Kenneth Brown is a financial advisor with Avisen Advisors, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Avisen Wealth Management, Inc. since 2003 and Avisen Advisory, LLC since 2001. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm utilizes a combination of direct portfolio management and third-party platforms, offering a range of strategies and investment approaches tailored to client needs.

Lacey Fonseca Lawrence is a CFP® professional at The Salvetti Group with one year of industry experience. Prior to joining The Salvetti Group, she worked at Vanguard Investments Australia for nine years. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $607 million in assets across about 1,843 client relationships and employs a range of investment strategies through its in-house advisers.

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.

Tatiane Saravia is a financial advisor at Brickley Wealth Management in Elk Grove, CA, with two years of industry experience. She holds a Series 65 designation and previously worked at Summitry (formerly Golub Group) for four years before joining Brickley Wealth Management in 2019. Brickley Wealth Management offers comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and profit sharing plans, and business entities. The firm employs a diversified, long-term investment approach that combines modern portfolio theory with active and passive funds, ESG screening, and due diligence of third-party managers.

Nathan Billigmeier is a financial advisor at Towerpoint Wealth, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and Wells Fargo Advisors. At Towerpoint Wealth, he serves as Director of Research and Analytics. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing long-term, short-term, and active trading strategies tailored to client objectives.

Steven Pitchford is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Towerpoint Wealth, LLC since 2018. Prior to joining Towerpoint Wealth, he worked at Bingham, Osborn & Scarborough LLC from 2015 to 2017 and took a sabbatical in 2017–2018. Towerpoint Wealth provides wealth management, financial planning, retirement plan consulting, and portfolio monitoring services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes long-term, short-term, and active trading strategies tailored to client objectives.

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.

Jason Feil is a financial advisor at Avisen Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Avisen Wealth Management, Inc. since 2012 and Avisen Advisors, LLC since 2023. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm offers discretionary and non-discretionary investment management, financial planning, and access to model-driven programs, combining direct portfolio management with a variety of third-party platforms and sub-advisers.

Christopher Meade is a financial advisor with Potentia Wealth in Sacramento, CA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at LPL Financial and Validus Advisors, and he previously worked in the insurance business. Before entering finance, he was involved with Sacramento Tent & Chair for eight years. Potentia Wealth provides investment management and financial planning services to individual clients, including high-net-worth individuals, with a focus on discretionary portfolio management and client-specific financial plans. The firm integrates affiliated tax preparation services and utilizes LPL Financial platforms, model portfolios, and third-party manager programs.

John Davis is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Moss Adams Wealth Advisors LLC since 2018. He previously worked at CliftonLarsonAllen Wealth Advisors, Stone Point Financial and Insurance Services, Principal Life Insurance Company, and Princor Financial Services Corporation. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals and various types of trusts and plans. The firm provides comprehensive wealth management and investment consulting, managing approximately $4.75 billion in assets through a team-based approach that emphasizes long-term strategic asset allocation and customized portfolio strategies.

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.

Graham McDougal is a financial advisor at Trek Financial with 21 years of industry experience. He holds a Series 66 designation and has been with Trek Financial since 2016. In addition to his advisory work, he operates a legal practice specializing in trust, estate, and probate matters and is involved as a youth lacrosse coach in Sacramento. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical approaches, including evidence-based and rules-based models, AI tools under governance and human review, and provides a broad range of model and alternative investment strategies.

Lucius Williamson Jr. is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds a Series 63 designation and has 47 years of industry experience. Williamson has been with Berthel Fisher since 2008 and also worked at BFC Planning, Inc. since 2017. He is involved in community education through teaching financial planning classes at St. Paul's Baptist Church and serves as a board member for Sounds Reasoning Ministries, where he helps identify training locations and sponsorship opportunities. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers personalized investment advice through various platforms and strategies, including discretionary management and third-party money manager arrangements.

Christopher Bozzuto is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. He has worked with Mutual of Omaha entities since 2018 and operates Bozzuto Health & Life Inc., which has been active since 2011. Bozzuto is also licensed as an insurance agent, focusing on health, life, dental, vision, disability, long-term care, fixed annuities, and Medicare-related plans. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning options. The firm leverages platform relationships with Envestnet and Pershing and combines investment advisory with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Dane Coyle is a financial advisor with Fiduciary Financial Advisors in Sacramento, CA, holding a Series 65 designation. He has experience working in both the public sector, including roles with Sacramento County and the State of California, and private consulting. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing fundamental, technical, and quantitative analysis, and offers individual professional trustee services and alternative investment options.

Hermogenes Abero Jr. is a financial advisor with Coppell Advisory Solutions LLC, holding four years of industry experience. He has been self-employed since 2015 and has worked with Coppell Advisory Services, LLC DBA Fusion Capital Management since 2021. Outside of his advisory work, he is also licensed as an insurance agent specializing in Accident & Health and Life insurance. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment approach using internally developed asset allocation models combined with fundamental and technical analysis, implementing strategies consistent with client objectives.

Nicholas Naccarato is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has been with the firm since 2025 and has no prior industry experience. His work history includes roles at Capitol Planning Group and educational positions at Chapman University, University of San Francisco, and Sage Creek High School. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored advice through confidential client profiles and employing model portfolios with an asymmetric rebalancing strategy.

Taylor Mark is a financial advisor with The Wealth Consulting Group in Sacramento, CA, holding a Series 66 license and two years of industry experience. Prior to his advisory role, he worked with Every Nation Ministries for six years. Outside of his advisory work, he is involved in caretaking activities. The Wealth Consulting Group is an SEC-registered firm serving individual clients, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to various investment platforms, combining active and passive strategies with estate-document support through licensed attorneys and partnerships with major custodians.

Lester Holmes is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Holmes is also involved in health insurance sales through the Covered California program. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and allows advisors to construct portfolios using a variety of investment vehicles.