Mark Gillam is a financial advisor with Mark Gillam Enterprises in Fair Oaks, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been self-employed since 2001 and has previous experience with Transamerica Financial Advisors, Inc. since 1997. In addition to his advisory work, Gillam is a licensed independent insurance agent. Mark Gillam Enterprises serves individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term, fundamentals-based investment approach, primarily managing assets on a non-discretionary basis, and offers additional services such as insurance placement, mortgage referrals, and bill-pay/bookkeeping with limited custody features.

Anthony Wright is a CFP® with nine years of experience in financial advising. He is currently affiliated with Twin Rivers Wealth Management and has prior experience at Cambridge Investment Research and Fountainhead Wealth. Wright also operates Wright Tax Services, where he provides tax preparation services. 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 focuses on asset allocation and long-term investing using a range of securities and may recommend private alternative investments for qualifying clients, coordinating strategies with clients’ tax teams.

Joseph Nix is a financial advisor with NIX Wealth Management in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Securities Service Network, Inc. for 15 years and has operated his own advisory practice since 1995. Nix Wealth Management advises individuals and trusts, managing approximately $82 million in assets for about 115 clients. The fee-only firm emphasizes non-discretionary asset management with tailored portfolios that include individual stocks, mutual funds, ETFs, bonds, and money market funds, focusing on long-term investing and asset allocation.

Karen Miller is a CFP® professional with 12 years of industry experience, currently serving at Gasber Financial Advisors, Inc. in Folsom, CA. She has been with the firm since 2013. Gasber Financial Advisors, Inc. serves individuals and families, including high-net-worth clients, retirees, business owners, and charitable organizations, as well as qualified retirement plans. The firm employs an evidence-based, strategic asset allocation approach using index funds and ETFs to build globally diversified portfolios and manages approximately $160 million in client assets.

Gary Frontiera is a financial advisor with Sterling Retirement Group of Sacramento, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Sterling Retirement Group since 2013. Frontiera is also a managing partner of Jacko Law Group, a private fund investment business. Sterling Retirement Group of Sacramento provides comprehensive financial planning, portfolio management, and business consulting services to individuals, retirement accounts, trusts, corporations, and closely held businesses. The firm employs a value- and risk-focused investment philosophy, manages approximately $177 million in discretionary assets, and serves about 400 clients with a small team of advisers.

Trevor Kern is a financial advisor with Zeller Kern Business Advisors in Gold River, CA, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked at Zeller Kern Wealth Advisors since 2007 and joined Equitable Advisors in 2025. Outside of advising, he serves as a trustee of a living trust and is involved with Zeller Kern Private Wealth Management, Inc. as an owner principal and trustee administrator. Zeller Kern Business Advisors provides consulting and planning services primarily to business owners and high-net-worth families, focusing on business exit and succession planning, business valuation, continuity planning, and legacy planning. The firm does not manage client assets but delivers written plans and refers clients to Equitable Advisors for implementation.

Steven Zeller is a CFP® professional with 30 years of industry experience. He is a principal at Zeller Kern Business Advisors and has worked previously with Commonwealth Financial Network and Equitable Advisors. He is also the founder of the Sacramento Business Advisors Network, a local networking group. Zeller Kern Business Advisors serves business owners with services including business continuity planning, business valuation, exit planning, and legacy planning through family retreats and leadership experiences. The firm focuses on advisory and implementation-based engagements rather than discretionary portfolio management, relying on engagement fees and referrals to outside specialists.

Steven Sanders is a financial advisor with Measured Financial in Roseville, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Whitehall-Parker Securities, Tailored Wealth Management, and Davis Financial Advisors. Outside of advisory work, he is the owner and manager of Jabrri, LLC dba Grove Biomass, a wood waste recycling business. Measured Financial provides investment advice and financial planning to individuals, high-net-worth clients, and business entities, primarily on a non-discretionary basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers services including portfolio management, variable annuity management, and comprehensive financial planning.

Kenneth Christie is a financial advisor at Spectrum Wealth Advisory Group, LLC with over 33 years of industry experience. He holds the ChFC® designation and has previously worked at The Wealth Consulting Group and LPL Financial LLC. Christie also serves as a board member of Rutherford Capital, Inc. Spectrum Wealth Advisory Group is a four-advisor team managing approximately $370 million across 582 client accounts. The firm provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, retirement plans, and closely held businesses, using a variety of investment strategies and asset allocation frameworks.

Ivan Tidwell is a CFP® professional with eight years of industry experience. He is the principal at Tidwell Wealth Management LLC, where he has worked since 2020, following prior roles at Peak Investment Solutions, LLC and Tidwell & Associates, LLP. Outside of financial advising, he is a member of SROP II, LLC, involved in building ownership and management. Tidwell Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, businesses, and participant-directed employee retirement plans. The firm emphasizes long-term, asset-allocation driven strategies using primarily passively managed mutual funds and offers comprehensive financial planning that includes tax, estate, insurance, college, and cash-flow matters.

Marc Bacsafra is a CFP® certificant with 17 years of industry experience, currently serving at Twin Rivers Wealth Management in Sacramento, CA. His prior experience includes roles at Cambridge Investment Research and Wright Tax Services, where he also works as an enrolled agent providing tax preparation services. Outside of his advisory work, Bacsafra is active as a youth soccer referee. 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 employs an investment approach focused on appropriate asset allocation and long-term investing, utilizing a range of assets from individual stocks to private alternative investments, while providing comprehensive financial planning and retirement-plan consulting.

Justin Bougher is a financial advisor at WE Alliance Wealth Advisors, Inc. in Roseville, CA, holding a Series 65 designation with nine years of industry experience. He has been with WE Alliance Wealth Advisors since 2015. WE Alliance Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, managing accounts on a discretionary basis with tailored Investment Policy Statements. The firm’s investment approach integrates fundamental analysis and modern portfolio theory, including strategies such as long-term equity positions, options, and allocations to less liquid investments.

Matthew Christl is a CFP® with 22 years of industry experience. He has been with Wise Wealth Partners, LLC since 2023 and previously worked at Allworth Financial for 10 years. Outside of his advisory role, he is involved in managing a rental property in Sacramento. Wise Wealth Partners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a wrap-fee advisory program that integrates portfolio management with financial planning. The firm employs a fiduciary, research-driven approach using multiple analysis methods and asset-allocation strategies to tailor portfolios to client goals and risk tolerances.

Marc Anselme is a financial advisor at Anselme Capital, Inc. in Sacramento, CA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Anselme Capital since 1998. Anselme Capital provides discretionary and non-discretionary portfolio management and retirement-account advice to individuals, corporations, trusts, and estates. The firm uses proprietary model portfolios focused on mutual funds, ETFs, and selected individual equities, and manages pooled investment vehicles, a service that is uncommon among similar advisers.

Konner Christie is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with Spectrum Wealth Advisory Group, LLC and has previously worked at LPL Financial, Goldman Sachs & Co. LLC, The Ayco Company, and other firms. Spectrum Wealth Advisory Group is a four-advisor team serving individuals, trusts, retirement plans, and closely held businesses with asset management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies using stocks, bonds, ETFs, options, mutual funds, and alternative investments, and sponsors a wrap fee program alongside LPL-sponsored programs.

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.

Kali Grant is a financial advisor with Dimensions Wealth Management, LLC in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Dimensions Wealth Management, she worked at Morgan Stanley Smith Barney for nine years. Outside of her advisory role, she serves as a notary public and signing agent and is involved in her local community as the Snack Bar Director for the Placer Hillmen Football Booster Club. Dimensions Wealth Management is a small SEC-registered advisory firm serving individual and high-net-worth clients as well as employer retirement plan sponsors. The firm offers comprehensive portfolio management and retirement plan consulting with an emphasis on asset allocation and a range of investment strategies.

Michael Thompson is a ChFC® and Series 66 licensed advisor with 12 years of industry experience. He is currently with Spectrum Wealth Advisory Group, LLC, where he has worked since 2018, and also maintains a role at Rutherford Capital, LLC. Thompson previously worked at The Wealth Consulting Group and LPL Financial LLC. Outside of advisory services, he is a licensed fixed life insurance agent. Spectrum Wealth Advisory Group is a four-advisor team serving individuals, trusts, retirement plans, and closely held businesses with asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $370 million across about 582 client accounts, employing individualized investment strategies that include stocks, bonds, ETFs, options, mutual funds, alternative investments, and digital assets, with ongoing monitoring and periodic rebalancing.

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.