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.

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.

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.

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.

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.

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.

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.

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.

Jess Hudson is a Series 65 licensed financial advisor at Vantage Financial Group in Auburn, CA, with eight years of industry experience. She previously worked at Cambridge Investment Research Advisors, Inc. and MKB Financial Services before joining Vantage Financial Group, where she has been since 2020. Vantage Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm emphasizes tailored portfolio management based on clients’ goals, time horizons, and risk tolerance, and offers educational seminars and workshops in addition to its advisory services.

Steven Sanders is a financial advisor with Measured Financial in Roseville, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Whitehall-Parker Securities, Tailored Wealth Management, and Davis Financial Advisors. Outside of advisory work, he is the owner and manager of Jabrri, LLC dba Grove Biomass, a wood waste recycling business. Measured Financial provides investment advice and financial planning to individuals, high-net-worth clients, and business entities, primarily on a non-discretionary basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers services including portfolio management, variable annuity management, and comprehensive financial planning.

Kenneth Christie is a financial advisor at Spectrum Wealth Advisory Group, LLC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Spectrum Wealth Advisory Group in 2018, Mr. Christie worked at The Wealth Consulting Group and LPL Financial. He is also a board member of Rutherford Capital, Inc. Spectrum Wealth Advisory Group serves individuals, trusts, pension and profit-sharing plans, and business entities, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $445 million across roughly 646 client relationships using a diversified investment approach that includes individual securities, ETFs, mutual funds, and alternative investments, with ongoing monitoring and use of third-party sub-advisors.

Ivan Tidwell is a CFP® professional with eight years of industry experience. He is the principal at Tidwell Wealth Management LLC, where he has worked since 2020, following prior roles at Peak Investment Solutions, LLC and Tidwell & Associates, LLP. Outside of financial advising, he is a member of SROP II, LLC, involved in building ownership and management. Tidwell Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, businesses, and participant-directed employee retirement plans. The firm emphasizes long-term, asset-allocation driven strategies using primarily passively managed mutual funds and offers comprehensive financial planning that includes tax, estate, insurance, college, and cash-flow matters.

Justin Bougher is a financial advisor at WE Alliance Wealth Advisors, Inc. in Roseville, CA, holding a Series 65 designation with nine years of industry experience. He has been with WE Alliance Wealth Advisors since 2015. WE Alliance Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, managing accounts on a discretionary basis with tailored Investment Policy Statements. The firm’s investment approach integrates fundamental analysis and modern portfolio theory, including strategies such as long-term equity positions, options, and allocations to less liquid investments.