Leigh Beaman is a financial advisor at Wheels Up Wealth, Inc. with one year of industry experience. Prior to joining Wheels Up Wealth, Leigh worked at Pure Financial Advisors, Symphony Financial Planning, H&R Block, and spent over a decade at E. & J. Gallo Winery. Wheels Up Wealth serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary investment management alongside project-based planning and consulting. The firm employs a passive investment approach grounded in Modern Portfolio Theory, using diversified portfolios of index mutual funds and ETFs with a long-term focus.

Nina Adams is a financial advisor at Adams Ashby Financial Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Adams Ashby Financial Advisors since 2010. Adams Ashby Financial Advisors provides comprehensive portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm manages approximately $737 million in assets and employs a range of investment strategies, including the use of derivatives and margin transactions, with individualized, discretionary advice and regular account reviews.

Dillon Miles is a Certified Financial Planner (CFP®) based in Sacramento, CA, with experience in accounting and financial services dating back to 2016. He has worked at Daniel D. Ross CPA APC and operates Miles CPA PC, alongside his role at Integrated Advisors Wealth Management LLC since 2026. Integrated Advisors Wealth Management LLC offers advisory services to individuals, high-net-worth clients, pension plans, and corporations, focusing on discretionary investment management, financial planning, and retirement plan consulting. The firm employs a blend of passive and active investment strategies, including ESG options, and provides both individual portfolio management and pension consulting.

Michael Thompson is a ChFC® credentialed advisor with 12 years of industry experience. He has worked at Spectrum Wealth Advisory Group, LLC since 2018 and has prior experience with The Wealth Consulting Group and LPL Financial. Thompson is also a licensed fixed life insurance agent. Spectrum Wealth Advisory Group serves individuals, trusts, pension and profit-sharing plans, and business entities with asset management, financial planning, and retirement consulting. The firm manages approximately $445 million across 646 client relationships using a range of securities and employs both proprietary and third-party strategies, including access to LPL-sponsored programs.

Andrea Hilderbrand is a CFP® professional with over 20 years of experience at St. Clair Financial, where she currently serves as the sole advisor. She also worked at Turbo Tax for five years. St. Clair Financial provides financial planning and investment consulting to individuals, high-net-worth clients, and charitable organizations. The firm offers diversified, risk-based portfolios and a range of services including retirement planning, tax-adjusted cash flow analysis, and employee stock option guidance.

Susan Soesbe is the principal advisor at Soesbe Financial in Sacramento, CA, holding the CFP® designation and Series 65 license with 18 years of industry experience. Prior to founding Soesbe Financial in 2020, she worked at Soesbe Tax Services and Symphony Financial Planning LLC from 2006 to 2020. She also offers occasional educational seminars and speaking engagements. Soesbe Financial serves individual and high-net-worth clients by providing portfolio management, financial planning, and an Integrated Management Service that combines advisory and tax-preparation services for qualifying clients. The firm employs discretionary investment management using model allocations based on Modern Portfolio Theory, emphasizing passive strategies with index mutual funds and ETFs.

Daniel Ross is a CFP® and PFS™ credentialed advisor with 27 years of experience in financial services. He is the president of Dan Ross CPA APC, a CPA firm providing tax advice and accounting services to individuals and businesses. Ross joined Integrated Advisors Wealth Management LLC in 2026, following prior roles at several firms including Liberty Wealth Management and AE Financial Services. Integrated Advisors Wealth Management LLC offers advisory services to individuals, high-net-worth clients, pension plans, and corporations, combining passive and active investment strategies with modern portfolio allocation principles. The firm provides discretionary investment management, financial planning, and retirement plan consulting, including acting as an ERISA investment manager.

Charles Tracy is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Bellwether Capital Management LLC and has held previous positions at Intuit, Workday, and UCLA Anderson School of Management. His background includes work in both financial services and corporate environments. Bellwether Capital Management provides wealth management and financial advisory services to private clients such as individuals, families, trusts, small businesses, and select pension or profit-sharing plans. The firm employs proprietary model portfolios with strategies including global macro tactical allocation and enhanced U.S. equity selection, offering discretionary management and flexible financial planning options.

John Raftery is a Series 65-licensed advisor at Sterling Retirement Group of Sacramento with one year of industry experience. He has worked at Sterling Retirement Group since 2025 and concurrently at Stewart Valuation Intelligence since 2015. Sterling Retirement Group of Sacramento provides comprehensive financial planning, consulting, and portfolio management services to individuals, retirement accounts, trusts, corporations, and closely held businesses. The firm employs a value- and risk-focused investment approach and offers discretionary management as well as co-adviser arrangements, serving approximately 400 clients with $177 million in assets under management.

David Laut is a CFP® professional with 18 years of industry experience currently affiliated with Kerux, LLC. His work history includes positions at UBS Financial Services, The Wealth Consulting Group, LPL Financial, and Abound Financial. He provides investment advisory services through Kerux, LLC, an independent firm distinct from LPL Financial. Abound Financial (Kerux, LLC) offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, retirement plans, and institutional clients. The firm’s investment approach includes portfolios primarily composed of equities, mutual funds, and ETFs, with the use of third-party tools like Riskalyze to assess client risk tolerance and a bucket strategy for retirement income planning.

Joseph 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 work includes roles at Securities Service Network and Hook & Ladder. NIX Wealth Management advises individuals and trusts, specializing in managing individual and trust assets as well as IRA rollovers. The firm emphasizes non-discretionary portfolio management with tailored investment strategies that include stocks, mutual funds, ETFs, and bonds, serving approximately 115 clients with $82 million in assets under management.

Alexander Gibbs is a financial advisor at Measured Financial with six years of industry experience. He holds a Series 66 designation and has worked as an independent insurance agent since 2020. In addition to his financial career, he has been an engineering teacher at Alcove Unified School District since 2002, dedicating approximately half of his working time to this role. Measured Financial provides investment advice and financial planning to individuals, high-net-worth clients, and business entities, primarily operating on a non-discretionary basis with a focus on portfolio management and comprehensive planning across estate, tax, retirement income, and college funding. The firm combines multiple analytical approaches and offers public educational seminars alongside its advisory services.

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.

Kurt Halverstadt is an advisor at The Sullivan Group in Roseville, CA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Capital Investment Management, LLC, doing business as The Sullivan Group, since 2009. In addition to his advisory role, he is involved with Brightstar Insurance Partners, where he works in life insurance sales. The Sullivan Group is a California-licensed investment advisory firm serving approximately 96 clients with discretionary portfolio management, customized financial planning, and retirement plan consulting. The firm constructs portfolios tailored to client objectives using fundamental, technical, and cyclical analysis across a range of asset classes and acts as a fiduciary for retirement accounts.

Bradley Harsch is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Crown Capital Securities. Outside of his advisory role, he serves as secretary for the Nancy Gressley Education Foundation, a nonprofit providing scholarships to college-bound students, and assists with bookkeeping for his wife's interior design business. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement plan consulting. The firm uses diversified asset-allocation models and a broad investment toolkit to tailor advice to each client, managing approximately 2,600 clients across seven advisors and multiple offices.

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.

Daniel Ahmad is a CFP® with 20 years of industry experience and is currently affiliated with Fiduciary Solutions LLC in Roseville, CA. He has held roles at Fiduciary Solutions LLC since 2011 and serves as president of Peak Financial Freedom Group LLC and PFFG Insurance Agency LLC. Outside of his advisory work, he is involved in mentoring and coaching licensed insurance agents through TruChoice Financial Group, LLC. Fiduciary Solutions, LLC serves individual and high-net-worth clients by selecting and monitoring third-party money managers rather than directly managing portfolios. The firm emphasizes retirement cash flow and risk mitigation by matching clients to model portfolios managed by designated third-party managers.

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.

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.