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.

Trevor Parsons is a financial advisor at Statheros Financial Solutions, Inc. He holds a Series 65 designation and has been in the industry for one year. His prior experience includes roles at Charles Schwab, Brighton Jones, and work in education at Grand Canyon University and Cuesta College. Statheros Financial Solutions, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a proprietary Portfolio Builder tool with diversified, generally long-term strategies primarily involving mutual funds and ETFs.

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.

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.

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.

Chase Armer is a CFP® with 24 years of industry experience, currently serving at Planned Solutions, Inc. since 2002. His prior experience includes 16 years with Securities Service Network Inc. He is active in the community as president of the Rancho Cordova Rotary Club Foundation and serves as treasurer of the Rancho Murieta Men's Golf Club. 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, and charitable organizations. The firm uses model asset-allocation portfolios combined with strategic and tactical asset allocation, supported by in-house tax expertise and formal capital-markets valuation techniques.

Forrest Means is a Series 65-licensed advisor at Cross State Financial Group LLC with five years of industry experience. He has worked at Cross State Financial Group since 2022 and previously at Financial Depot from 2020 to 2022. Outside of finance, he serves as an instructor at Nor Cal Emergency Medical Training and NCTI/AMR. Cross State Financial Group serves individuals, charities, and retirement plans with financial planning, portfolio management, and third-party adviser recommendations. The firm employs a combination of fundamental analysis and tactical asset allocation and operates from nine offices with a team of nine advisors managing approximately $166.8 million in discretionary assets.

Daniel Gutierrez is a financial advisor at Statheros Financial Solutions, Inc. with 25 years of industry experience. He has been with the firm and its predecessor since 2002. Statheros Financial Solutions provides personalized investment management and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses globally diversified, long-term strategies primarily involving mutual funds and ETFs, supported by proprietary tools and third-party administrative and actuarial consulting services.

Loy Holt is a financial advisor at Secure Investment Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with The DC Group Advisory Services, Inc. and Divot Enterprise since 2003. Outside of his advisory role, he serves as president of Divot Enterprises Financial and Insurance Services, Inc., focusing on the sale of fixed insurance products and annuities. Secure Investment Management serves individuals, business entities, trusts, and estates, including retail and high-net-worth clients. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-cost mutual funds, ETFs, third-party managers, and direct indexing to tailor portfolios to client objectives.

Michael Mcelmoyl is a financial advisor with Bulman Wealth Group in Roseville, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at MUFG Union Bank, Wells Fargo Advisors, and Wells Fargo Clearing Services. He is also the founder of Affluent Strategies, a virtual sales and sales leadership training business offering online programs and masterclasses. Bulman Wealth Group is a registered investment adviser managing approximately $200.6 million in discretionary assets through a six-advisor team. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, providing personalized portfolio management, financial planning, and estate planning services, while incorporating firm-developed model portfolios and third-party managers as appropriate.

Bryan Bentley is a financial advisor with Talon LLC in Granite Bay, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at firms including Talon Private Wealth, LLC and Brookstone Wealth Advisors, LLC. Outside of his advisory role, Bryan operates Bentley Financial, a business focused on the sale of insurance products such as life insurance, annuities, and health insurance. Talon LLC serves individual and high-net-worth clients by providing comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions through a third party. The firm manages over $1 billion in assets across 14 offices with a small team of three advisors, employing tactical asset allocation and technical analysis through model portfolios and third-party management platforms.

Jacob Parsons is a financial advisor at Statheros Financial Solutions, Inc. with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. His prior work includes roles at Carrier Landing Consultants, PGR Solutions LLC, and service in the US Navy Reserve. Statheros Financial Solutions provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs globally diversified, generally long-term strategies primarily using mutual funds and ETFs and offers retirement-plan advisory, actuarial consulting, and administrative support services.

Amber Adams is a financial advisor at Van Hulzen Financial Advisors with five years of industry experience. She holds a Series 65 credential and has been with Van Hulzen Asset Management since 2014. Outside of her advisory role, she serves as the Production Manager on the Board of Directors for the Volcano Theatre Company, assisting with play production and licensing. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and foundations, offering wealth management, financial planning, and discretionary and non-discretionary asset management. The firm employs a combination of technical, fundamental, and cyclical analysis and provides specialized services such as private fund advisory and portfolio management for pooled vehicles.

Gretchen Aubrey is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. She holds a Series 65 designation and has six years of industry experience. Prior to joining Van Hulzen Asset Management in 2018, she worked at Wetsel Financial and held positions at Pepperdine University. Van Hulzen Financial Advisors serves a range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers wealth management, financial planning, and asset management using strategies such as covered-call, fixed income, and global equity, incorporating technical, fundamental, and cyclical analysis.