Michael Thompson is a financial advisor with Spectrum Wealth Advisory Group, LLC, holding the ChFC® designation and a Series 66 license. He has 13 years of industry experience, including roles at Rutherford Capital, LLC, The Wealth Consulting Group, and LPL Financial. Thompson also holds a license to sell fixed life insurance, spending part of his time in this activity. Spectrum Wealth Advisory Group serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $445 million across about 646 client relationships, offering portfolios constructed from a range of securities with ongoing monitoring and utilizing both in-house analysis and third-party sub-advisors.

Andrea Hilderbrand is a CFP® professional with over 20 years of experience at St. Clair Financial, where she currently serves as the sole advisor. She also worked at Turbo Tax for five years. St. Clair Financial provides financial planning and investment consulting to individuals, high-net-worth clients, and charitable organizations. The firm offers diversified, risk-based portfolios and a range of services including retirement planning, tax-adjusted cash flow analysis, and employee stock option guidance.

Susan Soesbe is the principal advisor at Soesbe Financial in Sacramento, CA, holding the CFP® designation and Series 65 license with 18 years of industry experience. Prior to founding Soesbe Financial in 2020, she worked at Soesbe Tax Services and Symphony Financial Planning LLC from 2006 to 2020. She also offers occasional educational seminars and speaking engagements. Soesbe Financial serves individual and high-net-worth clients by providing portfolio management, financial planning, and an Integrated Management Service that combines advisory and tax-preparation services for qualifying clients. The firm employs discretionary investment management using model allocations based on Modern Portfolio Theory, emphasizing passive strategies with index mutual funds and ETFs.

Daniel Ross is a CFP® and PFS™ credentialed advisor with 27 years of experience in financial services. He is the president of Dan Ross CPA APC, a CPA firm providing tax advice and accounting services to individuals and businesses. Ross joined Integrated Advisors Wealth Management LLC in 2026, following prior roles at several firms including Liberty Wealth Management and AE Financial Services. Integrated Advisors Wealth Management LLC offers advisory services to individuals, high-net-worth clients, pension plans, and corporations, combining passive and active investment strategies with modern portfolio allocation principles. The firm provides discretionary investment management, financial planning, and retirement plan consulting, including acting as an ERISA investment manager.

Ashley Hamman is a CFP® with four years of industry experience, currently serving at Bridgeview Capital Advisors, Inc. She previously worked at Charles Schwab and Charles Schwab Bank. Her background includes roles at the UC Davis Community Service Resource Center and the University of California, Davis. Bridgeview Capital Advisors, Inc. provides investment advisory, financial planning, tax planning, and pension consulting services to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs fundamental and technical analysis with broad asset-allocation strategies, managing both discretionary and non-discretionary client assets.

John Raftery is a Series 65-licensed advisor at Sterling Retirement Group of Sacramento with one year of industry experience. He has worked at Sterling Retirement Group since 2025 and concurrently at Stewart Valuation Intelligence since 2015. Sterling Retirement Group of Sacramento provides comprehensive financial planning, consulting, and portfolio management services to individuals, retirement accounts, trusts, corporations, and closely held businesses. The firm employs a value- and risk-focused investment approach and offers discretionary management as well as co-adviser arrangements, serving approximately 400 clients with $177 million in assets under management.

James Parenti is a financial advisor with Aladino Financial Services, Inc., holding CFP® certification and Series 63 and 65 licenses. He has 44 years of industry experience and also maintains a legal practice through his own law office. His career includes longstanding roles at Aladino Financial Services since 1989 and positions with LPL Financial, Mariner Independent Advisor Network, and Private Advisor Group. Aladino Financial Services specializes in financial planning and consulting, referring clients to independent third-party investment managers for portfolio implementation. The firm focuses on tailoring recommendations through detailed client information gathering and due diligence, without directly managing client assets.

Jarrod Jacobi is a financial advisor at MW Investment Strategy with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Van Hulzen Asset Management, Wells Fargo Clearing, and Waddell & Reed. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm implements client strategies through diversified model portfolios primarily composed of low-cost mutual funds and ETFs, emphasizing discretionary management and loss-threshold risk controls.

David Laut is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Kerux, LLC and has held roles at Abound Financial, LPL Financial, The Wealth Consulting Group, and UBS Financial Services. Kerux, LLC, operating under the Abound Financial brand, provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth families, trusts, retirement plans, and institutional clients. The firm utilizes a mix of equities, mutual funds, ETFs, and alternative investments as appropriate, employing third-party tools like Riskalyze to assess client risk tolerance and following a bucket strategy for retirement income planning.

Joseph Nix is a CFP® professional with 10 years of industry experience, currently serving as an advisor at NIX Wealth Management in Sacramento, CA. His prior work includes roles at Securities Service Network and Hook & Ladder. NIX Wealth Management advises individuals and trusts, specializing in managing individual and trust assets as well as IRA rollovers. The firm emphasizes non-discretionary portfolio management with tailored investment strategies that include stocks, mutual funds, ETFs, and bonds, serving approximately 115 clients with $82 million in assets under management.

Andres Villegas is a CFA® charterholder with six years of industry experience. He has worked at Goldenstone Wealth Management since 2020, following eight years at Wells Fargo Private Bank. Goldenstone Wealth Management serves individuals, high-net-worth households, business owners, and selected institutional clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, multi-asset total-return approach that combines fundamental, technical, and macroeconomic analysis, with tailored investment programs that may include limited options strategies and private capital investments for accredited clients.

Alexander Gibbs is a financial advisor at Measured Financial with six years of industry experience. He holds a Series 66 designation and has worked as an independent insurance agent since 2020. In addition to his financial career, he has been an engineering teacher at Alcove Unified School District since 2002, dedicating approximately half of his working time to this role. Measured Financial provides investment advice and financial planning to individuals, high-net-worth clients, and business entities, primarily operating on a non-discretionary basis with a focus on portfolio management and comprehensive planning across estate, tax, retirement income, and college funding. The firm combines multiple analytical approaches and offers public educational seminars alongside its advisory services.

Jesse Nix is a CFP® professional with 10 years of industry experience, currently serving as an advisor at NIX Wealth Management in Sacramento, CA. His prior roles include positions at Securities Service Network, Inc. and Hook & Ladder. NIX Wealth Management advises individuals and trusts, specializing in managing individual and trust assets as well as IRA rollovers. The fee-only firm serves approximately 115 clients with $82 million in assets under management, focusing on tailored portfolios, appropriate asset allocation, and a non-discretionary management approach.

Kurt Halverstadt is an advisor at The Sullivan Group in Roseville, CA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Capital Investment Management, LLC, doing business as The Sullivan Group, since 2009. In addition to his advisory role, he is involved with Brightstar Insurance Partners, where he works in life insurance sales. The Sullivan Group is a California-licensed investment advisory firm serving approximately 96 clients with discretionary portfolio management, customized financial planning, and retirement plan consulting. The firm constructs portfolios tailored to client objectives using fundamental, technical, and cyclical analysis across a range of asset classes and acts as a fiduciary for retirement accounts.

Bradley Harsch is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Crown Capital Securities. Outside of his advisory role, he serves as secretary for the Nancy Gressley Education Foundation, a nonprofit providing scholarships to college-bound students, and assists with bookkeeping for his wife's interior design business. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement plan consulting. The firm uses diversified asset-allocation models and a broad investment toolkit to tailor advice to each client, managing approximately 2,600 clients across seven advisors and multiple offices.

Manbir Chohan is a CFP® professional with 1 year of industry experience, currently serving Lynch Financial Advisors. He has worked at Farther Finance Advisors since 2025 and has been with Lynch Financial Advisors since 2014. Outside of financial advisory, he is involved in a family trucking business where he manages accounts payable, compliance, and overall operations. Lynch Financial Advisors provides financial review, planning, and wealth management services to individuals, couples, and small businesses. The firm combines fundamental and market analysis with quantitative and AI-based tools to manage client assets, offering both fixed-fee engagements and asset-based wealth management across a diverse client base.

Daniel Ahmad is a CFP® with 20 years of industry experience and is currently affiliated with Fiduciary Solutions LLC in Roseville, CA. He has held roles at Fiduciary Solutions LLC since 2011 and serves as president of Peak Financial Freedom Group LLC and PFFG Insurance Agency LLC. Outside of his advisory work, he is involved in mentoring and coaching licensed insurance agents through TruChoice Financial Group, LLC. Fiduciary Solutions, LLC serves individual and high-net-worth clients by selecting and monitoring third-party money managers rather than directly managing portfolios. The firm emphasizes retirement cash flow and risk mitigation by matching clients to model portfolios managed by designated third-party managers.

William Henley is a CFP® professional with four years of industry experience. He is currently with Larsen Wealth Management and has previously worked at Cambridge Investment Research Advisors and California State University, Sacramento. He serves as Treasurer for the Christadelphian Bible Mission of Americas, a religious-based charitable organization. Larsen Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with corporate and business entity relationships. The firm utilizes a long-term investing approach grounded in modern portfolio theory, with individualized Investment Policy Statements and discretionary portfolio management.

Giuseppe Visconti is a financial advisor at OneSource Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Tri Counties Advisors, Raymond James, Wells Fargo, Citigroup Global Markets, Chase Investment Services, Merrill, and Banc of America Investment Services. He is a partner in Legacy Capital Management, LLC, an investment advisory practice. OneSource Wealth Management provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm’s investment approach combines fundamental and technical analysis with a focus on long-term portfolio construction while allowing for shorter-term adjustments, utilizing diversified mutual funds, ETFs, individual securities, and certain alternative products.

Terry Wheeler is a CFP® with 32 years of industry experience, currently serving at WE Alliance Wealth Advisors, Inc. since 2015. He is also the owner and attorney of Strategic Wealth Legal Advisors, a law firm specializing in estate planning. WE Alliance Wealth Advisors provides portfolio management and financial planning to individual and high-net-worth clients, employing a disciplined investment approach that incorporates fundamental analysis, modern portfolio theory, and institutional-style strategies. The firm offers separately managed accounts, uses third-party custodians, and integrates outside accounts into its comprehensive investment oversight.