Kevin Wells is a financial advisor at Tidwell Wealth Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Tidwell Wealth Management since 2020, following two years at Peak Investment Solutions and ongoing involvement with Tidwell & Associates, LLP since 2012. Tidwell Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, businesses, and participant-directed employee retirement plans. The firm employs a long-term, asset-allocation driven investment approach centered on passively managed mutual funds and utilizes model portfolios alongside a sub-advisory relationship with Focus Partners – Advisor Solutions.

Mikus Mergups is a CFP® with 17 years of industry experience, currently serving as an advisor at Advent Capital LLC since 2013. He holds Series 63 and Series 66 licenses and is also individually licensed as a Life/Health insurance agent in California, a business he conducts outside of Advent Capital and outside regular trading hours. Advent Capital LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, offering customized investment policy statements and ongoing supervisory services across a range of securities. The firm employs both fundamental and technical analysis and utilizes various trading strategies with regular account reviews to align with client risk tolerances and objectives.

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.

Brian Peardon is a financial advisor at Bridgeport Financial Solutions with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also an independent insurance agent. BridgePort Financial Solutions serves individual and institutional clients by providing investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages model portfolios through an Investment Committee and offers discretionary management via wrap programs and access to affiliated and third-party strategists.

Marcos Lemus is a financial advisor at Bulman Wealth Group with a Series 65 credential and two years of industry experience. Prior to joining Bulman Wealth Group in 2021, he worked in education at Spring Education, Merryhill, from 2013 to 2021. Lemus is also involved in insurance sales through BWG Insurance Agency. Bulman Wealth Group is a six-advisor firm managing approximately $200.6 million in discretionary assets. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, offering personalized portfolio management, financial planning, and estate-planning services.

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.

Scott Roseman is a financial advisor at Roseman Wagner Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Roseman Wagner since 2008. Roseman serves as a director of The Scott and Tara Roseman Foundation and holds board and management roles in several nonprofit and agricultural ventures, including rice farming and a horse cutting business. 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 and manages concentrated, disciplined strategies across individual and pooled accounts.

Tim Smith is a financial advisor with API Financial Advisors, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has previously worked at firms including Packerland Brokerage Services, StrategerY Advisors, and CETERA Advisor Networks. Smith is also involved in insurance sales through StrategerY Advisers, Inc. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses model portfolios managed by an affiliated sub-adviser and incorporates both technical and fundamental investment analysis across various asset types.

Natalie Litchfield is a financial advisor at IFC with 13 years of industry experience. She holds the Series 66 and Series 65 designations. Prior to joining IFC in 2017, she worked at Edward Jones from 2012 to 2017. In addition to her advisory role, she is a self-employed insurance agent providing life insurance and fixed/indexed annuity sales. IFC offers advisory services to individuals, trusts, pension and retirement plans, and businesses, focusing on financial planning, consulting, and investment management. The firm uses no-load, load-waived, or institutional mutual funds and ETFs, employs independent sub-advisors, and provides ongoing account monitoring with regular reviews and educational seminars.

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.

Taranvir Pannu is a financial advisor at Bulman Wealth Group with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Chase Bank and Monarch Wealth Strategies. Bulman Wealth Group serves individuals, trusts, corporations, charitable organizations, and retirement plans by providing investment advisory and financial planning services, including discretionary portfolio management and estate-planning support. The team manages approximately $283 million for about 555 clients, tailoring portfolios to client objectives and risk tolerance through a combination of model portfolios and third-party managers.

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.

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.

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.

Nicole Zetouna is a financial advisor at Van Hulzen Financial Advisors with 25 years of industry experience. She has been with Van Hulzen Asset Management, LLC since 2011. Zetouna holds Series 63 and Series 66 licenses. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles, and corporations. The firm provides wealth management, financial planning, and asset management across various strategies, employing technical, fundamental, and cyclical analysis along with discretionary portfolio rebalancing and ongoing monitoring.

Justin Waisner is a Series 65-licensed financial advisor at Statheros Financial Solutions, Inc. with three years of industry experience. Before joining the firm in 2022, he held positions at Azusa Pacific University and Nugget Market and worked in education at Folsom Lake College and Oak Ridge High School. Statheros Financial Solutions provides personalized investment management and financial planning to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm uses a proprietary Portfolio Builder tool to construct globally diversified portfolios primarily with mutual funds and ETFs, offering both discretionary and non-discretionary account management.

Matthew Young is a CFP® professional with one year of experience, currently serving as an advisor at Planned Solutions, Inc. He has previous work experience with Young Wealth Management and non-financial roles including time with the Sacramento River Cats and at Wok of Pane. Planned Solutions, Inc. is a team advisory firm that provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a broad range of clients including individuals, high-net-worth clients, and charitable organizations. The firm utilizes model asset-allocation portfolios guided by capital markets forecasts and econometric models, and offers in-house tax expertise through advisors holding CPA or Enrolled Agent credentials.

Lori Meter is a financial advisor with Bright Lake Wealth Management, LLC in Roseville, CA, holding Series 65 and Series 66 designations and 14 years of industry experience. Her prior roles include positions at Crump Life Insurance Services, Key Investment Services LLC, and Merrill. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning and discretionary portfolio management, utilizing model portfolios and partnerships for estate planning and managed-account programs.

Shiloh Penn Henry is a financial advisor with IFC holding a Series 65 designation and is based in Auburn, CA. Henry has no prior industry experience and has previously worked in the banking and hospitality sectors, as well as serving in the US Army. IFC provides advisory services to individuals, trusts, pension and retirement plans, and businesses, offering financial planning, consulting, and investment management. The firm uses no-load, load-waived, or institutional mutual funds and ETFs in portfolio construction, implements independent sub-advisors, and conducts ongoing account monitoring with quarterly reviews and annual client meetings.