portfolio Builder tool with diversified, generally long-term strategies primarily involving mutual funds and ETFs.

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.

Craig Vanhulzen is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, California. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Vanhulzen has worked with Van Hulzen Asset Management since 1998. Van Hulzen Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles, and corporations. The firm offers wealth management, financial planning, and discretionary and non-discretionary asset management using a combination of technical, fundamental, and cyclical analysis.

John Pearce is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Van Hulzen Asset Management, LLC since 2011. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm provides wealth management, financial planning, and asset management across multiple strategies, combining technical, fundamental, and cyclical analysis with ongoing portfolio monitoring.

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.