Nicholas Naccarato is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has been with the firm since 2025 and has no prior industry experience. His work history includes roles at Capitol Planning Group and educational positions at Chapman University, University of San Francisco, and Sage Creek High School. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored advice through confidential client profiles and employing model portfolios with an asymmetric rebalancing strategy.

Timothy Moreno is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Transamerica Financial Advisors, Inc., World Financial Group, Inc., and currently maintains roles including Medicare Supplement Insurance agent and sales representative for a marketing agency. Outside of advisory work, he is involved as a senior partner with Impact Leadership Network, Inc. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm provides portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning, employing a strategic investment process that integrates fundamental, technical, and charting analysis.

Mark Loftus is a financial advisor at G. A. Repple & Company with 10 years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, Loftus serves as Ministries Director at Elevation Church, overseeing children's Sunday School programs, and teaches Spanish and Latin to middle and high school students at John Adams Academy. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers multiple investment programs, including a Biblically-Responsible Investing model.

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 worked at Sowell Management since 2020 and at Solera Asset Managers since 2017, while also maintaining self-employment since 2014. He is 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 portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers solutions such as model portfolios, sub-advisory relationships, and unified managed account platforms.

Edward Bunting is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Mutual Advisors, Mutual Securities, Morgan Stanley, Wells Fargo Clearing, and Prudential Equity Group. He is active in community service through the Carmichael Rotary Club. Mutual Advisors, LLC serves a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm offers a variety of advisory services and employs a blend of active and passive investment strategies tailored to client objectives, managing approximately $9.45 billion across 154 advisors.

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.

Dennis Dachtler is a financial advisor at Calton & Associates, Inc. with over 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Ameritas Investment Corp. and his own entities, Dachtler Wealth Management and Dennis Dachtler. Outside of advisory work, he is a co-owner of an estate document software licensing business and serves as Vice President on the board of The Vintage at Folsom Building Owner’s Association. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting, alongside access to third-party money managers. The firm offers a variety of program structures and combines advisory services with brokerage and insurance products through its dual registration as both a registered investment adviser and broker-dealer.

Kristin Bluemel Redman is a financial advisor at NorthRock Partners, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise, Mass Mutual, LPL Financial, and Golden 1 Credit Union. She also operated Bluemel Vocal Studio for over a decade. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored investment approach emphasizing diversification, use of independent managers, and integration of private market allocations supported by AI tools for tax-aware investing and portfolio monitoring.

Taylor Mark is a financial advisor with The Wealth Consulting Group in Sacramento, CA, holding a Series 66 license and two years of industry experience. Prior to his advisory role, he worked with Every Nation Ministries for six years. Outside of his advisory work, he is involved in caretaking activities. The Wealth Consulting Group is an SEC-registered firm serving individual clients, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to various investment platforms, combining active and passive strategies with estate-document support through licensed attorneys and partnerships with major custodians.

Lester Holmes is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Holmes is also involved in health insurance sales through the Covered California program. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and allows advisors to construct portfolios using a variety of investment vehicles.

Anne Hasbrook is a financial advisor with The AmeriFlex Group in Sacramento, CA, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Her prior work includes roles at Cetera, Investors Capital Corp., and Eastern Point Advisors. She is also licensed as a life insurance agent, selling fixed insurance products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions with a range of wrap and non-wrap programs, integrating Cambridge’s investment platforms and providing ongoing account monitoring.

Sean Gillis is a financial advisor at Northrock Partners, LLC with five years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Ameriprise, J.P. Morgan Securities, and JPMorgan Chase Bank. 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 focusing on asset allocation, diversification, and periodic rebalancing, integrating private market investments and using AI-supported tools alongside human review.

Mark Wyhlidko is a financial advisor with Avior Wealth Management, LLC in Roseville, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior experience includes roles at Eagle West Group and TD Ameritrade. Avior Wealth Management serves a diverse range of clients, including high-net-worth individuals, pension plans, corporations, and banks, offering investment management, financial planning, and consulting services. The firm employs a fundamental investment approach and utilizes a combination of direct portfolio management and separately managed accounts.

James Harding 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 2016. Outside of his advisory work, he owns a rental property in Jaco, Costa Rica. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan consulting, and annuity-based solutions, supported by an open-architecture platform utilizing third-party technology and firm-sponsored strategies.

Michelle Tokunaga is a financial advisor at AlphaStar Capital Management in Sacramento, CA, holding a Series 65 designation. She has been with AlphaStar since 2026 and has prior experience in the technology sector, including five years at Meta. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Carolynn Fellman is a financial advisor at NorthRock Partners, LLC with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise. 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 rebalancing, often incorporating private market investments and utilizing AI-supported, tax-aware portfolio management.

Gentiane Szonnhenderson is a financial advisor with Wedbush Securities Inc. holding a Series 63 designation and 15 years of industry experience. She has worked at H.D. Vest Investment Securities, Inc. since 1997 and has been self-employed since 1991. Outside of financial advising, she is involved in tax preparation, consulting, and representation. Wedbush Securities serves individual, high-net-worth, and institutional clients through a range of investment advisory and broker-dealer services, including wealth management, fixed income, commodities, and institutional research. The firm offers tailored portfolio management strategies and provides custodial, clearing, and prime services.

Levi Larsen is a CFP® and holds the Series 66 designation with 11 years of industry experience. He is currently with Mutual Advisors, LLC and has prior experience at Beacon Pointe Advisors, Financial Engines Advisors, and Charles Schwab in both its bank and brokerage divisions. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management and financial planning services using a combination of active and passive strategies tailored to client objectives, and is notable for its significant institutional work and specialized operational features.