Michelle Tokunaga is a financial advisor at AlphaStar Capital Management in Sacramento, CA, holding a Series 65 designation. She has been with AlphaStar since 2026 and has prior experience in the technology sector, including five years at Meta. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

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.

Levi Larsen is a CFP® and holds the Series 66 designation with 11 years of industry experience. He is currently with Mutual Advisors, LLC and has prior experience at Beacon Pointe Advisors, Financial Engines Advisors, and Charles Schwab in both its bank and brokerage divisions. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management and financial planning services using a combination of active and passive strategies tailored to client objectives, and is notable for its significant institutional work and specialized operational features.

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.

James Cave is a financial advisor with The Wealth Consulting Group in Sacramento, CA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2016. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive investments alongside model portfolios and algorithmic guided wealth services.

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.

Trevor Meyer is a financial advisor at NorthRock Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 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 incorporates broad asset allocation, diversification, private market allocations, and the use of AI tools for tax-aware investing and portfolio monitoring.

David Nielsen 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 2008. Hilltop Securities Inc. serves individuals, corporations, nonprofits, and institutional clients by providing brokerage, investment advisory, clearing, custody, and retirement-plan consulting services. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs through an open-architecture platform that includes both adviser-managed and model-based investment solutions.

Andrew Kagan is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience with Tower Bridge Financial and Insurance Solutions Inc. since 2013 and currently operates Kagan Wealth Management DBA Tower Bridge Financial. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that selects and monitors third-party model portfolios using platforms such as OPS and Orion OCIO. The firm focuses on portfolio management rather than financial planning and may engage third-party managers for hedging or income strategies in certain cases.

Briana Harmon is a financial advisor at NorthRock Partners, LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and UBS Financial Services. 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 focused on broad asset allocation, diversification, and periodic rebalancing, utilizing Independent Managers and integrating private market allocations where appropriate.

Richard Watson is a CFP® professional with 34 years of industry experience. He is currently with Avior Wealth Management, LLC and has held roles at National Referral Network, EWG Elevate Inc., Cambridge Investment Research Advisors, and Eagle West Group. Outside of advisory work, he is a co-author of the book *A Firm Worth Building: Running a Better Professional Business* and a member of the Entrepreneur's Organization. He is also the majority owner and president of National Referral Network and PPA Invest Team, which manages a co-living real estate fund. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm provides investment management, financial planning, and business consulting to a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment approach with portfolio supervision and periodic reviews.

Carol Mac Donald is a financial advisor at NorthRock Partners, LLC with two years of industry experience. She previously worked at Ameriprise and spent ten years at Navion Financial Advisors. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment approach focused on asset allocation, diversification, and the integration of private market investments, supported by AI tools and human oversight.

Jordana Lokken is a financial advisor at NorthRock Partners, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise and Cetera Advisor Networks. Outside of finance, she operated Lokken Photography for ten years. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, retirement plans, and charitable organizations. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, integrating private market investments and AI-supported tools to enhance portfolio management.

Payton Boyea is a financial advisor at Berthel Fisher & Company Financial Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, Boyea teaches financial literacy and budgeting techniques to high school students and coaches strength and conditioning. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and tailors strategies to client circumstances through its network of independent investment adviser representatives.

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.