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.

Michael Gebhardt Jr. is a financial advisor with Sterling Retirement Group of Sacramento, holding a Series 65 designation and seven years of industry experience. Prior to joining Sterling Retirement Group, he worked at Oracle Corporation for three years. He is also a licensed insurance agent specializing in life, accident, and health insurance. Sterling Retirement Group of Sacramento advises individuals, retirement accounts, trusts, corporations, and other business entities on comprehensive financial planning, portfolio management, and business consulting for family or closely held businesses. The firm combines fundamental and technical analysis with a focus on value, safety, quality, and risk control, managing approximately $177 million in discretionary client assets.

Gary Cohen is a CFP® with 15 years of industry experience and is currently with Archer Pointe Wealth Management, LLC. He previously worked at Chamberlain Financial Planning LLC and Libra Wealth LLC. Archer Pointe Wealth Management offers financial planning, investment management, and wealth management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm provides fee-only advisory services with a focus on diversified asset allocation, tax-aware portfolio management, and discretionary account management.

Brian Souders is a financial advisor at Sterling Retirement Group of Sacramento with 10 years of industry experience. He holds a Series 65 credential and has worked at Sterling Retirement Group since 2016, as well as at ArcPoint Financial Advisors LLC and its predecessor firm since 2014. Outside of his advisory role, Souders owns and operates Souders Financial & Insurance, LLC, where he sells indexed life and fixed indexed annuities. Sterling Retirement Group of Sacramento serves individual and high-net-worth clients, along with family and closely held businesses, offering financial planning, consulting, portfolio management, and business consulting services. The firm utilizes a combination of fundamental and technical analysis with an emphasis on value, safety, quality, and risk control, managing accounts on both discretionary and nondiscretionary bases.

Ryan Elmer is a financial advisor at Bangerter Financial Services, Inc. in Roseville, CA, with one year of industry experience. He holds a Series 65 designation and has been the owner and preparer at Innovative Tax Solutions since 2011, providing income tax preparation services. Bangerter Financial Services offers discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs a range of investment strategies including fundamental and cyclical analysis and often utilizes third-party money managers and sub-advisors for portfolio implementation.

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.

Jeffrey Bangerter is a financial advisor with Bangerter Financial Services, Inc. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His background includes roles in mortgage origination, real estate, insurance, and internet marketing, alongside his advisory work. He is involved in several non-investment businesses, including managing a solar energy financing company and owning an internet marketing firm. Bangerter Financial Services provides discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs fundamental and cyclical analysis to guide investment decisions and frequently utilizes third-party money managers and sub-advisors to implement client portfolios.

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.

Brent Mick is a financial advisor at Strategic Retirement Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategic Retirement Advisors since 2007, following five years at MissionSquare Retirement. Strategic Retirement Advisors serves individual investors and employer-sponsored retirement plans across California, focusing on current and former public-sector employees. The firm uses a top-down asset allocation strategy that incorporates ETFs, low-fee index funds, blended active funds, and individual bonds and stocks, offering customized portfolios and workplace educational seminars.

Matthew Page is a Certified Financial Planner (CFP®) with 23 years of industry experience. He currently works at True Wave Financial Planners and has previously been with Lucas Group Financial Planners, Inc. and Securities Service Network, Inc. He serves as a board member of the Sacramento Estate Planning Council and is president of the Financial Planning Association Northern California Chapter. True Wave Financial Planners primarily serves individual clients, including high-net-worth households, as well as retirement plans and small businesses. The firm uses goal-oriented model portfolios managed on a discretionary basis, combining asset allocation and mutual fund/ETF analysis, with ongoing supervision and customized investment restrictions.

Brian Peardon is a financial advisor at Bridgeport Financial Solutions with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also an independent insurance agent. BridgePort Financial Solutions serves individual and institutional clients by providing investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages model portfolios through an Investment Committee and offers discretionary management via wrap programs and access to affiliated and third-party strategists.

Marcos Lemus is a financial advisor at Bulman Wealth Group with a Series 65 credential and two years of industry experience. Prior to joining Bulman Wealth Group in 2021, he worked in education at Spring Education, Merryhill, from 2013 to 2021. Lemus is also involved in insurance sales through BWG Insurance Agency. Bulman Wealth Group is a six-advisor firm managing approximately $200.6 million in discretionary assets. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, offering personalized portfolio management, financial planning, and estate-planning services.

Ryan Triplett is a CFP® and ChFC® with 19 years of industry experience. He has been with Boyd Wealth Management, LLC since 2018 and previously worked at Brian Boyd and Northwestern Mutual. Ryan is also a partner in Boyd Insurance Services, LLC, where he dedicates a limited amount of time to insurance services. Boyd Wealth Management serves individuals, trusts, estates, corporations, and retirement plans, providing comprehensive wealth management, financial planning, and portfolio management. The firm employs a goals-based, asset-allocation driven approach with ongoing monitoring and uses a combination of ETFs, mutual funds, individual securities, and third-party sub-advisors to manage client assets.

Matthew Jude is a CFP® with five years of industry experience and is currently an advisor at Rebalance LLC. His prior experience includes roles at Lucas Group Financial Planners, Amazon, United Parcel Service, Black Sheep Bar & Grill, and Morris & Garritano Insurance Agency. Rebalance LLC provides investment management and financial planning services to individuals, retirement plans, pooled vehicles, and charitable organizations, managing approximately $1.56 billion in discretionary assets. The firm uses a strategic asset allocation framework centered on ETFs and offers both a standardized Rebalance360 program and personalized wealth management services.

Marion Hebert is a financial advisor at The Salvetti Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Central Valley Advisors, Raymond James Financial Services, Wealth Strategies Inc., and Motif Investing. The Salvetti Group provides discretionary portfolio management and sponsors an in-house wrap fee program for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to manage portfolios using a variety of instruments, including stocks, bonds, mutual funds, ETFs, options, structured notes, and private securities.

Megan Miller is an associate wealth advisor at Towerpoint Wealth, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and the California Department of Housing. Outside of financial advising, she operated an online business called Miller Creations Online for four years. Towerpoint Wealth is a registered investment adviser managing approximately $561 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a multi-disciplinary investment approach tailored to client objectives and risk tolerances, offering wealth management, financial planning, retirement plan consulting, and portfolio monitoring services through a team-based structure.