Nash Wylie is a financial advisor at Van Hulzen Financial Advisors in El Dorado Hills, CA, holding a Series 65 designation. He has been with Van Hulzen Asset Management since 2025 and has prior work experience in various industries including retail and golf course management. Van Hulzen Financial Advisors serves individuals, pension plans, trusts, and a range of institutional clients, offering wealth management, financial planning, and asset management services across multiple strategies. The firm integrates technical, fundamental, and cyclical analysis in its model portfolios and provides consulting and sub-advisory services.

Aaron Wagner is a financial advisor with Roseman Wagner Wealth Management in Rocklin, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Roseman Wagner Wealth Management since 2008 and previously worked at Silver Oak Securities. Outside of advising, he manages a Costa Rica-based entity, Casa Dos Vistas MA SRL. 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 with a focus on undervalued opportunities, work-outs/arbitrage, and larger control positions, managing roughly $1.3 billion in discretionary assets.

Angela Parker is a CFP® with 12 years of industry experience. She has worked at NorthRock Partners, LLC since 2025 and previously spent seven years with Ameriprise Financial Services, Inc. and five years at Ameriprise. NorthRock Partners provides wealth management and advisory services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm uses a tailored investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and employing technology tools alongside human oversight.

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.

Matthew Regan is a financial advisor with Mariner Independent in Roseville, CA, holding a Series 65 license and seven years of industry experience. His prior roles include positions at AdvicePeriod, Towerpoint Wealth, Boston Private Wealth, and Richardson Kontogouris Emerson LLP. He is also a senior associate at RGH Wealth Advisors, where he provides investment advisory services through the Mariner platform. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both firm-constructed model portfolios and advisor-level discretionary management, with expanded institutional capabilities through affiliated entities and third-party relationships.

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.

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.

Douglas Clancy Jr. is a financial advisor at Gibbs Wealth Management, LLC with 19 years of industry experience. He holds a Series 65 credential and has worked at several firms, including Woodbridge Wealth and Retirement Planning Services, Inc. In addition to his advisory role, Clancy owns and operates CSWTA Insurance Solutions, where he sells fixed life insurance and annuities. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s approach centers on assessing client goals and risk tolerance to select and monitor model portfolios rather than managing individual securities.

Monica Mejia is a CFP® and ChFC® with one year of experience in financial advising, currently with Root Financial Partners. She previously worked at Golden Wealth Capital and Allworth Financial. In addition to her advisory role, Monica owns and operates a health and wellness coaching business focused on body image issues, disordered eating, and acne healing. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes diversified, passive investment strategies tailored to client objectives and offers educational programs and paid online academies.

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.

Charles Triana is a financial advisor at Royal Fund Management, LLC with two years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at Ameriprise Financial Service, LLC, American Senior Benefits, and Bankers Life. Triana is also a licensed insurance agent offering life and annuity products. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerance and operates on an enterprise scale with 83 advisors and approximately $1.55 billion in assets under management.

Christopher Shuba is a financial advisor at Clear Creek Financial Management, LLC, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Clear Creek since 2017. Additionally, he serves as CEO of Helios Quantitative Research, an algorithm-based consulting firm. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities, offering asset management, financial planning, and consulting services. The firm integrates fundamental, technical, and cyclical analysis with a broad range of investment strategies and provides algorithmic modeling and consulting through Helios Quantitative Research.

Dominik Machado is an advisor at Verity Asset Management with Series 63 and Series 65 designations. He has one year of industry experience and has held roles at Verity Asset Management and Teacher's Pension and Insurance Services, where he also works as an insurance agent. Prior to his advisory career, he has experience in education and other industries. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, and institutional clients with discretionary portfolio management, retirement-plan advisory, and financial planning. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

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.

Sasiwipa Nakdee is a financial advisor at Mutual Advisors, LLC with 20 years of industry experience. She holds Series 65 and Series 66 credentials and has worked previously at Ameriprise Financial Services and USAA Financial Planning Services. Outside of her advisory work, she operates a small online business reselling personal fashion items on Poshmark. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies tailored to client objectives. The firm distinguishes itself by its scale, breadth of institutional work, and use of various analytical and operational resources.

Juliann Gibson is a financial advisor at Portfolio Medics, LLC with three years of industry experience. She holds a Series 65 designation and has been associated with Gibson Capital Management since 1999. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using both strategic and tactical approaches across various model portfolios and strategies.

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.

Nathan Ferrante is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Newport Group and Ricks and Associates before joining Stratos Wealth Advisors. Stratos Wealth Advisors is an SEC-registered, multi-team firm with 71 advisors managing approximately $5.57 billion in assets for nearly 4,928 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting.

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.