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.

Forrest Blair is a financial advisor at American Investors Company with 30 years of industry experience. He has been with the firm since 1997 and holds a Series 63 designation. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines brokerage and advisory services, offering a range of solutions including asset management, financial planning, and retirement plan consulting.

Joseph Demeo is a financial advisor with Adviser Alliance, LLC in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Adviser Alliance since 2017 and has been president of JRD Insurance & Financial Services, dba Money Bridge Wealth & Income Planning, since 2012, where he is involved in the sales of fixed insurance and annuities. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities, typically serving a non-high-net-worth client base. The firm implements managed portfolios using a variety of securities and relies on third-party providers for billing and custody services.

Garrett Konrad is a financial advisor with IFC in Auburn, CA, holding a Series 65 designation and bringing 10 years of industry experience. He has held leadership roles outside of finance, serving as President of Konrad Auto Group since 2013 and as Chief Financial Officer of the charitable organization Upper Hand, Inc. since 2005. IFC provides advisory services to individuals, trusts, pension and retirement plans, and businesses, focusing on financial planning, consulting, and investment management. The firm employs portfolios primarily composed of mutual funds and ETFs, engages in active account monitoring, and offers periodic educational seminars open to non-clients.

Zachary Weirich is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Fermata Advisors and has previously worked at Sonoma Wealth Advisors, Cetera, Walnut Creek Wealth Management, and Edward Jones. In addition to his advisory work, he holds an insurance license in California. Fermata Advisors offers investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and utilizes a blend of behavioral, charting, cyclical, fundamental, and technical analysis in managing portfolios.

Loy Holt is a financial advisor at Secure Investment Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with The DC Group Advisory Services, Inc. and Divot Enterprise since 2003. Outside of his advisory role, he serves as president of Divot Enterprises Financial and Insurance Services, Inc., focusing on the sale of fixed insurance products and annuities. Secure Investment Management serves individuals, business entities, trusts, and estates, including retail and high-net-worth clients. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-cost mutual funds, ETFs, third-party managers, and direct indexing to tailor portfolios to client objectives.

Michael Mcelmoyl is a financial advisor with Bulman Wealth Group in Roseville, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at MUFG Union Bank, Wells Fargo Advisors, and Wells Fargo Clearing Services. He is also the founder of Affluent Strategies, a virtual sales and sales leadership training business offering online programs and masterclasses. Bulman Wealth Group is a registered investment adviser managing approximately $200.6 million in discretionary assets through a six-advisor team. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, providing personalized portfolio management, financial planning, and estate planning services, while incorporating firm-developed model portfolios and third-party managers as appropriate.

Bryan Bentley is a financial advisor with Talon LLC in Granite Bay, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at firms including Talon Private Wealth, LLC and Brookstone Wealth Advisors, LLC. Outside of his advisory role, Bryan operates Bentley Financial, a business focused on the sale of insurance products such as life insurance, annuities, and health insurance. Talon LLC serves individual and high-net-worth clients by providing comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions through a third party. The firm manages over $1 billion in assets across 14 offices with a small team of three advisors, employing tactical asset allocation and technical analysis through model portfolios and third-party management platforms.

Zane Williams is a financial advisor at Bulman Wealth Group with a Series 65 designation and one year of industry experience. Prior to joining Bulman Wealth Group, he held various roles including positions at Serrano Country Club, Pacific Coast Companies Inc., and several educational institutions. He is also licensed as an insurance agent and conducts insurance sales through BWG Insurance Agency. Bulman Wealth Group is a registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $200.6 million in discretionary assets and offers personalized portfolio management, financial planning, and estate-planning services through a six-advisor team.

Christopher Bulman is a financial advisor with Bulman Wealth Group in Roseville, CA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at several firms including World Equity Group and Retirement Wealth Advisors, and he is also the owner and president of BWG Insurance Agency, where he is involved in insurance sales. Bulman is a licensed agent with Ameritas Life Insurance Corp and helps manage a team focused on life insurance sales. Bulman Wealth Group is a registered investment adviser with a six-advisor team managing approximately $200.6 million in discretionary assets. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, providing discretionary portfolio management, financial and estate planning services, and often engaging third-party money managers. The firm also operates an active insurance business through its affiliated agency, integrating insurance sales with its advisory services.

Peter Konrad is a Series 65 credentialed financial advisor with IFC, bringing 10 years of industry experience. He has a background in automotive sales as president of Konrad Auto Group, LLC, and leads Upper Hand, Inc., a charitable organization. IFC provides advisory services to individuals, trusts, pension and retirement plans, and businesses, focusing on financial planning, consulting, and investment management with portfolios typically composed of mutual funds and ETFs. The firm conducts active account monitoring, offers discretionary trading authority, and provides educational seminars accessible to both clients and the public.