Forrest Means is a Series 65-licensed advisor at Cross State Financial Group LLC with five years of industry experience. He has worked at Cross State Financial Group since 2022 and previously at Financial Depot from 2020 to 2022. Outside of finance, he serves as an instructor at Nor Cal Emergency Medical Training and NCTI/AMR. Cross State Financial Group serves individuals, charities, and retirement plans with financial planning, portfolio management, and third-party adviser recommendations. The firm employs a combination of fundamental analysis and tactical asset allocation and operates from nine offices with a team of nine advisors managing approximately $166.8 million in discretionary assets.

Daniel Gutierrez is a financial advisor at Statheros Financial Solutions, Inc. with 25 years of industry experience. He has been with the firm and its predecessor since 2002. Statheros Financial Solutions provides personalized investment management and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses globally diversified, long-term strategies primarily involving mutual funds and ETFs, supported by proprietary tools and third-party administrative and actuarial consulting services.

John Andruska is a financial advisor at Peak American Investment Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Peak American since 2007, including roles at affiliated firms. Outside of advising, he serves as Client Solutions Manager at Peak American Financial Group, focusing on indexed annuities and life insurance. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, integrating tax strategy and insurance coordination into retirement and legacy planning. The firm uses a combination of technical and fundamental analysis and offers ongoing portfolio management alongside referrals to CPAs and estate attorneys.

Jacob Parsons is a financial advisor at Statheros Financial Solutions, Inc. with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. His prior work includes roles at Carrier Landing Consultants, PGR Solutions LLC, and service in the US Navy Reserve. Statheros Financial Solutions provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs globally diversified, generally long-term strategies primarily using mutual funds and ETFs and offers retirement-plan advisory, actuarial consulting, and administrative support services.

Amber Adams is a financial advisor at Van Hulzen Financial Advisors with five years of industry experience. She holds a Series 65 credential and has been with Van Hulzen Asset Management since 2014. Outside of her advisory role, she serves as the Production Manager on the Board of Directors for the Volcano Theatre Company, assisting with play production and licensing. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and foundations, offering wealth management, financial planning, and discretionary and non-discretionary asset management. The firm employs a combination of technical, fundamental, and cyclical analysis and provides specialized services such as private fund advisory and portfolio management for pooled vehicles.

Gretchen Aubrey is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. She holds a Series 65 designation and has six years of industry experience. Prior to joining Van Hulzen Asset Management in 2018, she worked at Wetsel Financial and held positions at Pepperdine University. Van Hulzen Financial Advisors serves a range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers wealth management, financial planning, and asset management using strategies such as covered-call, fixed income, and global equity, incorporating technical, fundamental, and cyclical analysis.

Douglas Davey is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Statheros Financial Solutions, Inc. since 2019 and previously worked at Pgr Solutions, LLC from 2008 to 2019. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning services to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm employs globally diversified, long-term strategies using mutual funds and ETFs and utilizes a proprietary Portfolio Builder tool that tailors allocations based on tax status, financial need, and risk tolerance.

Jason Wetsel is a financial advisor with Van Hulzen Financial Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Van Hulzen Asset Management since 2017 and previously spent six years with LPL Financial. Van Hulzen Financial Advisors serves a diverse client base including individuals, trusts, foundations, and corporations, offering wealth management, financial planning, and discretionary asset management across multiple strategies. The firm employs technical, fundamental, and cyclical analysis and provides consulting and sub-advisory services, with a range of portfolio programs and private fund advisory capabilities.

Michael Roberts is a financial advisor with Statheros Financial Solutions, Inc. in El Dorado Hills, CA, holding Series 63 and Series 65 registrations and bringing 17 years of industry experience. He previously worked at Pgr Solutions, LLC, which preceded his current firm. Roberts is also a licensed realtor, currently inactive but affiliated with Coldwell Banker in Los Gatos, CA. Statheros Financial Solutions provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes globally diversified, long-term investment strategies primarily through mutual funds and ETFs, supported by proprietary portfolio modeling and full-service administrative and consulting capabilities.

Sean Sowers is a financial advisor at Van Hulzen Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Van Hulzen Asset Management since 2017. His prior experience includes roles at LPL Financial, Aladino Financial Services, Aladino Insurance Services, and James Aladino Parenti, Attorney At Law. Van Hulzen Financial Advisors serves individuals, retirement plans, trusts, small business owners, and various organizations. The firm offers wealth management, financial planning, and asset management strategies, combining technical, fundamental, and cyclical analysis, with services that include discretionary rebalancing, consulting, and private fund advisory.

Shawn Spellacy is a financial advisor at SB Advisory, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at San Blas Securities since 2024, following a 25-year tenure at Calton & Associates, Inc. He also maintains ongoing roles with Connecticut Mutual Life Insurance Co. and Indianapolis Financial Group. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily offering non-discretionary advice through portfolio management, financial planning, and access to third-party manager programs.

Scott Mcintyre is a CFP® professional with 27 years of industry experience, currently serving as an Investment Advisor Representative at Planned Solutions, Inc. He previously worked for nine years at Securities Service Network and has been with Planned Solutions since 2008. Outside of his advisory role, he is a board member of the Santa Fe Botanical Garden. Planned Solutions, Inc. is a team firm that provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a diverse client base. The firm utilizes model asset-allocation portfolios combining strategic and tactical allocation, supported by in-house tax expertise and an investment committee that monitors and rebalances portfolios.

Christopher Schreur is a financial advisor at Van Hulzen Financial Advisors with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Van Hulzen Asset Management since 2006. Prior to that, he worked at Carret and Company, LLC. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers wealth management and financial planning alongside discretionary and non-discretionary asset management, utilizing strategies such as covered-call, fixed income, and global equity investments.

Bryan Gutierrez is a financial advisor with Statheros Financial Solutions, Inc., holding a Series 65 designation and 14 years of industry experience. He has been with Statheros Financial Solutions since 2019 and previously worked with PGR Solutions, LLC from 2012 to 2019. Outside of his advisory role, he was involved with Narrow Gate Vineyards & Winery for 11 years. Statheros Financial Solutions provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs globally diversified, long-term strategies primarily using mutual funds and ETFs and utilizes a proprietary Portfolio Builder tool to tailor allocations based on client needs.

Bradley Nicholson is a Certified Financial Planner (CFP®) and holds a Series 65 license with 21 years of industry experience. He has worked at Van Hulzen Asset Management, LLC since 2005 and also has experience with MW Investment Strategy starting in 2016. He is based in El Dorado Hills, California. Van Hulzen Asset Management, operating as Van Hulzen Financial Advisors, serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers wealth management and financial planning with investment strategies spanning covered-call, fixed income, equity, ETFs, and alternative investments, utilizing a combination of technical, fundamental, and cyclical analysis.

Daryl Wong is a CFP® and holds a Series 66 license with 17 years of industry experience. He is affiliated with Planned Solutions, Inc. and Smith, Robertson & Johnson Insurance Services, where he has worked since 2016. Wong serves as the Director of Career Development for the Financial Planning Association, Sacramento. Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a range of clients including individuals, high-net-worth clients, and business entities. The firm utilizes model asset-allocation portfolios combined with strategic and tactical asset allocation, supported by in-house tax expertise and formal capital markets valuation techniques.

Brendan Drake is a financial advisor at Van Hulzen Financial Advisors with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Northwestern Mutual and Citadel Family Insurance Solutions. Van Hulzen Financial Advisors serves a range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers wealth management, financial planning, and both discretionary and non-discretionary asset management, utilizing strategies such as covered-call writing, fixed income, and global equity, along with consulting and sub-advisory services.

Shannon Druivenga is a financial advisor at Planned Solutions, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at Securities Service Network, Inc. and Smith, Robertson & Johnson. Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a diverse client base including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs model asset-allocation portfolios supported by capital markets forecasts and econometric models, and offers integrated tax and advisory services uncommon among similar teams.

Daniel Weiler is a CFP® professional with 26 years of industry experience. He has been with RiverPath Investments LLC since 2015 and previously worked at Storehouse Financial, LLC for 12 years. In addition to his advisory role, he is a licensed insurance agent specializing in life-only, variable contracts, and accident and health insurance. RiverPath Investments LLC provides customized asset management and retirement-plan consulting to individuals, trusts, pension plans, and corporate clients. The firm employs fundamental, technical, and cyclical analysis to manage portfolios that include stocks, bonds, ETFs, options, and other securities, offering automated rebalancing and tax-loss harvesting through an institutional platform administered by Schwab.

Anastasia Fusco is a financial advisor at Talon LLC with Series 63 and Series 65 credentials and four years of industry experience. She has worked at AAG Capital, Inc. since 2022 and at Talon Private Wealth, LLC since 2020. Prior to her financial services career, she held roles outside the industry including positions in plastic surgery and the hospitality sector. Talon LLC serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm manages over $1 billion in client assets, employs tactical asset allocation and technical analysis, and supports a large client base through a small advisory team spanning multiple offices.