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.

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.

Brayden Cleland is a CFP® professional with three years of industry experience, currently serving at RiverPath Investments LLC. He previously worked at Allworth Financial, L.P. and Ridgeview Financial Planning. RiverPath Investments LLC provides individualized asset management and pension consulting to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages portfolios using a combination of fundamental, technical, and cyclical analysis, with a focus on tailoring investments to client objectives, risk tolerance, and time horizon.

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.

Daniel Andersen is a CFP® professional with 14 years of industry experience. He has been with Parkshore Wealth Management since 2008 and currently serves as president of the Wealth Management Professional Association, a networking and career development organization. Parkshore Wealth Management advises individuals, high-net-worth clients, and retirement plan sponsors, offering portfolio management, financial planning, tax preparation, and estate-planning tools. The firm’s investment approach includes asset allocation, passive strategies, model portfolios, and personalized implementation through custom indexing and sub-adviser relationships.

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.

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.

Samuel Taylor is a CFP® professional with three years of experience at Parkshore Wealth Management. His prior roles include positions at Zions Bank and Brigham Young University. He has also worked with Derrick Dalling Farm and participated in volunteer missionary work. Parkshore Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors with services including portfolio management, financial planning, tax preparation, and estate-planning tools. The firm’s investment approach focuses on asset allocation, passive strategies, and customized indexing supported by ongoing rebalancing and fiduciary services.

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.

Rex Roseman is a financial advisor at Roseman Wagner Wealth Management in Rocklin, CA, holding a Series 65 credential with four years of industry experience. Prior to joining Roseman Wagner Wealth Management, he worked at several firms including Glenair, Inc. and Texas Christian University. Outside of finance, he is the owner of RAW Cattle Company, a business involved in breeding, raising, and selling Angus show cattle. Roseman Wagner Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a fundamental, discount-from-value investment approach and manages a pooled private investment vehicle alongside traditional accounts.

Trevor Stone is a CFP® professional with four years of industry experience. He has been with Parkshore Wealth Management since 2019, including his current role since 2020. Prior to that, he worked at RMC Financial Advisors and held positions associated with Utah Valley University. Parkshore Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors with services including portfolio management, financial planning, tax preparation, and estate-planning tools. The firm’s investment approach focuses on asset allocation, passive strategies, model portfolios, and ongoing rebalancing, using custom indexing and integrated fiduciary services to manage client accounts.

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.

Paul Davis is a financial advisor at Parkshore Wealth Management in Granite Bay, CA, holding a Series 65 designation with less than one year of industry experience. His prior roles include positions at various firms and resorts, as well as work related to education and youth organizations. Parkshore Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors with services including portfolio management, financial planning, tax preparation, and estate-planning tools. The firm’s investment approach focuses on asset allocation, passive strategies, model portfolios, and customized indexing, supported by discretionary management and fiduciary services.

Nash Wylie is a financial advisor at Van Hulzen Financial Advisors in El Dorado Hills, CA, holding a Series 65 designation. He has been with Van Hulzen Asset Management since 2025 and has prior work experience in various industries including retail and golf course management. Van Hulzen Financial Advisors serves individuals, pension plans, trusts, and a range of institutional clients, offering wealth management, financial planning, and asset management services across multiple strategies. The firm integrates technical, fundamental, and cyclical analysis in its model portfolios and provides consulting and sub-advisory services.

Aaron Wagner is a financial advisor with Roseman Wagner Wealth Management in Rocklin, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Roseman Wagner Wealth Management since 2008 and previously worked at Silver Oak Securities. Outside of advising, he manages a Costa Rica-based entity, Casa Dos Vistas MA SRL. Roseman Wagner Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, corporations, charitable organizations, and a pooled private investment vehicle. The firm employs a fundamental, discount-from-value investment approach with a focus on undervalued opportunities, work-outs/arbitrage, and larger control positions, managing roughly $1.3 billion in discretionary assets.

Joseph Olheiser is a financial advisor with CL Wealth Management LLC who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has worked at multiple firms, including Morgan Stanley and Golden Hills Financial Group LLC, where he serves as President and advises on 1031 exchanges into DST investments. CL Wealth Management LLC provides portfolio advisory and financial planning services to a wide range of clients, including individuals, trusts, and business entities. The firm offers both discretionary and non-discretionary management, employs various investment strategies, and maintains multiple industry affiliations and related-party activities.

Grant Andrews is a CFP® and Series 66-licensed advisor with three years of industry experience. He has worked at Modern Wealth Management, LLC since 2026 and previously held roles at LPL Financial and Mutual Securities, Inc. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and modular services.

Monica Mejia is a CFP® and ChFC® with one year of experience in financial advising, currently with Root Financial Partners. She previously worked at Golden Wealth Capital and Allworth Financial. In addition to her advisory role, Monica owns and operates a health and wellness coaching business focused on body image issues, disordered eating, and acne healing. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes diversified, passive investment strategies tailored to client objectives and offers educational programs and paid online academies.