Andres Villegas is a CFA® charterholder with six years of industry experience. He has worked at Goldenstone Wealth Management since 2020, following eight years at Wells Fargo Private Bank. Goldenstone Wealth Management serves individuals, high-net-worth households, business owners, and selected institutional clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, multi-asset total-return approach that combines fundamental, technical, and macroeconomic analysis, with tailored investment programs that may include limited options strategies and private capital investments for accredited clients.

Jayson Jay is a financial advisor at 5 Talents Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harvest Wealth Advisors, Inc. and Resource Investment Architects, Inc. Additionally, he conducts an insurance business as a sole proprietor focused on fixed and variable annuities and term insurance. 5 Talents Advisors provides comprehensive financial planning, consulting, and discretionary portfolio management to individuals, corporations, charities, and qualified retirement plans. The firm uses customized model portfolios combining fundamental and technical analysis and offers ongoing account reviews and quarterly performance reporting.

Jesse Nix is a CFP® professional with 10 years of industry experience, currently serving as an advisor at NIX Wealth Management in Sacramento, CA. His prior roles include positions at Securities Service Network, Inc. and Hook & Ladder. NIX Wealth Management advises individuals and trusts, specializing in managing individual and trust assets as well as IRA rollovers. The fee-only firm serves approximately 115 clients with $82 million in assets under management, focusing on tailored portfolios, appropriate asset allocation, and a non-discretionary management approach.

Nickie Dally is a financial advisor at Blueprint Investments and Tax Planning with 15 years of industry experience. She holds a Series 65 designation and has worked at firms including Hansen & Associates Financial Group, Cadger Tax and Financial, and Virtue Capital Management. In addition to her advisory roles, she is a consultant for National Gold Consultants, focusing on gold and silver sales and marketing. Blueprint Investments and Tax Planning is an independent, state-registered firm serving individuals, small businesses, trusts, and charities. The firm offers discretionary model portfolio management and financial planning that incorporates tax and cash-flow analysis, utilizing a top-down investment approach with a range of portfolio strategies tailored to client risk tolerance and objectives.

Shawn Stites is a financial advisor at Stites Financial Consulting with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including United Planners and Woodbury Financial Services. He is also the owner of an insurance business focused on life, health, disability, and long-term care products. Stites Financial Consulting provides discretionary asset management and portfolio management primarily for individual and high-net-worth clients, serving some corporate clients as well. The firm uses a variety of analytical techniques and manages approximately $132 million in discretionary assets.

William Henley is a CFP® professional with four years of industry experience. He is currently with Larsen Wealth Management and has previously worked at Cambridge Investment Research Advisors and California State University, Sacramento. He serves as Treasurer for the Christadelphian Bible Mission of Americas, a religious-based charitable organization. Larsen Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with corporate and business entity relationships. The firm utilizes a long-term investing approach grounded in modern portfolio theory, with individualized Investment Policy Statements and discretionary portfolio management.

Todd Hadley is a CFP® with 26 years of industry experience affiliated with True Wave Financial Planners. He has worked at Lucas Group Financial Planners, Inc. since 2004 and has operated Hadley Tax Consulting, providing tax advising and preparation services, since 1987. He also owns Hadley Insurance Services, where he serves as an insurance agent. True Wave Financial Planners serves individual clients, including high-net-worth households, as well as retirement plans and small businesses. The firm uses model-based portfolio management and third-party money managers to deliver goal-oriented financial advice with ongoing supervision and annual suitability reviews.

Bethany Ely is a Series 65-licensed financial advisor with three years of industry experience, currently with Three Oaks Wealth in Gold River, CA. Her prior roles include positions at Trinity Wealth Advisors with Ameriprise and Twin Rivers Wealth Management. Outside of advisory work, she has experience in real estate and education through her time with Witham Real Estate and the Sacramento County Office of Education. Three Oaks Wealth serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a modern portfolio theory approach combined with strategic asset allocation and security selection to create diversified portfolios tailored to client risk profiles.

Erik Bagley is a Series 66-licensed financial advisor with Kotys Wealth Professionals, bringing nine years of industry experience. Before joining Kotys in 2024, he worked at Principal Life Insurance Company and Principal Securities Inc. from 2017 to 2024, and served in the California State Assembly from 2016 to 2017. Outside of his advisory role, he owns Kickin It LLC, a youth enrichment business based in Folsom, CA. Kotys Wealth Professionals provides discretionary and non-discretionary investment management, financial planning, and cash management services for individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a nimble trading strategy that incorporates technical, quantitative, and fundamental analysis, along with the use of derivatives and structured products, under ongoing oversight by an investment committee.

Russell Mathews is a financial advisor at Mathews Capital Management with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade, Princor Financial Services Corporation, and Principal Life Insurance Company. Mathews Capital Management is a boutique registered investment adviser serving primarily individual and high-net-worth households. The firm manages discretionary portfolios that combine market-matching ETFs and core fixed income with higher-risk individual stocks and options, employing a range of options and derivatives strategies uncommon among similar firms.

Nathan Ankney is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Dynamic Wealth Strategies, LLC since 2013. In addition to his advisory role, Ankney is a licensed California insurance agent and a real estate agent, and he serves as a general partner of a pooled investment vehicle through Rosewind, LLC. 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 tailored model portfolios, financial planning, retirement-plan consulting, and tax services through an affiliated professional.

David Hicks is a CFP® professional affiliated with Kerux, LLC, with six years of industry experience. He has worked at LPL Financial and WCG Wealth Advisors, and prior to his financial advisory career, he was employed by the Western Placer Unified School District for 12 years. Hicks provides investment advisory services through Kerux, LLC, an independent firm separate from LPL Financial. Kerux, LLC offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth families, trusts, retirement plans, and institutional clients. The firm integrates with LPL Financial’s Strategic Wealth Management platform and utilizes a mix of equities, mutual funds, ETFs, and alternative investments tailored to client risk and market conditions.

Paola Quintero Salazar is a financial advisor at True Wave Financial Planners with a Series 65 credential and three years of industry experience. She previously worked at Lucas Group Financial Planners, Inc. and provided financial wellness services at Sacramento State. True Wave Financial Planners serves individual clients, including high-net-worth households, as well as retirement plans and small businesses, offering model-based portfolio management and financial planning with a focus on goal-oriented, discretionary investment strategies.

Nathan Torinus is a financial advisor at TOR Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Van Hulzen Asset Management and Genovese Burford & Brothers. Outside of his advisory work, he is a member of Sacramento Angels, a club of early-stage company investors, where he participates in the due diligence committee. TOR Wealth Advisors serves individuals, trusts, estates, businesses, retirement plans, and pooled investment vehicles, providing discretionary investment management, financial planning, family office services, and retirement plan advisory. The firm employs a customized, generally long-term investment approach using low-cost funds, individual securities, and independent managers, and also sponsors private funds for accredited investors.

Jeffrey Adams is a CFP® with 27 years of industry experience and is a principal at Adams Ashby Financial Advisors in Sacramento, CA. He has been with AF Advisors, Inc. since 2009. Outside of his advisory role, he manages family-owned real estate interests and provides financial consultation related to these investments. Adams Ashby Financial Advisors offers comprehensive portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm employs a range of investment strategies, including discretionary advice with fundamental, technical, and cyclical analysis, and manages approximately $737 million in assets.

David Waldrop is a CFP® with 24 years of industry experience and has been with Bridgeview Capital Advisors, Inc. since 2005. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, dedicating limited time to insurance services through Bridgeview Insurance Services. Bridgeview Capital Advisors, Inc. provides investment advisory, financial planning, tax planning, and pension consulting to individuals, high-net-worth clients, and corporate plans. The firm employs fundamental and technical analysis with broad asset-allocation strategies, managing over $122 million in client assets through both discretionary and non-discretionary approaches.

Heather Huppe is a CFP® with 16 years of industry experience and currently serves at Dachtler Wealth Advisors, LLC. Her prior roles include positions at Calton & Associates, Inc., Dachtler Wealth Management, LLC, and Ameritas Investment Corp. Dachtler Wealth Advisors is a small SEC-registered firm serving individual investors, trusts, estates, and retirement plans. The firm primarily implements client portfolios through third-party model providers and sub-advisers, offering a range of investment strategies including mutual funds, ETFs, and direct indexing.

Michael Tate is a financial advisor at Tate Private Wealth Advisers in Sacramento, CA, holding the PFS™ designation and Series 65 license with 19 years of industry experience. He has worked at Diversified Fund Advisors since 2008 and has been involved with Tate Wealth Management and Tate, Propp, Beggs & Sugimoto since 2005 and 1999, respectively. Tate Private Wealth Advisers provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, and business entities, including high-net-worth clients. The firm utilizes mutual funds and ETFs based on third-party research and model portfolios, with daily monitoring and quarterly reviews, and maintains an affiliation with an accounting practice, Tate Associates, LLP, facilitating cross-referrals while keeping services separate.

Michael Hagerty is a Series 65-licensed financial advisor at Eckel Financial Advisors with four years of industry experience. Prior to joining Eckel Financial Advisors, he worked for Trinity Consultants for ten years. Outside of advising, he owns consulting and family partnership businesses. Eckel Financial Advisors provides discretionary portfolio management primarily to individual investors, trusts, pension plans, and family investment entities. The firm employs a strategic allocation approach across various asset classes with risk-management techniques and permits borrowing activity in client accounts.

Mario Rodriguez is a financial advisor at Ridge Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ridge Capital Advisors since 2017. In addition to his advisory role, he owns Net Worth Consulting, LLC, through which he is involved in insurance sales. Ridge Capital Advisors, LLC provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers educational seminars and workshops to the public.