Jeffrey Bangerter is a financial advisor with Bangerter Financial Services, Inc. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His background includes roles in mortgage origination, real estate, insurance, and internet marketing, alongside his advisory work. He is involved in several non-investment businesses, including managing a solar energy financing company and owning an internet marketing firm. Bangerter Financial Services provides discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs fundamental and cyclical analysis to guide investment decisions and frequently utilizes third-party money managers and sub-advisors to implement client portfolios.

Kevin Wells is a financial advisor at Tidwell Wealth Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Tidwell Wealth Management since 2020, following two years at Peak Investment Solutions and ongoing involvement with Tidwell & Associates, LLP since 2012. 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 employs a long-term, asset-allocation driven investment approach centered on passively managed mutual funds and utilizes model portfolios alongside a sub-advisory relationship with Focus Partners – Advisor Solutions.

Mikus Mergups is a CFP® with 17 years of industry experience, currently serving as an advisor at Advent Capital LLC since 2013. He holds Series 63 and Series 66 licenses and is also individually licensed as a Life/Health insurance agent in California, a business he conducts outside of Advent Capital and outside regular trading hours. Advent Capital LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, offering customized investment policy statements and ongoing supervisory services across a range of securities. The firm employs both fundamental and technical analysis and utilizes various trading strategies with regular account reviews to align with client risk tolerances and objectives.

Brian Peardon is a financial advisor at Bridgeport Financial Solutions with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also an independent insurance agent. BridgePort Financial Solutions serves individual and institutional clients by providing investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages model portfolios through an Investment Committee and offers discretionary management via wrap programs and access to affiliated and third-party strategists.

Marcos Lemus is a financial advisor at Bulman Wealth Group with a Series 65 credential and two years of industry experience. Prior to joining Bulman Wealth Group in 2021, he worked in education at Spring Education, Merryhill, from 2013 to 2021. Lemus is also involved in insurance sales through BWG Insurance Agency. Bulman Wealth Group is a six-advisor firm managing approximately $200.6 million in discretionary assets. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, offering personalized portfolio management, financial planning, and estate-planning services.

Scott Roseman is a financial advisor at Roseman Wagner Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Roseman Wagner since 2008. Roseman serves as a director of The Scott and Tara Roseman Foundation and holds board and management roles in several nonprofit and agricultural ventures, including rice farming and a horse cutting business. Roseman Wagner Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, corporations, charitable organizations, and a pooled private investment vehicle. The firm employs a fundamental, discount-from-value investment approach and manages concentrated, disciplined strategies across individual and pooled accounts.

Tim Smith is a financial advisor with API Financial Advisors, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has previously worked at firms including Packerland Brokerage Services, StrategerY Advisors, and CETERA Advisor Networks. Smith is also involved in insurance sales through StrategerY Advisers, Inc. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses model portfolios managed by an affiliated sub-adviser and incorporates both technical and fundamental investment analysis across various asset types.

Natalie Litchfield is a financial advisor at IFC with 13 years of industry experience. She holds the Series 66 and Series 65 designations. Prior to joining IFC in 2017, she worked at Edward Jones from 2012 to 2017. In addition to her advisory role, she is a self-employed insurance agent providing life insurance and fixed/indexed annuity sales. IFC offers advisory services to individuals, trusts, pension and retirement plans, and businesses, focusing on financial planning, consulting, and investment management. The firm uses no-load, load-waived, or institutional mutual funds and ETFs, employs independent sub-advisors, and provides ongoing account monitoring with regular reviews and educational seminars.

Taranvir Pannu is a financial advisor at Bulman Wealth Group with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Chase Bank and Monarch Wealth Strategies. Bulman Wealth Group serves individuals, trusts, corporations, charitable organizations, and retirement plans by providing investment advisory and financial planning services, including discretionary portfolio management and estate-planning support. The team manages approximately $283 million for about 555 clients, tailoring portfolios to client objectives and risk tolerance through a combination of model portfolios and third-party managers.

Lori Meter is a financial advisor with Bright Lake Wealth Management, LLC in Roseville, CA, holding Series 65 and Series 66 designations and 14 years of industry experience. Her prior roles include positions at Crump Life Insurance Services, Key Investment Services LLC, and Merrill. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning and discretionary portfolio management, utilizing model portfolios and partnerships for estate planning and managed-account programs.

Shiloh Penn Henry is a financial advisor with IFC holding a Series 65 designation and is based in Auburn, CA. Henry has no prior industry experience and has previously worked in the banking and hospitality sectors, as well as serving in the US Army. IFC provides advisory services to individuals, trusts, pension and retirement plans, and businesses, offering financial planning, consulting, and investment management. The firm uses no-load, load-waived, or institutional mutual funds and ETFs in portfolio construction, implements independent sub-advisors, and conducts ongoing account monitoring with quarterly reviews and annual client meetings.

Michael Shea is a financial advisor at WealthPlan Investment Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Five Star Bank and Mechanics Bank. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm serves individual, high-net-worth, and institutional clients, providing comprehensive financial planning, investment management, and retirement plan services using a range of strategies and vehicles, including model-based portfolios, mutual funds, ETFs, and private placements.

Michael Di Dio is a financial advisor at Roseman Wagner Wealth Management with nine years of industry experience. He has worked at Roseman Wagner since 2017 and previously spent two years at Dasher, Inc. Outside of his advisory role, he serves as Secretary for the Campania Homeowners Association. Roseman Wagner Wealth Management offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, retirement plans, corporations, charities, and investors in an affiliated pooled vehicle. The firm combines comprehensive financial planning with a discounted cash-flow valuation approach and manages approximately $1.54 billion in assets across five advisors.

Aleksandar Glebov is a financial advisor with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with firms including Mass Mutual Life Insurance Company, MML Investors Services, OneAmerica Securities, and American United Life. Outside of advisory roles, he is also involved in insurance sales and service through Signature Resources Insurance and Financial Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors and participants. The firm offers a “Global Target Risk” investment approach emphasizing global diversification, factor tilts, and longer-term holdings, primarily using mutual funds and ETFs.

Paul Booth is a CFP® and CFA® with 32 years of experience in financial advising. He has been the sole advisor at Delta Wealth Management since 1993. Based in Granite Bay, CA, Booth holds a Series 63 license. Delta Wealth Management provides discretionary portfolio management and wealth counseling to individuals and families, including trust assets, retirement plans, and charitable foundations. The firm manages roughly $485 million in assets with a concentrated client roster, employing a formal five-step investment process and primarily using pooled vehicles such as mutual funds and ETFs.

Scott Vlahon is a financial advisor at Bulman Wealth Group in Roseville, CA, holding a Series 65 designation with 10 years of industry experience. His work history includes roles at Chris Bulman Inc., Integrated Financial Settlements dba Bulman Wealth Group, Retirement Wealth Advisors LLC, and BWG Insurance Agency, where he independently sells insurance products such as life, disability, and long-term care policies. Bulman Wealth Group is a seven-advisor team managing approximately $283 million for about 555 clients. The firm serves individuals, trusts, corporations, charitable organizations, and retirement plans with investment advisory and financial planning services, employing model portfolios and third-party managers to align investments with client goals.

Sara Wise is a financial advisor at Roseman Wagner Wealth Management with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Eagle Strategies LLC and NYLife Securities LLC. Roseman Wagner Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, corporations, charitable organizations, and a pooled private investment vehicle. The firm employs a fundamental, discount-from-value investment approach and manages both individual and pooled accounts using tailored income and growth strategies.

Ronie Drori is a CFP® professional with 35 years of industry experience. He has been with Modern Capital Advisors, LLC since 2020 and has also worked at Modern Capital Securities, Inc. since 2004. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through custodial platforms.

Scott Mehren is a financial advisor with American Investors Company and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including over 25 years with American Investors Company. Outside of his advisory role, he is a partner in a bookkeeping, payroll, and tax services business. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and corporations. The firm offers both discretionary and non-discretionary asset management, financial planning, and 401(k) services, combining broker-dealer and SEC-registered adviser functions.

Evan Naves is a Series 65-licensed financial advisor at IFC with one year of industry experience. Prior to joining IFC, he worked at Umpqua Bank and held various roles in education and hospitality. IFC provides investment advisory and financial planning services to individuals, trusts, pension and retirement plans, and businesses. The firm manages approximately $110 million in client assets with a team of seven advisors, offering written financial plans, consultations, and ongoing investment management using mutual funds, ETFs, and independent sub-advisors.