David Bressoud is a financial advisor at Portfolio Medics, LLC with 15 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Portfolio Medics, he worked at Securities America Advisors and Securities America, Inc. Outside of advisory work, Mr. Bressoud is also an Uber driver and a stand-up comedian. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, stocks, and bonds, combining fundamental, technical, and cyclical analysis with a range of investment strategies suited to client objectives and risk tolerance.

Kristina Cagle is a financial advisor at AlphaCore Capital LLC in Lincoln, CA, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Altegris/Artivest, Fidelity Personal and Workplace Advisors, Fidelity Investments, and Altegris Investments Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, tax preparation, trustee services, and ERISA retirement plan advisory services.

Anthony Okun is a financial advisor at BlueSpring Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has 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 offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process is guided by an Investment Committee and focuses on customized policies developed with clients using its proprietary Sojourn™ application.

James Kersey is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at PlanMember Securities Corporation, J.W. Cole Advisors, Inc., and GF Investment Services, LLC. He also operates Lighthouse Financial & Tax, providing securities, financial planning, and insurance services. CreativeOne Wealth serves individual, high-net-worth, corporate, and charitable clients with fee-based asset management, financial planning, and retirement consulting. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios.

Chelsea Bailey is a CFP® professional with 11 years of industry experience. She is currently affiliated with Modern Wealth Management, LLC and Mutual Securities, Inc. Her prior experience includes nearly a decade at LPL Financial and National Planning Corporation. Outside of advisory roles, she provides notary services as needed. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Donovan Burnham is a financial advisor with Foundations Investment Advisors LLC, holding Series 66 and Series 65 licenses and five years of industry experience. He has worked at Foundations since 2021 and previously at Capitol Planning Group, with additional experience at Golden Empire Council. Outside of advisory work, he is also involved in insurance sales based in Sacramento, CA. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with an asymmetric rebalancing approach, and offers a range of services including tax coordination and sub-advisory arrangements through a large network of affiliated representatives.

Rikki Foster is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and 13 years of industry experience. Foster has worked with multiple firms, including Regal Stone Wealth Management, which they founded and currently lead as President. Outside of advisory roles, Foster is involved with the Rikki and Kelly Foster Family Foundation, a charitable organization, and manages Rest Recovery Wellness, LLC, a health and wellness business. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies and provides ERISA retirement-plan advisory services along with participant advice.

Bradley Sullivan is a CFP® professional with 22 years of industry experience, currently serving at Mutual Advisors, LLC since 2016. His prior roles include positions at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory work, he operates as an independent insurance agent and manages Sullivan Wealth Management Advisors, LLC, a comprehensive wealth management practice. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives and is notable for its scale, breadth of institutional work, and specialized services such as an Outsource Insurance Desk and relationships with third-party managers.

Richard Breedwell is a financial advisor with Foundations Investment Advisors LLC in Roseville, CA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has been with Foundations Investment Advisors since 2016 and also operates a separate business as an insurance agent, focusing on life insurance, annuities, and long-term care insurance. Foundations Investment Advisors serves a broad client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm provides financial planning and portfolio management through a network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Gary Waller is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Hilltop Securities Inc. in Roseville, CA. He has been with Hilltop Securities since 2015. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of managed account programs utilizing an open-architecture platform with adviser-managed and model-based investment solutions.

Vince Caruana is a financial advisor at Hilltop Securities Inc. with 10 years at the firm and five years of industry experience. He holds the Series 66 designation and is based in Roseville, California. Hilltop Securities serves individual, high-net-worth, and institutional clients, including corporate and retirement-plan sponsors, through both investment advisory and broker-dealer services. The firm offers a range of solutions, including managed accounts, financial planning, and retirement-plan consulting, supported by an open-architecture platform that integrates third-party managers alongside firm-sponsored strategies.

Haldun Arin is a financial advisor with The AmeriFlex Group holding a Series 66 credential and five years of industry experience. His background includes roles at Cambridge Investment Research, United Planners Financial Services, and Principal Securities Inc., among others. Outside of advisory work, he serves as a trustee for a family trust and is involved in consulting through Montgomery Pacific Corporation. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized advice and a range of wrap and non-wrap solutions.

Kenton Bradley is a CFP® certificant with 22 years of industry experience, currently serving at NorthRock Partners, LLC since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2004 to 2025. Outside of his advisory role, he serves on the Board of Directors for Gold Country Wildlife Rescue and participates in several local community committees including the South Placer Estate Planning Council and the Sutter Auburn Faith Hospital Foundation Planned Giving Committee. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment approach featuring broad asset allocation, diversification, use of Independent Managers, and integration of private market allocations, supported by AI tools alongside human oversight.

Dennis Robberecht is a financial advisor at Hilltop Securities Inc. with 42 years of industry experience. He holds a Series 63 designation and has been with Hilltop Securities since 1983. Outside of his advisory role, he is an investor in Entransco Energy LLC, an oil and gas drilling and harvesting company. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm utilizes an open-architecture platform with a range of managed account programs and distinctive municipal bond strategies, providing comprehensive investment and fiduciary services.

Vladimir Donets is a financial advisor at Sowell Management with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including NYLIFE Securities Inc and New York Life Insurance Company. He is also 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 discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 advisors. The firm uses multiple management styles and offers services including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

Donald Nielsen is a financial advisor at BlueSpring Wealth Management, LLC in Roseville, CA, holding the CFP® and CFA® designations with 10 years of industry experience. His prior roles include positions at Kestra Financial Inc., Columbia Trust Company, Columbia Private Bank, and Aon Hewitt Financial Advisors. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting with a focus on customized investment policies and a diversified portfolio approach.

Derrick Andrews is a CFP® with 34 years of industry experience, currently associated with Modern Wealth Management, LLC. His previous roles include positions at LPL Financial, LLC, Strategic Wealth Advisors Group, and Mariner Independent Advisor Network. In addition to advising, he is involved in estate planning services and acts as a non-variable insurance agent on a part-time basis. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and a range of strategic allocation tools.

Tanner Phelps is a CFP® professional with six years of industry experience, currently with CliftonLarsonAllen Wealth Advisors, LLC. He has previously worked at firms including Ameriprise, Northwestern Mutual, Morgan Stanley, and Etrade Financial. Outside of finance, he has experience working in the fitness industry and in agricultural operations. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios and offers integrated wealth, tax, estate, and insurance planning supported by a multidisciplinary team.

Heather Smart is a CFP® and Series 66-registered advisor at NorthRock Partners, LLC with 12 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining NorthRock Partners. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and integrates private market investments while utilizing AI tools to support tax-aware investing and portfolio monitoring.

Philip Bru is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Capitol Planning Group and Mutual of Omaha. He also works as a licensed insurance agent specializing in life and health insurance. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and offers services through a large network of affiliated offices and advisers.