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.

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.

Todd Hadley is a CFP® with 26 years of industry experience affiliated with True Wave Financial Planners. He has worked at Lucas Group Financial Planners, Inc. since 2004 and has operated Hadley Tax Consulting, providing tax advising and preparation services, since 1987. He also owns Hadley Insurance Services, where he serves as an insurance agent. True Wave Financial Planners serves individual clients, including high-net-worth households, as well as retirement plans and small businesses. The firm uses model-based portfolio management and third-party money managers to deliver goal-oriented financial advice with ongoing supervision and annual suitability reviews.

Collin Sinnott is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Crown Capital Securities, L.P., Cambridge Investment Research Advisors, Inc., and the University of California, Davis. Outside of finance, he has experience working in the food service industry with Insomnia Cookies and Poke Bar. Strategic Advocates provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses proprietary asset-allocation models and oversees third-party independent managers to implement a range of investment strategies, including traditional and alternative exposures.

Bethany Ely is a Series 65-licensed financial advisor with three years of industry experience, currently with Three Oaks Wealth in Gold River, CA. Her prior roles include positions at Trinity Wealth Advisors with Ameriprise and Twin Rivers Wealth Management. Outside of advisory work, she has experience in real estate and education through her time with Witham Real Estate and the Sacramento County Office of Education. Three Oaks Wealth serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a modern portfolio theory approach combined with strategic asset allocation and security selection to create diversified portfolios tailored to client risk profiles.

Erik Bagley is a Series 66-licensed financial advisor with Kotys Wealth Professionals, bringing nine years of industry experience. Before joining Kotys in 2024, he worked at Principal Life Insurance Company and Principal Securities Inc. from 2017 to 2024, and served in the California State Assembly from 2016 to 2017. Outside of his advisory role, he owns Kickin It LLC, a youth enrichment business based in Folsom, CA. Kotys Wealth Professionals provides discretionary and non-discretionary investment management, financial planning, and cash management services for individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a nimble trading strategy that incorporates technical, quantitative, and fundamental analysis, along with the use of derivatives and structured products, under ongoing oversight by an investment committee.

Russell Mathews is a financial advisor at Mathews Capital Management with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade, Princor Financial Services Corporation, and Principal Life Insurance Company. Mathews Capital Management is a boutique registered investment adviser serving primarily individual and high-net-worth households. The firm manages discretionary portfolios that combine market-matching ETFs and core fixed income with higher-risk individual stocks and options, employing a range of options and derivatives strategies uncommon among similar firms.

Nathan Ankney is a CFA® charterholder with 25 years of experience in the financial services industry. He has worked at several firms, including Dynamic Wealth Strategies, LLC since 2013 and Independent Financial Group, LLC from 2008 to 2013. In addition to his advisory role, he is a licensed California insurance agent and a real estate agent, engaging in these activities alongside his primary work. Dynamic Wealth Strategies serves individuals, trusts, corporations, and retirement plans with services including discretionary asset management, model-based programs, and retirement plan consulting. The firm employs tailored model portfolios and advanced strategies such as factor-based investing and option overlays, and it also sponsors a private pooled fund managed alongside client accounts.

David Hicks is a Certified Financial Planner® with seven years of industry experience. He is affiliated with Kerux, LLC and has prior experience at Abound Financial, LPL Financial, WCG Wealth Advisors, and Fidelity Investments. Before his financial services career, he worked for over a decade with the Western Placer Unified School District. Kerux, LLC provides 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 utilizes a variety of investment vehicles and employs tools such as Riskalyze to assess client risk tolerance, while maintaining a close operational relationship with LPL Financial.

Michael Wells is a financial advisor at Tidwell Wealth Management LLC in Rocklin, CA, holding a Series 65 designation with eight years of industry experience. He has worked at Tidwell Wealth Management since 2020 and previously spent two years with Peak Investment Solutions, LLC. Outside of advising, Wells is a member of SROP 2, LLC, a non-investment related business. 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 follows a long-term, asset-allocation driven investment approach using primarily passively managed mutual funds and integrates financial planning on tax, estate, insurance, and cash-flow matters alongside portfolio oversight.

Paola Quintero Salazar is a financial advisor at True Wave Financial Planners with a Series 65 credential and three years of industry experience. She previously worked at Lucas Group Financial Planners, Inc. and provided financial wellness services at Sacramento State. True Wave Financial Planners serves individual clients, including high-net-worth households, as well as retirement plans and small businesses, offering model-based portfolio management and financial planning with a focus on goal-oriented, discretionary investment strategies.

Shakeb Kundiwala is a financial advisor at ShariaWiz Advisory with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC and Northwestern Mutual. Outside of his advisory work, he is involved with the Sacramento Metro Muslim Chamber of Commerce and has a long-term role at Workative Inc. ShariaWiz Advisory is a Sharia-compliant wealth management firm offering discretionary investment management, financial planning, and pension consulting. The firm serves individuals, qualified retirement plans, trusts, and other entities, employing a tactical asset-allocation approach with Shariah screening and affiliated estate-planning support.

Nathan Torinus is a financial advisor at TOR Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Van Hulzen Asset Management and Genovese Burford & Brothers. Outside of his advisory work, he is a member of Sacramento Angels, a club of early-stage company investors, where he participates in the due diligence committee. TOR Wealth Advisors serves individuals, trusts, estates, businesses, retirement plans, and pooled investment vehicles, providing discretionary investment management, financial planning, family office services, and retirement plan advisory. The firm employs a customized, generally long-term investment approach using low-cost funds, individual securities, and independent managers, and also sponsors private funds for accredited investors.

Jeffrey Adams is a CFP® with 27 years of industry experience and is a principal at Adams Ashby Financial Advisors in Sacramento, CA. He has been with AF Advisors, Inc. since 2009. Outside of his advisory role, he manages family-owned real estate interests and provides financial consultation related to these investments. Adams Ashby Financial Advisors offers comprehensive portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm employs a range of investment strategies, including discretionary advice with fundamental, technical, and cyclical analysis, and manages approximately $737 million in assets.