David Jackson is a financial advisor with Silverback Financial in Valley Springs, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He founded Silverback Financial in 2018 after seven years with Integral Investment Advisors. Silverback Financial provides portfolio management and financial advice to individuals, families, business owners, and various entities, offering both discretionary and non-discretionary management. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and technical charting to tailor asset allocations and investment strategies to client goals.

Steven Bell is a CFP® with 16 years of industry experience, currently serving at The Wealth Conservatory in Plymouth, CA. He has been with Comprehensive Planning Associates, Inc. since 2009. The Wealth Conservatory provides comprehensive financial planning, consulting, and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a fee-only, passive investment approach based on Modern Portfolio Theory, emphasizing systematic rebalancing, tax-loss harvesting, and cost-effective asset allocation.

Ryan Shortridge is a financial advisor at APS Investment Management Group with 21 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2005. In addition to his advisory role, he is involved in the sale of non-variable insurance. APS Investment Management Group offers investment advisory services to individual and corporate clients, managing discretionary assets through a wrap fee program and providing pension consulting. The firm employs a combination of fundamental and technical analysis with varied investment strategies and serves a large client base with a two-advisor team.

Kevin Kraft is a financial advisor with APS Investment Management Group and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including 14 years at LPL Financial and 16 years with APS Associates. Outside of his advisory work, he is involved in fixed insurance products such as term, universal, whole life, disability income, and long-term care insurance. APS Investment Management Group serves individual and corporate clients, including high-net-worth individuals and employer plan sponsors, offering portfolio management through a firm-sponsored wrap fee program and pension consulting services. The firm manages approximately $171.5 million in discretionary assets across about 550 client relationships, utilizing a combination of fundamental and technical analysis with accounts reviewed at least quarterly.

Rick Healy is a CFP® with 43 years of industry experience, currently serving at Southland Equity Partners, LLC since 2024. He previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Healy is co-president of the Amador Flyfishers club, a local community organization. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis to manage mostly discretionary portfolios and evaluates third-party managers for specific asset classes.

Ronald Roberts is a financial advisor with Wealthcare Asset Management, LLC and holds 4 years of industry experience. He has also operated the Roberts Retirement Group since 1990, focusing on insurance sales and services. Wealthcare Asset Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm emphasizes a technical and market-timing investment approach with a disciplined sell-side strategy that includes use of ETFs, stocks, bonds, mutual funds, options, and derivatives.

Drew Mc Curdy is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Aspen Creek Financial and Appreciation Financial. Outside of financial advising, he serves as an operations manager in the transportation industry. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations. The firm employs a core investment approach that combines exchange-traded options with conservative income-producing assets to manage risk and pursue market appreciation, and it offers specialized services including sub-advisory roles and management of a pooled investment vehicle focused on permanent life insurance policies.

Larry Fletcher is a CFP® professional with 40 years of industry experience. He has worked at Ameriprise, LPL Financial, and Mariner Independent Advisor Network before joining Private Advisor Group, LLC. In addition to his advisory work, he provides investment advisory services through Mariner Independent Advisor Network LLC, an independent registered investment advisor. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model that utilizes both proprietary and third-party investment platforms and strategies.

David Ivan is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Empower Advisory Group and has previous experience at GWFS Equities, Inc and T. Rowe Price. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s integrated approach is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

William Peterson is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Brookstone since 2008. In addition to his advisory role, he is involved in life and health insurance sales, assists with enrolling individuals in pharmaceutical financial assistance programs, and participates in precious metal sales. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset allocation models and a range of investment strategies, including ETFs, mutual funds, options-enhanced strategies, and structured notes, often working with internal and external sub-advisors.

Karen Dejong is a Series 66-credentialed financial advisor with 27 years of industry experience. She has worked at OSAIC since 2024 and previously held roles at Securities America Advisors, Inc. and Foothill Securities, Inc. Outside of advising, she owns and manages a commercial property with multiple tenants, including local businesses and nonprofits. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad advisor network, utilizing asset-allocation tools, risk assessments, and access to both proprietary and third-party investment platforms.

Danelle Dix is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2003, totaling 22 years of industry experience. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and services. The firm manages approximately $1.01 trillion in assets and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Timothy Knittel is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Knittel is a financial advisor at Edward Jones with 24 years of industry experience, all spent at the same firm since 2002. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is involved in managing a commercial rental property in Sutter Creek, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Figueroa is a CFP®-credentialed financial advisor with four years of industry experience. He is the sole advisor at Hesperian Wealth, an independent firm, and has previously worked at Litman Gregory. Hesperian Wealth provides investment advisory and portfolio management services primarily to individual clients, while also managing portfolios for institutional clients. The firm focuses on tailored portfolio management and ongoing oversight to align investments with client objectives through ongoing advisory engagements.