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.

Rodney Thompson is a financial advisor at WE Alliance Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Bankers Life. Outside of finance, he has experience in catering and events through Jackson Catering & Events. WE Alliance Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, employing an investment approach that blends fundamental analysis and modern portfolio theory. The firm offers separately managed accounts and held-away retirement account management, and is known for its network of affiliated entities and sponsorship of private funds.

John Scambray is a financial advisor with OneSource Wealth Management and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and serves as CEO of Legacy Capital Management, LLC, an independent investment advisory practice. His prior work includes roles at Tri Counties Bank and Raymond James Financial Services. OneSource Wealth Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a blend of fundamental and technical analysis, offering diversified portfolio management alongside financial planning and retirement plan consulting that includes participant education.

Donald St. Clair is a CFP®-certified financial advisor with 31 years of industry experience. He is the owner of St. Clair Financial in Roseville, CA, where he has worked since 2010. Prior to founding his firm, he was associated with National Planning Corporation for nearly two decades. Outside of his advisory work, he is the owner and CEO of MortgageNudge®, a technology company focused on mortgage and debt management tools. St. Clair Financial provides financial planning and investment consulting to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes diversified, risk-based portfolios and offers services including retirement planning, Social Security analysis, and employee stock option guidance, while acting as a fiduciary for retirement accounts.

Daniel Vistica is a Series 65-credentialed advisor with 10 years of industry experience. He has been with Vistica Wealth Advisors, LLC since 2015. Outside of his advisory role, he serves as an uncompensated consultant assisting with the winddown and dissolution of the Pacific Coast League. Vistica Wealth Advisors provides investment management, financial planning, and advisory services to individual and high-net-worth clients, as well as participant-directed employee retirement plans. The firm emphasizes a long-term, asset-allocation approach using primarily passively managed and index-based mutual funds, including ESG-conscious options, and incorporates portfolio modeling and routine rebalancing.

James Files is a financial advisor with Fiduciary Solutions LLC in Roseville, CA, holding a Series 66 designation and 18 years of industry experience. He has served as CEO of Peak Financial Freedom Group LLC, a financial planning and marketing organization, and PFFG Insurance Agency LLC, an insurance agency. Files also provides training, mentoring, and business consulting to licensed insurance agents through TruChoice Financial Group, LLC. Fiduciary Solutions, LLC serves individual and high-net-worth clients by selecting and monitoring third-party money managers rather than directly managing portfolios. The firm emphasizes retirement cash flow and risk mitigation, conducting due diligence on designated managers while clients retain custody of their assets.

James Smith is a Chartered Financial Consultant (ChFC®) with 50 years of industry experience. He is currently with Strategic Advocates, LLC, joining the firm in 2023 after prior roles at Crown Capital Securities, L.P. and Cambridge Investment Research Advisors, Inc. Smith also operates various independent insurance agencies. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, portfolio management, and retirement plan consulting. The firm employs diversified asset-allocation models and offers a broad investment toolkit, managing approximately 2,600 clients across six offices with a team of seven advisors.

Michael Lynch is a financial advisor with Lynch Financial Advisors in Roseville, CA, holding a Series 65 designation and eight years of industry experience. He previously worked at Farther Finance Advisors for one year. Outside of financial services, he owns and manages two non-investment businesses: a pool service company and a commercial office leasing company. Lynch Financial Advisors provides financial review, planning, and wealth management services to individuals, couples, and small businesses. The firm combines fundamental and market analysis with quantitative and AI-based tools to manage client assets, generally on a discretionary basis, and offers a mix of fixed-fee and asset-based engagements serving a range of client types.

Tigh Rickman is a financial advisor at DeCamilla Capital Management LLC with seven years of industry experience. He holds the Series 65 designation and has worked exclusively with DeCamilla Capital Management since 2017, following a 17-year career at Boston Beer Corporation. DeCamilla Capital Management provides discretionary investment management to individuals, trusts, charitable organizations, and corporate and retirement plan sponsors. The firm employs a range of investment techniques—including fundamental, technical, quantitative, and modern portfolio theory—and offers specialized ERISA-focused services as a 3(38) investment manager for qualified and non-qualified retirement plans.

Conrad Aarseth is a CFP® with 17 years of industry experience and has been with Dynamic Wealth Strategies, LLC since 2013. He holds a Series 66 license and also works as a California insurance agent specializing in fixed, health, accident, annuities, life, and term insurance. Additionally, he is an enrolled agent providing tax preparation services. Dynamic Wealth Strategies is a team-based registered investment adviser serving individuals, trusts, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary portfolio management using customized and model-based approaches, along with financial planning, retirement-plan consulting, and affiliated tax services.

Eric Chmielewski is a financial advisor at Measured Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Tailored Wealth Management, LLC and Uncommon Capital, LLC. Measured Financial provides investment advice and financial planning to individuals, high-net-worth clients, and business entities, primarily through non-discretionary portfolio management. The firm combines fundamental, technical, charting, and cyclical analysis in its work and also sponsors a wrap fee program while offering public educational seminars and workshops.

Steven Fairchild is a CERTIFIED FINANCIAL PLANNER™ with 48 years of industry experience. He is the president of Fairchild Financial Advisors, Inc., where he has worked since 1995, and previously held roles at National Planning Corporation and LPL Financial. Fairchild Financial Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and access to model portfolios through the AssetMark platform. The firm emphasizes personalized assessments and employs a combination of fundamental, technical, and quantitative analysis to tailor investment strategies.

Travis Allen is a CFP® with 30 years of industry experience, currently serving as an advisor at Wealth Strategies Group since 2024. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 16 years. In addition to his advisory role, he is licensed as a fixed insurance agent. Wealth Strategies Group provides discretionary portfolio management, investment consultation, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and retirement plans. The firm constructs portfolios utilizing equities, fixed income, mutual funds, ETFs, and may employ options and other derivatives, managing accounts on a discretionary basis with an emphasis on fundamental, technical, and cyclical analysis.

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.

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.

Gary Frontiera is a financial advisor with Sterling Retirement Group of Sacramento, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Sterling Retirement Group since 2013. Frontiera is also a managing partner of Jacko Law Group, a private fund investment business. Sterling Retirement Group of Sacramento provides comprehensive financial planning, portfolio management, and business consulting services to individuals, retirement accounts, trusts, corporations, and closely held businesses. The firm employs a value- and risk-focused investment philosophy, manages approximately $177 million in discretionary assets, and serves about 400 clients with a small team of advisers.

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.