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 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.

Rhett Beal is a financial advisor at MW Investment Strategy with 11 years of industry experience. He holds a Series 65 designation and has worked with Van Hulzen Asset Management, LLC, and Citadel Family Insurance Solutions LLC, where he serves as Vice President and licensed insurance agent. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm utilizes diversified model portfolios consisting mainly of low-cost mutual funds and ETFs, with a tactical overlay and an emphasis on loss-threshold risk management.

Kayle Larsen is a CFP® with 28 years of industry experience, currently serving at Larsen Wealth Management since 2023. He previously worked at Cambridge Investment Research, Inc. for 16 years. Larsen also consults for an executive boat club operated by his wife. Larsen Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporate entities. The firm employs a long-term investment approach based on modern portfolio theory and offers discretionary portfolio management with quarterly monitoring.

Michael Haskins is a CFP® professional with 20 years of industry experience. He is currently with Larsen Wealth Management and previously spent 16 years at Cambridge Investment Research in various capacities. Haskins is also a licensed independent insurance agent. Larsen Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm follows a long-term, modern portfolio theory-based investment approach and generally manages accounts on a discretionary basis.

Richard Rouse is a financial advisor at Dachtler Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Calton & Associates, Inc. and Ameritas Investment Corp. Outside of his advisory role, he owns an insurance business focused on life, disability, and annuity products and is involved with LegacyLock, LLC, which licenses estate document software. Dachtler Wealth Advisors provides asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and other advisers. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to develop tailored investment strategies and offers ongoing planning with options for discretionary or non-discretionary management.

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.

Christopher Bell is a financial advisor at Aladino Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he served in the United States Coast Guard for 12 years. Bell also provides administrative support to Mariner Independent Advisor Network, LLC, an independent investment advisor firm. Aladino Financial Services offers financial planning and consulting, focusing on initial client interviews and referring clients to third-party investment managers for portfolio implementation. The firm does not directly manage assets and provides tailored recommendations through a network of affiliated businesses, including insurance and legal services.

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.

Sanjay Varshney is a CFA charterholder with six years of industry experience. He previously worked at Wells Fargo Private Bank for five years and has been a professor of managerial and corporate finance at California State University since 2015. He is based in El Dorado Hills, CA. Goldenstone Wealth Management serves individuals, high-net-worth households, business owners, and selected institutional clients with discretionary portfolio management and holistic financial planning. The firm employs a long-term, multi-asset total-return investment approach and offers tailored, goals-based programs that may include limited option strategies and alternative investments for qualified clients.

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.

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.