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.

Victor Lai is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Bellwether Capital Management LLC since 2009. He holds the Series 66 designation and is based in El Dorado Hills, California. Bellwether Capital Management provides wealth management and financial advisory services to private clients, including individuals, families, trusts, and small businesses, as well as select pension or profit-sharing plan clients. The firm utilizes proprietary model portfolios featuring a global macro tactical allocation strategy and an enhanced U.S. equity strategy, offering both discretionary management and standalone financial planning services.

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.

Paul Nederveld is a Series 65-licensed financial advisor at MW Investment Strategy with five years of industry experience. His career includes positions at Van Hulzen Asset Management and Holt of California. MW Investment Strategy provides investment management and financial planning services to individuals, family partnerships, trusts, and closely held businesses. The firm employs diversified model portfolios primarily composed of low-cost mutual funds and ETFs, with a tactical overlay for asset-class adjustments, emphasizing risk management and coordination with clients' insurance, tax, and legal advisers.

Shirley Burrows is a financial advisor at Van Hulzen Financial Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Van Hulzen Asset Management in 2019, she worked at Rising Sun Montessori for four years. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides wealth management and financial planning, utilizing a combination of technical, fundamental, and cyclical analysis across multiple investment strategies.

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.

Carter Osborne is a financial advisor at Planned Solutions, Inc. in Folsom, CA, holding a Series 65 credential. He has been with the firm since 2024 and has previous experience at California State University - Sacramento and CalHFA. 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, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes model asset-allocation portfolios with strategic and tactical asset allocation, supported by in-house tax expertise and formal capital markets valuation techniques.

Caleb Hilliker is a financial advisor at Statheros Financial Solutions, Inc. with three years of industry experience. He holds a Series 65 designation and has prior work experience that includes roles at Azusa Pacific University and as a California Notary Public. Statheros Financial Solutions, Inc. 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, generally long-term strategies using mutual funds and ETFs, supported by a proprietary Portfolio Builder tool to tailor allocations based on client tax status, financial need, and risk tolerance.

Joel Ransford is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Planned Solutions, Inc. He previously worked at Securities Service Network, Inc. for four years. In addition to advising, he is involved in tax preparation and planning services at Planned Solutions, where he also holds a shareholder and director role. Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes model asset-allocation portfolios guided by capital markets forecasts and technical analysis, with distinct in-house tax expertise integrated into its advisory approach.

Alan Robello Jr. is a financial advisor at Avisen Advisors, LLC in Sacramento, CA, with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Avisen Advisors and its related entity Avisen Wealth Management since 2001 and 2003, respectively. Avisen Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, pension plans, and other entities. The firm employs a range of portfolio management strategies, including discretionary and non-discretionary approaches, and uses various advisory programs supported by custodial platforms and third-party managed account solutions.

Emilie Andres is a CFP® professional at Statheros Financial Solutions, Inc. with eight years of industry experience. She has previously worked at Braziel & Associates, LLC, NPB Financial Group, LLC, and Gibson Capital Management. Emilie holds a Series 65 license and is based in El Dorado Hills, CA. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a proprietary Portfolio Builder tool with globally diversified, long-term strategies primarily composed of mutual funds and ETFs, and offers additional services such as retirement-plan advisory and actuarial consulting.

Ryan Mason is a financial advisor with Argos Wealth Advisors LLC in Sacramento, CA, holding a Series 65 designation and four years of industry experience. He has been with Argos Wealth Advisors since 2007 and is part of an eight-advisor team. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation process with ongoing portfolio monitoring and offers discretionary management through mutual funds, ETFs, direct securities, or third-party managers tailored to client needs.

Dusty Hoetger is a CFP® with 20 years of industry experience, currently serving at Avisen Advisors, LLC since 2011. He has been involved with Avisen Wealth Management, Inc. since 2005. Outside of his advisory role, he volunteers with the Volunteer Income Tax Assistance (VITA/TCE) program and the Foundation for Financial Planning, providing tax preparation help and pro bono financial planning services. Avisen Advisors offers financial planning and portfolio management 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, including model-driven strategies, and provides both discretionary and non-discretionary services.

Roshelle Limoncelli is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. She holds Series 65, 63, and 66 licenses and has 21 years of industry experience. Her prior roles include positions at LPL Financial and Wetsel Financial. Van Hulzen Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, and charitable organizations. The firm offers wealth management, financial planning, and asset management across multiple strategies, combining technical, fundamental, and cyclical analysis with discretionary rebalancing and ongoing monitoring.

Joseph Eschleman is a financial advisor at Towerpoint Wealth, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and Wells Fargo Advisors. He also advises clients on cryptocurrency investments through Eaglebrook Advisors. Towerpoint Wealth manages approximately $561 million for individuals, high-net-worth clients, trusts, estates, and business plans. The firm provides wealth management, financial planning, and retirement plan consulting, employing tailored investment strategies with ongoing portfolio monitoring and a multi-disciplinary approach.