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 with MW Investment Strategy and holds Series 63 and Series 66 designations. He has 28 years of industry experience, having worked previously at Van Hulzen Asset Management, Wells Fargo Clearing, WELLS FARGO Advisors, 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 focused on low-cost mutual funds and ETFs, employing discretionary authority and risk management in coordination with clients’ insurance, tax, and legal advisers.

David Laut is a CFP® professional with 18 years of industry experience currently affiliated with Kerux, LLC. His work history includes positions at UBS Financial Services, The Wealth Consulting Group, LPL Financial, and Abound Financial. He provides investment advisory services through Kerux, LLC, an independent firm distinct from LPL Financial. Abound Financial (Kerux, LLC) offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, retirement plans, and institutional clients. The firm’s investment approach includes portfolios primarily composed of equities, mutual funds, and ETFs, with the use of third-party tools like Riskalyze to assess client risk tolerance and 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.

Jayson Jay is a financial advisor at 5 Talents Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harvest Wealth Advisors, Inc. and Resource Investment Architects, Inc. Additionally, he conducts an insurance business as a sole proprietor focused on fixed and variable annuities and term insurance. 5 Talents Advisors provides comprehensive financial planning, consulting, and discretionary portfolio management to individuals, corporations, charities, and qualified retirement plans. The firm uses customized model portfolios combining fundamental and technical analysis and offers ongoing account reviews and quarterly performance reporting.

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.

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.

Braden Kolb is a financial advisor at Kolb Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Kaiser Permanente for 14 years. He also has experience with Gradient Advisors, LLC and Kolb Financial & Insurance Services. Kolb Wealth Management provides non-discretionary asset management and financial planning services to individual clients, tailoring portfolios to their objectives, time horizons, and risk tolerance with tools like Monte Carlo analysis and quarterly reviews. The firm supports clients with reporting and paperwork and offers the option to engage third-party managers, including a sponsored relationship with Gradient Investments.

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.

Diana Atha is a financial advisor at WaterRock Wealth Management with eight years of industry experience. She holds the ChFC® and Series 63 designations and has worked at Prien Asset Management since 2023. In addition to her advisory role, she has been an independent insurance broker since 1984, specializing in life, disability, and long-term care insurance, as well as fixed and fixed equity index annuities. WaterRock Wealth Management serves individual and high-net-worth clients by providing discretionary investment management alongside financial and basic estate planning services. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, continuously monitors accounts, and typically manages them on a discretionary basis with tax-aware strategies.

Robert Kolb is a financial advisor at Kolb Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gradient Advisors LLC. Kolb also serves as CEO of Kolb Financial & Insurance Services. Kolb Wealth Management provides non-discretionary asset management and financial planning services to individual clients, offering tailored portfolios with ongoing monitoring and the option to engage third-party managers. The firm operates without account minimums and does not take discretionary trading authority or vote client proxies.

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 previously worked at Wells Fargo, Raymond James, Tri Counties Advisors, and Purshe Kaplan Sterling Investments. Visconti is also a partner in Legacy Capital Management, LLC, an investment advisory practice he co-owns. OneSource Wealth Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business clients. The firm’s approach combines fundamental and technical analysis with a focus on long-term portfolio construction while allowing shorter-term trades as needed, utilizing diversified mutual funds, ETFs, individual securities, and a range of investment products including margin, options, and structured 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.

Mark Hansen is a CFP® and ChFC® with 34 years of industry experience. He has been with Hansen & Associates Financial Group Inc. since 2013 and has operated his own advisory practice since 2010. Outside of financial advising, he is co-owner of a bakery business with his wife. Hansen & Associates Financial Group provides individualized asset management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, corporations, and other business entities. The firm employs a proprietary Tactical Asset Allocation framework that integrates momentum and risk-parity elements, primarily using exchange-traded funds, with portfolios tailored to assigned risk profiles.

Kenneth Pope is a financial advisor at Peak Investment Solutions, LLC with 25 years of industry experience. He holds a Series 65 designation and has been with Peak Investment Solutions since 2007. In addition to his advisory role, Mr. Pope is a certified public accountant and owner of a tax preparation business. Peak Investment Solutions provides investment management and financial planning services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, buy-and-hold portfolios primarily using passively managed mutual funds and ETFs.

Keith Weinbaum is a financial advisor at Newbury Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbury since 2019, with prior experience at Dale Investment Company. Outside of his advisory role, he is involved as an assistant manager and partner in managing several shopping mall properties in Michigan, overseeing tenant relations and renovation projects. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm employs a mix of fundamental, technical, and quantitative analysis to build portfolios from a broad range of securities, offering both discretionary and non-discretionary management with regular monitoring and formal quarterly reviews.