Taylor Mark is a financial advisor with The Wealth Consulting Group in Sacramento, CA, holding a Series 66 license and two years of industry experience. Prior to his advisory role, he worked with Every Nation Ministries for six years. Outside of his advisory work, he is involved in caretaking activities. The Wealth Consulting Group is an SEC-registered firm serving individual clients, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to various investment platforms, combining active and passive strategies with estate-document support through licensed attorneys and partnerships with major custodians.

Lester Holmes is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Holmes is also involved in health insurance sales through the Covered California program. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and allows advisors to construct portfolios using a variety of investment vehicles.

Anne Hasbrook is a financial advisor with The AmeriFlex Group in Sacramento, CA, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Her prior work includes roles at Cetera, Investors Capital Corp., and Eastern Point Advisors. She is also licensed as a life insurance agent, selling fixed insurance products. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions with a range of wrap and non-wrap programs, integrating Cambridge’s investment platforms and providing ongoing account monitoring.

Michelle Tokunaga is a financial advisor at AlphaStar Capital Management in Sacramento, CA, holding a Series 65 designation. She has been with AlphaStar since 2026 and has prior experience in the technology sector, including five years at Meta. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Raymond Chow is a financial advisor with Wedbush Securities Inc. in Elk Grove, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at M.L. Stern & Co., LLC for four years before joining Wedbush Securities in 2008. Outside of his advisory role, he serves as an assistant coach for a basketball team focused on player development and AAU tournament planning. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Levi Larsen is a CFP® and holds the Series 66 designation with 11 years of industry experience. He is currently with Mutual Advisors, LLC and has prior experience at Beacon Pointe Advisors, Financial Engines Advisors, and Charles Schwab in both its bank and brokerage divisions. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management and financial planning services using a combination of active and passive strategies tailored to client objectives, and is notable for its significant institutional work and specialized operational features.

Richard De Bono is a financial advisor with Vanderbilt Advisory Services in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at NEXT Financial Group, Ameritas Life Insurance Corp, Brown Robello Capital Management, and Avisen Securities. Outside of advising, he serves as a Volunteer Ambassador for the Roseville Area Chamber of Commerce and is involved in fixed insurance sales and health and dental plan marketing. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing a strategic asset allocation approach and integrating retirement-plan and benefits consulting through formal relationships with third-party administrators.

James Cave is a financial advisor with The Wealth Consulting Group in Sacramento, CA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2016. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive investments alongside model portfolios and algorithmic guided wealth services.

Andrew Kagan is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience with Tower Bridge Financial and Insurance Solutions Inc. since 2013 and currently operates Kagan Wealth Management DBA Tower Bridge Financial. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that selects and monitors third-party model portfolios using platforms such as OPS and Orion OCIO. The firm focuses on portfolio management rather than financial planning and may engage third-party managers for hedging or income strategies in certain cases.

Payton Boyea is a financial advisor at Berthel Fisher & Company Financial Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, Boyea teaches financial literacy and budgeting techniques to high school students and coaches strength and conditioning. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and tailors strategies to client circumstances through its network of independent investment adviser representatives.

Thomas May is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the Series 66 designation and has nine years of industry experience. Prior to joining Mutual of Omaha in 2019, he worked at MML Investors Services and Massachusetts Mutual Life Insurance Company. May is also a co-founder and partner of Herrera May Wealth Management, a financial services organization. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and acts as a conduit to third-party managers.

Gurpreet Singh is a financial advisor at Infinity Financial Services Advisory based in Sacramento, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Transamerica Financial Advisors and World Financial Group. Outside of his advisory role, Singh serves as COO of Niha Life Insurance and Financial Solutions, a fixed insurance and IMO business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm employs a multi-method investment approach combining technical and fundamental analysis, modern portfolio theory, and uses a range of investment vehicles including mutual funds, ETFs, and options to serve individual and high-net-worth clients.

James Worden is a CFA® charterholder with 25 years of industry experience. He is currently with The Wealth Consulting Group and has held roles at several firms including Straightway Financial LLC, AW Securities, and Allworth Financial. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to individuals, corporate clients, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and supports client relationships through multiple custodial platforms and sponsored programs.

Laura Pajak is a financial advisor with The AmeriFlex Group in Sacramento, CA, holding the CFP® designation and Series 63 license. She has 40 years of industry experience, including prior roles at Cambridge Investment Research, Sagepoint Financial, LPL Financial, and her own firm, Foord, Van Bruggen, Ebersole & Pajak Financial Services. Pajak serves as secretary of the American River Rotary Foundation. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and retirement plan services through a network of advisory affiliates using multiple program platforms and custodial arrangements to tailor strategies for its clients.

Blake Brady is a financial advisor with Advisor Share Wealth Management, LLC and holds a Series 65 designation. He has been in the industry for 0 years but has experience working with Engineered Financial Solutions and in education at California State University, Chico and Folsom Lake College. Blake also has a background in the office furniture industry. 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 offers a web-based asset management platform and access to third-party sub-advisers, alternative investments, and discretionary and non-discretionary portfolio management.

Joseph Pasquinelli is a financial advisor at Portfolio Medics, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Alpha Retirement Wealth LLC and Asurea Insurance Services. In addition to his advisory role, he is an independent insurance agent for One Life America/Heartland Financial, selling insurance products including annuities. 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 employs a range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a focus on retail and small-business relationships.

Brian Tewksbury is a financial advisor at StoneX Advisors Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2019. Outside of his advisory role, he owns and manages a property development company and operates an independent insurance business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies.

Darold Mark is a financial advisor with The Wealth Consulting Group, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with The Wealth Consulting Group and LPL Financial since 2016. In addition to his advisory role, he is involved in non-variable insurance activities. The Wealth Consulting Group is an SEC-registered firm serving individual clients, corporate clients, retirement plans, and trusts with discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies to client goals, offering both active and passive investments across multiple platforms.

Bradley Mendenhall is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Zacks Investment Management since 2020. His prior experience includes roles at Franklin Templeton Distributors, Inc. and AEI Securities, Inc. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, while managing mutual funds and ETFs. The firm’s investment approach combines proprietary quantitative models with qualitative portfolio management across diverse strategies, including all-cap core, dividend, quantitative, international, sector, fixed-income, and long/short.

Shawn Spellacy is a financial advisor at SB Advisory, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at San Blas Securities since 2024, following a 25-year tenure at Calton & Associates, Inc. He also maintains ongoing roles with Connecticut Mutual Life Insurance Co. and Indianapolis Financial Group. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily offering non-discretionary advice through portfolio management, financial planning, and access to third-party manager programs.