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.

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.

Dustyn Contreras is a financial advisor with San Francisco Asset Solutions and holds the Series 65 designation. He has one year of industry experience and prior work history includes roles at Petro 49, Western Governors University, and American Hartford Gold. San Francisco Asset Solutions serves individual and high-net-worth clients, providing financial planning, non-discretionary portfolio management, and financial education seminars. The firm uses fundamental analysis and strategic asset allocation to construct long-term, globally diversified portfolios tailored to client goals and risk tolerance.

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 the sole advisor at Legacy Wealth, Inc. with one year of industry experience. He holds a Series 65 designation and has served as president and owner of California Probate and Trust, PC, an estate-planning law firm, since 2013. He is also a licensed insurance agent. Legacy Wealth, Inc. provides portfolio management and advisory services primarily to individual and high-net-worth clients, offering investment strategies that include mutual funds, equities, fixed income, ETFs, annuities, private placements, and venture capital interests. The firm uses a combination of fundamental, quantitative, and technical analysis and operates under fiduciary principles with individualized Investment Policy Statements.

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 financial advisor at Legacy Builders Financial, LLC in Folsom, CA, holding CFP® and Series 66 credentials with 18 years of industry experience. His prior roles include positions at Origin Financial, Charles Schwab bank, Charles Schwab, and Morgan Stanley & Co. LLC. Outside his advisory work, he is CEO and owner of two corporations focused on real estate investment. Legacy Builders Financial serves individual and high-net-worth clients with discretionary investment management, comprehensive financial planning, and financial coaching focused on budgeting and debt reduction. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, alongside fundamental and technical analysis, and implements client portfolios directly or through third-party managers.

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.

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.

William Corley is a CFP® with 19 years of industry experience and has been the principal at Corley Investment Management since 2012. His prior experience includes roles at Cambridge Investment Research Advisors, Stonehurst Securities, Pim Financial Services, and OSAIC. He is also an independent insurance agent for various companies. Corley Investment Management is an independent registered investment adviser serving high-net-worth individuals by providing financial planning, retirement consulting, and introductions to third-party asset managers. The firm focuses on client goals, risk tolerance, and asset allocation while offering educational seminars and ongoing supervision of selected managers.

I am a fee-only financial advisor focused on bringing clarity to your finances through integrated planning for life, business and investments. I built Olivehurst Advisors as a fiduciary firm to help individuals and families navigate growing financial responsibilities, evolving priorities and important financial decisions with thoughtful long-term planning and investment management. The name Olivehurst Advisors reflects the kind of stewardship I seek to provide - helping clients build lasting resilience, financial health and long-term opportunity, much like a grove of olive trees that produces fruit over many years. Whether navigating career growth, business ownership, investments, equity compensation, retirement planning or major life transitions, I provide guidance designed to help clients move forward with confidence.

Tien Pham is a financial advisor at Royce Wealth Management LLC in Sacramento, CA, holding a Series 65 credential with approximately one year of industry experience. His prior work includes roles at GPW LLP and Gursey Schneider LLP. Royce Wealth Management LLC provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs portfolios using individual equities, fixed income, ETFs, mutual funds, money market funds, and alternative investments, employing both fundamental and technical analysis with a long-term orientation and tactical adjustments as warranted.

Daniel Rowland is the principal of Rowland Financial Services in Roseville, CA, with 26 years of experience in the financial industry. He holds a Series 66 designation. In addition to his advisory role, he owns an insurance brokerage specializing in employee benefits, including life, accident, health, disability, and annuity products. Rowland Financial Services provides investment management, financial planning, and employer retirement-plan services to institutional and individual clients. The firm operates on a non-discretionary basis, focusing on client-specific investment policy statements and diversified portfolios primarily using low-cost mutual funds and ETFs. An affiliated insurance brokerage offering employee-benefit products distinguishes the firm from other investment managers.

Vitalii Iakushev is a Series 65-licensed financial advisor with three years of industry experience, currently operating at VIFINANCE L.L.C. in Sacramento, CA. His prior work includes roles at Walmart Global Tech and West Leasing, as well as self-employment ventures. VIFINANCE L.L.C. provides discretionary portfolio management primarily to individuals and high-net-worth clients, focusing on long-term investment in U.S. large-cap equities using fundamental business-quality analysis. The firm serves both U.S. and non-U.S. clients and manages accounts with a documented Investment Policy Statement, conducting quarterly reviews and reporting.