Christopher Wink is a financial advisor at Rmc Financial Advisors, LLC with 18 years of industry experience. He holds the PFS™ and Series 63 designations and has been with Rmc Financial Advisors since 2007. In addition to his advisory role, he is the owner and president of WINK ACCOUNTANCY CORP., a CPA firm. Rmc Financial Advisors primarily serves individual clients, including many high-net-worth households, as well as businesses, charities, and small pension plans. The firm provides financial planning and discretionary portfolio management, using a conservative, low-turnover investment approach tailored to each client’s needs.

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.

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.

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.

Alexandre Anselme is a financial advisor at Anselme Capital, Inc. in Seattle, WA, holding a Series 65 designation with nine years of industry experience. He has worked at Anselme Capital since 2016 and previously was affiliated with Skema Business School from 2014 to 2016. Anselme Capital provides discretionary and non-discretionary portfolio management and retirement-account advice to individuals, corporations, trusts, and estates. The firm develops Financial Profiles and Investment Plans for clients and implements them using proprietary model portfolios focused on mutual funds, ETFs, and selected individual equities, with an emphasis on asset-class funds and periodic rebalancing.

Gary Cohen is a CFP® with 15 years of industry experience and is currently with Archer Pointe Wealth Management, LLC. He previously worked at Chamberlain Financial Planning LLC and Libra Wealth LLC. Archer Pointe Wealth Management offers financial planning, investment management, and wealth management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm provides fee-only advisory services with a focus on diversified asset allocation, tax-aware portfolio management, and discretionary account management.

Peter Moulton is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He has worked at Twin Rivers Wealth Management since 2019 and previously spent five years with Cambridge Investment Research Advisors. Twin Rivers Wealth Management offers wealth management, retirement plan management, and tax services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans and corporations. The firm’s investment approach focuses on appropriate asset allocation and long-term investing, utilizing a range of securities including individual stocks, mutual funds, ETFs, and bonds.

Kelvin Kwan is a financial advisor at Integrated Advisors Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AE Financial Services, Liberty Wealth Management, Liberty Group, and Granite Bay Asset Management. Outside of his advisory role, he serves as a registered representative at AE Financial Services and provides financial planning services at Granite Bay Asset Management Group. Integrated Advisors Wealth Management LLC offers advisory services to individuals, high-net-worth clients, pension plans, and corporations. The firm employs a combination of passive and active investment strategies supported by modern portfolio allocation principles, with options for ESG investing available upon request.

Grant Bledsoe is a CFP® and CFA® with 12 years of industry experience, currently serving as an advisor at Three Oaks Wealth in Gold River, CA. He has been involved with Three Oaks Capital Management since 2014 and founded Three Oaks Business Consulting in 2020. In addition to his advisory work, Grant launched Three Oaks Tax in 2024, providing tax preparation and consulting services. Three Oaks Wealth serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and discretionary investment management. The firm employs a modern portfolio theory-based approach, combining top-down strategic asset allocation with bottom-up security selection to build diversified portfolios tailored to clients’ risk profiles.

Gary Libhart is a financial advisor at Guanill Wealth Management with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Guanill Wealth Management since 2017, following a three-year tenure at the Institute for Wealth Advisors. In addition to his advisory role, Libhart owns and operates Libhart Insurance Services, where he is an active insurance agent. Guanill Wealth Management provides fee-based financial planning and public education while acting as a solicitor for third-party registered investment advisers. The firm emphasizes client-specific goals and risk tolerance, employing a combination of fundamental, technical, and cyclical analysis, and offers educational seminars and workshops to the public.

Brent Mick is a financial advisor at Strategic Retirement Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategic Retirement Advisors since 2007, following five years at MissionSquare Retirement. Strategic Retirement Advisors serves individual investors and employer-sponsored retirement plans across California, focusing on current and former public-sector employees. The firm uses a top-down asset allocation strategy that incorporates ETFs, low-fee index funds, blended active funds, and individual bonds and stocks, offering customized portfolios and workplace educational seminars.

Matthew Page is a Certified Financial Planner (CFP®) with 23 years of industry experience. He currently works at True Wave Financial Planners and has previously been with Lucas Group Financial Planners, Inc. and Securities Service Network, Inc. He serves as a board member of the Sacramento Estate Planning Council and is president of the Financial Planning Association Northern California Chapter. True Wave Financial Planners primarily serves individual clients, including high-net-worth households, as well as retirement plans and small businesses. The firm uses goal-oriented model portfolios managed on a discretionary basis, combining asset allocation and mutual fund/ETF analysis, with ongoing supervision and customized investment restrictions.

Ryan Triplett is a CFP® and ChFC® with 19 years of industry experience. He has been with Boyd Wealth Management, LLC since 2018 and previously worked at Brian Boyd and Northwestern Mutual. Ryan is also a partner in Boyd Insurance Services, LLC, where he dedicates a limited amount of time to insurance services. Boyd Wealth Management serves individuals, trusts, estates, corporations, and retirement plans, providing comprehensive wealth management, financial planning, and portfolio management. The firm employs a goals-based, asset-allocation driven approach with ongoing monitoring and uses a combination of ETFs, mutual funds, individual securities, and third-party sub-advisors to manage client assets.

Matthew Jude is a CFP® with five years of industry experience and is currently an advisor at Rebalance LLC. His prior experience includes roles at Lucas Group Financial Planners, Amazon, United Parcel Service, Black Sheep Bar & Grill, and Morris & Garritano Insurance Agency. Rebalance LLC provides investment management and financial planning services to individuals, retirement plans, pooled vehicles, and charitable organizations, managing approximately $1.56 billion in discretionary assets. The firm uses a strategic asset allocation framework centered on ETFs and offers both a standardized Rebalance360 program and personalized wealth management services.

Marion Hebert is a financial advisor at The Salvetti Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Central Valley Advisors, Raymond James Financial Services, Wealth Strategies Inc., and Motif Investing. 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 employs a combination of fundamental, technical, quantitative, and qualitative analysis to manage portfolios using a variety of instruments, including stocks, bonds, mutual funds, ETFs, options, structured notes, and private securities.

Megan Miller is an associate wealth advisor at Towerpoint Wealth, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and the California Department of Housing. Outside of financial advising, she operated an online business called Miller Creations Online for four years. Towerpoint Wealth is a registered investment adviser managing approximately $561 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a multi-disciplinary investment approach tailored to client objectives and risk tolerances, offering wealth management, financial planning, retirement plan consulting, and portfolio monitoring services through a team-based structure.

Alan Robello Jr. is a financial advisor at Avisen Advisors, LLC in Sacramento, CA, with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Avisen Advisors and its related entity Avisen Wealth Management since 2001 and 2003, respectively. Avisen Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, pension plans, and other entities. The firm employs a range of portfolio management strategies, including discretionary and non-discretionary approaches, and uses various advisory programs supported by custodial platforms and third-party managed account solutions.

Ryan Mason is a financial advisor with Argos Wealth Advisors LLC in Sacramento, CA, holding a Series 65 designation and four years of industry experience. He has been with Argos Wealth Advisors since 2007 and is part of an eight-advisor team. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation process with ongoing portfolio monitoring and offers discretionary management through mutual funds, ETFs, direct securities, or third-party managers tailored to client needs.