Thomas May is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the Series 66 designation and has nine years of industry experience. Prior to joining Mutual of Omaha in 2019, he worked at MML Investors Services and Massachusetts Mutual Life Insurance Company. May is also a co-founder and partner of Herrera May Wealth Management, a financial services organization. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and acts as a conduit to third-party managers.

Gurpreet Singh is a financial advisor at Infinity Financial Services Advisory based in Sacramento, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Transamerica Financial Advisors and World Financial Group. Outside of his advisory role, Singh serves as COO of Niha Life Insurance and Financial Solutions, a fixed insurance and IMO business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm employs a multi-method investment approach combining technical and fundamental analysis, modern portfolio theory, and uses a range of investment vehicles including mutual funds, ETFs, and options to serve individual and high-net-worth clients.

James Worden is a CFA® charterholder with 25 years of industry experience. He is currently with The Wealth Consulting Group and has held roles at several firms including Straightway Financial LLC, AW Securities, and Allworth Financial. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to individuals, corporate clients, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and supports client relationships through multiple custodial platforms and sponsored programs.

Laura Pajak is a financial advisor with The AmeriFlex Group in Sacramento, CA, holding the CFP® designation and Series 63 license. She has 40 years of industry experience, including prior roles at Cambridge Investment Research, Sagepoint Financial, LPL Financial, and her own firm, Foord, Van Bruggen, Ebersole & Pajak Financial Services. Pajak serves as secretary of the American River Rotary Foundation. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and retirement plan services through a network of advisory affiliates using multiple program platforms and custodial arrangements to tailor strategies for its clients.

Blake Brady is a financial advisor with Advisor Share Wealth Management, LLC and holds a Series 65 designation. He has been in the industry for 0 years but has experience working with Engineered Financial Solutions and in education at California State University, Chico and Folsom Lake College. Blake also has a background in the office furniture industry. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers a web-based asset management platform and access to third-party sub-advisers, alternative investments, and discretionary and non-discretionary portfolio management.

Joseph Pasquinelli is a financial advisor at Portfolio Medics, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Alpha Retirement Wealth LLC and Asurea Insurance Services. In addition to his advisory role, he is an independent insurance agent for One Life America/Heartland Financial, selling insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a focus on retail and small-business relationships.

Brian Tewksbury is a financial advisor at StoneX Advisors Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2019. Outside of his advisory role, he owns and manages a property development company and operates an independent insurance business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies.

Darold Mark is a financial advisor with The Wealth Consulting Group, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with The Wealth Consulting Group and LPL Financial since 2016. In addition to his advisory role, he is involved in non-variable insurance activities. The Wealth Consulting Group is an SEC-registered firm serving individual clients, corporate clients, retirement plans, and trusts with discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies to client goals, offering both active and passive investments across multiple platforms.

Bradley Mendenhall is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Zacks Investment Management since 2020. His prior experience includes roles at Franklin Templeton Distributors, Inc. and AEI Securities, Inc. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, while managing mutual funds and ETFs. The firm’s investment approach combines proprietary quantitative models with qualitative portfolio management across diverse strategies, including all-cap core, dividend, quantitative, international, sector, fixed-income, and long/short.

Shawn Spellacy is a financial advisor at SB Advisory, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at San Blas Securities since 2024, following a 25-year tenure at Calton & Associates, Inc. He also maintains ongoing roles with Connecticut Mutual Life Insurance Co. and Indianapolis Financial Group. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily offering non-discretionary advice through portfolio management, financial planning, and access to third-party manager programs.

Amanda Kelderman is a Series 65-licensed financial advisor at Compound Planning, Inc. with three years of industry experience. She previously worked at Choreo, LLC and RSM Wealth Management, LLC, and has a background spanning multiple roles since 2013. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm’s investment approach combines customized, risk-based model allocations with strategies such as low-cost ETFs, direct indexing, and alternative investments, supported by both in-house and third-party resources.

Melissa Yano is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. She previously worked at Capital Wealth Planners, LLC and Capital Region Financial Group, LLC. Outside of advising, she is licensed to sell various insurance products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment representatives. The firm provides portfolio management, financial planning, and retirement plan consulting, offering customized strategies through model asset allocations, discretionary or non-discretionary manager relationships, and multiple wrap solutions.

Kirk Stauffer is a financial advisor with Kovack Advisors, Inc. in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes tenures at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. Outside of advisory, he owns and manages a local food magazine focused on the slow food movement and serves as president of the Stauffer Family Foundation, overseeing charitable operations. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, and governmental clients, employing a systematic investment process supported by Envestnet and utilizing both internal and third-party portfolio management solutions.

Gabriella Lundqvist is a financial advisor with Golden State Wealth Management, LLC in El Dorado Hills, CA, holding a Series 66 credential and 19 years of industry experience. She previously worked at Edward Jones from 2007 to 2017 before joining Golden State Wealth Management and LPL Financial in 2017. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of asset allocation and various analytic approaches to construct tailored portfolios and offers discretionary portfolio management alongside standalone planning and consulting engagements.

William Perry is a financial advisor at IP Financial Advisory Services LLC with one year of industry experience. He holds a Series 66 designation and has been involved with Perry Financial since 2015. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, utilizing a range of analytical approaches and providing specialized advisory services including actuarial analysis and insurance consulting.

Eric Restrepo is a financial advisor with Lifeworks Advisors, LLC, holding Series 66, 65, and 63 licenses and five years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company from 2022 to 2024. He is also the owner of Mountain Goat Strategies, providing consulting services to business owners and privately held companies. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, offering comprehensive wealth management, financial planning, and retirement advisory services. The firm utilizes a planning-based tranche framework alongside a risk-based investment approach, incorporating low-cost diversified funds, third-party managers, and AI-supported research, while maintaining strong integration with tax and accounting services.

Michael Matter is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Lifeco Insurance, Prudential Insurance Company of America, Pruco Securities, Lincoln Financial Group, and JPMorgan Chase. He is also the owner of The Matter Financial Group, LLC, a financial planning and advisory firm. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that emphasizes client approval of transactions and employs fundamental, technical, and cyclical analysis in portfolio management.

Sheldon Nix is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has been with Mutual of Omaha and its affiliated investor services since 2010. Outside of advising, he is president and CEO of Exceed Wealth & Retirement Group, Inc., which focuses on investment, financial planning, and 401(k) sales and marketing. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting primarily through a platform relationship with Envestnet.

Timothy Meyer is a financial advisor at Advisor Share Wealth Management, LLC with 14 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at Redwood Private Wealth, Engineered Financial Solutions, Fusion Capital Management, and Virtue Capital Management. Additionally, he is a licensed insurance producer specializing in life, health, and fixed insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm uses third-party sub-advisers and model portfolios and offers alternative and private investment options along with a web-based management platform for independent advisers.

Erica Traulsen is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. She holds a Series 66 designation and has worked with firms including Concorde Investment Services and Bioriginal Food & Science. Traulsen serves as Director of Membership for the Financial Planning Association of Northern California. Concorde Asset Management provides portfolio management and financial planning services to individual, corporate, and retirement-plan clients. The firm uses model portfolios and third-party strategists to create tailored investment solutions and offers ERISA retirement-plan advisory services.