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.

Michael Shea is a financial advisor at WealthPlan Investment Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Five Star Bank and Mechanics Bank. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm serves individual, high-net-worth, and institutional clients, providing comprehensive financial planning, investment management, and retirement plan services using a range of strategies and vehicles, including model-based portfolios, mutual funds, ETFs, and private placements.

Michael Di Dio is a financial advisor at Roseman Wagner Wealth Management with nine years of industry experience. He has worked at Roseman Wagner since 2017 and previously spent two years at Dasher, Inc. Outside of his advisory role, he serves as Secretary for the Campania Homeowners Association. Roseman Wagner Wealth Management offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, retirement plans, corporations, charities, and investors in an affiliated pooled vehicle. The firm combines comprehensive financial planning with a discounted cash-flow valuation approach and manages approximately $1.54 billion in assets across five advisors.

Aleksandar Glebov is a financial advisor with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with firms including Mass Mutual Life Insurance Company, MML Investors Services, OneAmerica Securities, and American United Life. Outside of advisory roles, he is also involved in insurance sales and service through Signature Resources Insurance and Financial Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors and participants. The firm offers a “Global Target Risk” investment approach emphasizing global diversification, factor tilts, and longer-term holdings, primarily using mutual funds and ETFs.

Paul Booth is a CFP® and CFA® with 32 years of experience in financial advising. He has been the sole advisor at Delta Wealth Management since 1993. Based in Granite Bay, CA, Booth holds a Series 63 license. Delta Wealth Management provides discretionary portfolio management and wealth counseling to individuals and families, including trust assets, retirement plans, and charitable foundations. The firm manages roughly $485 million in assets with a concentrated client roster, employing a formal five-step investment process and primarily using pooled vehicles such as mutual funds and ETFs.

Stefanus Ten Brink is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. He holds a Series 65 designation and has 15 years of industry experience, all with Van Hulzen Asset Management since 2011. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and various 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 portfolio monitoring.

Scott Vlahon is a financial advisor at Bulman Wealth Group in Roseville, CA, holding a Series 65 designation with 10 years of industry experience. His work history includes roles at Chris Bulman Inc., Integrated Financial Settlements dba Bulman Wealth Group, Retirement Wealth Advisors LLC, and BWG Insurance Agency, where he independently sells insurance products such as life, disability, and long-term care policies. Bulman Wealth Group is a seven-advisor team managing approximately $283 million for about 555 clients. The firm serves individuals, trusts, corporations, charitable organizations, and retirement plans with investment advisory and financial planning services, employing model portfolios and third-party managers to align investments with client goals.

Catherine Dunnam is a financial advisor with Planned Solutions, Inc., holding a Series 66 designation and 18 years of industry experience. She has worked at Planned Solutions since 2015 and previously spent 11 years with Securities Service Network, Inc. Dunnam also serves as a director at Planned Solutions and at Smith, Robertson & Johnson Insurance Services. Planned Solutions, Inc. offers discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a diverse client base, including individuals, high-net-worth clients, trusts, and business entities. The firm employs model portfolios guided by strategic and tactical asset allocation, supported by in-house tax expertise and a formal capital-markets valuation approach.

Sara Wise is a financial advisor at Roseman Wagner Wealth Management with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Eagle Strategies LLC and NYLife Securities LLC. 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 both individual and pooled accounts using tailored income and growth strategies.

Ronie Drori is a CFP® professional with 35 years of industry experience. He has been with Modern Capital Advisors, LLC since 2020 and has also worked at Modern Capital Securities, Inc. since 2004. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through custodial platforms.

Scott Mehren is a financial advisor with American Investors Company and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including over 25 years with American Investors Company. Outside of his advisory role, he is a partner in a bookkeeping, payroll, and tax services business. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and corporations. The firm offers both discretionary and non-discretionary asset management, financial planning, and 401(k) services, combining broker-dealer and SEC-registered adviser functions.

John Pearce is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Van Hulzen Asset Management, LLC since 2011. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm provides wealth management, financial planning, and asset management across multiple strategies, combining technical, fundamental, and cyclical analysis with ongoing portfolio monitoring.

Joseph Hendrickson is a CFP® professional currently with PCM Encore, LLC. He has one year of experience at PCM Encore and previously worked at Berkshire Partners LLC, RSM US LLP, Apercen Partners LLC, and California Polytechnic State University. PCM Encore provides investment management, financial planning, family-office, and consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages just over $2.0 billion in assets using a Modern Portfolio Theory-based approach with diversified, tax-aware portfolios and integrates family-office functions alongside outsourced CIO and retirement-plan consulting services.

Evan Naves is a Series 65-licensed financial advisor at IFC with one year of industry experience. Prior to joining IFC, he worked at Umpqua Bank and held various roles in education and hospitality. IFC provides investment advisory and financial planning services to individuals, trusts, pension and retirement plans, and businesses. The firm manages approximately $110 million in client assets with a team of seven advisors, offering written financial plans, consultations, and ongoing investment management using mutual funds, ETFs, and independent sub-advisors.

John Kelly is a CFP® with 41 years of industry experience and is associated with RiverPath Investments LLC since 2016. He has a long tenure at Acacia Mutual Life beginning in 1984. Kelly serves as Vice President and Trustee for Statewide Educational Outreach, focusing on education related to retirement issues. RiverPath Investments LLC provides individualized asset management and pension consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm’s portfolios are tailored to client objectives using fundamental, technical, and cyclical analysis, and predominantly managed on a non-discretionary basis.

I started in this industry in 2008. I'm so grateful to have experience supporting clients through the great recession. It taught me the value of a disciplined investment approach, using empirical data and math to manage portfolios and remove the emotions that cause us to make poor investment decisions. My framework for advice is goals focused. We figure out how you want to use your money during your lifetime, then work backwards to arrive at the best financial decisions to support your goals. This is our guiding light. I'm passionate about financial education and empowering clients to understand the "why" behind the "what to do". My personal journey includes: - Joining a fintech startup as the 4th employee, where I learned to pivot and adapt quickly. - Working with high-earning professionals, which taught me advanced tax-planning strategies. - Teaching financial education webinars, where I honed the ability to simplify complex concepts. I provide a white-glove service to support every financial decision and bring peace of mind. Every day, I’m grateful to serve people.

Forrest Blair is a financial advisor at American Investors Company with 30 years of industry experience. He has been with the firm since 1997 and holds a Series 63 designation. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines brokerage and advisory services, offering a range of solutions including asset management, financial planning, and retirement plan consulting.

Joseph Demeo is a financial advisor with Adviser Alliance, LLC in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Adviser Alliance since 2017 and has been president of JRD Insurance & Financial Services, dba Money Bridge Wealth & Income Planning, since 2012, where he is involved in the sales of fixed insurance and annuities. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities, typically serving a non-high-net-worth client base. The firm implements managed portfolios using a variety of securities and relies on third-party providers for billing and custody services.

Garrett Konrad is a financial advisor with IFC in Auburn, CA, holding a Series 65 designation and bringing 10 years of industry experience. He has held leadership roles outside of finance, serving as President of Konrad Auto Group since 2013 and as Chief Financial Officer of the charitable organization Upper Hand, Inc. since 2005. IFC provides advisory services to individuals, trusts, pension and retirement plans, and businesses, focusing on financial planning, consulting, and investment management. The firm employs portfolios primarily composed of mutual funds and ETFs, engages in active account monitoring, and offers periodic educational seminars open to non-clients.