Benjamin Anderson is a financial advisor at WealthGuard Advisors, Inc. in Placerville, CA, holding a Series 65 designation and with one year of industry experience. Prior to joining WealthGuard Advisors, he worked at AeroVironment and In-N-Out Burger. WealthGuard Advisors serves individuals, including high net worth clients, as well as charitable organizations and corporations, offering portfolio management, financial planning, advisory consulting, and third-party money manager recommendations. The firm employs a primarily long-term investment approach with some use of derivatives and option-writing strategies and manages over $170 million in client assets.

Karen Miller is a CFP® professional with 13 years of experience at Gasber Financial Advisors, Inc. She has been with the firm since 2013 and is based in Folsom, CA. Gasber Financial Advisors provides personalized financial planning and investment management to individuals, families, small businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm serves a diverse clientele including business owners, professionals, corporate executives, inheritors, and retirees, using an evidence-based investment approach focused on strategic asset allocation with index funds and ETFs.

Steven Sanders is a financial advisor with Measured Financial in Roseville, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Whitehall-Parker Securities, Tailored Wealth Management, and Davis Financial Advisors. Outside of advisory work, he is the owner and manager of Jabrri, LLC dba Grove Biomass, a wood waste recycling business. Measured Financial provides investment advice and financial planning to individuals, high-net-worth clients, and business entities, primarily on a non-discretionary basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers services including portfolio management, variable annuity management, and comprehensive financial planning.

Kenneth Christie is a financial advisor at Spectrum Wealth Advisory Group, LLC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Spectrum Wealth Advisory Group in 2018, Mr. Christie worked at The Wealth Consulting Group and LPL Financial. He is also a board member of Rutherford Capital, Inc. Spectrum Wealth Advisory Group serves individuals, trusts, pension and profit-sharing plans, and business entities, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $445 million across roughly 646 client relationships using a diversified investment approach that includes individual securities, ETFs, mutual funds, and alternative investments, with ongoing monitoring and use of third-party sub-advisors.

Justin Bougher is a financial advisor at WE Alliance Wealth Advisors, Inc. in Roseville, CA, holding a Series 65 designation with nine years of industry experience. He has been with WE Alliance Wealth Advisors since 2015. WE Alliance Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, managing accounts on a discretionary basis with tailored Investment Policy Statements. The firm’s investment approach integrates fundamental analysis and modern portfolio theory, including strategies such as long-term equity positions, options, and allocations to less liquid investments.

Craig Vanhulzen is the principal advisor at MW Investment Strategy with 27 years of industry experience. He has been leading Van Hulzen Asset Management since 1998. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm serves a diverse client base including employed and retired individuals, working couples, small business owners, and other professionals, using diversified model portfolios primarily composed of low-cost mutual funds and ETFs with a tactical overlay.

Matthew Christl is a CFP® with 22 years of industry experience. He has been with Wise Wealth Partners, LLC since 2023 and previously worked at Allworth Financial for 10 years. Outside of his advisory role, he is involved in managing a rental property in Sacramento. Wise Wealth Partners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a wrap-fee advisory program that integrates portfolio management with financial planning. The firm employs a fiduciary, research-driven approach using multiple analysis methods and asset-allocation strategies to tailor portfolios to client goals and risk tolerances.

Konner Christie is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He is currently with Spectrum Wealth Advisory Group, LLC and previously held roles at LPL Financial, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Spectrum Wealth Advisory Group serves individuals—including high-net-worth clients—trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $445 million in discretionary assets across roughly 646 client relationships.

Michael Thompson is a ChFC® credentialed advisor with 12 years of industry experience. He has worked at Spectrum Wealth Advisory Group, LLC since 2018 and has prior experience with The Wealth Consulting Group and LPL Financial. Thompson is also a licensed fixed life insurance agent. Spectrum Wealth Advisory Group serves individuals, trusts, pension and profit-sharing plans, and business entities with asset management, financial planning, and retirement consulting. The firm manages approximately $445 million across 646 client relationships using a range of securities and employs both proprietary and third-party strategies, including access to LPL-sponsored programs.

Adam Anderson is a financial advisor at WealthGuard Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at WealthGuard Advisors since 2010, with a brief tenure at Arbor Point Advisors. Outside of his advisory role, Anderson serves on the boards of the El Dorado County Chamber of Commerce, Mother Lode Rehabilitation Enterprises, Inc., and the Marshall Foundation for Community Health, and manages a whitewater rafting business. WealthGuard Advisors serves individuals, charitable organizations, and corporations, offering portfolio management, financial planning, and advisory consulting. The firm employs a primarily long-term investment approach supplemented by shorter-term strategies when appropriate, utilizing a mix of analytical methods and options-based strategies within customized portfolios.

Ashley Hamman is a CFP® with four years of industry experience, currently serving at Bridgeview Capital Advisors, Inc. She previously worked at Charles Schwab and Charles Schwab Bank. Her background includes roles at the UC Davis Community Service Resource Center and the University of California, Davis. Bridgeview Capital Advisors, Inc. provides investment advisory, financial planning, tax planning, and pension consulting services to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs fundamental and technical analysis with broad asset-allocation strategies, managing both discretionary and non-discretionary client assets.

James Parenti is a financial advisor with Aladino Financial Services, Inc., holding CFP® certification and Series 63 and 65 licenses. He has 44 years of industry experience and also maintains a legal practice through his own law office. His career includes longstanding roles at Aladino Financial Services since 1989 and positions with LPL Financial, Mariner Independent Advisor Network, and Private Advisor Group. Aladino Financial Services specializes in financial planning and consulting, referring clients to independent third-party investment managers for portfolio implementation. The firm focuses on tailoring recommendations through detailed client information gathering and due diligence, without directly managing client assets.

Jarrod Jacobi is a financial advisor with MW Investment Strategy and holds Series 63 and Series 66 designations. He has 28 years of industry experience, having worked previously at Van Hulzen Asset Management, Wells Fargo Clearing, WELLS FARGO Advisors, and Waddell & Reed. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm implements client strategies through diversified model portfolios focused on low-cost mutual funds and ETFs, employing discretionary authority and risk management in coordination with clients’ insurance, tax, and legal advisers.

David Laut is a CFP® professional with 18 years of industry experience currently affiliated with Kerux, LLC. His work history includes positions at UBS Financial Services, The Wealth Consulting Group, LPL Financial, and Abound Financial. He provides investment advisory services through Kerux, LLC, an independent firm distinct from LPL Financial. Abound Financial (Kerux, LLC) offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, retirement plans, and institutional clients. The firm’s investment approach includes portfolios primarily composed of equities, mutual funds, and ETFs, with the use of third-party tools like Riskalyze to assess client risk tolerance and a bucket strategy for retirement income planning.

Andres Villegas is a CFA® charterholder with six years of industry experience. He has worked at Goldenstone Wealth Management since 2020, following eight years at Wells Fargo Private Bank. Goldenstone Wealth Management serves individuals, high-net-worth households, business owners, and selected institutional clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, multi-asset total-return approach that combines fundamental, technical, and macroeconomic analysis, with tailored investment programs that may include limited options strategies and private capital investments for accredited clients.

Alexander Gibbs is a financial advisor at Measured Financial with six years of industry experience. He holds a Series 66 designation and has worked as an independent insurance agent since 2020. In addition to his financial career, he has been an engineering teacher at Alcove Unified School District since 2002, dedicating approximately half of his working time to this role. Measured Financial provides investment advice and financial planning to individuals, high-net-worth clients, and business entities, primarily operating on a non-discretionary basis with a focus on portfolio management and comprehensive planning across estate, tax, retirement income, and college funding. The firm combines multiple analytical approaches and offers public educational seminars alongside its advisory services.

Jayson Jay is a financial advisor at 5 Talents Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harvest Wealth Advisors, Inc. and Resource Investment Architects, Inc. Additionally, he conducts an insurance business as a sole proprietor focused on fixed and variable annuities and term insurance. 5 Talents Advisors provides comprehensive financial planning, consulting, and discretionary portfolio management to individuals, corporations, charities, and qualified retirement plans. The firm uses customized model portfolios combining fundamental and technical analysis and offers ongoing account reviews and quarterly performance reporting.

William Henley is a CFP® professional with four years of industry experience. He is currently with Larsen Wealth Management and has previously worked at Cambridge Investment Research Advisors and California State University, Sacramento. He serves as Treasurer for the Christadelphian Bible Mission of Americas, a religious-based charitable organization. Larsen Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with corporate and business entity relationships. The firm utilizes a long-term investing approach grounded in modern portfolio theory, with individualized Investment Policy Statements and discretionary portfolio management.

Giuseppe Visconti is a financial advisor at OneSource Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo, Raymond James, Tri Counties Advisors, and Purshe Kaplan Sterling Investments. Visconti is also a partner in Legacy Capital Management, LLC, an investment advisory practice he co-owns. OneSource Wealth Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business clients. The firm’s approach combines fundamental and technical analysis with a focus on long-term portfolio construction while allowing shorter-term trades as needed, utilizing diversified mutual funds, ETFs, individual securities, and a range of investment products including margin, options, and structured products.

Terry Wheeler is a CFP® with 32 years of industry experience, currently serving at WE Alliance Wealth Advisors, Inc. since 2015. He is also the owner and attorney of Strategic Wealth Legal Advisors, a law firm specializing in estate planning. WE Alliance Wealth Advisors provides portfolio management and financial planning to individual and high-net-worth clients, employing a disciplined investment approach that incorporates fundamental analysis, modern portfolio theory, and institutional-style strategies. The firm offers separately managed accounts, uses third-party custodians, and integrates outside accounts into its comprehensive investment oversight.