Terence Triantafillidis is a financial advisor with The Salvetti Group in Sacramento, CA. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Fidelity Investments and Sacramento Credit Union. The Salvetti Group is a team of six advisors managing over $633 million in discretionary assets. The firm provides portfolio management and operates an in-house wrap fee program for individuals, trusts, retirement plans, and business entities, employing a range of investment strategies and offering access to a variety of financial instruments.

Michaela Griggs is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Sage Advisors, LLC since 2014 in various capacities and previously was with Kms Financial Services, Inc. from 2015 to 2020. Michaela is part of a four-advisor team based in Woodland, CA. Sage Advisors serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses customized portfolios with a range of investment vehicles and is noted for its pension consulting services and client education initiatives.

Jonathan Laturner is a financial advisor with Towerpoint Wealth, LLC in Sacramento, CA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies tailored to client objectives.

Justin Steingraber is a CFA® charterholder with 16 years of industry experience. He has worked at Boyd Wealth Management, LLC since 2020 and previously held positions at Wells Fargo Advisors and First Republic Investment Management. Boyd Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive wealth management, written financial planning, and retirement plan consulting services. The firm employs a goals-based planning process with disciplined asset allocation and manager selection, offering ongoing portfolio management across a range of public and private securities.

Colby Dotson is a financial advisor at Boyd Wealth Management, LLC with seven years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Prior to joining Boyd Wealth Management, he worked at Charles Schwab, TD Ameritrade, and Fidelity Investments. Outside of advisory work, Mr. Dotson is a licensed insurance agent. Boyd Wealth Management serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans by providing comprehensive wealth management, financial planning, and portfolio management services. The firm emphasizes a goals-based, asset-allocation driven investment approach tailored to clients’ risk profiles and time horizons, complemented by ongoing monitoring and use of third-party sub-advisors.

William Lawton is a financial advisor with Capital Markets IQ, LLC, holding a Series 63 designation and bringing 17 years of industry experience. He serves as Chairman and CEO of Seagate Global Group, a private investment and trading firm, and manages an affiliated company involved in box and paper recycling. Lawton is also a Senior Advisor with SeaSpire Advisors, LLC, where he provides advisory and consulting services. Capital Markets IQ, LLC delivers investment advisory and sub-advisory services to retail and institutional clients, including individuals, high-net-worth investors, and small businesses. The firm employs a multi-branch model with centralized supervision, offering portfolio management, financial planning, and consulting across a broad range of investment instruments.

Brian Boyd is a CFP® and ChFC® with 28 years of industry experience, currently serving as an advisor at Boyd Wealth Management, LLC since 2018. Prior to that, he spent 24 years with Northwestern Mutual Life and its investment management division. Outside of advisory work, he is a partner in Boyd Insurance Services, LLC, and holds a minority ownership in a fertilizer manufacturing and distribution company. Boyd Wealth Management advises individuals, trusts, estates, corporations, and retirement plans with comprehensive wealth management and financial planning services. The firm follows a goals-based, asset-allocation driven approach, managing portfolios with ETFs, mutual funds, individual securities, and other investments while providing ongoing monitoring and periodic rebalancing.

Tim Brockway is a financial advisor with RiverPath Investments LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at RiverPath Investments since 2015 and previously at Storehouse Financial and Mass Mutual Life Insurance. Outside of his advisory role, Tim owns ASG Insurance and Financial Services, Inc., which provides life and health insurance services. RiverPath Investments LLC offers customized asset management and retirement-plan consulting to individuals, trusts, pension plans, and corporate clients. The firm employs fundamental, technical, and cyclical analysis, providing portfolios with a range of securities and access to an Institutional Intelligent Portfolios™ program through Schwab.

Hao Dang is a financial advisor at Consilio Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Strategic Wealth Advisors Group, Inc. and LPL Financial, LLC. Consilio Wealth Advisors is a fiduciary registered investment advisor serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm utilizes Modern Portfolio Theory and fundamental analysis with a long-term orientation, and it incorporates strategies including options and derivatives within separately managed accounts.

Americo Salvetti is a CFP® with 26 years of industry experience, currently serving at The Salvetti Group. He previously worked for Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2014 to 2023. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $607 million in assets across about 1,843 client relationships, employing a range of investment strategies and sponsoring its own wrap-fee program.

Nicholas Salvetti is a CFP® with 27 years of industry experience, currently serving as an advisor at The Salvetti Group. He previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2014 to 2023. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $607 million in assets under management across about 1,843 client relationships and sponsors its own wrap-fee program, employing a broad range of investment strategies executed exclusively by in-house advisers.

Patricia Pedrucci is a financial advisor at The Salvetti Group with 7 years of industry experience. She holds Series 65 and Series 63 licenses and has been with The Salvetti Group since 2019. She also has experience with Raymond James Financial Services, where she has been associated since 2014. The Salvetti Group provides discretionary portfolio management and sponsors an in-house wrap fee program for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm uses a variety of investment strategies and instruments, including stocks, bonds, ETFs, options, and private securities, with all portfolio management conducted in-house.

Drew Marchitello is a financial advisor at Delta Investment Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Perigon Wealth Management, LLC and J.P. Morgan Securities LLC. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, as well as serving as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF-based tactical rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

Terry Feil Jr. is a financial advisor at Avisen Advisors, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Avisen Wealth Management, Inc. since 2003 and Avisen Advisors since 2022. Avisen Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as business entities, trusts, pension and profit-sharing plans, and foundations. The firm uses a combination of direct portfolio management and third-party platforms, offering a range of investment strategies and monitoring accounts through periodic and event-driven reviews.

Nathaniel Yurica is a financial advisor at The Institute with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including the Institute for Wealth Management LLC since 2019 and prior roles at International Assets Advisory, LLC and Concert Wealth Management, Inc. Yurica is also CEO of Yurica Wealth Management S-Corp, a role he performs without compensation. The Institute for Wealth Management offers discretionary and non-discretionary investment management and financial planning to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis and manages over $1 billion in assets across multiple strategies and private pooled vehicles.

Kenneth Brown is a financial advisor with Avisen Advisors, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Avisen Wealth Management, Inc. since 2003 and Avisen Advisory, LLC since 2001. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm utilizes a combination of direct portfolio management and third-party platforms, offering a range of strategies and investment approaches tailored to client needs.

Lacey Fonseca Lawrence is a CFP® professional at The Salvetti Group with one year of industry experience. Prior to joining The Salvetti Group, she worked at Vanguard Investments Australia for nine years. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $607 million in assets across about 1,843 client relationships and employs a range of investment strategies through its in-house advisers.

Nathan Billigmeier is a financial advisor at Towerpoint Wealth, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and Wells Fargo Advisors. At Towerpoint Wealth, he serves as Director of Research and Analytics. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing long-term, short-term, and active trading strategies tailored to client objectives.

Steven Pitchford is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Towerpoint Wealth, LLC since 2018. Prior to joining Towerpoint Wealth, he worked at Bingham, Osborn & Scarborough LLC from 2015 to 2017 and took a sabbatical in 2017–2018. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes long-term, short-term, and active trading strategies tailored to client objectives.

Jason Feil is a financial advisor at Avisen Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Avisen Wealth Management, Inc. since 2012 and Avisen Advisors, LLC since 2023. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm offers discretionary and non-discretionary investment management, financial planning, and access to model-driven programs, combining direct portfolio management with a variety of third-party platforms and sub-advisers.