Philip Bodine is a financial advisor at Sowell Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kingsview Asset Management. Outside of advisory work, he serves as president of Verdeo, an insurance sales business, and is involved in educational seminars related to insurance. Sowell Management is a fee-based registered investment adviser supporting over 100 advisors through a multi-branch independent-contractor model. The firm provides investment management, financial planning, and consulting services to individuals, retirement plans, corporations, registered investment advisers, and institutions, utilizing a range of investment styles and third-party sub-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.

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.

Thomas May is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Mutual of Omaha, he worked at MML Investors Services and Massachusetts Mutual Life Insurance Company. He is also a co-founder and partner of Herrera May Wealth Management, a financial services organization. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using model portfolios and approved 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 Series 65-licensed advisor with Foundations Investment Advisors LLC and has seven years of industry experience. He has been with Foundations Investment Advisors since 2018 and also works with Capitol Planning Group. Outside of his advisory roles, he is active in insurance sales in Sacramento, CA. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and third-party sub-advisers.

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.