Jack Johnson is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. He has been the sole advisor at Sierra Financial Planning & Asset Management in Roseville, CA since 2003. Johnson holds both CFP® and CPA credentials and has a background in accounting and financial management. Sierra Financial Planning & Asset Management provides financial planning and portfolio management services for individual clients, utilizing a globally diversified, index-oriented, buy-and-hold investment approach. The firm primarily manages non-discretionary assets and negotiates flat advisory fees, delivering comprehensive written plans, annual in-person reviews, and quarterly performance reports.

Mark O'Guinn is the principal of Q4 Strategic Equity Advisors Inc., an independent advisory firm based in Roseville, California. He holds a Series 65 designation and has 18 years of industry experience, having been with Q4 Strategic Equity Advisors since 2008. Outside of advisory services, he is also a licensed life insurance agent in California and owns a related insurance business. Q4 Strategic Equity Advisors provides portfolio management and referrals to third-party money managers for individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental analysis, long-term and short-term trading strategies, and non-discretionary portfolio supervision, with access to model portfolios and institutional investment strategists.

Magnum Drew is a Series 66 licensed financial advisor with nine years of industry experience, currently serving as the sole advisor at Financial Client LLC since 2022. Prior to this, he worked with firms including Avantax Investment Services, Inc. and 1st Global Capital Corp. In addition to his advisory role, he owns Magnum CPA PC, an accounting and tax preparation business, and operates FitAdvantages, a financial fitness and wellness coaching service. Financial Client provides discretionary portfolio management, assets-under-advisement services, and facilitates client relationships with third-party money managers. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers educational seminars alongside initial complimentary consultations.

Robert Teel is a financial advisor at Kingdom Capital Management with six years of industry experience. He holds a Series 65 designation and has previously worked at Microsoft Corporation and Amazon.com, Inc. Outside of his advisory role, he spent time as a stay-at-home parent. Kingdom Capital Management is an independent, fee-only registered investment adviser that serves individuals and families, focusing on working and middle-income households, young professionals, growing families, and small business owners navigating life-stage financial decisions. The firm offers life-stage financial planning through fixed-fee engagements and employs a diversified, long-term investment approach called “Thirds Investing,” using mutual funds and ETFs supported by fundamental, technical, and quantitative analysis.

Douglas Robinson is the principal of RCM Robinson Capital Management LLC in Mill Valley, CA, with 42 years of industry experience. He has previously worked at Osaic Wealth, Inc., Securities America, Inc., and Foothill Securities, Inc. since starting his own firm in 2005. RCM provides institutional fixed-income portfolio management and related investment advice to public agencies, trusts, foundations, and high-net-worth individuals. The firm primarily manages short- and intermediate-term fixed-income portfolios on a non-discretionary basis, combining value principles, modern portfolio theory, and demographic research in its investment approach.

Tadd Barraclough is a financial advisor with TCM Investment Advisers in Citrus Heights, CA, holding a Series 63 designation and 12 years of industry experience. He has worked with TCM since 2016 and maintains concurrent roles at Lyft, Inc. and United Parcel Service. TCM Investment Advisers serves individual investors focusing on retirement planning and estate/asset management, providing portfolio management and a wrap-fee program. The firm emphasizes a customized retirement-planning approach with various fee arrangements and operates trading and custody through a Fidelity platform.

Nicholas Koehler is a CFA® credentialed advisor based in Sacramento, CA, affiliated with Larkspur Capital Partners. He has five years of experience at the California State Teachers' Retirement System and prior roles at WhaleShark, Pangea Chat, IESE Business School, and RVK Inc. Larkspur Capital Partners is an independent investment adviser that plans to provide discretionary portfolio management for high-net-worth individuals, families, trusts, and charitable organizations. The firm employs a fundamentally driven, long-term equity compounding approach with a performance-based fee structure and evaluates private investments alongside public equities.

Douglas Emitte is a financial advisor with 29 years of industry experience, currently serving as the founder and CEO of Dae Wealth Management. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and OneSource Wealth Management. Emitte is also a licensed insurance agent. Dae Wealth Management provides portfolio management and integrated financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a variety of analytical methods and combines long-term and short-term trading strategies tailored to client objectives.

Marios Gregoriou is a financial advisor at Elite Capital Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Elite Capital Services since 2008. The firm offers wealth and portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, pension and profit-sharing plans, and financial institutions. Their investment approach integrates fundamental and technical analysis with proprietary models, focusing on capital preservation through diversification and risk management, and utilizes a variety of investment instruments and strategies tailored to a broad client base that includes institutional and retirement plan clients.

Paul Rossi is the sole advisor at Rossi Financial Group in El Dorado Hills, CA, holding the CFA® designation and Series 63 license with 13 years of industry experience. He has led Rossi Financial Group since 2012. Outside of advisory services, Rossi is also a licensed real estate broker in California, an activity that occupies less than one percent of his time and is unrelated to his investment practice. Rossi Financial Group provides financial planning, investment consultation, and supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a Core + Satellite investment approach combining index-based core holdings with actively managed satellite positions, primarily on a non-discretionary basis, and offers pension consulting and educational workshops on retirement, estate, and investment topics.

Mark Sisto is a CFP® professional with 21 years of industry experience. He is the principal of Sisto Investment Advisory, LLC, an independent advisory firm he has led since 2016, following a previous 13-year tenure at Gonzales & Sisto, LLP. In addition to his advisory role, Mr. Sisto is a Certified Public Accountant and operates an accounting firm providing tax planning and accounting services separate from his investment advisory business. Sisto Investment Advisory, LLC serves individuals, trusts, estates, charitable organizations, corporate clients, and retirement-plan participants. The firm employs a passive, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily using Dimensional Fund Advisors mutual funds, and emphasizes tax efficiency and low transaction costs while managing discretionary portfolios.

Steven Burge is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has been the principal advisor at Burge Financial since 2014. Burge Financial provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $14.16 million in discretionary assets. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and primarily advises on equities, corporate debt, mutual funds, and ETFs.

Christopher Torchiana is a CFP® and ChFC® with 28 years of experience in financial advising. He is the principal and sole advisor at Continuum Financial Partners, LLC, where he has worked since 2012, following a tenure at Next Financial Group, Inc. In addition to financial advising, he owns and operates tax preparation businesses under Mainstreet Tax Advisory. Continuum Financial Partners serves select individual clients, including some high-net-worth households, and retirement plan sponsors by providing comprehensive financial planning, investment management, and retirement-plan advisory services. The firm employs a holistic planning process and offers ERISA-focused consulting for pension and profit-sharing plans, alongside tax preparation and insurance services through the principal’s other business activities.

Igor Mokhov is a financial advisor with CIF Advisors Inc. in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He concurrently serves as President of Church Extension Investors Fund, Inc., a nonprofit organization that provides financing for churches. CIF Advisors offers financial planning and portfolio management services to individuals, businesses, corporations, and pension/profit-sharing plans, managing approximately $4.18 million in client assets. The firm customizes portfolios for long-term growth using fundamental and technical analysis and also provides fee-only due diligence services for alternative investments.

Gregory Shea is a financial advisor at De Novo Capital LLC in Granite Bay, CA, with nine years of industry experience. He holds a Series 65 designation and has been with De Novo Capital since its founding in 2015. Shea has a legal background and prior securities-litigation experience; he is licensed to practice law but is not currently affiliated with a law firm. De Novo Capital provides discretionary portfolio management services primarily to individual and high-net-worth clients, focusing on managing concentrated portfolios through bottom-up fundamental analysis of undervalued stocks, including domestic and foreign equities as well as small- and micro-cap names. The firm emphasizes a long-term investment horizon and identifies concentration, small-cap, foreign, and political risks as material considerations.

Ryan Melnyk is a financial advisor at Manzanita Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and concurrently works as a Project Scientist at Lawrence Berkeley National Laboratory, where he performs research in microbiology. His prior experience includes roles in biotechnology and academia. Manzanita Wealth Management LLC provides fee-only investment management, financial planning, and retirement plan consulting to individuals and employer-sponsored plans. The firm employs a mix of passive and active strategies guided by asset-allocation principles and client risk tolerance, including a taxable-only investment tier that uses derivatives with client approval and active risk controls.

David Joiner is the sole advisor at Joiner Financial, LLC, an independent firm based in El Dorado Hills, CA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Joiner has worked with Berthel Fisher & Company Financial Services, Inc. since 2009 and has been involved with Quantix Equity Management and Quantix Equity Partners, LP since 2008. Joiner Financial, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and investment companies. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to construct portfolios and offers ongoing monitoring with regular client reporting. It also manages a private investment vehicle and accepts performance-based fees for qualified investors.

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

Dean Peterson is the principal of Dean Peterson Capital Management, LLC, an independent advisory firm based in Rancho Cordova, CA. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Peterson has led his firm since 2016. Dean Peterson Capital Management provides discretionary asset management to individuals, high-net-worth clients, and small businesses. The firm employs a strategic asset allocation framework with a focus on long-term purchase strategies, incorporating derivatives such as options in separately managed accounts.

Bereket Kelile is a financial advisor at Rehoboth Financial Planning, Inc. with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. and SJR Opinion Research. Outside of his advisory role, Kelile owns several businesses including financial coaching, life coaching, estate planning document services, and a federal and California tax return preparation service. He also serves as an elected member of the Sacramento County Republican Central Committee. Rehoboth Financial Planning, Inc. provides portfolio management and financial planning primarily to individual clients, offering discretionary management guided by personalized Investment Policy Statements. The firm’s investment process combines fundamental analysis with a long-term trading orientation and tailors model allocations to each client’s goals and risk tolerance.