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.

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.

Charles Tracy is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Bellwether Capital Management LLC and has held previous positions at Intuit, Workday, and UCLA Anderson School of Management. His background includes work in both financial services and corporate environments. Bellwether Capital Management provides wealth management and financial advisory services to private clients such as individuals, families, trusts, small businesses, and select pension or profit-sharing plans. The firm employs proprietary model portfolios with strategies including global macro tactical allocation and enhanced U.S. equity selection, offering discretionary management and flexible financial planning options.

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.

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.

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.

Shawn Stites is a financial advisor at Stites Financial Consulting with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including United Planners and Woodbury Financial Services. He is also the owner of an insurance business focused on life, health, disability, and long-term care products. Stites Financial Consulting provides discretionary asset management and portfolio management primarily for individual and high-net-worth clients, serving some corporate clients as well. The firm uses a variety of analytical techniques and manages approximately $132 million in discretionary assets.

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.

Bethany Ely is a Series 65-licensed financial advisor with three years of industry experience, currently with Three Oaks Wealth in Gold River, CA. Her prior roles include positions at Trinity Wealth Advisors with Ameriprise and Twin Rivers Wealth Management. Outside of advisory work, she has experience in real estate and education through her time with Witham Real Estate and the Sacramento County Office of Education. Three Oaks Wealth serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a modern portfolio theory approach combined with strategic asset allocation and security selection to create diversified portfolios tailored to client risk profiles.

Erik Bagley is a Series 66-licensed financial advisor with Kotys Wealth Professionals, bringing nine years of industry experience. Before joining Kotys in 2024, he worked at Principal Life Insurance Company and Principal Securities Inc. from 2017 to 2024, and served in the California State Assembly from 2016 to 2017. Outside of his advisory role, he owns Kickin It LLC, a youth enrichment business based in Folsom, CA. Kotys Wealth Professionals provides discretionary and non-discretionary investment management, financial planning, and cash management services for individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a nimble trading strategy that incorporates technical, quantitative, and fundamental analysis, along with the use of derivatives and structured products, under ongoing oversight by an investment committee.

Russell Mathews is a financial advisor at Mathews Capital Management with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade, Princor Financial Services Corporation, and Principal Life Insurance Company. Mathews Capital Management is a boutique registered investment adviser serving primarily individual and high-net-worth households. The firm manages discretionary portfolios that combine market-matching ETFs and core fixed income with higher-risk individual stocks and options, employing a range of options and derivatives strategies uncommon among similar firms.

Shakeb Kundiwala is a financial advisor at ShariaWiz Advisory with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Northwestern Mutual Investment Services LLC. Outside of advisory roles, he is involved with the Sacramento Metro Muslim Chamber of Commerce. ShariaWiz Advisory provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, trusts, and institutions. The firm focuses on Shariah screening and value-aligned investing, employing a tactical asset-allocation strategy using exchange-listed securities, mutual funds, and ETFs, and manages portfolios on a customized, discretionary basis.

Nathan Torinus is a financial advisor at TOR Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Van Hulzen Asset Management and Genovese Burford & Brothers. Outside of his advisory work, he is a member of Sacramento Angels, a club of early-stage company investors, where he participates in the due diligence committee. TOR Wealth Advisors serves individuals, trusts, estates, businesses, retirement plans, and pooled investment vehicles, providing discretionary investment management, financial planning, family office services, and retirement plan advisory. The firm employs a customized, generally long-term investment approach using low-cost funds, individual securities, and independent managers, and also sponsors private funds for accredited investors.

David Waldrop is a CFP® with 24 years of industry experience and has been with Bridgeview Capital Advisors, Inc. since 2005. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, dedicating limited time to insurance services through Bridgeview Insurance Services. Bridgeview Capital Advisors, Inc. provides investment advisory, financial planning, tax planning, and pension consulting to individuals, high-net-worth clients, and corporate plans. The firm employs fundamental and technical analysis with broad asset-allocation strategies, managing over $122 million in client assets through both discretionary and non-discretionary approaches.

Heather Huppe is a CFP® with 16 years of industry experience and currently serves at Dachtler Wealth Advisors, LLC. Her prior roles include positions at Calton & Associates, Inc., Dachtler Wealth Management, LLC, and Ameritas Investment Corp. Dachtler Wealth Advisors is a small SEC-registered firm serving individual investors, trusts, estates, and retirement plans. The firm primarily implements client portfolios through third-party model providers and sub-advisers, offering a range of investment strategies including mutual funds, ETFs, and direct indexing.

Michael Hagerty is a Series 65-licensed financial advisor at Eckel Financial Advisors with four years of industry experience. Prior to joining Eckel Financial Advisors, he worked for Trinity Consultants for ten years. Outside of advising, he owns consulting and family partnership businesses. Eckel Financial Advisors provides discretionary portfolio management primarily to individual investors, trusts, pension plans, and family investment entities. The firm employs a strategic allocation approach across various asset classes with risk-management techniques and permits borrowing activity in client accounts.

Mario Rodriguez is a financial advisor at Ridge Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ridge Capital Advisors since 2017. In addition to his advisory role, he owns Net Worth Consulting, LLC, through which he is involved in insurance sales. Ridge Capital Advisors, LLC provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers educational seminars and workshops to the public.

Edward Smelich is a financial advisor at Dreams Investment Solutions with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Inc., and BBSI - Barrett Business Services Inc. Outside of his advisory role, he is a Results/Success/Life Coach through his ownership of We Are Aware and is involved with Dreams Score LLC as a commissioned referral partner for business services. Dreams Investment Solutions serves institutional clients such as registered investment advisers, broker-dealers, and family offices by providing discretionary subadvisory investment management. The firm employs a top-down macroeconomic approach focused on trends in output and employment and manages portfolios with an objective of seeking lower volatility and principal protection.

Grant Bledsoe is a CFP® and CFA® with 12 years of industry experience, currently serving as an advisor at Three Oaks Wealth in Gold River, CA. He has been involved with Three Oaks Capital Management since 2014 and founded Three Oaks Business Consulting in 2020. In addition to his advisory work, Grant launched Three Oaks Tax in 2024, providing tax preparation and consulting services. Three Oaks Wealth serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and discretionary investment management. The firm employs a modern portfolio theory-based approach, combining top-down strategic asset allocation with bottom-up security selection to build diversified portfolios tailored to clients’ risk profiles.

Victor Lai is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Bellwether Capital Management LLC since 2009. He holds the Series 66 designation and is based in El Dorado Hills, California. Bellwether Capital Management provides wealth management and financial advisory services to private clients, including individuals, families, trusts, and small businesses, as well as select pension or profit-sharing plan clients. The firm utilizes proprietary model portfolios featuring a global macro tactical allocation strategy and an enhanced U.S. equity strategy, offering both discretionary management and standalone financial planning services.