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.

Charles Triana is a financial advisor at Royal Fund Management, LLC with two years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at Ameriprise Financial Service, LLC, American Senior Benefits, and Bankers Life. Triana is also a licensed insurance agent offering life and annuity products. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerance and operates on an enterprise scale with 83 advisors and approximately $1.55 billion in assets under management.

Christopher Shuba is a financial advisor at Clear Creek Financial Management, LLC, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Clear Creek since 2017. Additionally, he serves as CEO of Helios Quantitative Research, an algorithm-based consulting firm. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities, offering asset management, financial planning, and consulting services. The firm integrates fundamental, technical, and cyclical analysis with a broad range of investment strategies and provides algorithmic modeling and consulting through Helios Quantitative Research.

Dominik Machado is an advisor at Verity Asset Management with Series 63 and Series 65 designations. He has one year of industry experience and has held roles at Verity Asset Management and Teacher's Pension and Insurance Services, where he also works as an insurance agent. Prior to his advisory career, he has experience in education and other industries. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, and institutional clients with discretionary portfolio management, retirement-plan advisory, and financial planning. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Sasiwipa Nakdee is a financial advisor at Mutual Advisors, LLC with 20 years of industry experience. She holds Series 65 and Series 66 credentials and has worked previously at Ameriprise Financial Services and USAA Financial Planning Services. Outside of her advisory work, she operates a small online business reselling personal fashion items on Poshmark. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies tailored to client objectives. The firm distinguishes itself by its scale, breadth of institutional work, and use of various analytical and operational resources.

Cody Okeefe is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Ameriprise and Bank of the West before joining NorthRock in 2025. Outside of advising, he is engaged in independent insurance brokering, focusing on Medicare Supplement and fixed annuity products. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the integration of private market allocations, supported by AI tools alongside human oversight.

Nathan Ferrante is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Newport Group and Ricks and Associates before joining Stratos Wealth Advisors. Stratos Wealth Advisors is an SEC-registered, multi-team firm with 71 advisors managing approximately $5.57 billion in assets for nearly 4,928 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting.

Timothy Moreno is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Transamerica Financial Advisors, Inc., World Financial Group, Inc., and currently maintains roles including Medicare Supplement Insurance agent and sales representative for a marketing agency. Outside of advisory work, he is involved as a senior partner with Impact Leadership Network, Inc. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm provides portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning, employing a strategic investment process that integrates fundamental, technical, and charting analysis.

Mark Loftus is a financial advisor at G. A. Repple & Company with 10 years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, Loftus serves as Ministries Director at Elevation Church, overseeing children's Sunday School programs, and teaches Spanish and Latin to middle and high school students at John Adams Academy. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers multiple investment programs, including a Biblically-Responsible Investing model.

Karen Bothe is a CFP® with 11 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2025. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2025. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the integration of private market allocations, supported by AI tools and human oversight.

Vyacheslav Palamarchuk is a financial advisor at Sowell Management with eight years of industry experience. He has worked at Sowell Management since 2020 and at Solera Asset Managers since 2017, while also maintaining self-employment since 2014. He is appointed to various outside insurance companies to broker non-registered insurance products. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers solutions such as model portfolios, sub-advisory relationships, and unified managed account platforms.

Edward Bunting is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Mutual Advisors, Mutual Securities, Morgan Stanley, Wells Fargo Clearing, and Prudential Equity Group. He is active in community service through the Carmichael Rotary Club. Mutual Advisors, LLC serves a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm offers a variety of advisory services and employs a blend of active and passive investment strategies tailored to client objectives, managing approximately $9.45 billion across 154 advisors.

Terry Chiu is a CFP® and CFA® with 11 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc., Bedell Frazier Investment Counselling, and Capital Planning Advisors, LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment approach supported by its proprietary Sojourn™ application and offers specialized strategies including option overlays and hedging for concentrated positions.