Samantha Barrett is a financial advisor with NorthRock Partners, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at WGG Wealth Partners and Ameriprise Financial Services, Inc., among other firms. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach with broad asset allocation, diversification, and integration of private market allocations, supported by AI tools alongside human oversight.

Douglas Clancy Jr. is a financial advisor at Gibbs Wealth Management, LLC with 19 years of industry experience. He holds a Series 65 credential and has worked at several firms, including Woodbridge Wealth and Retirement Planning Services, Inc. In addition to his advisory role, Clancy owns and operates CSWTA Insurance Solutions, where he sells fixed life insurance and annuities. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s approach centers on assessing client goals and risk tolerance to select and monitor model portfolios rather than managing individual securities.

Monica Mejia is a CFP® and ChFC® with one year of experience in financial advising, currently with Root Financial Partners. She previously worked at Golden Wealth Capital and Allworth Financial. In addition to her advisory role, Monica owns and operates a health and wellness coaching business focused on body image issues, disordered eating, and acne healing. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes diversified, passive investment strategies tailored to client objectives and offers educational programs and paid online academies.

Julia Shiles is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and with 22 years of industry experience. She has been with Mutual Advisors since 2016 and also has a longstanding role at Mutual Securities, Inc. In addition to her advisory work, Shiles is involved with Sullivan Wealth Management Group as a branch manager and senior client service associate, and she serves as a notary public providing free notary services to clients. Mutual Advisors, LLC offers investment management, financial planning, ERISA plan advisory, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm utilizes a mix of active and passive strategies and supports client portfolios through discretionary and non-discretionary management, enhanced by various third-party tools and manager arrangements.

Charles Triana is a financial advisor at Royal Fund Management, LLC with two years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at Ameriprise Financial Service, LLC, American Senior Benefits, and Bankers Life. Triana is also a licensed insurance agent offering life and annuity products. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerance and operates on an enterprise scale with 83 advisors and approximately $1.55 billion in assets under management.

Dominik Machado is an advisor at Verity Asset Management with Series 63 and Series 65 designations. He has one year of industry experience and has held roles at Verity Asset Management and Teacher's Pension and Insurance Services, where he also works as an insurance agent. Prior to his advisory career, he has experience in education and other industries. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, and institutional clients with discretionary portfolio management, retirement-plan advisory, and financial planning. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Michael Batt is a financial advisor with Wedbush Securities Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wedbush Morgan Securities since 2007. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, advanced clearing, and prime services.

Sasiwipa Nakdee is a financial advisor with Mutual Advisors, LLC, holding Series 65 and Series 66 credentials and 19 years of industry experience. She has worked at Mutual Securities, Inc. and Ameriprise Financial Services, Inc. She also operates a small fashion resale business on the Poshmark platform. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion across 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering a range of asset management and consulting services with investment strategies that blend passive and active approaches tailored to client objectives.

Juliann Gibson is a financial advisor at Portfolio Medics, LLC with three years of industry experience. She holds a Series 65 designation and has been associated with Gibson Capital Management since 1999. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using both strategic and tactical approaches across various model portfolios and strategies.

Lucius Williamson Jr. is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds a Series 63 designation and has 47 years of industry experience. Williamson has been with Berthel Fisher since 2008 and also worked at BFC Planning, Inc. since 2017. He is involved in community education through teaching financial planning classes at St. Paul's Baptist Church and serves as a board member for Sounds Reasoning Ministries, where he helps identify training locations and sponsorship opportunities. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers personalized investment advice through various platforms and strategies, including discretionary management and third-party money manager arrangements.

Cody Okeefe is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Ameriprise and Bank of the West before joining NorthRock in 2025. Outside of advising, he is engaged in independent insurance brokering, focusing on Medicare Supplement and fixed annuity products. 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 broad asset allocation, diversification, and the integration of private market allocations, supported by AI tools alongside human oversight.

Christopher Bozzuto is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the CFP® designation and Series 63 and 65 licenses. He has seven years of industry experience and has been with Mutual of Omaha Investor Services since 2018. Bozzuto is also involved in the insurance business through Bozzuto Health & Life Inc., which he has operated since 2011. 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 managed account services primarily through its network of Investment Advisor Representatives.

Nathan Ferrante is a financial advisor at Stratos Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Newport Group and Ricks and Associates. Stratos Wealth Advisors serves a diverse client base, including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives. The firm provides a range of programs and portfolios, leveraging both affiliated and third-party subadvisers, and maintains custodial relationships with Fidelity and Schwab.

Dane Coyle is a financial advisor with Fiduciary Financial Advisors in Sacramento, CA, holding a Series 65 designation. He has experience working in both the public sector, including roles with Sacramento County and the State of California, and private consulting. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing fundamental, technical, and quantitative analysis, and offers individual professional trustee services and alternative investment options.

Nicholas Naccarato is a financial advisor with Foundations Investment Advisors LLC in Sacramento, CA. He holds a Series 65 designation and has been with Foundations Investment Advisors and Capitol Planning Group since 2025. Prior to entering the industry, he worked in educational roles at Chapman University, the University of San Francisco, and Sage Creek High School. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of close to 300 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.

Karen Bothe is a CFP® with 11 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 2013 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 includes broad asset allocation, diversification, and the integration of private market allocations, supported by AI tools and human oversight.

Vyacheslav Palamarchuk is a financial advisor at Sowell Management with eight years of industry experience. He has been with Sowell Management since 2020 and has prior experience at Solera Asset Managers and as a self-employed advisor. He is also appointed to outside insurance companies for the purpose of brokering non-registered insurance products. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates a multi-branch independent-contractor model with over 100 advisors and offers a range of investment management and consulting services, utilizing various investment styles and third-party sub-advisors.

Edward Bunting is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Mutual Advisors since 2016 and has additional experience with Mutual Securities, Inc. since 2013. Bunting is involved in community service through his participation in the Carmichael Rotary Club. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a mix of active and passive strategies and offers sub-advisory, TAMP, and wrap-fee arrangements, serving both typical and less common institutional clients such as sovereign wealth funds.

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.