Nicholas Koehler is a CFA® credentialed advisor based in Sacramento, CA, affiliated with Larkspur Capital Partners. He has five years of experience at the California State Teachers' Retirement System and prior roles at WhaleShark, Pangea Chat, IESE Business School, and RVK Inc. Larkspur Capital Partners is an independent investment adviser that plans to provide discretionary portfolio management for high-net-worth individuals, families, trusts, and charitable organizations. The firm employs a fundamentally driven, long-term equity compounding approach with a performance-based fee structure and evaluates private investments alongside public equities.

Douglas Emitte is a financial advisor with 29 years of industry experience, currently serving as the founder and CEO of Dae Wealth Management. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and OneSource Wealth Management. Emitte is also a licensed insurance agent. Dae Wealth Management provides portfolio management and integrated financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a variety of analytical methods and combines long-term and short-term trading strategies tailored to client objectives.

Brian Breckenridge is the sole advisor at Innovative Financial Advisors, LLC in Lincoln, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has concurrently operated Breckenridge Tax & Financial Services since 2016, providing tax preparation and insurance sales services. Innovative Financial Advisors offers fee-based financial planning and consulting to individuals, high-net-worth clients, and small businesses, focusing on cash flow, tax, insurance, retirement, and estate planning. The firm delivers tailored financial plans and refers clients to third-party money managers for asset management rather than managing portfolios directly.

Marios Gregoriou is a financial advisor at Elite Capital Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Elite Capital Services since 2008. The firm offers wealth and portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, pension and profit-sharing plans, and financial institutions. Their investment approach integrates fundamental and technical analysis with proprietary models, focusing on capital preservation through diversification and risk management, and utilizes a variety of investment instruments and strategies tailored to a broad client base that includes institutional and retirement plan clients.

Karthikeyan Ethirajan is a CFP® and Series 63-licensed financial advisor with two years of industry experience, currently operating through FinCrafters Advisory LLC in Rocklin, CA. His background includes roles in technology consulting and financial services, as well as serving as a part-time instructor in financial planning at the University of California Berkeley. He is also involved in tax accounting and planning as an enrolled agent and manages a personal trading entity. FinCrafters Advisory LLC is an independent firm serving individuals, high-net-worth clients, and business entities with discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-method investment process incorporating fundamental, technical, and cyclical analyses, offering portfolios that may include derivatives and alternative investments while also providing tax preparation and ERISA plan consulting.

Paul Rossi is the sole advisor at Rossi Financial Group in El Dorado Hills, CA, holding the CFA® designation and Series 63 license with 13 years of industry experience. He has led Rossi Financial Group since 2012. Outside of advisory services, Rossi is also a licensed real estate broker in California, an activity that occupies less than one percent of his time and is unrelated to his investment practice. Rossi Financial Group provides financial planning, investment consultation, and supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a Core + Satellite investment approach combining index-based core holdings with actively managed satellite positions, primarily on a non-discretionary basis, and offers pension consulting and educational workshops on retirement, estate, and investment topics.

Mark Sisto is a CFP® professional with 21 years of industry experience. He is the principal of Sisto Investment Advisory, LLC, an independent advisory firm he has led since 2016, following a previous 13-year tenure at Gonzales & Sisto, LLP. In addition to his advisory role, Mr. Sisto is a Certified Public Accountant and operates an accounting firm providing tax planning and accounting services separate from his investment advisory business. Sisto Investment Advisory, LLC serves individuals, trusts, estates, charitable organizations, corporate clients, and retirement-plan participants. The firm employs a passive, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily using Dimensional Fund Advisors mutual funds, and emphasizes tax efficiency and low transaction costs while managing discretionary portfolios.

Steven Burge is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has been the principal advisor at Burge Financial since 2014. Burge Financial provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $14.16 million in discretionary assets. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and primarily advises on equities, corporate debt, mutual funds, and ETFs.

Christopher Torchiana is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 28 years of experience in the financial services industry. He is the principal of Continuum Financial Partners, LLC, an independent advisory firm he has led since 2012. Prior to that, he worked at NEXT Financial Group, Inc. and Osaic FA, Inc. Torchiana also owns a tax preparation business, MainStreet Tax Advisory. Continuum Financial Partners provides financial planning, investment management, and retirement plan advisory services to select individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a holistic planning process incorporating Modern Portfolio Theory and offers ERISA fiduciary services including Investment Policy Statement design and 3(21) investment oversight, primarily managing client assets on a discretionary basis.

Gregory Shea is a financial advisor at De Novo Capital LLC in Granite Bay, CA, with nine years of industry experience. He holds a Series 65 designation and has been with De Novo Capital since its founding in 2015. Shea has a legal background and prior securities-litigation experience; he is licensed to practice law but is not currently affiliated with a law firm. De Novo Capital provides discretionary portfolio management services primarily to individual and high-net-worth clients, focusing on managing concentrated portfolios through bottom-up fundamental analysis of undervalued stocks, including domestic and foreign equities as well as small- and micro-cap names. The firm emphasizes a long-term investment horizon and identifies concentration, small-cap, foreign, and political risks as material considerations.

David Joiner is the sole advisor at Joiner Financial, LLC, an independent registered investment adviser based in El Dorado Hills, CA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to founding Joiner Financial, he worked at Berthel Fisher & Company Financial Services, Inc., Quantix Equity Management, Quantix Equity Partners, LP, and Eagle Strategies (NY Life). Joiner Financial provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and investment companies. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to manage portfolios internally, prepares Investment Policy Statements, and conducts regular portfolio reviews and reporting.

Navigating retirement is one of life's biggest transitions, which is why you shouldn't face it alone. I founded Slalom Wealth in 2018 to help people like you overcome the unknowns of retirement and achieve the clarity, confidence, and support you deserve. I wanted to apply my 20+ years of financial experience to build an independent, fee-only firm that puts relationships first and guides clients through the challenges of retirement. As your financial partner, nothing is off the table. I want to be your first call when you're facing a tough question or new opportunity. As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® (CFA®), I have a deep commitment to the technical side of finances. But I also have a passion for helping you simplify the complex, answer the right questions, and understand your options so that you can fully enjoy retirement. I proudly live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me: Riding my Peloton bike or boating on the Sacramento River Watching a Formula One race (I travel each year to watch one live!) Enjoying a bottle of my favorite wine, a Frank Family Chardonnay

David Ettl is the owner and sole advisor of David Ettl Financial, an independent investment advisory firm based in Lincoln, California. He holds a Series 63 designation and has 29 years of experience in the financial industry, including previous roles at Robert Baird & Co., Wells Fargo Clearing, and UBS Financial Services. David Ettl Financial provides non-discretionary portfolio management and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and some institutional clients such as pension and profit-sharing plans. The firm manages approximately $25.3 million in assets, typically using a fundamentals-based investment approach centered on low-cost mutual funds and ETFs, with customized portfolios tailored to each client's investment policy and strategic asset allocation.

Dean Peterson is the principal of Dean Peterson Capital Management, LLC, an independent advisory firm based in Rancho Cordova, CA. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Peterson has led his firm since 2016. Dean Peterson Capital Management provides discretionary asset management to individuals, high-net-worth clients, and small businesses. The firm employs a strategic asset allocation framework with a focus on long-term purchase strategies, incorporating derivatives such as options in separately managed accounts.

Bereket Kelile is the principal advisor at Rehoboth Financial Planning, Inc. in Rancho Cordova, CA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding his independent firm, he worked at Cambridge Investment Research and spent seven years at SJR Opinion Research as an associate director. Outside of advising, Kelile owns businesses in financial coaching, life coaching, tax preparation, and estate planning document services, and serves as an elected member of the Sacramento County Republican Central Committee. Rehoboth Financial Planning, Inc. provides ongoing portfolio management and financial planning primarily to individual clients, managing approximately $17.5 million in assets. The firm employs a fundamental analysis approach with a long-term trading horizon, focusing on equities, ETFs, mutual funds, and occasionally fixed income and insurance products.

Dawn Pedicord is a CFP® professional with 27 years of industry experience. She is the sole advisor at Pedicord Wealth Management, LLC, an independent firm she has led since 2021. Prior to founding her firm, she worked at LPL Financial, LLC and Foord, VanBruggen & Pajak Financial Services. Pedicord Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, businesses, and ERISA retirement plans. The firm emphasizes financial planning as the foundation for asset allocation and combines passive ETFs and active managers, often supervising third-party asset managers while maintaining overall advisory oversight.

Emin Nabiyev is a CFP®, ChFC®, and holds a Series 66 license with seven years of industry experience. He is the principal advisor at TriFlame Capital, an independent firm he joined in 2024 after five years at Edward Jones. Prior to his financial services career, he worked in public sector roles at the California Department of General Services and the County of Yolo. TriFlame Capital provides discretionary asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo simulations to construct portfolios aligned with client objectives and risk tolerances, and it accepts corporate and business clients with a minimum account size generally set at $500,000.

Jarrett Dutra is a financial advisor at Baluden Financial in Sacramento, CA, holding a Series 65 designation with no prior industry experience. His background includes roles at various organizations such as Western Digital, OECD, and Patagonia, as well as entrepreneurial activities including ownership of an angel-investing vehicle. Baluden Financial is a California-registered investment adviser offering comprehensive financial planning and non-discretionary investment advice primarily to individuals and families. The firm uses a fixed-fee planning model and provides written financial plans covering topics such as cash flow, retirement, and tax planning, without managing client assets or exercising investment discretion.

Steven Pinedo is a CFP® professional with 23 years of industry experience. He is the principal of Pinedo Financial Services, an independent advisory firm he founded in 2009, and has also worked with LPL Financial since 2015. His activities include selling indexed universal life insurance products. Pinedo Financial Services primarily serves individual clients, offering tailored investment advice on stocks, bonds, mutual funds, annuities, and life insurance. The firm emphasizes manager selection and mutual funds with multi-asset class capabilities and a history of outperformance, managing portfolios on a non-discretionary basis according to client goals and risk tolerances.

Louis Barrientos is the sole advisor at FC360 Wealth Management, Inc., an independent firm based in Roseville, CA. He holds the Series 66 designation and has 22 years of industry experience. Barrientos is also the owner of FC360 Tax Services, LLC, a licensed tax preparation business. FC360 Wealth Management provides discretionary investment management, financial and retirement planning, insurance planning, and referrals to tax and estate professionals for individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers customized portfolios across multiple investment platforms and serves as a fiduciary for retirement plans, with additional services including participant education and options overlay strategies.