Mark Dyer is a financial advisor at Mechfi in Sacramento, CA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America Corp, Edward Jones, J.P. Morgan Securities, Comerica Securities, Motif, and Lumity, Inc. Outside of his advisory role, he is a 25% owner of Mary's Mobile Kitchen, a restaurant business, for which he creates marketing materials. Mechfi provides fee-based advisory services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment process follows Modern Portfolio Theory and uses diversified portfolios of ETFs, mutual funds, REITs, individual equities, and fixed income, with ongoing monitoring and client education through newsletters and seminars.

Jonathan Sorunke is the principal of Sorunke Wealth Advisors in Davis, California. He holds a Series 65 designation and has three years of industry experience, including prior roles with the US Army Corps of Engineers and the State of California. In addition to his advisory work, he is a licensed real estate agent assisting clients with property transactions. Sorunke Wealth Advisors offers non-discretionary investment management and financial planning to retail and high-net-worth individuals and small businesses. The firm employs a client-profile-driven process focused on fundamental equity analysis and fixed-income strategies, delivering recommendations for client implementation through selected retail brokerages.

Richard Loek is a financial advisor with Onesta Wealth Management, LLC in Sacramento, CA, holding a Series 65 designation and 18 years of industry experience. He has been with Onesta Wealth Management since 2012 and also runs Calrima Financial & Insurance Agency, where he serves as CEO and insurance agent. Onesta Wealth Management provides personalized financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis for portfolio monitoring and offers educational seminars and workshops without charge.

David Herman is a financial advisor at Cypress Point Financial Advisors in Sacramento, CA, with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Purshe Kaplan Sterling Investments since 2013. Cypress Point Financial Advisors provides asset and portfolio management services, including financial planning and investment oversight for individuals and business entities. The firm employs a blend of fundamental analysis and varied trading strategies to manage diversified portfolios across equities, debt securities, and pooled vehicles, serving both individual and institutional clients.

Samer Dhillon is a financial advisor at Quest Investment Firm in Sacramento, CA, holding a Series 65 designation with 12 years of industry experience. He previously worked at Atlas Capital, LLC from 2019 to 2021, where he also served as CEO of an investment advisory company. Quest Investment Firm provides investment advisory and wealth management services to individuals and small businesses, specializing in active management of growth-oriented equities with an equity-only approach tailored to clients’ risk profiles. The firm offers personalized wealth management services for private clients, including professional athletes and high-net-worth individuals, and does not participate in commission-based compensation or maintain custody of client assets.

Yee Ki Wan is a financial advisor with KW Wealth Management LLC in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining KW Wealth Management in 2018, Wan worked at Charles Schwab & Co., Inc. from 2005 to 2018. Wan is also a licensed insurance agent and occasionally offers clients insurance products outside of advisory services. KW Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, corporations, and 401(k) plans. The firm manages approximately $122 million across about 80 client relationships, focusing on individualized investment strategies and discretionary account management with a long-term trading orientation.

Joshua Hurd is a CFP®-certified financial advisor with 24 years of industry experience. He is the principal of Sightline Wealth in Sacramento, CA, and has prior experience at Charles Schwab Bank and Independent Financial Group. Sightline Wealth provides wealth management services to individual and high-net-worth clients, combining discretionary investment management with integrated financial planning. The firm uses a mix of fundamental and technical analysis to construct portfolios that include both passive and active investment vehicles and may oversee third-party managers as part of its advisory approach.

Daniel Rooney is the sole advisor at Rooney Wealth Management, an independent advisory firm based in Sacramento, CA. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding his firm, he worked in various educational roles, including teaching positions at the San Francisco Unified School District and San Luis Coastal Unified School District. He maintains a teaching credential and occasionally substitutes teaches. Rooney Wealth Management serves individuals and high-net-worth clients, providing fee-only investment management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis with modern portfolio theory and incorporates both passive and active investment strategies, including the use of derivatives such as covered-call writing and cash-secured puts in separately managed accounts.

Jeremy Van Ham is the sole advisor at Van Ham Wealth Management in Davis, CA. He holds a Series 65 designation and has experience in education, having worked at Santa Teresa High School, San Jose State, and CSU Global. He founded Van Ham Wealth Management in 2026. Van Ham Wealth Management is an independent registered investment adviser serving individual clients with discretionary portfolio management and financial planning. The firm uses written Investment Policy Statements to guide long-term strategies across mutual funds, equities, ETFs, fixed income, commodities, and non-U.S. securities, and offers fixed-fee, goals-based financial planning.

Amir Habib is the owner and sole advisor at Integrative Financial Strategies in Vacaville, CA, with 24 years of industry experience and a Series 66 designation. He has operated his independent firm since 2010 and also teaches graduate and undergraduate finance courses part-time at the University of Phoenix. Integrative Financial Strategies provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a structured asset-class investing framework with a focus on strategic asset allocation, long-term buy-and-hold strategies, and regular portfolio reviews, managing approximately $14.5 million in assets.

Wayne Gilbert is the sole advisor at Wayne Gilbert & Company in Davis, CA, holding a Series 63 designation with 38 years of industry experience. He has worked with OSAIC since 1989 and Northwestern Mutual since 1971. In addition to his advisory role, he serves as a registered representative and insurance agent, working with multiple insurance carriers. Wayne Gilbert & Company provides one-time financial planning services focused on clients’ financial circumstances, cash flow, insurance, and long-term goals. The firm delivers written plans on a non-discretionary basis, with implementation left to clients, and emphasizes long-term planning and efficient asset allocation without ongoing account management.

Tien Pham is a financial advisor at Royce Wealth Management LLC in Sacramento, CA, holding a Series 65 credential with approximately one year of industry experience. His prior work includes roles at GPW LLP and Gursey Schneider LLP. Royce Wealth Management LLC provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs portfolios using individual equities, fixed income, ETFs, mutual funds, money market funds, and alternative investments, employing both fundamental and technical analysis with a long-term orientation and tactical adjustments as warranted.

Vitalii Iakushev is a financial advisor at VIFINANCE L.L.C. with a Series 65 credential and two years of industry experience. His prior work includes roles at Walmart Global Tech and West Leasing, as well as self-employment and positions in the automotive industry. VIFINANCE L.L.C. provides discretionary portfolio management and consultative asset-allocation guidance primarily to individuals and high-net-worth clients. The firm focuses on fundamental analysis and long-term investment strategies, emphasizing U.S. large-cap equities with diversification through fixed income and ETFs.

David Sefton is a ChFC® and Series 65 credentialed financial advisor with 13 years of industry experience. He has been the sole advisor at Sefton Financial Planning since 2012, operating out of Sacramento, CA. Sefton Financial Planning is a sole proprietorship providing fee-only financial planning and investment advisory services to individuals and high-net-worth clients. The firm emphasizes a long-term, asset-allocation approach using low-cost mutual funds and ETFs, offering written plans and non-discretionary assistance without managing client assets or engaging in discretionary trading.

Magnum Drew is a Series 66 licensed financial advisor with nine years of industry experience, currently serving as the sole advisor at Financial Client LLC since 2022. Prior to this, he worked with firms including Avantax Investment Services, Inc. and 1st Global Capital Corp. In addition to his advisory role, he owns Magnum CPA PC, an accounting and tax preparation business, and operates FitAdvantages, a financial fitness and wellness coaching service. Financial Client provides discretionary portfolio management, assets-under-advisement services, and facilitates client relationships with third-party money managers. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers educational seminars alongside initial complimentary consultations.

David Meagher is a financial advisor at Flyway Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is the CEO of RedTeal, Inc., a technology consulting firm, and serves as Vice President of Engineering at Fireclay Tile. Flyway Advisors provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, charitable organizations, and employer-sponsored retirement plans. The firm blends institutional retirement-plan consulting with individual wealth management, employing a strategy that combines fundamental and technical analysis across various investment types.

Douglas Robinson is the principal of RCM Robinson Capital Management LLC in Mill Valley, CA, with 42 years of industry experience. He has previously worked at Osaic Wealth, Inc., Securities America, Inc., and Foothill Securities, Inc. since starting his own firm in 2005. RCM provides institutional fixed-income portfolio management and related investment advice to public agencies, trusts, foundations, and high-net-worth individuals. The firm primarily manages short- and intermediate-term fixed-income portfolios on a non-discretionary basis, combining value principles, modern portfolio theory, and demographic research in its investment approach.

Nicholas Koehler is a CFA® credentialed advisor based in Sacramento, CA, affiliated with Larkspur Capital Partners. He has five years of experience at the California State Teachers' Retirement System and prior roles at WhaleShark, Pangea Chat, IESE Business School, and RVK Inc. Larkspur Capital Partners is an independent investment adviser that plans to provide discretionary portfolio management for high-net-worth individuals, families, trusts, and charitable organizations. The firm employs a fundamentally driven, long-term equity compounding approach with a performance-based fee structure and evaluates private investments alongside public equities.

Steven Burge is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has been the principal advisor at Burge Financial since 2014. Burge Financial provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $14.16 million in discretionary assets. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and primarily advises on equities, corporate debt, mutual funds, and ETFs.

Ryan Melnyk is a financial advisor at Manzanita Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and concurrently works as a Project Scientist at Lawrence Berkeley National Laboratory, where he performs research in microbiology. His prior experience includes roles in biotechnology and academia. Manzanita Wealth Management LLC provides fee-only investment management, financial planning, and retirement plan consulting to individuals and employer-sponsored plans. The firm employs a mix of passive and active strategies guided by asset-allocation principles and client risk tolerance, including a taxable-only investment tier that uses derivatives with client approval and active risk controls.