Eric Masch is a CFP® and holds a Series 65 license, with 13 years of experience in the financial advisory industry. He has worked at Facet since 2020 and previously spent time at Offit Capital Advisors and Wealth Architects. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses model-based asset allocations with a strong emphasis on exchange-traded funds and employs technology-driven processes to optimize tax efficiency and portfolio management.

Stacy Paradise is a financial advisor with United Capital Financial Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, Girard Securities, and Merrill. She also works as an insurance agent, selling life, health, and annuities products. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third-party managers, alternative investments, and customized strategies including ESG and faith-based preferences.

Beau Chandon is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and four years of industry experience. He has previously worked with Mariner Independent Advisor Network, LLC, Brown Financial Services Group, and LPL Financial, among other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that integrates both discretionary and non-discretionary approaches, utilizing technology platforms and third-party managers.

Jacob Angulo Bailey is a financial advisor at Focus Partners Wealth, LLC in Sacramento, CA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Allworth Financial, AW Securities, Golden 1 Credit Union, and LPL Financial LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Joseph Clevenger III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has previously worked with Strategic Wealth Advisors Group, Inc. and LPL Financial LLC. Since 2023, he has also provided investment advisory services through Mariner Independent Advisor Network, an independent advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and a range of advisory programs. The firm’s fiduciary-based model includes both discretionary and non-discretionary services, employing various investment strategies and technology platforms to support client goals.

Theodore Young is a financial advisor with Eagle Strategies (NY Life) in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has held various roles including leadership positions at Perry Young Insurance Solutions and Kaneski Associates Financial & Insurance Services. Young serves as a board member for the Sports Financial Advisors Association and the Northwoods League, a college baseball summer league. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Bryce O'Rourke is a financial advisor at Private Advisor Group, LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Campbell Krug Wealth Management and Western Governors University, as well as coaching positions in junior hockey leagues. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory and managed account programs. The firm employs a fiduciary-based model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers.

Charles Simms IV is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at WCG Wealth Advisors, LLC and Northwestern Mutual. Simms is also involved with Treloar & Heisel, LLC, where he participates in fixed insurance sales. MAI Capital Management provides investment management, wealth planning, and retirement consulting services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning and trust services, with over $72 billion in assets under management.

Mark Becker is an investment advisor representative with Kestra Advisory Services and has 31 years of industry experience. He has been with Kestra Advisory since 2016 and also owns Becker Brothers Insurance Services and The Bee Box, a partnership unrelated to investment services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors, offering fiduciary services and access to multiple management platforms and third-party solutions.

Arnold Bassett is a financial advisor with TIAA-CREF in Sacramento, CA, holding a Series 66 designation and having 21 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also serves as investment adviser to the TIAA Donor Advised Fund and operates within a vertically integrated group that uses affiliated funds.

Charles Romualdez is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he has worked at HR Block, Paragon Financial Services, LLC, Northwestern Mutual, and has a background in education and the food service industry. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Marco Anaya is a financial advisor at Mariner with 14 years of industry experience and holds a Series 66 credential. His work history includes positions at Wells Fargo Advisors and LPL Financial. He provides administrative support to Mariner Independent Advisor Network, an independent investment advisor firm. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party manager allocations.

Caley Coss is a CFP® and Series 66 licensed financial advisor with eight years of industry experience. He is currently with Creative Planning, where he has worked since 2024. His prior experience includes roles at Edward Jones and Raymond James Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Nicholas Naccarato is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has been with the firm since 2025 and has no prior industry experience. His work history includes roles at Capitol Planning Group and educational positions at Chapman University, University of San Francisco, and Sage Creek High School. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored advice through confidential client profiles and employing model portfolios with an asymmetric rebalancing strategy.

Ismar Zildzic is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously with The Colony Group, LLC and HoyleCohen LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Bryan Chew is a CFP® with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Paragon Financial Services since 2012. He operates Bryan Chew and Associates, a private entity used for payroll tax purposes. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources.

Kelsey Robinson I is a financial advisor at Guardian Life with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various capacities. Additionally, she served in the United States Navy Reserves for seven years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Hooi Ling Lim is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Rockefeller Financial, she worked at Morgan Stanley and First Republic Investment Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Christopher Herrera is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His work history includes positions at Northwestern Mutual Investment Services LLC and HIFS Inc. based in Sacramento, CA. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs combining proprietary and third-party strategies.

Eric Hewitt is a financial advisor at Mariner with Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with Mariner and affiliated entities since 2012. Outside of his advisory role, he operates a retail business called Yolo Card World in Davis, California. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement consulting. The firm combines discretionary, customized portfolio strategies with in-house research and third-party managers, while offering integrated tax, accounting, and family office services uncommon among large advisory enterprises.