Navigating retirement is one of life's biggest transitions, which is why you shouldn't face it alone. I founded Slalom Wealth in 2018 to help people like you overcome the unknowns of retirement and achieve the clarity, confidence, and support you deserve. I wanted to apply my 20+ years of financial experience to build an independent, fee-only firm that puts relationships first and guides clients through the challenges of retirement. As your financial partner, nothing is off the table. I want to be your first call when you're facing a tough question or new opportunity. As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® (CFA®), I have a deep commitment to the technical side of finances. But I also have a passion for helping you simplify the complex, answer the right questions, and understand your options so that you can fully enjoy retirement. I proudly live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me: Riding my Peloton bike or boating on the Sacramento River Watching a Formula One race (I travel each year to watch one live!) Enjoying a bottle of my favorite wine, a Frank Family Chardonnay

Jarrett Dutra is a financial advisor at Baluden Financial in Sacramento, CA, holding a Series 65 designation with no prior industry experience. His background includes roles at various organizations such as Western Digital, OECD, and Patagonia, as well as entrepreneurial activities including ownership of an angel-investing vehicle. Baluden Financial is a California-registered investment adviser offering comprehensive financial planning and non-discretionary investment advice primarily to individuals and families. The firm uses a fixed-fee planning model and provides written financial plans covering topics such as cash flow, retirement, and tax planning, without managing client assets or exercising investment discretion.

Michael Steele is a financial advisor at Reliance Investing, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Investment Only Annuities, LLC and Steele Asset Management. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, and trusts. The firm emphasizes coordinated retirement advice and ongoing portfolio monitoring, managing diversified, systematic portfolios across global equities and fixed income with a range of investment options.

Eugene Hsu is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Archer Pointe Wealth Management, LLC. His prior roles include positions at Chamberlain Financial Planning & Wealth Management, Paragon Financial Services, and Commonwealth Financial Network. Outside of his advisory work, he serves as the treasurer for the Ben Ali Shrine Wrecking Crew. Archer Pointe Wealth Management provides financial planning, investment management, and wealth-management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm follows a predominantly passive investment approach focused on diversified portfolios, tax efficiency, and tailored recommendations based on clients’ goals and risk tolerance.

James Smith is a Chartered Financial Consultant (ChFC®) with 50 years of industry experience. He is currently with Strategic Advocates, LLC, joining the firm in 2023 after prior roles at Crown Capital Securities, L.P. and Cambridge Investment Research Advisors, Inc. Smith also operates various independent insurance agencies. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, portfolio management, and retirement plan consulting. The firm employs diversified asset-allocation models and offers a broad investment toolkit, managing approximately 2,600 clients across six offices with a team of seven advisors.

Tigh Rickman is a financial advisor at DeCamilla Capital Management LLC with seven years of industry experience. He holds the Series 65 designation and has worked exclusively with DeCamilla Capital Management since 2017, following a 17-year career at Boston Beer Corporation. DeCamilla Capital Management provides discretionary investment management to individuals, trusts, charitable organizations, and corporate and retirement plan sponsors. The firm employs a range of investment techniques—including fundamental, technical, quantitative, and modern portfolio theory—and offers specialized ERISA-focused services as a 3(38) investment manager for qualified and non-qualified retirement plans.

Travis Allen is a CFP® with 30 years of industry experience, currently serving as an advisor at Wealth Strategies Group since 2024. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 16 years. In addition to his advisory role, he is licensed as a fixed insurance agent. Wealth Strategies Group provides discretionary portfolio management, investment consultation, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and retirement plans. The firm constructs portfolios utilizing equities, fixed income, mutual funds, ETFs, and may employ options and other derivatives, managing accounts on a discretionary basis with an emphasis on fundamental, technical, and cyclical analysis.

Marc Anselme is a financial advisor at Anselme Capital, Inc. in Sacramento, CA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Anselme Capital since 1998. Anselme Capital provides discretionary and non-discretionary portfolio management and retirement-account advice to individuals, corporations, trusts, and estates. The firm uses proprietary model portfolios focused on mutual funds, ETFs, and selected individual equities, and manages pooled investment vehicles, a service that is uncommon among similar advisers.

Leigh Beaman is a financial advisor at Wheels Up Wealth, Inc. with one year of industry experience. Prior to joining Wheels Up Wealth, Leigh worked at Pure Financial Advisors, Symphony Financial Planning, H&R Block, and spent over a decade at E. & J. Gallo Winery. Wheels Up Wealth serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary investment management alongside project-based planning and consulting. The firm employs a passive investment approach grounded in Modern Portfolio Theory, using diversified portfolios of index mutual funds and ETFs with a long-term focus.

Dillon Miles is a Certified Financial Planner (CFP®) based in Sacramento, CA, with experience in accounting and financial services dating back to 2016. He has worked at Daniel D. Ross CPA APC and operates Miles CPA PC, alongside his role at Integrated Advisors Wealth Management LLC since 2026. Integrated Advisors Wealth Management LLC offers advisory services to individuals, high-net-worth clients, pension plans, and corporations, focusing on discretionary investment management, financial planning, and retirement plan consulting. The firm employs a blend of passive and active investment strategies, including ESG options, and provides both individual portfolio management and pension consulting.

Daniel Ross is a CFP® and PFS™ credentialed advisor with 27 years of experience in financial services. He is the president of Dan Ross CPA APC, a CPA firm providing tax advice and accounting services to individuals and businesses. Ross joined Integrated Advisors Wealth Management LLC in 2026, following prior roles at several firms including Liberty Wealth Management and AE Financial Services. Integrated Advisors Wealth Management LLC offers advisory services to individuals, high-net-worth clients, pension plans, and corporations, combining passive and active investment strategies with modern portfolio allocation principles. The firm provides discretionary investment management, financial planning, and retirement plan consulting, including acting as an ERISA investment manager.

Kurt Schrader is a CFP® professional with eight years of experience in the financial services industry. He has worked at Carbahal Olsen Financial Services Group LLC since 2017 and previously spent seven years at Purves & Associates. Schrader holds a Series 65 license and is based in Davis, CA. Carbahal Olsen Financial Services Group LLC provides financial planning, consultation, and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as small businesses and retirement plan clients. The firm employs a core/satellite investment approach using low-cost ETFs and select actively managed mutual funds, with tactical satellite allocations tailored for tax or client-specific constraints.

Manuel Carbahal is a financial advisor with Carbahal Olsen Financial Services Group LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with Carbahal Olsen Financial Services Group since 2010 and also serves as Vice President at Carbahal & Company, an accounting practice where he devotes a significant portion of his time. Additionally, he is a managing member of Final Ledger, LLC, a tax preparation business. Carbahal Olsen Financial Services Group LLC provides financial planning, consultation, and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as small businesses and retirement plan clients. The firm employs a core/satellite investment approach using low-cost ETFs and select actively managed mutual funds, maintaining a notable scale with over $212 million in assets under management and more than 230 client relationships.

Bradley Harsch is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Crown Capital Securities. Outside of his advisory role, he serves as secretary for the Nancy Gressley Education Foundation, a nonprofit providing scholarships to college-bound students, and assists with bookkeeping for his wife's interior design business. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement plan consulting. The firm uses diversified asset-allocation models and a broad investment toolkit to tailor advice to each client, managing approximately 2,600 clients across seven advisors and multiple offices.

Greg Skinner is a financial advisor at Financial Celebrations with 36 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial and National Planning Corp. He oversees hiring and operations for Financial Celebrations and provides loan products and home financial brokerage services. Financial Celebrations offers individualized asset management and consulting primarily for individual clients, utilizing fundamental, technical, and cyclical analysis to build tailored portfolios that may include stocks, bonds, ETFs, mutual funds, options, and municipal debt. The firm provides ongoing portfolio monitoring and rebalancing, with a flexible approach to client-imposed trading restrictions.

Rodney Nishikawa is a financial advisor with RMC Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His background includes roles at Cetera Advisors, First Allied Advisory Services, and First Allied Securities. Outside of advisory work, he serves as CEO of Nishikawa Farms, Inc., a family-owned business. RMC Financial Advisors primarily serves individual clients, including many high-net-worth households, as well as businesses, charities, and small pension plans. The firm offers customized financial planning and discretionary portfolio management, focusing on a conservative, low-turnover investment approach and maintaining a formal affiliation with a CPA practice and a licensed insurance professional.

Collin Sinnott is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Crown Capital Securities, L.P., Cambridge Investment Research Advisors, Inc., and the University of California, Davis. Outside of finance, he has experience working in the food service industry with Insomnia Cookies and Poke Bar. Strategic Advocates provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses proprietary asset-allocation models and oversees third-party independent managers to implement a range of investment strategies, including traditional and alternative exposures.

Mark Wong is a financial advisor at Rmc Financial Advisors, LLC with 22 years of industry experience. He has held his current role since 2007 and holds Series 63 and Series 65 licenses. RMC Financial Advisors, LLC primarily serves individual clients, including many high-net-worth households, as well as businesses, charities, and small pension plans. The firm provides financial planning and discretionary portfolio management, focusing on a conservative, low-turnover investment approach tailored to each client’s circumstances.

Christopher Wink is a financial advisor at Rmc Financial Advisors, LLC with 18 years of industry experience. He holds the PFS™ and Series 63 designations and has been with Rmc Financial Advisors since 2007. In addition to his advisory role, he is the owner and president of WINK ACCOUNTANCY CORP., a CPA firm. Rmc Financial Advisors primarily serves individual clients, including many high-net-worth households, as well as businesses, charities, and small pension plans. The firm provides financial planning and discretionary portfolio management, using a conservative, low-turnover investment approach tailored to each client’s needs.

Kory Labarga is a financial advisor at Financial Celebrations with six years of industry experience. He holds the Series 66 designation and previously worked for LPL Financial LLC for ten years. Outside of his advisory work, Labarga is actively involved in writing and publishing novelettes. Financial Celebrations is a newly registered firm that provides individualized asset management and consulting primarily for individual clients, using a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios that may include stocks, bonds, ETFs, mutual funds, options, and municipal debt.