Paul Nederveld is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. He holds a Series 65 designation and has five years of industry experience. His prior roles include positions at MW Investment Strategy and Holt of California. Van Hulzen Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles, and corporations. The firm offers wealth management, financial planning, and asset management across various strategies, including covered-call and alternative investments, combining technical, fundamental, and cyclical analysis with discretionary rebalancing and ongoing monitoring.

Angela Parker is a CFP® with 12 years of industry experience. She has worked at NorthRock Partners, LLC since 2025 and previously spent seven years with Ameriprise Financial Services, Inc. and five years at Ameriprise. NorthRock Partners provides wealth management and advisory services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm uses a tailored investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and employing technology tools alongside human oversight.

John Davis is a financial advisor at Threadline Wealth with 24 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His career includes roles at Moss Adams Wealth Advisors, CliftonLarsonAllen Wealth Advisors, Principal Life Insurance Company, and several other firms. Outside of his advisory work, he owns a rental property. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to individuals, families, business owners, and institutional clients. The firm employs a discretionary, fee-based investment approach with diversified, long-term allocations and offers access to a range of strategies including tax-aware investing and private fund selections.

Matthew Regan is a financial advisor with Mariner Independent in Roseville, CA, holding a Series 65 license and seven years of industry experience. His prior roles include positions at AdvicePeriod, Towerpoint Wealth, Boston Private Wealth, and Richardson Kontogouris Emerson LLP. He is also a senior associate at RGH Wealth Advisors, where he provides investment advisory services through the Mariner platform. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both firm-constructed model portfolios and advisor-level discretionary management, with expanded institutional capabilities through affiliated entities and third-party relationships.

Joseph Olheiser is a financial advisor with CL Wealth Management LLC who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has worked at multiple firms, including Morgan Stanley and Golden Hills Financial Group LLC, where he serves as President and advises on 1031 exchanges into DST investments. CL Wealth Management LLC provides portfolio advisory and financial planning services to a wide range of clients, including individuals, trusts, and business entities. The firm offers both discretionary and non-discretionary management, employs various investment strategies, and maintains multiple industry affiliations and related-party activities.

Graham McDougal is a financial advisor at Trek Financial with 21 years of industry experience. He holds a Series 66 designation and has been with Trek Financial since 2016. In addition to his advisory work, he operates a legal practice specializing in trust, estate, and probate matters and is involved as a youth lacrosse coach in Sacramento. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical approaches, including evidence-based and rules-based models, AI tools under governance and human review, and provides a broad range of model and alternative investment strategies.

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.

Grant Andrews is a CFP® and Series 66-licensed advisor with three years of industry experience. He has worked at Modern Wealth Management, LLC since 2026 and previously held roles at LPL Financial and Mutual Securities, Inc. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and modular services.

Douglas Clancy Jr. is a Series 65-licensed advisor with 19 years of industry experience. He is currently with Gibbs Wealth Management, LLC and has held roles at Woodbridge Wealth, Cornerstone Wealth & Tax Advisory Group, Retirement Planning Services, Inc., and Keeler & Co., LLC. He is also the owner of 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 focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Julia Shiles is a financial advisor at Mutual Advisors, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and A.G. Edwards & Sons. In addition to her advisory role, she is involved with Sullivan Wealth Management Group as a branch manager and senior client service associate. Mutual Advisors serves a wide range of clients, including individuals, trusts, retirement plans, and institutional investors, and employs a combination of active and passive investment strategies tailored through multiple analytical approaches.

Charles Triana is a financial advisor with Royal Fund Management, LLC in Roseville, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Ameriprise Financial Service, LLC, American Senior Benefits, and Bankers Life. He is also an independent licensed insurance agent specializing in life and annuities. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses tailored investment strategies based on written Investment Policy Statements and offers both discretionary and held-away advice.

Christopher Shuba is a financial advisor at Clear Creek Financial Management, LLC, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Clear Creek since 2017. Additionally, he serves as CEO of Helios Quantitative Research, an algorithm-based consulting firm. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities, offering asset management, financial planning, and consulting services. The firm integrates fundamental, technical, and cyclical analysis with a broad range of investment strategies and provides algorithmic modeling and consulting through Helios Quantitative Research.

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. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work history includes positions at Wedbush Morgan Securities, A. G. Edwards & Sons, Inc., and Merrill. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerance.

Sasiwipa Nakdee is a financial advisor at Mutual Advisors, LLC with 20 years of industry experience. She holds Series 65 and Series 66 credentials and has worked previously at Ameriprise Financial Services and USAA Financial Planning Services. Outside of her advisory work, she operates a small online business reselling personal fashion items on Poshmark. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies tailored to client objectives. The firm distinguishes itself by its scale, breadth of institutional work, and use of various analytical and operational resources.

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.

Nathan Ferrante is a financial advisor at Stratos Wealth Advisors LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Newport Group and Ricks and Associates. Ferrante has been with Stratos Wealth Advisors since 2019. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to individual goals.

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.