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.

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.

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.

Eugene Hsu is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Archer Pointe Wealth Management, LLC. His prior roles include positions at Chamberlain Financial Planning & Wealth Management, Paragon Financial Services, and Commonwealth Financial Network. Outside of his advisory work, he serves as the treasurer for the Ben Ali Shrine Wrecking Crew. Archer Pointe Wealth Management provides financial planning, investment management, and wealth-management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm follows a predominantly passive investment approach focused on diversified portfolios, tax efficiency, and tailored recommendations based on clients’ goals and risk tolerance.

Kurt Schrader is a CFP® professional with eight years of experience in the financial services industry. He has worked at Carbahal Olsen Financial Services Group LLC since 2017 and previously spent seven years at Purves & Associates. Schrader holds a Series 65 license and is based in Davis, CA. Carbahal Olsen Financial Services Group LLC provides financial planning, consultation, and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as small businesses and retirement plan clients. The firm employs a core/satellite investment approach using low-cost ETFs and select actively managed mutual funds, with tactical satellite allocations tailored for tax or client-specific constraints.

Manuel Carbahal is a financial advisor with Carbahal Olsen Financial Services Group LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with Carbahal Olsen Financial Services Group since 2010 and also serves as Vice President at Carbahal & Company, an accounting practice where he devotes a significant portion of his time. Additionally, he is a managing member of Final Ledger, LLC, a tax preparation business. Carbahal Olsen Financial Services Group LLC provides financial planning, consultation, and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as small businesses and retirement plan clients. The firm employs a core/satellite investment approach using low-cost ETFs and select actively managed mutual funds, maintaining a notable scale with over $212 million in assets under management and more than 230 client relationships.

Rodney Nishikawa is a financial advisor with RMC Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His background includes roles at Cetera Advisors, First Allied Advisory Services, and First Allied Securities. Outside of advisory work, he serves as CEO of Nishikawa Farms, Inc., a family-owned business. RMC Financial Advisors primarily serves individual clients, including many high-net-worth households, as well as businesses, charities, and small pension plans. The firm offers customized financial planning and discretionary portfolio management, focusing on a conservative, low-turnover investment approach and maintaining a formal affiliation with a CPA practice and a licensed insurance professional.

Mark Wong is a financial advisor at Rmc Financial Advisors, LLC with 22 years of industry experience. He has held his current role since 2007 and holds Series 63 and Series 65 licenses. RMC Financial Advisors, LLC primarily serves individual clients, including many high-net-worth households, as well as businesses, charities, and small pension plans. The firm provides financial planning and discretionary portfolio management, focusing on a conservative, low-turnover investment approach tailored to each client’s circumstances.

Christopher Wink is a financial advisor at Rmc Financial Advisors, LLC with 18 years of industry experience. He holds the PFS™ and Series 63 designations and has been with Rmc Financial Advisors since 2007. In addition to his advisory role, he is the owner and president of WINK ACCOUNTANCY CORP., a CPA firm. Rmc Financial Advisors primarily serves individual clients, including many high-net-worth households, as well as businesses, charities, and small pension plans. The firm provides financial planning and discretionary portfolio management, using a conservative, low-turnover investment approach tailored to each client’s needs.

Gary Cohen is a CFP® with 14 years of industry experience, currently serving at Archer Pointe Wealth Management, LLC since 2020. He previously worked at Libra Wealth LLC and Chamberlain Financial Planning LLC. Archer Pointe Wealth Management provides financial planning, investment management, and wealth-management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes a predominantly passive investment approach, using diversified portfolios with no-load mutual funds and ETFs, and offers a mix of discretionary and non-discretionary services with fee-only arrangements.

Michael Hathaway is a financial advisor at Epsilon Financial Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Epsilon Financial Group since 2018. Prior to that, he was employed at The Prudential Insurance Company of America and Pruco Securities, LLC, and was self-employed for four years. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm emphasizes portfolio management and comprehensive financial planning based on Modern Portfolio Theory and integrates AI and machine learning tools alongside professional oversight.

Mark Sievers is a CFP® and Series 63 designated advisor with 23 years of industry experience. He has been with Epsilon Financial Group, Inc. since 2005. Outside of his advisory work, he is the owner of Il Fiorello Olive Oil Company. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities, emphasizing diversified portfolios typically composed of mutual funds and ETFs. The firm uses a hybrid advisory model supported by AI-driven platforms and licensed professionals who oversee all investment strategies.

Peter Mattei is a CFP® professional with 12 years of industry experience. He has been with Epsilon Financial Group, Inc. for 16 years. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm’s approach is grounded in Modern Portfolio Theory, emphasizing diversified mutual funds and ETFs, and incorporates AI and machine learning tools alongside professional oversight.

William Lawton is a financial advisor with Capital Markets IQ, LLC, holding a Series 63 designation and bringing 17 years of industry experience. He serves as Chairman and CEO of Seagate Global Group, a private investment and trading firm, and manages an affiliated company involved in box and paper recycling. Lawton is also a Senior Advisor with SeaSpire Advisors, LLC, where he provides advisory and consulting services. Capital Markets IQ, LLC delivers investment advisory and sub-advisory services to retail and institutional clients, including individuals, high-net-worth investors, and small businesses. The firm employs a multi-branch model with centralized supervision, offering portfolio management, financial planning, and consulting across a broad range of investment instruments.

Leo Martinez is a financial advisor at Epsilon Financial Group, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with various insurance carriers, Bridge Property Management, and Waddell & Reed, Inc. for over two decades. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and business entities. The firm utilizes a hybrid advisory model with investment recommendations grounded in Modern Portfolio Theory, incorporating diversified mutual funds and ETFs, while employing AI and machine learning tools reviewed by licensed professionals.

Kevin Harper is a financial advisor at Copper Financial with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments in various roles from 2011 through 2025. Copper Financial serves credit union members, including those affiliated with its parent organization and other program credit unions, offering financial planning, brokerage services, discretionary portfolio management through third-party referrals, and a model-based wrap program. The firm works with both individual and institutional clients and features a dual registration as a broker-dealer and SEC-registered investment adviser.

Benjamin Bimson is a financial advisor at Trek Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at Trek Financial since 2008, with a four-year tenure at World Equity Group from 2015 to 2019. Outside his advisory role, he is an associate of an approved DBA focused on life, health, and annuity sales. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical investment approaches, integrates artificial-intelligence tools under governance, and provides a wide range of model and alternative investment options.

Matthew Swanson is a financial advisor at Golden State Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Golden State Wealth Management and affiliated with LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of analytic approaches and offers discretionary portfolio management alongside standalone planning or consulting services.