Tatiane Saravia is a financial advisor at Brickley Wealth Management in Elk Grove, CA, with two years of industry experience. She holds a Series 65 designation and previously worked at Summitry (formerly Golub Group) for four years before joining Brickley Wealth Management in 2019. Brickley Wealth Management offers comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and profit sharing plans, and business entities. The firm employs a diversified, long-term investment approach that combines modern portfolio theory with active and passive funds, ESG screening, and due diligence of third-party managers.

Jason Feil is a financial advisor at Avisen Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Avisen Wealth Management, Inc. since 2012 and Avisen Advisors, LLC since 2023. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm offers discretionary and non-discretionary investment management, financial planning, and access to model-driven programs, combining direct portfolio management with a variety of third-party platforms and sub-advisers.

Christopher Meade is a financial advisor with Potentia Wealth in Sacramento, CA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at LPL Financial and Validus Advisors, and he previously worked in the insurance business. Before entering finance, he was involved with Sacramento Tent & Chair for eight years. Potentia Wealth provides investment management and financial planning services to individual clients, including high-net-worth individuals, with a focus on discretionary portfolio management and client-specific financial plans. The firm integrates affiliated tax preparation services and utilizes LPL Financial platforms, model portfolios, and third-party manager programs.

Christopher Bozzuto is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the CFP® designation and Series 63 and 65 licenses. He has seven years of industry experience and has been with Mutual of Omaha Investor Services since 2018. Bozzuto is also involved in the insurance business through Bozzuto Health & Life Inc., which he has operated since 2011. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services primarily through its network of Investment Advisor Representatives.

Dane Coyle is a financial advisor with Fiduciary Financial Advisors in Sacramento, CA, holding a Series 65 designation. He has experience working in both the public sector, including roles with Sacramento County and the State of California, and private consulting. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing fundamental, technical, and quantitative analysis, and offers individual professional trustee services and alternative investment options.

Hermogenes Abero Jr. is a financial advisor with Coppell Advisory Solutions LLC, holding four years of industry experience. He has been self-employed since 2015 and has worked with Coppell Advisory Services, LLC DBA Fusion Capital Management since 2021. Outside of his advisory work, he is also licensed as an insurance agent specializing in Accident & Health and Life insurance. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment approach using internally developed asset allocation models combined with fundamental and technical analysis, implementing strategies consistent with client objectives.

Raymond Chow is a financial advisor at Wedbush Securities Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wedbush Securities since 2008. Outside of his advisory role, he serves as an assistant basketball coach focusing on player development and tournament planning. Wedbush Securities serves individual, high-net-worth, foundation, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm provides a range of managed account solutions alongside commission-based brokerage, clearing, custodial, and prime services.

Levi Larsen is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at Beacon Pointe Advisors, Financial Engines Advisors, and Charles Schwab. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants, employing a combination of passive and active investment strategies tailored to client objectives.

Andrew Kagan is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience with Tower Bridge Financial and Insurance Solutions Inc. since 2013 and currently operates Kagan Wealth Management DBA Tower Bridge Financial. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that selects and monitors third-party model portfolios using platforms such as OPS and Orion OCIO. The firm focuses on portfolio management rather than financial planning and may engage third-party managers for hedging or income strategies in certain cases.

Payton Boyea is a financial advisor at Berthel Fisher & Company Financial Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, Boyea teaches financial literacy and budgeting techniques to high school students and coaches strength and conditioning. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and tailors strategies to client circumstances through its network of independent investment adviser representatives.

Thomas May is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Mutual of Omaha, he worked at MML Investors Services and Massachusetts Mutual Life Insurance Company. He is also a co-founder and partner of Herrera May Wealth Management, a financial services organization. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using model portfolios and approved managers.

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 designations and has worked at firms including Franklin Templeton Distributors, Inc. Prior to joining Zacks in 2020, his career included roles at AEI Securities, Inc. and AEI Fund Management, Inc. Zacks Investment Management provides discretionary investment management services to individuals, trusts, retirement plans, and institutional clients, managing a variety of mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a wide range of strategies and offers its services through multiple platforms including wrap-fee and unified managed accounts.

Kirk Stauffer is a financial advisor with Kovack Advisors, Inc. in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Kovack Advisors and its affiliated firm Kovack Securities since 2009. Outside of his advisory work, he owns and manages Edible Sacramento Magazine, focusing on public relations for the Slow Food movement in the Sacramento region, and serves as president of the Stauffer Family Foundation. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach centered on diversified asset-class exposure primarily through mutual funds and ETFs.

Michael Matter is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Lifeco Insurance, Prudential Insurance Company of America, Pruco Securities, Lincoln Financial Group, and JPMorgan Chase Bank. He also owns The Matter Financial Group, LLC, where he provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Sheldon Nix is a financial advisor with Mutual of Omaha Investor Services, Inc. in Sacramento, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Mutual of Omaha and its affiliated investor services firm since 2010 and serves as President and CEO of Exceed Wealth & Retirement Group, Inc. In addition to advisory work, he is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and managers.

Steven Balaban is a financial advisor at Concorde Asset Management, LLC with 37 years of industry experience. He holds the CFP® designation and multiple securities licenses (Series 63, 65, and 66). He has worked at Concorde Asset Management and Concorde Investment Services since 2014 and previously was associated with Independent Financial Group LLC. Outside of his advisory role, he serves as Vice President of 1031 Capital Solutions, focusing on Delaware Statutory Trust investments to assist investors in deferring taxes when exchanging investment properties. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs asset-allocation and model-based strategies, including overlay management, and provides ERISA retirement-plan advisory services.

Gale Brodie is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Founders Financial Securities, Waddell & Reed, Inc., and Centaurus Financial, Inc. He serves as a trustee for the Arthur & Marilyn Hughes trust. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and integrating advisory services with retirement-plan consulting and administration.

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.

Carlos Rodriguez is a financial advisor at Principal Financial Services with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and Newport Group. He has also worked in diverse fields such as real estate with EXP Realty and public service with CA State Parks. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel overseas. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.