Anthony Okun is a financial advisor at BlueSpring Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has 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 offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process is guided by an Investment Committee and focuses on customized policies developed with clients using its proprietary Sojourn™ application.

James Kersey is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at PlanMember Securities Corporation, J.W. Cole Advisors, Inc., and GF Investment Services, LLC. He also operates Lighthouse Financial & Tax, providing securities, financial planning, and insurance services. CreativeOne Wealth serves individual, high-net-worth, corporate, and charitable clients with fee-based asset management, financial planning, and retirement consulting. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios.

Timothy Criss is a financial advisor with Western Wealth Management LLC, holding a Series 66 credential and 16 years of industry experience. His career includes roles at Edward Jones, Ameritas Advisory Services, and LPL Financial before joining Western Wealth Management in 2025. Western Wealth Management serves a diverse client base, including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and institutional consulting through a decentralized network of 88 advisers. The firm employs a variety of investment strategies across multiple asset classes and manages approximately $3.94 billion in assets.

Chelsea Bailey is a CFP® professional with 11 years of industry experience. She is currently affiliated with Modern Wealth Management, LLC and Mutual Securities, Inc. Her prior experience includes nearly a decade at LPL Financial and National Planning Corporation. Outside of advisory roles, she provides notary services as needed. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Donovan Burnham is a financial advisor with Foundations Investment Advisors LLC, holding Series 66 and Series 65 licenses and five years of industry experience. He has worked at Foundations since 2021 and previously at Capitol Planning Group, with additional experience at Golden Empire Council. Outside of advisory work, he is also involved in insurance sales based in Sacramento, CA. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with an asymmetric rebalancing approach, and offers a range of services including tax coordination and sub-advisory arrangements through a large network of affiliated representatives.

Rikki Foster is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and 13 years of industry experience. Foster has worked with multiple firms, including Regal Stone Wealth Management, which they founded and currently lead as President. Outside of advisory roles, Foster is involved with the Rikki and Kelly Foster Family Foundation, a charitable organization, and manages Rest Recovery Wellness, LLC, a health and wellness business. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies and provides ERISA retirement-plan advisory services along with participant advice.

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.

Bradley Sullivan is a CFP® professional with 22 years of industry experience, currently serving at Mutual Advisors, LLC since 2016. His prior roles include positions at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory work, he operates as an independent insurance agent and manages Sullivan Wealth Management Advisors, LLC, a comprehensive wealth management practice. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives and is notable for its scale, breadth of institutional work, and specialized services such as an Outsource Insurance Desk and relationships with third-party managers.

Richard Breedwell is a financial advisor with Foundations Investment Advisors LLC in Roseville, CA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has been with Foundations Investment Advisors since 2016 and also operates a separate business as an insurance agent, focusing on life insurance, annuities, and long-term care insurance. Foundations Investment Advisors serves a broad client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm provides financial planning and portfolio management through a network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

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.

Jeffrey Perry is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His work history includes roles at Innovation Partners LLC and Lincoln Financial Securities Corporation, alongside ownership and management of Jeffrey A Perry Insurance & Financial Services, Inc. He serves on the board of the Lincoln Law School of Sacramento. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory programs with insurance and risk management services, often employing discretionary portfolio management and coordinating with third-party investment advisors.

Gary Waller is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Hilltop Securities Inc. in Roseville, CA. He has been with Hilltop Securities since 2015. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of managed account programs utilizing an open-architecture platform with adviser-managed and model-based investment solutions.

Richard Jarvey is a financial advisor at Calton & Associates, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with Transdey, Inc., UPS, and AT&T. Outside of advising, he serves as Secretary and Treasurer on the board of Woodland Medical Closet, a community organization providing medical equipment at no cost. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations to client goals and employing various program structures and analytic approaches.

Vince Caruana is a financial advisor at Hilltop Securities Inc. with 10 years at the firm and five years of industry experience. He holds the Series 66 designation and is based in Roseville, California. Hilltop Securities serves individual, high-net-worth, and institutional clients, including corporate and retirement-plan sponsors, through both investment advisory and broker-dealer services. The firm offers a range of solutions, including managed accounts, financial planning, and retirement-plan consulting, supported by an open-architecture platform that integrates third-party managers alongside firm-sponsored strategies.

Haldun Arin is a financial advisor with The AmeriFlex Group holding a Series 66 credential and five years of industry experience. His background includes roles at Cambridge Investment Research, United Planners Financial Services, and Principal Securities Inc., among others. Outside of advisory work, he serves as a trustee for a family trust and is involved in consulting through Montgomery Pacific Corporation. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized advice and a range of wrap and non-wrap solutions.

Kenton Bradley is a CFP® certificant with 22 years of industry experience, currently serving at NorthRock Partners, LLC since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2004 to 2025. Outside of his advisory role, he serves on the Board of Directors for Gold Country Wildlife Rescue and participates in several local community committees including the South Placer Estate Planning Council and the Sutter Auburn Faith Hospital Foundation Planned Giving Committee. 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 featuring broad asset allocation, diversification, use of Independent Managers, and integration of private market allocations, supported by AI tools alongside human oversight.

Dennis Robberecht is a financial advisor at Hilltop Securities Inc. with 42 years of industry experience. He holds a Series 63 designation and has been with Hilltop Securities since 1983. Outside of his advisory role, he is an investor in Entransco Energy LLC, an oil and gas drilling and harvesting company. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm utilizes an open-architecture platform with a range of managed account programs and distinctive municipal bond strategies, providing comprehensive investment and fiduciary services.

Christopher Dulgarian is a financial advisor with Soltis Investment Advisors, LLC, holding a Series 65 designation and two years of industry experience. Before joining Soltis in 2026, he worked at Grizzly Peak Asset Management for two years and held roles at Apple Inc. and Walmart. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets and employs a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence in its investment approach.

Vladimir Donets is a financial advisor at Sowell Management with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including NYLIFE Securities Inc and New York Life Insurance Company. He is also 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 discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 advisors. The firm uses multiple management styles and offers services including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

Donald Nielsen is a financial advisor at BlueSpring Wealth Management, LLC in Roseville, CA, holding the CFP® and CFA® designations with 10 years of industry experience. His prior roles include positions at Kestra Financial Inc., Columbia Trust Company, Columbia Private Bank, and Aon Hewitt Financial Advisors. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting with a focus on customized investment policies and a diversified portfolio approach.