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.

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.

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.

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.

Larry Fong is the principal advisor at Mature Money Management, Inc. in Elk Grove, CA, with 18 years of industry experience and a Series 65 designation. He has operated his own insurance agency since 1978, dedicating a significant portion of his time to that business alongside his advisory work. Fong has managed Mature Money Management since 2007 and also maintains a separate insurance practice. Mature Money Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm implements investment programs based on clients’ objectives and documented Investment Policy Statements, using fundamental, technical, and cyclical analysis, with ongoing portfolio management and coordination with other professionals as needed.

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.

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.

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.

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.

Gerald Gasber is a CFP® with 30 years of experience in the financial industry. He has been with Gasber Financial Advisors, Inc. since 1995. The firm serves individuals and families, including high-net-worth clients and business owners, offering fee-only financial planning, investment management, and wealth management services. Gasber Financial Advisors follows an evidence-based, strategic asset allocation approach using index funds and ETFs to build globally diversified portfolios.