Kimberly Tucker Knotts is the principal advisor at Kim Knotts, RIA with 27 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. Outside of investment advising, she owns and operates a real estate and mortgage lending business as well as a tax preparation and consulting service, and is also licensed as an insurance agent. Kim Knotts, RIA provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer plan sponsors. The firm employs individualized, non-discretionary asset-allocation strategies and integrates related services in real estate, tax, and insurance under separate agreements.

Paul Burke is the principal advisor at Vortalis Wealth Management LLC in El Dorado Hills, CA, holding a Series 65 designation. He has industry experience beginning in 2020, including roles at Helios Quantitative Research and Patra Corporation. His work outside the advisory firm includes a full-time operating role at a quantitative research firm. Vortalis Wealth Management LLC provides discretionary investment management and project-based financial planning services to individuals and high-net-worth clients. The firm employs a mix of fundamental and technical analyses alongside Modern Portfolio Theory to guide asset allocation, offering both passive and active investment options with an emphasis on long-term holdings and ESG strategies.

Daniel McCurdy is a financial advisor at McCurdy Financial Solutions with 12 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to founding his firm, he worked at Strategic Wealth Advisors Group, LLC and LPL Financial, LLC. Outside of advising, he performs tax return data entry work for a law office. McCurdy Financial Solutions provides investment management and financial planning services to individuals, high-net-worth clients, and nonprofit organizations. The firm employs a tailored, discretionary portfolio management approach using fundamental and technical analysis alongside modern portfolio theory, and offers both ongoing and project-based planning engagements.

Jonathan Deeringer is a CFP® and CFA® credentialed financial advisor with 16 years of industry experience. He is the principal of Deeringer Wealth Management, LLC, an independent firm he founded in 2019 after working four years at Genovese Burford & Brothers. He serves as Treasurer and board member of the American River Parkway Foundation, a nonprofit focused on preserving the American River Parkway. Deeringer Wealth Management provides investment advisory, financial planning, and retirement plan consulting for individuals, trusts, nonprofits, and corporate clients. The firm’s investment approach is based on fundamental analysis and scenario-based asset allocation, using mutual funds, ETFs, and selectively managed accounts with documented use of leverage and derivatives.

James Braziel is a CFP® professional with 33 years of industry experience, currently serving at Independent Financial Group, LLC since 2022. His prior experience includes roles at Braziel & Associates LLC and NPB Financial Group, LLC. He is also involved in insurance as a sole proprietor outside of his advisory work. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm supports a national network of Investment Adviser Representatives and provides access to multiple advisory programs through its AccessPoint platform and third-party asset managers.

Vikas Salgia is the sole advisor at Nuna Investments, holding a Series 65 credential with one year of industry experience. He has prior work history at Hinge Health and Sutter Health. Nuna Investments provides discretionary investment management primarily to pooled and institutional clients, including pension plans and charitable organizations, and offers financial planning and consultation services on an hourly or fixed-project basis. The firm follows a bottom-up fundamental investment approach focused on undervalued common stocks and employs a combination of traditional asset-based and performance-based fee arrangements.

Aaron Turner is a CFP® professional with six years of experience in financial advising. He is the sole advisor at Aaron Geoffrey Turner, an independent firm based in Sacramento, CA. In addition to his advisory role, he is the 100% shareholder of Aaron G. Turner CPA An Accountancy Corporation, where he provides accounting and CPA services. The firm offers discretionary portfolio management and financial planning to individuals, trusts, estates, and small businesses, managing approximately $76 million in assets. Its investment approach combines fundamental and cyclical analysis with a focus on long-term, buy-and-hold strategies across equities, fixed income, indexed ETFs, mutual funds, and cash equivalents.

Marcos Lira is a financial advisor with 15 years of industry experience and holds the CFP® designation along with Series 63 and Series 65 licenses. He is the principal of 360 Dividends, an independent investment advisory firm, and has prior experience at PlexTrac, TrustedSite Security, and WhiteHat Security. Outside of his advisory role, he owns and operates an independent insurance agency and a tax and accounting service. 360 Dividends serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, real estate investment analysis, and insurance reviews. The firm combines passive and active investment approaches and integrates tax preparation and planning through its affiliated accounting business.

Paige Farrell is a CFP® professional based in Sacramento, CA, with nine years of industry experience. She has worked with Endeavor Financial Planning since 2017 and was previously affiliated with Kevin M. Young Inc. dba Young Wealth Management for three years. Endeavor Financial Planning offers financial planning and discretionary investment management to individuals, families, trusts, and small business owners. The firm operates on a fee-only basis and employs a strategic asset allocation approach using low-cost, tax-efficient funds, managing portfolios on a discretionary basis with an Investment Policy Statement for each client.

Mark Harris is the sole advisor at Mark Harris Services in Cameron Park, CA, holding a Series 66 designation with 5 years of industry experience. He has operated Mark Harris Services since 2001. The firm provides continuous investment supervisory services and incidental financial planning to individuals, high net worth clients, and a range of institutional clients including charitable institutions and municipalities. Its investment process combines fundamental and technical analysis with a 12- to 18-month time horizon, generally operating on a non-discretionary basis and tailoring programs to client objectives and restrictions.

Bryan Berg is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He currently serves as the sole advisor at Heighten Capital Management LLC. Prior to founding Heighten Capital Management, he worked at CIBC World Markets Corp and CIBC World Markets Inc for a combined total of 22 years. Heighten Capital Management provides discretionary portfolio management through separately managed accounts for high-net-worth individuals, families, family offices, trusts, retirement accounts, pension and profit-sharing plans, charitable entities, and certain institutional investors. The firm employs a valuation-focused, fundamentally driven investment approach that combines top-down and bottom-up analysis with tactical use of written options, applying formal risk controls and compliance procedures.

Dustyn Contreras is a financial advisor at San Francisco Asset Solutions with a Series 65 credential and no prior industry experience. His work history includes roles at Petro 49, Western Governors University, and American Hartford Gold. San Francisco Asset Solutions serves individual investors and high-net-worth clients, offering financial planning, non-discretionary portfolio management, and financial education seminars. The firm focuses on fundamental analysis and strategic asset allocation to build globally diversified portfolios and places a notable emphasis on educational workshops.

Adarsh Shyamsundar is the principal and sole advisor at Polaris Capital Management LLC, holding a Series 65 designation with four years of experience in the financial industry. Prior to founding Polaris Capital in 2022, he worked at Micron Technology Inc. for twelve years. Polaris Capital Management LLC is an independent, state-registered advisory firm serving individuals and high-net-worth clients with tailored investment management and financial planning services. The firm employs a client-specific approach using both fundamental and technical analysis and offers performance-based fee arrangements for qualified clients, managing approximately $9.95 million across 25 client relationships.

Joseph Voska is the principal advisor at Voska Wealth, an independent firm based in Rancho Cordova, CA. He holds a Series 65 designation and has experience in financial advising since 2026, following seven years with Accenture. In addition to his advisory role, he operates a separate online financial-education business. Voska Wealth is a fee-only independent investment adviser serving individuals and high-net-worth clients with retirement and pre-retirement wealth management and financial planning. The firm employs a combination of passive and active strategies, including options, and emphasizes asset allocation, risk management, and client-imposed investment restrictions.

Richard Mac Farlane is a Series 65 licensed advisor at Legacy Wealth, Inc. with experience in estate planning law, serving as president and owner of California Probate and Trust, PC since 2013. He also operates as an independent insurance agent and has provided financial advisory services through his sole proprietorship since 2023. Legacy Wealth, Inc. offers portfolio management services to individual and high-net-worth clients, focusing on investment policy development, asset allocation, and portfolio monitoring. The firm employs a mix of fundamental, quantitative, and technical analysis, utilizing a range of investment vehicles including mutual funds, equities, fixed income, ETFs, insurance products, and occasionally private placements and venture capital funds.

Hardeep Singh is a CFP® and Series 66 registered financial advisor with 16 years of industry experience. He is currently the sole advisor at PK Wealth Advisors in San Francisco, where he has worked since 2020, also having experience at firms including Delta Investment Management and Wedbush Securities. In addition to his advisory work, he operates an insurance sales and services business as a licensed insurance agent. PK Wealth Advisors serves primarily retirement plans, pension and profit-sharing plans, and other institutional or pooled investment vehicles. The firm provides discretionary asset management, ERISA plan advisory services, and financial planning, employing a multi-faceted investment approach that includes fundamental, technical, and cyclical analyses.

Charles Ho is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Legacy Builders Financial, LLC. His prior experience includes roles at Origin Financial, Charles Schwab, and Morgan Stanley. Outside of advising, he is the owner and CEO of two real estate investment corporations. Legacy Builders Financial, LLC is an independent advisory firm serving individual and high-net-worth clients. The firm offers tailored investment management and comprehensive financial planning, utilizing a combination of passive portfolio construction and various analytical techniques, and maintains a co-advisory arrangement with an independent outside manager.

Cliff Leiker is the principal of CJL Quantum Analytics, an independent advisory firm based in Fair Oaks, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. In addition to his advisory role, he serves as a fraternal agent for the Catholic Order of Foresters, focusing on life insurance sales. CJL Quantum Analytics primarily serves small business owners seeking retirement-plan investment guidance and individual bank investors, offering non-discretionary, customized advice on stocks, ETFs, and mutual funds. The firm provides pay-as-you-go online products including bank-specific research, educational webinars, and an economic newsletter, with an investment approach that combines fundamental dividend analysis and technical indicators tailored to each client’s risk tolerance and time horizon.

Keith Hentschel is the sole advisor at Hentch Solutions in Auburn, California, holding Series 63 and Series 65 licenses with 40 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Purpose Driven Financial Services. Outside of investment advisory, he is involved in teaching public speaking skills through Hentch, Inc. and works as an independent representative selling fixed life, health, LTC, and fixed/indexed annuities. Hentch Solutions provides investment advisory services primarily by recommending and facilitating client access to third-party advisory platforms and managed-account programs. The firm operates mainly as a co-advisor or liaison, assisting with paperwork, delivery of regulatory disclosures, and monitoring third-party manager performance, rather than managing client portfolios directly.

Kenneth Golden is a CFA® charterholder with 9 years of industry experience and has been with Sierra Financial Management Co. since 1983. He operates as the sole advisor at the independent firm based in Citrus Heights, CA. Sierra Financial Management Co. provides investment management to individuals, foundations, and trusts through separately managed accounts. The firm combines weekly top-down macroeconomic analysis with bottom-up security selection to construct equity, balanced, and fixed-income portfolios, employing a concentrated, individualized management approach.