Norman Dotch is a financial advisor with Dotch Capital, holding a Series 66 designation and 11 years of industry experience. He previously worked at New York Life and its affiliated entities from 2013 to 2020 before founding Dotch Capital in 2017. Outside of his advisory role, he is an independently licensed insurance agent involved in insurance sales. Dotch Capital is an independent registered investment adviser that serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental and technical analysis with modern portfolio theory to create diversified, tailored portfolios and provides asset management on a non-discretionary basis alongside financial planning and retirement plan consulting.

Paolo Marchetti is a financial advisor with 23 years of industry experience, currently serving as the sole advisor at 401K Engineers Inc. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research, Inc. from 2015 to 2020. Outside of his advisory role, he owns an S-corporation providing fiduciary services under ERISA Section 3(16). 401K Engineers Inc. offers portfolio management to individual investors and advisory services to retirement plan sponsors, including pension and profit-sharing plans, as well as charitable organizations. The firm focuses on customized investment policies and long-term strategies, integrating pension consulting and coordination with estate-planning attorneys.

Nathan Williamson is a financial advisor with Waystone Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at New York Life Insurance Company and Findec Wealth Services, Inc. He is also a licensed insurance agent in Washington. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses, using a customized, fiduciary approach that emphasizes strategic asset allocation and long-term investment horizons.

Christopher Fahey is a financial advisor at King Financial with a Series 65 designation. He has experience at King Financial since 2024 and has held roles at Tim Wheeler Accountancy Corporation and Gravity Picks Inc. Outside of finance, he previously worked in the entertainment industry with Elite DJ. King Financial serves individuals, high-net-worth clients, and business entities by providing portfolio management, financial planning, and specialized real estate advisory services. The firm uses a long-term, modern-portfolio-theory approach and offers tailored investment strategies including 1031 exchange and Qualified Opportunity Zone consulting.

Timothy Wheeler is a financial advisor at King Financial with three years of industry experience and a Series 65 credential. He previously worked for Bill Pollard CPA and runs his own CPA practice, Wheeler CPA Group PC, alongside his advisory role. King Financial is a small advisory firm serving primarily individual and high-net-worth clients, as well as certain corporate accounts. The firm employs long-term, modern portfolio theory strategies with diversified asset allocations and provides specialized services including pension consulting and Qualified Opportunity Zone advisory work.

Devin King is a financial advisor with King Financial in Lathrop, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at King Financial since 2015 and previously spent three years at Client One Securities. Outside of his advisory role, King is an independent licensed insurance agent and manages Damask Holdings, a business involved in buying and selling collectibles. King Financial serves individuals, high-net-worth clients, and business entities by providing portfolio management, financial planning, pension consulting, and specialized real estate and Qualified Opportunity Zone advisory services. The firm uses a long-term, modern portfolio theory approach and tailors investment strategies to client goals and risk tolerances.

Kyle Toledo is an advisor at Forthright Capital with a Series 65 designation and no prior industry experience. He has worked at Forthright Capital Advisory and Forthright Capital Partners since 2025 and has a background that includes roles with the Lodi Unified School District, Taco Bell, and California State University. Forthright Capital Advisory manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios and conducts regular quarterly reviews, employing third-party technology and due diligence on outside managers as part of its oversight.

Jeffrey Burrow is a CFP® and Series 66 professional with 26 years of experience in financial advising. He has worked at Sierra Ocean, LLC since 2021 and previously spent seven years with Goldman Sachs Personal Financial Management. Outside of advising, he is a licensed independent insurance agent and a limited partner in a family entertainment trampoline park. Sierra Ocean, LLC provides investment management and financial planning services to individuals, trusts, estates, businesses, nonprofits, and retirement plans. The firm manages approximately $545 million in client assets using tailored asset allocation strategies and offers both discretionary and non-discretionary advisory arrangements.

Dezaree Seeds is a Certified Financial Planner (CFP®) with 13 years of industry experience. She has worked at Sierra Ocean, LLC since 2021 and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management as well as financial planning and consulting. The firm customizes asset allocations using a range of investment vehicles and offers ongoing portfolio monitoring and access to third-party platforms and independent managers.

Vijay Malik is a financial advisor at Sophis Investments LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Everest Group LLC and Holliday Fenoglio Fowler, L.P. Outside of his advisory role, he serves as president of Middle America Capital, a Nebraska real estate investment company. Sophis Investments is a small team advisory firm serving individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity approach with long-term holdings and uses performance-based fees for qualified clients, managing both individual accounts and pooled investment vehicles.

Mayra Meza is a financial advisor at Sierra Ocean, LLC with a Series 65 designation and four years of industry experience. Prior to joining Sierra Ocean, she held positions at The Save Mart Companies, California State University, Stanislaus, Modesto Junior College, and OpenDoor Services. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm customizes asset allocations using mutual funds, ETFs, individual equities, fixed income, and selectively employs interval and private investment funds.

Dennis Goldstrand is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 66 license, and has 47 years of industry experience. He has been associated with On Investment Management Company since 2001 and also maintains ownership of Goldstrand Planning Group and Goldstrand Insurance Services. In addition to his advisory work, he refers potential clients to American Express Corporate Services for corporate credit card programs. On Investment Management Company provides financial planning and investment advisory services to a diverse client base including individual investors, charitable organizations, businesses, and retirement plans. The firm offers a combination of fee-based financial planning, access to multiple third-party investment programs, and both discretionary and non-discretionary managed account options.

Emerita Flores is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 16 years of industry experience. She has worked at Coppell Advisory Solutions since 2021 and previously spent 11 years at Global Asset Management Group, Inc. Outside of her advisory role, she is also a broker and officer at Bay View Realty, a real estate brokerage. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses a combination of internally developed and independent asset allocation models alongside fundamental and technical analysis to manage portfolios tailored to client objectives.

George Saljian is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. He has worked at Way Financial and Foundations Investment Advisors since 2024 and has over a decade of experience with Flory Construction, Inc. Saljian serves as a planning commissioner for the City of Ripon, reviewing projects related to planning and zoning issues. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Herson Royce Taasin is a financial advisor with Coppell Advisory Solutions LLC, holding four years of industry experience. He has worked with Coppell Advisory Solutions DBA Fusion Capital Management since 2021 and has additional roles at VG Capital, Kaiser, and Dameron Hospital. Outside of his advisory work, he serves as an emergency department technician at both Kaiser and Dameron Hospital. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a combination of internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision to align with client objectives.

Leyne Fernandez is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. Prior to joining Coppell Advisory Solutions, Fernandez has been associated with VG Capital Financial Services since 2009. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate/business clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment process combining internally developed asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Manjit Singh is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, and Merrill. Outside of advisory work, he is involved as an insurance agent with Actus Wealth Strategies Insurance Agency and is a partner in an extended stay motel business. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisors, offering portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across a range of asset classes using discretionary and non-discretionary approaches.

Jacob Holleman is a Series 65 licensed financial advisor at Foundations Investment Advisors LLC with one year of experience in the industry. His prior work background includes roles in security and alarm services from 2015 to 2025. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 advisers. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies, utilizing a broad range of investment products and a network of affiliated service providers.

Joseph Laswell is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, bringing nine years of industry experience. He has worked at Way Financial and Insurance Services, Inc. since 2017, where he also serves as CEO. His prior experience includes roles at Acumen Capital Group and Abigail Life Insurance Services, Inc. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives, offering portfolio management, financial planning, retirement plan support, and sub-advisory services.

Julio Pompa Sinohui is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 63 designation and four years of industry experience. His prior roles include positions at PFS Investments, Inc., VG Capital, and Primerica Financial Services. Outside of his advisory work, he is an active real estate and insurance agent in Stockton, California. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment approach using both fundamental and technical analysis and offers an open-architecture platform across various asset classes.