Gregory Bronson is a financial advisor at Hill Country Kingdom Advisors with four years of industry experience. He holds a Series 65 designation and has held roles at Tek-Wise Financial, Hill Country Financial Services LLC, and several insurance and advisory firms. Bronson is also involved with the Catholic Order of Foresters and owns Hill Country Financial Services, an insurance agency offering health and property/casualty lines. Hill Country Kingdom Advisors operates under Tek-Wise Financial Planners LLC and provides discretionary portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to guide asset allocation and selection, manages accounts on a discretionary basis, and incorporates active trading strategies including margin and options.

Matthew Pederson is the sole advisor at MP3 Finance LLC, an independent firm based in Cameron Park, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to founding MP3 Finance LLC, he worked at Life Time Fitness and Sutter Health. Outside of financial advising, Pederson operates a personal training business and runs an educational YouTube channel. MP3 Finance LLC offers discretionary and non-discretionary portfolio management, financial planning, coaching, and SEP IRA services for individuals across various life stages. The firm employs a combination of fundamental and technical analysis with a focus on long-term holdings in stocks, bonds, and ETFs, incorporating options strategies and limited use of digital asset ETFs and margin for suitable clients.

Kathleen Faulkner is the principal of Faulkner Financial Planning, LLC, an independent advisory firm, with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has operated her firm since 2012. In addition to her advisory work, she owns Divorce Advisory Services, LLC, which provides financial analysis and mediation related to divorce, and serves on the board of directors for Summitview Child Treatment Center. Faulkner Financial Planning primarily serves individual and household clients, as well as high-net-worth and corporate clients, offering comprehensive financial planning. The firm employs a non-discretionary approach by creating individualized plans and selecting third-party asset managers to implement and adjust portfolios, while maintaining ongoing investment oversight and client reviews.

Dorete Ben David is a CFP® professional with 9 years of industry experience. She has operated Ben-David Financial Planning since 2003. The firm provides comprehensive financial planning and portfolio management to individuals, couples, families, and business owners. Serving a small client base, the firm delivers customized, goal-oriented advice and primarily uses no-load mutual funds alongside individual bonds and alternative investments, operating largely on a non-discretionary account management basis.

Mark Harris is the sole advisor at Mark Harris Services in Cameron Park, CA, holding a Series 66 designation with 5 years of industry experience. He has operated Mark Harris Services since 2001. The firm provides continuous investment supervisory services and incidental financial planning to individuals, high net worth clients, and a range of institutional clients including charitable institutions and municipalities. Its investment process combines fundamental and technical analysis with a 12- to 18-month time horizon, generally operating on a non-discretionary basis and tailoring programs to client objectives and restrictions.

Paul Rossi is the sole advisor at Rossi Financial Group in El Dorado Hills, CA, holding the CFA® designation and Series 63 license with 13 years of industry experience. He has led Rossi Financial Group since 2012. Outside of advisory services, Rossi is also a licensed real estate broker in California, an activity that occupies less than one percent of his time and is unrelated to his investment practice. Rossi Financial Group provides financial planning, investment consultation, and supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a Core + Satellite investment approach combining index-based core holdings with actively managed satellite positions, primarily on a non-discretionary basis, and offers pension consulting and educational workshops on retirement, estate, and investment topics.

Gene Tabb III is a financial advisor at 5 Talents Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, SCF Securities, Golden State Propane, and Sierra Wealth Management, where he is also owner and president. Outside of advising, he serves as a board member of the Placerville Lions Club. 5 Talents Advisors is a registered investment adviser serving individuals, corporations, charities, and retirement plans. The firm manages approximately $54 million in discretionary assets using customized model portfolios and a combination of fundamental and technical analysis across various asset classes.

Rhett Beal is a financial advisor at MW Investment Strategy with 11 years of industry experience. He holds a Series 65 designation and has worked with Van Hulzen Asset Management, LLC, and Citadel Family Insurance Solutions LLC, where he serves as Vice President and licensed insurance agent. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm utilizes diversified model portfolios consisting mainly of low-cost mutual funds and ETFs, with a tactical overlay and an emphasis on loss-threshold risk management.

Benjamin Anderson is a financial advisor at WealthGuard Advisors, Inc. in Placerville, CA, holding a Series 65 designation and with one year of industry experience. Prior to joining WealthGuard Advisors, he worked at AeroVironment and In-N-Out Burger. WealthGuard Advisors serves individuals, including high net worth clients, as well as charitable organizations and corporations, offering portfolio management, financial planning, advisory consulting, and third-party money manager recommendations. The firm employs a primarily long-term investment approach with some use of derivatives and option-writing strategies and manages over $170 million in client assets.

Craig Vanhulzen is the principal advisor at MW Investment Strategy with 27 years of industry experience. He has been leading Van Hulzen Asset Management since 1998. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm serves a diverse client base including employed and retired individuals, working couples, small business owners, and other professionals, using diversified model portfolios primarily composed of low-cost mutual funds and ETFs with a tactical overlay.

Adam Anderson is a financial advisor at WealthGuard Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at WealthGuard Advisors since 2010, with a brief tenure at Arbor Point Advisors. Outside of his advisory role, Anderson serves on the boards of the El Dorado County Chamber of Commerce, Mother Lode Rehabilitation Enterprises, Inc., and the Marshall Foundation for Community Health, and manages a whitewater rafting business. WealthGuard Advisors serves individuals, charitable organizations, and corporations, offering portfolio management, financial planning, and advisory consulting. The firm employs a primarily long-term investment approach supplemented by shorter-term strategies when appropriate, utilizing a mix of analytical methods and options-based strategies within customized portfolios.

Jarrod Jacobi is a financial advisor with MW Investment Strategy and holds Series 63 and Series 66 designations. He has 28 years of industry experience, having worked previously at Van Hulzen Asset Management, Wells Fargo Clearing, WELLS FARGO Advisors, and Waddell & Reed. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm implements client strategies through diversified model portfolios focused on low-cost mutual funds and ETFs, employing discretionary authority and risk management in coordination with clients’ insurance, tax, and legal advisers.

Jayson Jay is a financial advisor at 5 Talents Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harvest Wealth Advisors, Inc. and Resource Investment Architects, Inc. Additionally, he conducts an insurance business as a sole proprietor focused on fixed and variable annuities and term insurance. 5 Talents Advisors provides comprehensive financial planning, consulting, and discretionary portfolio management to individuals, corporations, charities, and qualified retirement plans. The firm uses customized model portfolios combining fundamental and technical analysis and offers ongoing account reviews and quarterly performance reporting.

Nicholas Destefano is a financial advisor at Trendscast Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Forward Financial and D'Arcy Wealth Management. Outside of his advisory role, he is the owner of Forward Financial, where he also acts as an insurance agent. Trendscast Financial provides investment advisory and financial planning services to individuals, charitable organizations, and pension/profit-sharing plans. The firm customizes portfolios based on clients’ investment policy statements and employs a range of strategies including charting, fundamental and technical analysis, with options for discretionary or non-discretionary management.

Bradley Nicholson is a CFP® and holds a Series 65 license, with 21 years of experience in the financial industry. He has been with MW Investment Strategy since 2016 and also worked at Van Hulzen Asset Management, LLC from 2005 to 2019. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm serves employed and retired individuals, working couples, small business owners, and other professionals, managing accounts through diversified model portfolios primarily composed of low-cost mutual funds and ETFs, with an emphasis on risk management and coordination with clients’ other advisers.

Blake Anderson is a CFP® with eight years of industry experience, currently serving at Wealthguard Advisors, Inc. He previously held roles at Copley Alternative Investments Inc. and has experience working with Brigham Young University and the Church of Jesus Christ of Latter-Day Saints. Anderson is a board member of Hands 4 Hope - Youth Making a Difference, a nonprofit organization providing leadership experiences for youth. WealthGuard Advisors serves individuals, charitable organizations, and corporations, offering portfolio management, financial planning, and advisory consulting. The firm’s investment approach combines long-term strategies with flexibility for shorter-term trading and employs analytical methods including modern portfolio theory and technical analysis, with a distinctive use of derivatives and option-writing strategies in separately managed accounts.

Paul Nederveld is a Series 65-licensed financial advisor at MW Investment Strategy with five years of industry experience. His career includes positions at Van Hulzen Asset Management and Holt of California. MW Investment Strategy provides investment management and financial planning services to individuals, family partnerships, trusts, and closely held businesses. The firm employs diversified model portfolios primarily composed of low-cost mutual funds and ETFs, with a tactical overlay for asset-class adjustments, emphasizing risk management and coordination with clients' insurance, tax, and legal advisers.

Shirley Burrows is a financial advisor at Van Hulzen Financial Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Van Hulzen Asset Management in 2019, she worked at Rising Sun Montessori for four years. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides wealth management and financial planning, utilizing a combination of technical, fundamental, and cyclical analysis across multiple investment strategies.

Caleb Hilliker is a financial advisor at Statheros Financial Solutions, Inc. with three years of industry experience. He holds a Series 65 designation and has prior work experience that includes roles at Azusa Pacific University and as a California Notary Public. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs globally diversified, generally long-term strategies using mutual funds and ETFs, supported by a proprietary Portfolio Builder tool to tailor allocations based on client tax status, financial need, and risk tolerance.

Emilie Andres is a CFP® professional at Statheros Financial Solutions, Inc. with eight years of industry experience. She has previously worked at Braziel & Associates, LLC, NPB Financial Group, LLC, and Gibson Capital Management. Emilie holds a Series 65 license and is based in El Dorado Hills, CA. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a proprietary Portfolio Builder tool with globally diversified, long-term strategies primarily composed of mutual funds and ETFs, and offers additional services such as retirement-plan advisory and actuarial consulting.