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.

Taylor Mark is a financial advisor with The Wealth Consulting Group in Sacramento, CA, holding a Series 66 license and two years of industry experience. Prior to his advisory role, he worked with Every Nation Ministries for six years. Outside of his advisory work, he is involved in caretaking activities. The Wealth Consulting Group is an SEC-registered firm serving individual clients, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to various investment platforms, combining active and passive strategies with estate-document support through licensed attorneys and partnerships with major custodians.

Lester Holmes is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Holmes is also involved in health insurance sales through the Covered California program. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and allows advisors to construct portfolios using a variety of investment vehicles.

Anne Hasbrook is a financial advisor at The AmeriFlex Group with 34 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Cetera, Investors Capital Corporation, and Cambridge Investment Research. In addition to her advisory role, she is also licensed to sell fixed insurance products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting using both wrap and non-wrap solutions, integrating Cambridge platforms and various model allocation strategies.

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.

Michelle Tokunaga is a financial advisor at AlphaStar Capital Management with a Series 65 credential and one year of industry experience. Prior to joining AlphaStar, she worked at Meta for five years and has operated her own advisory business, Tokunaga Wealth Advisors, since 2024. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches across diverse asset types and utilizes third-party portfolio construction technology.

Carolynn Fellman is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. for a total of 14 years prior to joining NorthRock Partners. 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 that includes broad asset allocation, diversification, private market allocations, and use of AI tools, while maintaining human oversight.

Levi Larsen is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at Beacon Pointe Advisors, Financial Engines Advisors, and Charles Schwab. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants, employing a combination of passive and active investment strategies tailored to client objectives.

Lawrence Hansen is a financial advisor with BlueSpring Wealth Management, LLC, holding Series 63 and Series 66 credentials and 33 years of industry experience. His prior roles include positions at Kestra Financial Inc., Bedell Frazier Investment Counselling, and Capital Planning Advisors. He is also a founding partner of Capital Independent Insurance Services, LLC, where he provides insurance protection plans tailored to business and individual clients. BlueSpring Wealth Management serves a diverse client base, including individuals, business owners, trusts and estates, and retirement plans, offering a range of investment management and financial planning services. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized strategies such as option overlays and hedging.

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.

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.

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.