Levi Larsen is a CFP® and holds the Series 66 designation with 11 years of industry experience. He is currently with Mutual Advisors, LLC and has prior experience at Beacon Pointe Advisors, Financial Engines Advisors, and Charles Schwab in both its bank and brokerage divisions. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management and financial planning services using a combination of active and passive strategies tailored to client objectives, and is notable for its significant institutional work and specialized operational features.

Matthew Daugavietis is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Inspire Advisors, LLC since 2022 and previously spent 15 years at Ameriprise Financial Services, Inc. He is also a licensed independent insurance agent specializing in life, disability, long-term care insurance, and annuities. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its services and employs a variety of portfolio management strategies using proprietary tools and affiliated ETFs.

Evan Mathew is a financial advisor at Trek Financial with 24 years of industry experience. He holds a Series 66 designation and has been with Trek Financial since 2016. Outside of his advisory role, he serves on the advisory board of the Arthritis Foundation Sacramento Chapter and holds board and administrative positions with the Grace & Glory Foundation and Grace Valley Christian Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing both discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating rules-based, evidence-based, fundamental, and technical analysis, and offers a broad range of model and alternative strategies along with access to alternative investment platforms.

Joseph Pasquinelli is a financial advisor at Portfolio Medics, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Alpha Retirement Wealth LLC and Asurea Insurance Services. In addition to his advisory role, he is an independent insurance agent for One Life America/Heartland Financial, selling insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a focus on retail and small-business relationships.

Bradley Mendenhall is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Zacks Investment Management since 2020. His prior experience includes roles at Franklin Templeton Distributors, Inc. and AEI Securities, Inc. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, while managing mutual funds and ETFs. The firm’s investment approach combines proprietary quantitative models with qualitative portfolio management across diverse strategies, including all-cap core, dividend, quantitative, international, sector, fixed-income, and long/short.

Kirk Stauffer is a financial advisor with Kovack Advisors, Inc. in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes tenures at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. Outside of advisory, he owns and manages a local food magazine focused on the slow food movement and serves as president of the Stauffer Family Foundation, overseeing charitable operations. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, and governmental clients, employing a systematic investment process supported by Envestnet and utilizing both internal and third-party portfolio management solutions.

Matthew Crider is a Series 65-licensed advisor at CoreCap Advisors with one year of industry experience. He is also the CEO and managing attorney of Crider Law Group, APC, where he provides estate planning legal services. In addition, he serves as CEO and independent insurance agent at Legacy Insurance Solutions, LLP, and CEO and financial advisor at Legacy Wealth Solutions, focusing on tailored insurance and financial solutions. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Eric Masch is a CFP® and holds a Series 65 license, with 13 years of experience in the financial advisory industry. He has worked at Facet since 2020 and previously spent time at Offit Capital Advisors and Wealth Architects. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses model-based asset allocations with a strong emphasis on exchange-traded funds and employs technology-driven processes to optimize tax efficiency and portfolio management.

Stacy Paradise is a financial advisor with United Capital Financial Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, Girard Securities, and Merrill. She also works as an insurance agent, selling life, health, and annuities products. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third-party managers, alternative investments, and customized strategies including ESG and faith-based preferences.

Theodore Young is a financial advisor with Eagle Strategies (NY Life) in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has held various roles including leadership positions at Perry Young Insurance Solutions and Kaneski Associates Financial & Insurance Services. Young serves as a board member for the Sports Financial Advisors Association and the Northwoods League, a college baseball summer league. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Charles Simms IV is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at WCG Wealth Advisors, LLC and Northwestern Mutual. Simms is also involved with Treloar & Heisel, LLC, where he participates in fixed insurance sales. MAI Capital Management provides investment management, wealth planning, and retirement consulting services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning and trust services, with over $72 billion in assets under management.

Arnold Bassett is a financial advisor with TIAA-CREF in Sacramento, CA, holding a Series 66 designation and having 21 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also serves as investment adviser to the TIAA Donor Advised Fund and operates within a vertically integrated group that uses affiliated funds.

Charles Romualdez is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he has worked at HR Block, Paragon Financial Services, LLC, Northwestern Mutual, and has a background in education and the food service industry. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Marco Anaya is a financial advisor at Mariner with 14 years of industry experience and holds a Series 66 credential. His work history includes positions at Wells Fargo Advisors and LPL Financial. He provides administrative support to Mariner Independent Advisor Network, an independent investment advisor firm. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party manager allocations.

Caley Coss is a CFP® and Series 66 licensed financial advisor with eight years of industry experience. He is currently with Creative Planning, where he has worked since 2024. His prior experience includes roles at Edward Jones and Raymond James Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Bryan Chew is a CFP® with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Paragon Financial Services since 2012. He operates Bryan Chew and Associates, a private entity used for payroll tax purposes. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources.

Kelsey Robinson I is a financial advisor at Guardian Life with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various capacities. Additionally, she served in the United States Navy Reserves for seven years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Hooi Ling Lim is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Rockefeller Financial, she worked at Morgan Stanley and First Republic Investment Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Christopher Herrera is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His work history includes positions at Northwestern Mutual Investment Services LLC and HIFS Inc. based in Sacramento, CA. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs combining proprietary and third-party strategies.

Eric Hewitt is a financial advisor at Mariner with Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with Mariner and affiliated entities since 2012. Outside of his advisory role, he operates a retail business called Yolo Card World in Davis, California. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement consulting. The firm combines discretionary, customized portfolio strategies with in-house research and third-party managers, while offering integrated tax, accounting, and family office services uncommon among large advisory enterprises.