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.

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.

Juan Gonzales Gascon III is a financial advisor at NorthRock Partners, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Ameriprise and State Street. 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 periodic rebalancing, while integrating private market allocations and utilizing AI-supported tools alongside human oversight.

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.

Patrick Salimi is a financial advisor at Avior Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has previously worked at Protection Point Advisors and Marketvital. Outside of his advisory role, he serves as president of an insurance business called Retireminting. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions. The firm employs a fundamental analysis investment approach, utilizing both direct portfolio management and separately managed account models, and provides a range of services from investment management to financial and pension consulting.

Ryan Breedwell is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has been with Foundations Investment Advisors since 2018. He also conducts insurance sales in Sacramento, CA. Foundations Investment Advisors provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, employing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Colin Grahl is a CFP® with 39 years of industry experience and is currently affiliated with NorthRock Partners, LLC. His prior experience includes roles at Ameriprise and Ameriprise Financial Services, Inc. He serves as Board Secretary for the Placer SPCA and is involved in business consulting through SCB Business Solutions. 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 investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, incorporating both independent managers and private market investments.

Ryan Trulove is a financial advisor at Advisory Alpha, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, LLC, and Mutual Advisors, LLC. In addition to his advisory role, he provides notarial services and owns 401 Wealth Management, Inc., which supports investment-related activities. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and 529 and HSA platforms. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing a diverse range of portfolios with an emphasis on multi-strategy fund-of-funds implementations.

Monika Reyes is a CFP® and ChFC® with 23 years of industry experience. She currently works at NorthRock Partners, LLC and has prior experience at Ameriprise and Ameriprise Financial Services, Inc. from 2005 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 investment approach that includes broad asset allocation, diversification, private market investments, and utilizes AI tools alongside human oversight for tax-aware investing and portfolio monitoring.

Stephanie Kerns is a CFP® with 24 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2025. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. 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 emphasizing asset allocation, diversification, and periodic rebalancing, and incorporates private market allocations and AI-supported tools while maintaining human oversight.

Charles Harrison is a CFP® professional with 12 years of industry experience, currently affiliated with The AmeriFlex Group. He has held roles at firms including Cambridge Investment Research, Inc., and United Planners' Financial Services of America. Harrison also serves as a financial educator for the United Auburn Indian Community and is a member of the AssetMark Field Advisory Board. 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, and retirement plan consulting, utilizing model asset allocations and discretionary or non-discretionary manager relationships to tailor advice to client needs.

Cliff Millemann 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 2008. Hilltop Securities serves both individual and institutional clients, offering a range of investment advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities, providing clients access to both third-party and proprietary strategies across a variety of asset classes.

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.

Rhonda Hamil is a CFP® professional with six years of industry experience, currently advising at NorthRock Partners, LLC since 2025. Prior to joining NorthRock, she worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2025. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing diversification, asset allocation, and periodic rebalancing, incorporating private market allocations and using AI tools to support tax-aware investing and portfolio monitoring.

Nathan Salimi is a financial advisor at Avior Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Protection Point Advisors. His background includes roles in education and youth sports organizations. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.