Zachary Weirich is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Fermata Advisors and has previously worked at Sonoma Wealth Advisors, Cetera, Walnut Creek Wealth Management, and Edward Jones. In addition to his advisory work, he holds an insurance license in California. Fermata Advisors offers investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and utilizes a blend of behavioral, charting, cyclical, fundamental, and technical analysis in managing portfolios.

Loy Holt is a financial advisor at Secure Investment Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with The DC Group Advisory Services, Inc. and Divot Enterprise since 2003. Outside of his advisory role, he serves as president of Divot Enterprises Financial and Insurance Services, Inc., focusing on the sale of fixed insurance products and annuities. Secure Investment Management serves individuals, business entities, trusts, and estates, including retail and high-net-worth clients. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-cost mutual funds, ETFs, third-party managers, and direct indexing to tailor portfolios to client objectives.

Michael Mcelmoyl is a financial advisor with Bulman Wealth Group in Roseville, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at MUFG Union Bank, Wells Fargo Advisors, and Wells Fargo Clearing Services. He is also the founder of Affluent Strategies, a virtual sales and sales leadership training business offering online programs and masterclasses. Bulman Wealth Group is a registered investment adviser managing approximately $200.6 million in discretionary assets through a six-advisor team. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, providing personalized portfolio management, financial planning, and estate planning services, while incorporating firm-developed model portfolios and third-party managers as appropriate.

Bryan Bentley is a financial advisor with Talon LLC in Granite Bay, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at firms including Talon Private Wealth, LLC and Brookstone Wealth Advisors, LLC. Outside of his advisory role, Bryan operates Bentley Financial, a business focused on the sale of insurance products such as life insurance, annuities, and health insurance. Talon LLC serves individual and high-net-worth clients by providing comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions through a third party. The firm manages over $1 billion in assets across 14 offices with a small team of three advisors, employing tactical asset allocation and technical analysis through model portfolios and third-party management platforms.

Zane Williams is a financial advisor at Bulman Wealth Group with a Series 65 designation and one year of industry experience. Prior to joining Bulman Wealth Group, he held various roles including positions at Serrano Country Club, Pacific Coast Companies Inc., and several educational institutions. He is also licensed as an insurance agent and conducts insurance sales through BWG Insurance Agency. Bulman Wealth Group is a registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $200.6 million in discretionary assets and offers personalized portfolio management, financial planning, and estate-planning services through a six-advisor team.

Christopher Bulman is a financial advisor with Bulman Wealth Group in Roseville, CA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at several firms including World Equity Group and Retirement Wealth Advisors, and he is also the owner and president of BWG Insurance Agency, where he is involved in insurance sales. Bulman is a licensed agent with Ameritas Life Insurance Corp and helps manage a team focused on life insurance sales. Bulman Wealth Group is a registered investment adviser with a six-advisor team managing approximately $200.6 million in discretionary assets. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, providing discretionary portfolio management, financial and estate planning services, and often engaging third-party money managers. The firm also operates an active insurance business through its affiliated agency, integrating insurance sales with its advisory services.

Peter Konrad is a Series 65 credentialed financial advisor with IFC, bringing 10 years of industry experience. He has a background in automotive sales as president of Konrad Auto Group, LLC, and leads Upper Hand, Inc., a charitable organization. IFC provides advisory services to individuals, trusts, pension and retirement plans, and businesses, focusing on financial planning, consulting, and investment management with portfolios typically composed of mutual funds and ETFs. The firm conducts active account monitoring, offers discretionary trading authority, and provides educational seminars accessible to both clients and the public.

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.

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.

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.

Edward Sota is a financial advisor with Safeguard Investment Advisory Group, LLC in Roseville, CA, holding a Series 65 designation and 17 years of industry experience. He has been with Safeguard Investment Advisory Group since 2008 and has worked with Safeguard Financial since 1996. In addition to advisory services, he offers insurance products through his California life insurance license. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients by providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships and follows a fundamental-analysis investment process with a typical time horizon of two to ten years.

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.

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.

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.

Angela Parker is a CFP® with 12 years of industry experience. She has worked at NorthRock Partners, LLC since 2025 and previously spent seven years with Ameriprise Financial Services, Inc. and five years at Ameriprise. NorthRock Partners provides wealth management and advisory services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm uses a tailored investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and employing technology tools alongside human oversight.

Matthew Regan is a financial advisor with Mariner Independent in Roseville, CA, holding a Series 65 license and seven years of industry experience. His prior roles include positions at AdvicePeriod, Towerpoint Wealth, Boston Private Wealth, and Richardson Kontogouris Emerson LLP. He is also a senior associate at RGH Wealth Advisors, where he provides investment advisory services through the Mariner platform. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both firm-constructed model portfolios and advisor-level discretionary management, with expanded institutional capabilities through affiliated entities and third-party relationships.

Samantha Barrett is a financial advisor with NorthRock Partners, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at WGG Wealth Partners and Ameriprise Financial Services, Inc., among other firms. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach with broad asset allocation, diversification, and integration of private market allocations, supported by AI tools alongside human oversight.

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.

Douglas Clancy Jr. is a financial advisor at Gibbs Wealth Management, LLC with 19 years of industry experience. He holds a Series 65 credential and has worked at several firms, including Woodbridge Wealth and Retirement Planning Services, Inc. In addition to his advisory role, Clancy owns and operates CSWTA Insurance Solutions, where he sells fixed life insurance and annuities. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s approach centers on assessing client goals and risk tolerance to select and monitor model portfolios rather than managing individual securities.

Julia Shiles is a financial advisor at Mutual Advisors, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and A.G. Edwards & Sons. In addition to her advisory role, she is involved with Sullivan Wealth Management Group as a branch manager and senior client service associate. Mutual Advisors serves a wide range of clients, including individuals, trusts, retirement plans, and institutional investors, and employs a combination of active and passive investment strategies tailored through multiple analytical approaches.