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.

Jenny Jones Jr. is the sole advisor at The Jones Stewardship Group, LLC in Elk Grove, CA, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has worked with the State of California since 2014 and has led her own firm since 2009. Outside of her advisory work, she is involved as a motivational speaker, teacher, coach, and counselor through her co-ownership of The Jones Educational Group LLC and serves as a consultant with The Win When Consulting Corp LLC. The Jones Stewardship Group serves a small client base including individuals, high-net-worth clients, businesses, charities, and small pension plans, providing financial planning, portfolio management, and assistance in selecting outside money managers. The firm’s investment approach focuses on fundamental analysis with tailored strategies across various asset types, and it offers both discretionary and non-discretionary account arrangements alongside a subscription-style ongoing monitoring service and educational workshops.

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.

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.

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.

Emin Nabiyev is a CFP®, ChFC®, and holds a Series 66 license with seven years of industry experience. He is the principal advisor at TriFlame Capital, an independent firm he joined in 2024 after five years at Edward Jones. Prior to his financial services career, he worked in public sector roles at the California Department of General Services and the County of Yolo. TriFlame Capital provides discretionary asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo simulations to construct portfolios aligned with client objectives and risk tolerances, and it accepts corporate and business clients with a minimum account size generally set at $500,000.

Jarrett Dutra is a financial advisor at Baluden Financial in Sacramento, CA, holding a Series 65 designation with no prior industry experience. His background includes roles at various organizations such as Western Digital, OECD, and Patagonia, as well as entrepreneurial activities including ownership of an angel-investing vehicle. Baluden Financial is a California-registered investment adviser offering comprehensive financial planning and non-discretionary investment advice primarily to individuals and families. The firm uses a fixed-fee planning model and provides written financial plans covering topics such as cash flow, retirement, and tax planning, without managing client assets or exercising investment discretion.

Steven Pinedo is a CFP® professional with 23 years of industry experience. He is the principal of Pinedo Financial Services, an independent advisory firm he founded in 2009, and has also worked with LPL Financial since 2015. His activities include selling indexed universal life insurance products. Pinedo Financial Services primarily serves individual clients, offering tailored investment advice on stocks, bonds, mutual funds, annuities, and life insurance. The firm emphasizes manager selection and mutual funds with multi-asset class capabilities and a history of outperformance, managing portfolios on a non-discretionary basis according to client goals and risk tolerances.

Louis Barrientos is the sole advisor at FC360 Wealth Management, Inc., an independent firm based in Roseville, CA. He holds the Series 66 designation and has 22 years of industry experience. Barrientos is also the owner of FC360 Tax Services, LLC, a licensed tax preparation business. FC360 Wealth Management provides discretionary investment management, financial and retirement planning, insurance planning, and referrals to tax and estate professionals for individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers customized portfolios across multiple investment platforms and serves as a fiduciary for retirement plans, with additional services including participant education and options overlay strategies.

Derrick Smith is a financial advisor at Privatus with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Entoro Advisors, Entoro Investments, EWG Elevate, TRUST-CFO, and Kingsview Asset Management. In addition to his advisory role, he is an independent insurance producer. Privatus provides fee-based investment advisory services, financial planning, and consulting to individuals, trusts, estates, charitable organizations, business entities, and certain institutional clients. The firm employs a tactical allocation approach using a variety of instruments and manages portfolios on a custom, discretionary basis.

Scott Van Epps is a financial advisor at Process Wealth LLC with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including LPL Financial and Ascension Advocate Partners LLC. In addition to his advisory role, he operates an independent insurance agency. Process Wealth LLC provides discretionary asset management and financial planning primarily to high-net-worth individuals, trusts, and estates. The firm tailors investment programs to client goals and risk tolerance, utilizing both fundamental and technical analysis, periodic reviews, and discretionary trading, while incorporating third-party sub-advisors and model portfolios.

Michael Steele is a financial advisor at Reliance Investing, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Investment Only Annuities, LLC and Steele Asset Management. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, and trusts. The firm emphasizes coordinated retirement advice and ongoing portfolio monitoring, managing diversified, systematic portfolios across global equities and fixed income with a range of investment options.

Frank Cantone is a financial advisor at Mark Gillam Enterprises with a Series 65 designation and nine years of industry experience. He has worked at Transamerica Financial Advisors, Inc. since 2009 and has been with Mark Gillam Enterprises since 1995. Mark Gillam Enterprises advises individuals—including high-net-worth clients—as well as pension and profit-sharing plans and charitable organizations. The firm employs a long-term, fundamentals-based investment approach and is notable for its non-discretionary management style, as well as its additional services including bookkeeping, bill-pay, insurance placement, and real estate-related asset management.

Samuel Smith is a CFP® with one year of industry experience, currently serving as a financial advisor at Kerux, LLC. His prior roles include positions at LPL Financial and several educational institutions. Kerux, LLC, operating as Abound Financial, provides investment management, financial planning, and consulting services to individuals, families, trusts, retirement plans, and institutional clients. The firm employs a diversified portfolio approach, integrates third-party tools for risk assessment, and maintains discretionary authority for regular portfolio reviews and rebalancing.

David Yelle is a financial advisor at Hansen & Associates Financial Group Inc. in Roseville, CA, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Hansen & Associates Financial Group since 2015. Hansen & Associates Financial Group provides individualized asset management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, corporations, and other business entities. The firm employs a top-down Tactical Asset Allocation framework that uses a proprietary algorithm incorporating momentum and risk-parity elements, primarily through exchange-traded funds, and manages approximately $225 million in discretionary assets.

Ronald Petroff is a financial advisor at Decamilla Capital Management LLC in Sacramento, CA, holding Series 63 and Series 65 designations with 39 years of industry experience. DeCamilla Capital Management provides discretionary investment management to individuals, trusts, charitable organizations, and corporate and retirement plan sponsors. The firm constructs portfolios based on client objectives, time horizon, and risk tolerance, utilizing a combination of fundamental, technical, quantitative, and modern portfolio theory methods, and offers specialized ERISA-focused services as a 3(38) investment manager.

Dominick Anton is a CFP® and Series 66-licensed financial advisor at Twin Rivers Wealth Management with 12 years of industry experience. He worked at Ameriprise Financial Services from 2014 to 2020 before joining Twin Rivers Wealth Management, where he has been since 2020. Outside of advising, he is also an independent insurance agent. Twin Rivers Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans and corporations, offering wealth management, retirement plan management, and tax services. The firm’s investment approach focuses on asset allocation and long-term investing using a mix of individual stocks, mutual funds, ETFs, bonds, and cash equivalents, with additional offerings for qualifying clients including private alternative investments and coordinated tax strategies.