Ryan Melnyk is a financial advisor at Manzanita Wealth Management LLC with two years of industry experience. He earned his Series 65 designation in 2024. 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.

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.

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.

Easan Katir is the sole advisor at Easan Katir Wealth Management, an independent firm based in Woodland, CA. He holds a Series 66 designation and has 28 years of industry experience, including 25 years at his current firm. Katir serves as a director of the Hindu American Foundation and is an owner and consultant for Cornucopia Capital, LLC, where he assists with acquisitions, financing, and staffing. Easan Katir Wealth Management provides portfolio management for high-net-worth individuals, trusts, charitable institutions, and corporate pension and profit-sharing plans. The firm employs a proprietary quantitative investment approach focused on absolute returns through non-correlated strategies across U.S. markets, and it also offers pension plan design, administration, and consulting services.

David Meagher is a financial advisor at Flyway Advisors with seven years of industry experience. He holds the Series 63 and Series 65 designations. Outside of advising, Meagher serves as Vice President of Engineering at Fireclay Tile and is the CEO of RedTeal, Inc., a technology consulting firm. Flyway Advisors provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, charitable organizations, and employer-sponsored pension and profit-sharing plans. The firm combines institutional retirement-plan consulting with individual wealth management and distributes a quarterly market commentary newsletter.

Michael Steele is a financial advisor at Reliance Investing, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Investment Only Annuities, LLC, Steele Asset Management, Signator Financial Services, Raymond James Financial, and Morgan Stanley. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting primarily to individuals, plan sponsors, and trusts. The firm focuses on diversified, systematic portfolios with active monitoring and serves mostly non-high-net-worth clients without a firm minimum account size.

Eugene Hsu is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Archer Pointe Wealth Management, LLC. His previous roles include positions at Chamberlain Financial Planning & Wealth Management, Paragon Financial Services, Commonwealth Financial Network, LPL Financial, and True Wave Financial Planners. Hsu serves as treasurer for the Ben Ali Shrine's Wrecking Crew, an activity unrelated to his advisory work. 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 operates as a fee-only adviser focusing on diversified asset allocation strategies and offers retirement-plan fiduciary services along with limited-scope hourly engagements.

James Smith is a Chartered Financial Consultant (ChFC®) with 50 years of industry experience. He is currently with Strategic Advocates, LLC, joining the firm in 2023 after prior roles at Crown Capital Securities, L.P. and Cambridge Investment Research Advisors, Inc. Smith also operates various independent insurance agencies. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, portfolio management, and retirement plan consulting. The firm employs diversified asset-allocation models and offers a broad investment toolkit, managing approximately 2,600 clients across six offices with a team of seven advisors.

Kurt Schrader is a CFP® with nine years of industry experience, currently serving at Carbahal Olsen Financial Services Group LLC. He has worked at the firm since 2017 and previously spent seven years at Purves & Associates. Carbahal Olsen Financial Services Group provides comprehensive and limited financial planning and discretionary asset management to individuals, small businesses, and pension/profit-sharing plans. The firm employs a Core/Satellite investment approach focused on low-cost ETFs and diversified strategic allocations combined with tactical satellite positions, and manages approximately $257.6 million in assets under management.

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.

Bradley Harsch is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Crown Capital Securities. Outside of his advisory role, he serves as secretary for the Nancy Gressley Education Foundation, a nonprofit providing scholarships to college-bound students, and assists with bookkeeping for his wife's interior design business. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement plan consulting. The firm uses diversified asset-allocation models and a broad investment toolkit to tailor advice to each client, managing approximately 2,600 clients across seven advisors and multiple offices.

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.

Collin Sinnott is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Crown Capital Securities, L.P., Cambridge Investment Research Advisors, Inc., and the University of California, Davis. Outside of finance, he has experience working in the food service industry with Insomnia Cookies and Poke Bar. Strategic Advocates provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses proprietary asset-allocation models and oversees third-party independent managers to implement a range of investment strategies, including traditional and alternative exposures.

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 15 years of industry experience and is currently with Archer Pointe Wealth Management, LLC. He previously worked at Chamberlain Financial Planning LLC and Libra Wealth LLC. Archer Pointe Wealth Management offers financial planning, investment management, and wealth management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm provides fee-only advisory services with a focus on diversified asset allocation, tax-aware portfolio management, and discretionary account management.

Megan Miller is an Associate Wealth Advisor at Towerpoint Wealth, LLC in Sacramento, CA, with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, the State of California Department of Housing, Apercen Partners, and Keller Williams. Outside of her advisory role, she operated Miller Creations Online from 2019 to 2023. Towerpoint Wealth manages approximately $561 million for individual and high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, financial planning, and retirement plan consulting using a multi-disciplinary investment approach that incorporates fundamental, technical, and cyclical analysis with tailored strategies across various asset classes.

Joseph Eschleman is a financial advisor at Towerpoint Wealth, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and Wells Fargo Advisors. He also advises clients on cryptocurrency investments through Eaglebrook Advisors. Towerpoint Wealth manages approximately $561 million for individuals, high-net-worth clients, trusts, estates, and business plans. The firm provides wealth management, financial planning, and retirement plan consulting, employing tailored investment strategies with ongoing portfolio monitoring and a multi-disciplinary approach.

Michaela Griggs is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Sage Advisors, LLC since 2014 in various capacities and previously was with Kms Financial Services, Inc. from 2015 to 2020. Michaela is part of a four-advisor team based in Woodland, CA. Sage Advisors serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses customized portfolios with a range of investment vehicles and is noted for its pension consulting services and client education initiatives.