Anthony Okun is a financial advisor at BlueSpring Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has 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 offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process is guided by an Investment Committee and focuses on customized policies developed with clients using its proprietary Sojourn™ application.

James Kersey is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at PlanMember Securities Corporation, J.W. Cole Advisors, Inc., and GF Investment Services, LLC. He also operates Lighthouse Financial & Tax, providing securities, financial planning, and insurance services. CreativeOne Wealth serves individual, high-net-worth, corporate, and charitable clients with fee-based asset management, financial planning, and retirement consulting. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios.

Sheldon Nix is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has been with Mutual of Omaha and its affiliated investor services since 2010. Outside of advising, he is president and CEO of Exceed Wealth & Retirement Group, Inc., which focuses on investment, financial planning, and 401(k) sales and marketing. 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 primarily through a platform relationship with Envestnet.

Timothy Criss is a financial advisor with Western Wealth Management LLC, holding a Series 66 credential and 16 years of industry experience. His career includes roles at Edward Jones, Ameritas Advisory Services, and LPL Financial before joining Western Wealth Management in 2025. Western Wealth Management serves a diverse client base, including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and institutional consulting through a decentralized network of 88 advisers. The firm employs a variety of investment strategies across multiple asset classes and manages approximately $3.94 billion in assets.

Rikki Foster is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and 13 years of industry experience. Foster has worked with multiple firms, including Regal Stone Wealth Management, which they founded and currently lead as President. Outside of advisory roles, Foster is involved with the Rikki and Kelly Foster Family Foundation, a charitable organization, and manages Rest Recovery Wellness, LLC, a health and wellness business. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies and provides ERISA retirement-plan advisory services along with participant advice.

Timothy Meyer is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at multiple firms such as Redwood Private Wealth, Engineered Financial Solutions, Fusion Capital Management, and Virtue Capital Management. He is also a licensed insurance producer specializing in life, health, and fixed insurance products. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm implements client strategies through selected third-party sub-advisers and model portfolios, providing alternative investment options and operating with recognized fiduciary obligations.

Bradley Sullivan is a CFP® professional with 22 years of industry experience, currently serving at Mutual Advisors, LLC since 2016. His prior roles include positions at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory work, he operates as an independent insurance agent and manages Sullivan Wealth Management Advisors, LLC, a comprehensive wealth management practice. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives and is notable for its scale, breadth of institutional work, and specialized services such as an Outsource Insurance Desk and relationships with third-party managers.

Erica Traulsen is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. She holds a Series 66 designation and has worked with firms including Concorde Investment Services and Bioriginal Food & Science. Traulsen serves as Director of Membership for the Financial Planning Association of Northern California. Concorde Asset Management provides portfolio management and financial planning services to individual, corporate, and retirement-plan clients. The firm uses model portfolios and third-party strategists to create tailored investment solutions and offers ERISA retirement-plan advisory services.

Jeffrey Perry is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His work history includes roles at Innovation Partners LLC and Lincoln Financial Securities Corporation, alongside ownership and management of Jeffrey A Perry Insurance & Financial Services, Inc. He serves on the board of the Lincoln Law School of Sacramento. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory programs with insurance and risk management services, often employing discretionary portfolio management and coordinating with third-party investment advisors.

Gary Waller is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Hilltop Securities Inc. in Roseville, CA. He has been with Hilltop Securities since 2015. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of managed account programs utilizing an open-architecture platform with adviser-managed and model-based investment solutions.

Richard Jarvey is a financial advisor at Calton & Associates, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with Transdey, Inc., UPS, and AT&T. Outside of advising, he serves as Secretary and Treasurer on the board of Woodland Medical Closet, a community organization providing medical equipment at no cost. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations to client goals and employing various program structures and analytic approaches.

Scott Bacon is a financial advisor with Encompass More Asset Management LLC and holds a Series 65 credential. He has five years of industry experience and previously worked at Verity Asset Management, Appreciation Financial, ORBA Insurance and Financial Services, and Capital Pacific Group. Outside of advisory services, he acts as an independent agent soliciting clients for insurance products through Appreciation Financial and Insurance Services, LLC. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm manages approximately $985 million across about 4,000 clients and uses model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, and digital-asset related exposures.

Vince Caruana is a financial advisor at Hilltop Securities Inc. with 10 years at the firm and five years of industry experience. He holds the Series 66 designation and is based in Roseville, California. Hilltop Securities serves individual, high-net-worth, and institutional clients, including corporate and retirement-plan sponsors, through both investment advisory and broker-dealer services. The firm offers a range of solutions, including managed accounts, financial planning, and retirement-plan consulting, supported by an open-architecture platform that integrates third-party managers alongside firm-sponsored strategies.

Haldun Arin is a financial advisor with The AmeriFlex Group holding a Series 66 credential and five years of industry experience. His background includes roles at Cambridge Investment Research, United Planners Financial Services, and Principal Securities Inc., among others. Outside of advisory work, he serves as a trustee for a family trust and is involved in consulting through Montgomery Pacific Corporation. 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, third-party money manager selection, and retirement plan consulting, delivering customized advice and a range of wrap and non-wrap solutions.

Dennis Robberecht 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 1983. Outside of his advisory role, he is an investor in Entransco Energy LLC, an oil and gas drilling and harvesting company. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm utilizes an open-architecture platform with a range of managed account programs and distinctive municipal bond strategies, providing comprehensive investment and fiduciary services.

Christopher Dulgarian is a financial advisor with Soltis Investment Advisors, LLC, holding a Series 65 designation and two years of industry experience. Before joining Soltis in 2026, he worked at Grizzly Peak Asset Management for two years and held roles at Apple Inc. and Walmart. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets and employs a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence in its investment approach.

Vladimir Donets is a financial advisor at Sowell Management with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including NYLIFE Securities Inc and New York Life Insurance Company. He is also 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 discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 advisors. The firm uses multiple management styles and offers services including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

Donald Nielsen is a CFP® and CFA® with 10 years of experience in financial advisory roles. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc., Columbia Trust Company, Columbia Private Bank, Vista Oaks Realty, Aon Hewitt Financial Advisors LLC, Hewitt Financial Services LLC, and Edward Jones. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee, combining various investment vehicles and specialized strategies to meet client objectives.

Wesley Ratelle is a financial advisor at Verity Asset Management with two years of industry experience. He holds a Series 65 designation and has prior work history including roles at Teacher's Pension and Insurance Services, Inc., where he serves as an insurance agent, and as a sole proprietor providing education, consulting, and retirement planning services. Before his financial career, he worked for over two decades in the Santa Barbara Unified School District. Verity Asset Management is an SEC-registered investment adviser offering discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment process with tactical asset allocation across diverse asset classes and provides both internally managed and third-party models.

Steven Kimes is a financial advisor at Packerland Brokerage Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Packerland since 2018. Prior to that, he was with Foresters Equity Services and Iof Foresters beginning in 2003. Kimes also owns a small insurance-related business operating under Kimes Financial of Roseville and Kimes Financial Services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through a range of financial planning and advisory programs. The firm offers both discretionary and non-discretionary account management, utilizing firm-managed portfolios, wrap programs, and third-party co-advisory arrangements on the Hilltop/Envestnet platform.