Edward Guanill is a Series 65-licensed financial advisor with 12 years of industry experience. He is the owner of Guanill Wealth Management and also operates Guanill Insurance Brokers, Inc., a life insurance and annuity agency. Additionally, he owns CA Coast Tax Services LLC, a seasonal tax preparation business, and EG2 Holdings LLC, which runs a wellness and fitness company. Guanill Wealth Management serves individual clients with financial planning and investment advisory services, primarily by referring clients to third-party money managers under solicitor arrangements. The firm combines fundamental, technical, and cyclical analysis to create tailored investment strategies and provides educational seminars alongside regular account reviews.

Mark Gillam is a financial advisor with Mark Gillam Enterprises in Fair Oaks, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been self-employed since 2001 and has previous experience with Transamerica Financial Advisors, Inc. since 1997. In addition to his advisory work, Gillam is a licensed independent insurance agent. Mark Gillam Enterprises serves individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term, fundamentals-based investment approach, primarily managing assets on a non-discretionary basis, and offers additional services such as insurance placement, mortgage referrals, and bill-pay/bookkeeping with limited custody features.

Anthony Wright is a CFP® with nine years of experience in financial advising. He is currently affiliated with Twin Rivers Wealth Management and has prior experience at Cambridge Investment Research and Fountainhead Wealth. Wright also operates Wright Tax Services, where he provides tax preparation services. Twin Rivers Wealth Management offers wealth management, retirement plan management, and tax services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans and corporations. The firm focuses on asset allocation and long-term investing using a range of securities and may recommend private alternative investments for qualifying clients, coordinating strategies with clients’ tax teams.

Kevin Stites is a CFP® with nine years of industry experience and serves as an advisor at Stites Financial Consulting. He has worked at United Planners Financial Services and currently owns a tax preparation and planning business, Stites Tax. In addition to his advisory role, he is a licensed independent insurance agent. Stites Financial Consulting provides discretionary asset management primarily to individual and high-net-worth clients, employing a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to tailor long- and short-term investment strategies.

Joseph Nix is a financial advisor with NIX Wealth Management in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Securities Service Network, Inc. for 15 years and has operated his own advisory practice since 1995. Nix Wealth Management advises individuals and trusts, managing approximately $82 million in assets for about 115 clients. The fee-only firm emphasizes non-discretionary asset management with tailored portfolios that include individual stocks, mutual funds, ETFs, bonds, and money market funds, focusing on long-term investing and asset allocation.

Karen Miller is a CFP® professional with 13 years of experience at Gasber Financial Advisors, Inc. She has been with the firm since 2013 and is based in Folsom, CA. Gasber Financial Advisors provides personalized financial planning and investment management to individuals, families, small businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm serves a diverse clientele including business owners, professionals, corporate executives, inheritors, and retirees, using an evidence-based investment approach focused on strategic asset allocation with index funds and ETFs.

Trevor Kern is a financial advisor with Zeller Kern Business Advisors in Gold River, CA, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked at Zeller Kern Wealth Advisors since 2007 and joined Equitable Advisors in 2025. Outside of advising, he serves as a trustee of a living trust and is involved with Zeller Kern Private Wealth Management, Inc. as an owner principal and trustee administrator. Zeller Kern Business Advisors provides consulting and planning services primarily to business owners and high-net-worth families, focusing on business exit and succession planning, business valuation, continuity planning, and legacy planning. The firm does not manage client assets but delivers written plans and refers clients to Equitable Advisors for implementation.

Steven Zeller is a CFP® professional with 30 years of industry experience. He is a principal at Zeller Kern Business Advisors and has worked previously with Commonwealth Financial Network and Equitable Advisors. He is also the founder of the Sacramento Business Advisors Network, a local networking group. Zeller Kern Business Advisors serves business owners with services including business continuity planning, business valuation, exit planning, and legacy planning through family retreats and leadership experiences. The firm focuses on advisory and implementation-based engagements rather than discretionary portfolio management, relying on engagement fees and referrals to outside specialists.

Marc Bacsafra is a CFP® certificant with 17 years of industry experience, currently serving at Twin Rivers Wealth Management in Sacramento, CA. His prior experience includes roles at Cambridge Investment Research and Wright Tax Services, where he also works as an enrolled agent providing tax preparation services. Outside of his advisory work, Bacsafra is active as a youth soccer referee. Twin Rivers Wealth Management offers wealth management, retirement plan management, and tax services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans and corporations. The firm employs an investment approach focused on appropriate asset allocation and long-term investing, utilizing a range of assets from individual stocks to private alternative investments, while providing comprehensive financial planning and retirement-plan consulting.

Craig Vanhulzen is the principal advisor at MW Investment Strategy with 27 years of industry experience. He has been leading Van Hulzen Asset Management since 1998. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm serves a diverse client base including employed and retired individuals, working couples, small business owners, and other professionals, using diversified model portfolios primarily composed of low-cost mutual funds and ETFs with a tactical overlay.

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.

Nina Adams is a financial advisor at Adams Ashby Financial Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Adams Ashby Financial Advisors since 2010. Adams Ashby Financial Advisors provides comprehensive portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm manages approximately $737 million in assets and employs a range of investment strategies, including the use of derivatives and margin transactions, with individualized, discretionary advice and regular account reviews.

Andrea Hilderbrand is a CFP® professional with over 20 years of experience at St. Clair Financial, where she currently serves as the sole advisor. She also worked at Turbo Tax for five years. St. Clair Financial provides financial planning and investment consulting to individuals, high-net-worth clients, and charitable organizations. The firm offers diversified, risk-based portfolios and a range of services including retirement planning, tax-adjusted cash flow analysis, and employee stock option guidance.

Susan Soesbe is the principal advisor at Soesbe Financial in Sacramento, CA, holding the CFP® designation and Series 65 license with 18 years of industry experience. Prior to founding Soesbe Financial in 2020, she worked at Soesbe Tax Services and Symphony Financial Planning LLC from 2006 to 2020. She also offers occasional educational seminars and speaking engagements. Soesbe Financial serves individual and high-net-worth clients by providing portfolio management, financial planning, and an Integrated Management Service that combines advisory and tax-preparation services for qualifying clients. The firm employs discretionary investment management using model allocations based on Modern Portfolio Theory, emphasizing passive strategies with index mutual funds and ETFs.

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.

Jarrod Jacobi is a financial advisor with MW Investment Strategy and holds Series 63 and Series 66 designations. He has 28 years of industry experience, having worked previously at Van Hulzen Asset Management, Wells Fargo Clearing, WELLS FARGO Advisors, and Waddell & Reed. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm implements client strategies through diversified model portfolios focused on low-cost mutual funds and ETFs, employing discretionary authority and risk management in coordination with clients’ insurance, tax, and legal advisers.

David Laut is a CFP® professional with 18 years of industry experience currently affiliated with Kerux, LLC. His work history includes positions at UBS Financial Services, The Wealth Consulting Group, LPL Financial, and Abound Financial. He provides investment advisory services through Kerux, LLC, an independent firm distinct from LPL Financial. Abound Financial (Kerux, LLC) offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, retirement plans, and institutional clients. The firm’s investment approach includes portfolios primarily composed of equities, mutual funds, and ETFs, with the use of third-party tools like Riskalyze to assess client risk tolerance and a bucket strategy for retirement income planning.

Joseph Nix is a CFP® professional with 10 years of industry experience, currently serving as an advisor at NIX Wealth Management in Sacramento, CA. His prior work includes roles at Securities Service Network and Hook & Ladder. NIX Wealth Management advises individuals and trusts, specializing in managing individual and trust assets as well as IRA rollovers. The firm emphasizes non-discretionary portfolio management with tailored investment strategies that include stocks, mutual funds, ETFs, and bonds, serving approximately 115 clients with $82 million in assets under management.