Giuseppe Visconti is a financial advisor at OneSource Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo, Raymond James, Tri Counties Advisors, and Purshe Kaplan Sterling Investments. Visconti is also a partner in Legacy Capital Management, LLC, an investment advisory practice he co-owns. OneSource Wealth Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business clients. The firm’s approach combines fundamental and technical analysis with a focus on long-term portfolio construction while allowing shorter-term trades as needed, utilizing diversified mutual funds, ETFs, individual securities, and a range of investment products including margin, options, and structured products.

Terry Wheeler is a CFP® with 32 years of industry experience, currently serving at WE Alliance Wealth Advisors, Inc. since 2015. He is also the owner and attorney of Strategic Wealth Legal Advisors, a law firm specializing in estate planning. WE Alliance Wealth Advisors provides portfolio management and financial planning to individual and high-net-worth clients, employing a disciplined investment approach that incorporates fundamental analysis, modern portfolio theory, and institutional-style strategies. The firm offers separately managed accounts, uses third-party custodians, and integrates outside accounts into its comprehensive investment oversight.

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.

Collin Sinnott is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Crown Capital Securities, L.P., Cambridge Investment Research Advisors, Inc., and the University of California, Davis. Outside of finance, he has experience working in the food service industry with Insomnia Cookies and Poke Bar. Strategic Advocates provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses proprietary asset-allocation models and oversees third-party independent managers to implement a range of investment strategies, including traditional and alternative exposures.

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.

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.

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.

Jeffery Hardin is a financial advisor with Fiduciary Solutions LLC in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at Peak Financial Freedom Group, LLC and American Global Wealth Management. Outside of his advisory work, Hardin is involved in merchandise distribution as a member and owner of Runwell Fleet. Fiduciary Solutions serves individual and high-net-worth clients by selecting and monitoring third-party money managers and developing client-specific investment policy statements. The firm operates as a fiduciary with a focus on retirement cash flow and downside risk mitigation, conducting ongoing due diligence on designated money managers rather than managing portfolios directly.

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.

James Boyle is a financial advisor at Dynamic Wealth Strategies, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Dynamic Wealth Strategies since 2013. Outside of his advisory role, Boyle is a licensed California insurance agent and a real estate agent, and he serves as a principal of Rosewind, LLC, a pooled investment vehicle. 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 through customized and model-based programs, financial planning, retirement-plan consulting, and tax services via an affiliated professional.

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.