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.

Vyacheslav Palamarchuk is a financial advisor at Sowell Management with eight years of industry experience. He has worked at Sowell Management since 2020 and at Solera Asset Managers since 2017, while also maintaining self-employment since 2014. He is appointed to various outside insurance companies to broker non-registered insurance products. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers solutions such as model portfolios, sub-advisory relationships, and unified managed account platforms.

Edward Bunting is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Mutual Advisors, Mutual Securities, Morgan Stanley, Wells Fargo Clearing, and Prudential Equity Group. He is active in community service through the Carmichael Rotary Club. Mutual Advisors, LLC serves a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm offers a variety of advisory services and employs a blend of active and passive investment strategies tailored to client objectives, managing approximately $9.45 billion across 154 advisors.

Mark Allen is a CFP® with 19 years of industry experience, currently serving as an advisor at Continuum Advisory, LLC. He has held roles at several firms including Allen Tax Planning and Triad Advisors, Inc. In addition to his advisory work, he is involved in tax planning and compliance through his own tax planning business. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm integrates a range of professional services among its advisors and offers access to diverse investment strategies through its platform.

Terry Chiu is a CFP® and CFA® with 11 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc., Bedell Frazier Investment Counselling, and Capital Planning Advisors, LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment approach supported by its proprietary Sojourn™ application and offers specialized strategies including option overlays and hedging for concentrated positions.

Dennis Dachtler is a financial advisor at Calton & Associates, Inc. with over 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Ameritas Investment Corp. and his own entities, Dachtler Wealth Management and Dennis Dachtler. Outside of advisory work, he is a co-owner of an estate document software licensing business and serves as Vice President on the board of The Vintage at Folsom Building Owner’s Association. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting, alongside access to third-party money managers. The firm offers a variety of program structures and combines advisory services with brokerage and insurance products through its dual registration as both a registered investment adviser and broker-dealer.

Kristin Bluemel Redman is a financial advisor at NorthRock Partners, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise, Mass Mutual, LPL Financial, and Golden 1 Credit Union. She also operated Bluemel Vocal Studio for over a decade. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored investment approach emphasizing diversification, use of independent managers, and integration of private market allocations supported by AI tools for tax-aware investing and portfolio monitoring.

Sean Gillis is a financial advisor at Northrock Partners, LLC with five years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Ameriprise, J.P. Morgan Securities, and JPMorgan Chase Bank. 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 focusing on asset allocation, diversification, and periodic rebalancing, integrating private market investments and using AI-supported tools alongside human review.

Mark Wyhlidko is a financial advisor with Avior Wealth Management, LLC in Roseville, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior experience includes roles at Eagle West Group and TD Ameritrade. Avior Wealth Management serves a diverse range of clients, including high-net-worth individuals, pension plans, corporations, and banks, offering investment management, financial planning, and consulting services. The firm employs a fundamental investment approach and utilizes a combination of direct portfolio management and separately managed accounts.

James Harding is a financial advisor at Hilltop Securities Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2016. Outside of his advisory work, he owns a rental property in Jaco, Costa Rica. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions, supported by an open-architecture platform utilizing third-party technology and firm-sponsored strategies.

Carolynn Fellman is a financial advisor at NorthRock Partners, LLC with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise. 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 emphasizing asset allocation, diversification, and rebalancing, often incorporating private market investments and utilizing AI-supported, tax-aware portfolio management.

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.

Richard De Bono is a financial advisor with Vanderbilt Advisory Services in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at NEXT Financial Group, Ameritas Life Insurance Corp, Brown Robello Capital Management, and Avisen Securities. Outside of advising, he serves as a Volunteer Ambassador for the Roseville Area Chamber of Commerce and is involved in fixed insurance sales and health and dental plan marketing. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing a strategic asset allocation approach and integrating retirement-plan and benefits consulting through formal relationships with third-party administrators.

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.

Micah Comer is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at Verity Asset Management. Outside of his advisory role, he serves as President and CEO of Podsco Corporation and is involved with several businesses, including Appreciation Financial and ERC Specialists. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with specialized retirement account management and a focus on individual investors rather than corporate or charitable clients.

Philip Bodine is a financial advisor at Sowell Management in Granite Bay, CA, holding Series 63 and Series 65 credentials with 16 years of industry experience. He previously worked at Kingsview Asset Management and T&T Capital Management. Outside of advisory work, Bodine serves as president of Verdeo, an insurance sales business. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm employs multiple management styles and offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through over 100 independent contractor advisors.

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.