Patricia Pedrucci is a financial advisor at The Salvetti Group with 7 years of industry experience. She holds Series 65 and Series 63 licenses and has been with The Salvetti Group since 2019. She also has experience with Raymond James Financial Services, where she has been associated since 2014. The Salvetti Group provides discretionary portfolio management and sponsors an in-house wrap fee program for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm uses a variety of investment strategies and instruments, including stocks, bonds, ETFs, options, and private securities, with all portfolio management conducted in-house.

Gretchen Aubrey is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. She holds a Series 65 designation and has six years of industry experience. Prior to joining Van Hulzen Asset Management in 2018, she worked at Wetsel Financial and held positions at Pepperdine University. Van Hulzen Financial Advisors serves a range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers wealth management, financial planning, and asset management using strategies such as covered-call, fixed income, and global equity, incorporating technical, fundamental, and cyclical analysis.

Douglas Davey is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Statheros Financial Solutions, Inc. since 2019 and previously worked at Pgr Solutions, LLC from 2008 to 2019. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning services to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm employs globally diversified, long-term strategies using mutual funds and ETFs and utilizes a proprietary Portfolio Builder tool that tailors allocations based on tax status, financial need, and risk tolerance.

Jason Wetsel is a financial advisor with Van Hulzen Financial Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Van Hulzen Asset Management since 2017 and previously spent six years with LPL Financial. Van Hulzen Financial Advisors serves a diverse client base including individuals, trusts, foundations, and corporations, offering wealth management, financial planning, and discretionary asset management across multiple strategies. The firm employs technical, fundamental, and cyclical analysis and provides consulting and sub-advisory services, with a range of portfolio programs and private fund advisory capabilities.

Zane Williams is a financial advisor at Bulman Wealth Group with a Series 65 designation and one year of industry experience. Prior to joining Bulman Wealth Group, he held various roles including positions at Serrano Country Club, Pacific Coast Companies Inc., and several educational institutions. He is also licensed as an insurance agent and conducts insurance sales through BWG Insurance Agency. Bulman Wealth Group is a registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $200.6 million in discretionary assets and offers personalized portfolio management, financial planning, and estate-planning services through a six-advisor team.

Michael Roberts is a financial advisor with Statheros Financial Solutions, Inc. in El Dorado Hills, CA, holding Series 63 and Series 65 registrations and bringing 17 years of industry experience. He previously worked at Pgr Solutions, LLC, which preceded his current firm. Roberts is also a licensed realtor, currently inactive but affiliated with Coldwell Banker in Los Gatos, CA. Statheros Financial Solutions provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes globally diversified, long-term investment strategies primarily through mutual funds and ETFs, supported by proprietary portfolio modeling and full-service administrative and consulting capabilities.

Christie Whitney is a CFP® professional at Rebalance LLC with 13 years of industry experience. She has been with Rebalance since 2016. Outside of her advisory work, she assists with bookkeeping for her husband’s consulting business. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm employs a strategic asset-allocation approach focused on long-term rebalancing using a small set of ETFs across seven model portfolios.

Sean Sowers is a financial advisor at Van Hulzen Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Van Hulzen Asset Management since 2017. His prior experience includes roles at LPL Financial, Aladino Financial Services, Aladino Insurance Services, and James Aladino Parenti, Attorney At Law. Van Hulzen Financial Advisors serves individuals, retirement plans, trusts, small business owners, and various organizations. The firm offers wealth management, financial planning, and asset management strategies, combining technical, fundamental, and cyclical analysis, with services that include discretionary rebalancing, consulting, and private fund advisory.

Christopher Bulman is a financial advisor with Bulman Wealth Group in Roseville, CA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at several firms including World Equity Group and Retirement Wealth Advisors, and he is also the owner and president of BWG Insurance Agency, where he is involved in insurance sales. Bulman is a licensed agent with Ameritas Life Insurance Corp and helps manage a team focused on life insurance sales. Bulman Wealth Group is a registered investment adviser with a six-advisor team managing approximately $200.6 million in discretionary assets. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, providing discretionary portfolio management, financial and estate planning services, and often engaging third-party money managers. The firm also operates an active insurance business through its affiliated agency, integrating insurance sales with its advisory services.

Scott Mcintyre is a CFP® with 26 years of experience in the financial services industry. He has worked at Planned Solutions, Inc. since 2008 and was previously with Securities Service Network from 2009 to 2018. Mcintyre serves on the board of directors for the Santa Fe Botanical Garden. Planned Solutions, Inc. serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, income tax preparation, and insurance implementation. The firm employs model asset-allocation portfolios guided by capital markets forecasts, econometric models, and technical analysis, with an in-house tax expertise that supports integrated financial and tax planning services.

Terry Feil Jr. is a financial advisor at Avisen Advisors, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Avisen Wealth Management, Inc. since 2003 and Avisen Advisors since 2022. Avisen Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as business entities, trusts, pension and profit-sharing plans, and foundations. The firm uses a combination of direct portfolio management and third-party platforms, offering a range of investment strategies and monitoring accounts through periodic and event-driven reviews.

Nathaniel Yurica is a financial advisor at The Institute with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including the Institute for Wealth Management LLC since 2019 and prior roles at International Assets Advisory, LLC and Concert Wealth Management, Inc. Yurica is also CEO of Yurica Wealth Management S-Corp, a role he performs without compensation. The Institute for Wealth Management offers discretionary and non-discretionary investment management and financial planning to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis and manages over $1 billion in assets across multiple strategies and private pooled vehicles.

Kenneth Brown is a financial advisor with Avisen Advisors, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Avisen Wealth Management, Inc. since 2003 and Avisen Advisory, LLC since 2001. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm utilizes a combination of direct portfolio management and third-party platforms, offering a range of strategies and investment approaches tailored to client needs.

Lacey Fonseca Lawrence is a CFP® professional at The Salvetti Group with one year of industry experience. Prior to joining The Salvetti Group, she worked at Vanguard Investments Australia for nine years. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $607 million in assets across about 1,843 client relationships and employs a range of investment strategies through its in-house advisers.

Brayden Cleland is a CFP® professional with three years of industry experience, currently serving at RiverPath Investments LLC. He previously worked at Allworth Financial, L.P. and Ridgeview Financial Planning. RiverPath Investments LLC provides individualized asset management and pension consulting to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages portfolios using a combination of fundamental, technical, and cyclical analysis, with a focus on tailoring investments to client objectives, risk tolerance, and time horizon.

Christopher Schreur is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Van Hulzen Asset Management, LLC since 2006. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers wealth management, financial planning, and asset management across multiple strategies, combining technical, fundamental, and cyclical analysis with discretionary portfolio management and consulting services.

Daniel Andersen is a CFP® professional with 14 years of industry experience. He has been with Parkshore Wealth Management since 2008 and currently serves as president of the Wealth Management Professional Association, a networking and career development organization. Parkshore Wealth Management advises individuals, high-net-worth clients, and retirement plan sponsors, offering portfolio management, financial planning, tax preparation, and estate-planning tools. The firm’s investment approach includes asset allocation, passive strategies, model portfolios, and personalized implementation through custom indexing and sub-adviser relationships.

Bryan Gutierrez is a financial advisor with Statheros Financial Solutions, Inc., holding a Series 65 designation and 14 years of industry experience. He has been with Statheros Financial Solutions since 2019 and previously worked with PGR Solutions, LLC from 2012 to 2019. Outside of his advisory role, he was involved with Narrow Gate Vineyards & Winery for 11 years. Statheros Financial Solutions provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs globally diversified, long-term strategies primarily using mutual funds and ETFs and utilizes a proprietary Portfolio Builder tool to tailor allocations based on client needs.

Kole Cook is a financial advisor at Bridgeport Financial Solutions with a Series 65 designation and two years of industry experience. Prior to joining Bridgeport Financial Solutions in 2024, he worked at BAP Holding from 2020 to 2024. Bridgeport Financial Solutions serves both individual and institutional clients, offering investment management, financial planning, and retirement plan advisory services. The firm manages model portfolios through an Investment Committee and provides discretionary management, including affiliated and unaffiliated strategies, as well as tax preparation services through its subsidiary.

Daryl Wong is a CFP® and holds a Series 66 license with 17 years of industry experience. He is affiliated with Planned Solutions, Inc. and Smith, Robertson & Johnson Insurance Services, where he has worked since 2016. Wong serves as the Director of Career Development for the Financial Planning Association, Sacramento. Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a range of clients including individuals, high-net-worth clients, and business entities. The firm utilizes model asset-allocation portfolios combined with strategic and tactical asset allocation, supported by in-house tax expertise and formal capital markets valuation techniques.