Rhonda Hamil is a CFP® professional with six years of industry experience, currently advising at NorthRock Partners, LLC since 2025. Prior to joining NorthRock, she worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2025. 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 diversification, asset allocation, and periodic rebalancing, incorporating private market allocations and using AI tools to support tax-aware investing and portfolio monitoring.

Nathan Salimi is a financial advisor at Avior Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Protection Point Advisors. His background includes roles in education and youth sports organizations. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Michael Clarke is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at EWG Elevate Inc. and Cambridge Investment Research, Inc. Clarke is a co-author of the book *A Firm Worth Building: Running a Better Professional Business*. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies and offering comprehensive financial planning and business consulting.

Terry Sherrill is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has worked at NorthRock Partners, LLC since 2025 and previously spent 20 years at Ameriprise and Ameriprise Financial Services, Inc. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored investment approach focused on broad asset allocation and diversification, integrates private market investments, and uses AI-supported tools alongside human review for portfolio management.

Amanda Kelderman is a Series 65-licensed financial advisor at Compound Planning, Inc. with three years of industry experience. She previously worked at Choreo, LLC and RSM Wealth Management, LLC, and has a background spanning multiple roles since 2013. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm’s investment approach combines customized, risk-based model allocations with strategies such as low-cost ETFs, direct indexing, and alternative investments, supported by both in-house and third-party resources.

Melissa Yano is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. She previously worked at Capital Wealth Planners, LLC and Capital Region Financial Group, LLC. Outside of advising, she is licensed to sell various insurance products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment representatives. The firm provides portfolio management, financial planning, and retirement plan consulting, offering customized strategies through model asset allocations, discretionary or non-discretionary manager relationships, and multiple wrap solutions.

Gabriella Lundqvist is a financial advisor with Golden State Wealth Management, LLC in El Dorado Hills, CA, holding a Series 66 credential and 19 years of industry experience. She previously worked at Edward Jones from 2007 to 2017 before joining Golden State Wealth Management and LPL Financial in 2017. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of asset allocation and various analytic approaches to construct tailored portfolios and offers discretionary portfolio management alongside standalone planning and consulting engagements.

William Perry is a financial advisor at IP Financial Advisory Services LLC with one year of industry experience. He holds a Series 66 designation and has been involved with Perry Financial since 2015. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, utilizing a range of analytical approaches and providing specialized advisory services including actuarial analysis and insurance consulting.

Eric Restrepo is a financial advisor with Lifeworks Advisors, LLC, holding Series 66, 65, and 63 licenses and five years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company from 2022 to 2024. He is also the owner of Mountain Goat Strategies, providing consulting services to business owners and privately held companies. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, offering comprehensive wealth management, financial planning, and retirement advisory services. The firm utilizes a planning-based tranche framework alongside a risk-based investment approach, incorporating low-cost diversified funds, third-party managers, and AI-supported research, while maintaining strong integration with tax and accounting services.

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.

Timothy Meyer is a financial advisor at Advisor Share Wealth Management, LLC with 14 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at Redwood Private Wealth, Engineered Financial Solutions, Fusion Capital Management, and Virtue Capital Management. Additionally, he is a licensed insurance producer specializing in life, health, and fixed insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm uses third-party sub-advisers and model portfolios and offers alternative and private investment options along with a web-based management platform for independent advisers.

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.

Jeffrey Perry is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His work history includes roles at Innovation Partners LLC and Lincoln Financial Securities Corporation, alongside ownership and management of Jeffrey A Perry Insurance & Financial Services, Inc. He serves on the board of the Lincoln Law School of Sacramento. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory programs with insurance and risk management services, often employing discretionary portfolio management and coordinating with third-party investment advisors.

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.

Richard Jarvey is a financial advisor at Calton & Associates, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with Transdey, Inc., UPS, and AT&T. Outside of advising, he serves as Secretary and Treasurer on the board of Woodland Medical Closet, a community organization providing medical equipment at no cost. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations to client goals and employing various program structures and analytic approaches.

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.

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.

Christopher Dulgarian is a financial advisor with Soltis Investment Advisors, LLC, holding a Series 65 designation and two years of industry experience. Before joining Soltis in 2026, he worked at Grizzly Peak Asset Management for two years and held roles at Apple Inc. and Walmart. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets and employs a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence in its investment approach.

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.