Gary Libhart is a financial advisor at Guanill Wealth Management with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Guanill Wealth Management since 2017, following a three-year tenure at the Institute for Wealth Advisors. In addition to his advisory role, Libhart owns and operates Libhart Insurance Services, where he is an active insurance agent. Guanill Wealth Management provides fee-based financial planning and public education while acting as a solicitor for third-party registered investment advisers. The firm emphasizes client-specific goals and risk tolerance, employing a combination of fundamental, technical, and cyclical analysis, and offers educational seminars and workshops to the public.

Brent Mick is a financial advisor at Strategic Retirement Advisors, LLC in Elk Grove, CA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Strategic Retirement Advisors since 2007. Strategic Retirement Advisors serves individual investors and employer-sponsored retirement plans across California, with a focus on current and former public-sector employees. The firm employs a top-down asset allocation strategy that blends ETFs, low-fee index funds, active funds, individual bonds, and stocks to meet clients’ time horizons and risk tolerances, while also providing educational seminars and sponsor-level services for municipal plans.

Gary Pevey is a ChFC® credentialed financial advisor with 32 years of industry experience. He has worked at AFS Investments since 2021 and previously spent seven years with Mutual Securities, Inc. Pevey has also been associated with Wealth Design Group since 1997, where he is involved in life and health insurance planning as an agent. AFS Investments is a family-owned registered investment adviser that serves individuals, trusts, retirement plan sponsors, and business entities. The firm offers a range of portfolio management and financial planning services using both bottoms-up stock selection and top-down asset allocation approaches.

Matthew Jude is a CFP® with five years of industry experience and is currently an advisor at Rebalance LLC. His prior experience includes roles at Lucas Group Financial Planners, Amazon, United Parcel Service, Black Sheep Bar & Grill, and Morris & Garritano Insurance Agency. Rebalance LLC provides investment management and financial planning services to individuals, retirement plans, pooled vehicles, and charitable organizations, managing approximately $1.56 billion in discretionary assets. The firm uses a strategic asset allocation framework centered on ETFs and offers both a standardized Rebalance360 program and personalized wealth management services.

Marion Hebert is a financial advisor at The Salvetti Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Central Valley Advisors, Raymond James Financial Services, Wealth Strategies Inc., and Motif Investing. The Salvetti Group provides discretionary portfolio management and sponsors an in-house wrap fee program for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to manage portfolios using a variety of instruments, including stocks, bonds, mutual funds, ETFs, options, structured notes, and private securities.

Alan Robello Jr. is a financial advisor at Avisen Advisors, LLC in Sacramento, CA, with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Avisen Advisors and its related entity Avisen Wealth Management since 2001 and 2003, respectively. Avisen Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, pension plans, and other entities. The firm employs a range of portfolio management strategies, including discretionary and non-discretionary approaches, and uses various advisory programs supported by custodial platforms and third-party managed account solutions.

Ryan Mason is a financial advisor with Argos Wealth Advisors LLC in Sacramento, CA, holding a Series 65 designation and four years of industry experience. He has been with Argos Wealth Advisors since 2007 and is part of an eight-advisor team. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation process with ongoing portfolio monitoring and offers discretionary management through mutual funds, ETFs, direct securities, or third-party managers tailored to client needs.

Dusty Hoetger is a CFP® with 20 years of industry experience, currently serving at Avisen Advisors, LLC since 2011. He has been involved with Avisen Wealth Management, Inc. since 2005. Outside of his advisory role, he volunteers with the Volunteer Income Tax Assistance (VITA/TCE) program and the Foundation for Financial Planning, providing tax preparation help and pro bono financial planning services. Avisen Advisors offers financial planning and portfolio management to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm utilizes a combination of direct portfolio management and third-party platforms, including model-driven strategies, and provides both discretionary and non-discretionary services.

Michelle Kessel Harbart is a financial advisor at Avisen Advisors, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked at Avisen Advisors since 2019, as well as Avisen Wealth Management, Inc. since 2011. Prior to that, she was self-employed from 2003 to 2022. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm offers both discretionary and non-discretionary services, combining direct portfolio management with a broad use of third-party platforms and sub-advisers.

David Baskins is a financial advisor with Avisen Advisors, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Avisen Advisors and its affiliated entity Avisen Wealth Management since 2005. Avisen Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, business entities, trusts, pension and profit-sharing plans, and foundations. The firm combines direct portfolio management with third-party platforms and sub-advisers, offering a range of investment strategies and monitoring accounts through periodic and event-driven reviews.

Samantha Mockford is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Citrine Capital since 2023 and previously spent two years at Symphony Financial Planning. Prior to her financial advisory career, she was employed at Cru for 14 years. Citrine Capital serves individual and high-net-worth clients as well as small businesses, offering investment management alongside comprehensive financial planning and related services such as tax return preparation, college funding analysis, estate planning reviews, and business consultation. The firm employs a diversified, tax-aware investment approach within a Modern Portfolio Theory framework and manages accounts on a discretionary basis with regular monitoring and rebalancing.

Terence Triantafillidis is a financial advisor with The Salvetti Group in Sacramento, CA. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Fidelity Investments and Sacramento Credit Union. The Salvetti Group is a team of six advisors managing over $633 million in discretionary assets. The firm provides portfolio management and operates an in-house wrap fee program for individuals, trusts, retirement plans, and business entities, employing a range of investment strategies and offering access to a variety of financial instruments.

Larry Stiver is a financial advisor at RiverPath Investments LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Sterling Advisors Inc and Storehouse Financial, among other roles. Outside of advisory work, he owns an insurance agency offering employee benefits and special risk insurance, and he is a part-owner and CFO of VistaCore, a firm providing hour banking for fringe benefits. RiverPath Investments LLC provides individualized asset management and pension consulting to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis, with portfolios tailored to client objectives and risk tolerance.

Americo Salvetti is a CFP® with 26 years of industry experience, currently serving at The Salvetti Group. He previously worked for Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2014 to 2023. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $607 million in assets across about 1,843 client relationships, employing a range of investment strategies and sponsoring its own wrap-fee program.

Nicholas Salvetti is a CFP® with 27 years of industry experience, currently serving as an advisor at The Salvetti Group. He previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2014 to 2023. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $607 million in assets under management across about 1,843 client relationships and sponsors its own wrap-fee program, employing a broad range of investment strategies executed exclusively by in-house advisers.

Patricia Pedrucci is a financial advisor at The Salvetti Group with 7 years of industry experience. She holds Series 65 and Series 63 licenses and has been with The Salvetti Group since 2019. She also has experience with Raymond James Financial Services, where she has been associated since 2014. The Salvetti Group provides discretionary portfolio management and sponsors an in-house wrap fee program for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm uses a variety of investment strategies and instruments, including stocks, bonds, ETFs, options, and private securities, with all portfolio management conducted in-house.

Terry Feil Jr. is a financial advisor at Avisen Advisors, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Avisen Wealth Management, Inc. since 2003 and Avisen Advisors since 2022. Avisen Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as business entities, trusts, pension and profit-sharing plans, and foundations. The firm uses a combination of direct portfolio management and third-party platforms, offering a range of investment strategies and monitoring accounts through periodic and event-driven reviews.

Nathaniel Yurica is a financial advisor at The Institute with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including the Institute for Wealth Management LLC since 2019 and prior roles at International Assets Advisory, LLC and Concert Wealth Management, Inc. Yurica is also CEO of Yurica Wealth Management S-Corp, a role he performs without compensation. The Institute for Wealth Management offers discretionary and non-discretionary investment management and financial planning to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis and manages over $1 billion in assets across multiple strategies and private pooled vehicles.

Kenneth Brown is a financial advisor with Avisen Advisors, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Avisen Wealth Management, Inc. since 2003 and Avisen Advisory, LLC since 2001. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm utilizes a combination of direct portfolio management and third-party platforms, offering a range of strategies and investment approaches tailored to client needs.

Lacey Fonseca Lawrence is a CFP® professional at The Salvetti Group with one year of industry experience. Prior to joining The Salvetti Group, she worked at Vanguard Investments Australia for nine years. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $607 million in assets across about 1,843 client relationships and employs a range of investment strategies through its in-house advisers.