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.

Peter Gaylord is the principal of Gaylord Wealth Management, LLC in Rocklin, CA, holding the CFA® designation and Series 63 and 65 licenses with 17 years of industry experience. He has led his firm since 2013 and has operated Peter Gaylord Services, Inc. since 2001. Outside of investment management, he also serves as president and consultant for Peter Gaylord Consulting, Inc., providing business and marketing consulting. Gaylord Wealth Management, LLC manages discretionary client assets primarily through ETFs and mutual funds, employing a combination of fundamental analysis and strategic and tactical asset allocation. The firm serves both institutional and individual clients, offering financial planning and portfolio consultation services on an hourly or fixed-fee basis.

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.

Karthikeyan Ethirajan is a CFP® and Series 63-licensed financial advisor with two years of industry experience, currently operating through FinCrafters Advisory LLC in Rocklin, CA. His background includes roles in technology consulting and financial services, as well as serving as a part-time instructor in financial planning at the University of California Berkeley. He is also involved in tax accounting and planning as an enrolled agent and manages a personal trading entity. FinCrafters Advisory LLC is an independent firm serving individuals, high-net-worth clients, and business entities with discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-method investment process incorporating fundamental, technical, and cyclical analyses, offering portfolios that may include derivatives and alternative investments while also providing tax preparation and ERISA plan consulting.

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.

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.

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.

Dawn Pedicord is a CFP® professional with 27 years of industry experience. She is the sole advisor at Pedicord Wealth Management, LLC, an independent firm she has led since 2021. Prior to founding her firm, she worked at LPL Financial, LLC and Foord, VanBruggen & Pajak Financial Services. Pedicord Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, businesses, and ERISA retirement plans. The firm emphasizes financial planning as the foundation for asset allocation and combines passive ETFs and active managers, often supervising third-party asset managers while maintaining overall advisory oversight.

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.