Paolo Marchetti is a financial advisor with 23 years of industry experience, currently serving as the sole advisor at 401K Engineers Inc. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research, Inc. from 2015 to 2020. Outside of his advisory role, he owns an S-corporation providing fiduciary services under ERISA Section 3(16). 401K Engineers Inc. offers portfolio management to individual investors and advisory services to retirement plan sponsors, including pension and profit-sharing plans, as well as charitable organizations. The firm focuses on customized investment policies and long-term strategies, integrating pension consulting and coordination with estate-planning attorneys.

Christopher Fahey is a financial advisor at King Financial with a Series 65 designation. He has experience at King Financial since 2024 and has held roles at Tim Wheeler Accountancy Corporation and Gravity Picks Inc. Outside of finance, he previously worked in the entertainment industry with Elite DJ. King Financial serves individuals, high-net-worth clients, and business entities by providing portfolio management, financial planning, and specialized real estate advisory services. The firm uses a long-term, modern-portfolio-theory approach and offers tailored investment strategies including 1031 exchange and Qualified Opportunity Zone consulting.

Timothy Wheeler is a financial advisor at King Financial with a Series 65 designation and two years of industry experience. Prior to joining King Financial, he operated his own CPA practice and worked at Bill Pollard CPA for 14 years. He continues to manage his CPA business alongside his advisory role. King Financial serves individuals, high-net-worth clients, and business entities, offering portfolio management, financial planning, pension consulting, and specialized advisory services related to real estate and Qualified Opportunity Zones. The firm employs a long-term, modern-portfolio-theory approach and provides hands-on due diligence for 1031 exchanges and DST investments.

Devin King is a financial advisor with King Financial in Lathrop, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at King Financial since 2015 and previously spent three years at Client One Securities. Outside of his advisory role, King is an independent licensed insurance agent and manages Damask Holdings, a business involved in buying and selling collectibles. King Financial serves individuals, high-net-worth clients, and business entities by providing portfolio management, financial planning, pension consulting, and specialized real estate and Qualified Opportunity Zone advisory services. The firm uses a long-term, modern portfolio theory approach and tailors investment strategies to client goals and risk tolerances.

Jeffrey Burrow is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Sierra Ocean, LLC since 2021. Prior to this, he worked for seven years at Goldman Sachs Personal Financial Management. Outside of financial advising, he is a limited partner in a family entertainment center trampoline park. Sierra Ocean, LLC provides investment management and financial planning services to individuals, trusts, estates, non-profits, and business entities. The firm customizes asset allocations using a range of investment vehicles and offers portfolio monitoring, discretionary rebalancing, and access to independent managers.

Dezaree Seeds is a Certified Financial Planner (CFP®) with 13 years of industry experience. She has worked at Sierra Ocean, LLC since 2021 and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management as well as financial planning and consulting. The firm customizes asset allocations using a range of investment vehicles and offers ongoing portfolio monitoring and access to third-party platforms and independent managers.

Vijay Malik is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Sophis Investments LLC since 2014 and previously at Everest Group LLC and Holliday Fenoglio Fowler, L.P. Outside of his advisory role, Malik serves as president of Middle America Capital, a Nebraska real estate investment company. Sophis Investments provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as trusts, endowments, and pooled investment vehicles. The firm focuses on concentrated, actively managed equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover.

Mayra Meza is a financial advisor at Sierra Ocean, LLC with a Series 65 designation and four years of industry experience. Prior to joining Sierra Ocean, she held positions at The Save Mart Companies, California State University, Stanislaus, Modesto Junior College, and OpenDoor Services. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm customizes asset allocations using mutual funds, ETFs, individual equities, fixed income, and selectively employs interval and private investment funds.

George Saljian is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Way Financial and Flory Construction, Inc. He serves as a planning commissioner for the City of Ripon, reviewing projects and developments related to planning and zoning issues. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, estates, retirement plans, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers and operates through a large network of affiliated offices and representatives.

Manjit Singh is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, and Merrill. Outside of advisory work, he is involved as an insurance agent with Actus Wealth Strategies Insurance Agency and is a partner in an extended stay motel business. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisors, offering portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across a range of asset classes using discretionary and non-discretionary approaches.

Joseph Laswell is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and nine years of industry experience. His career includes roles at Way Financial and Insurance Services, Inc., Acumen Capital Group, and Abigail Life Insurance Services, Inc. He is also CEO of Way Financial and Insurance Services, where he sells various insurance products. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, managing portfolios through model allocations and third-party sub-advisers while offering both discretionary and non-discretionary management.

Shaun Vaught is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has worked with Cetera Advisor Networks LLC since 2015 and operates Vaught and Muela Insurance Services, where he sells and services insurance products. Outside of his financial career, he serves as a pastor at Christian Worship Center, a role he has held since 1995. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a web-based platform for independent advisers and emphasizes manager selection and oversight through quantitative and qualitative evaluations.

Zeid Muhammad is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and one year of industry experience. He also works as a contract project engineer designing substation solutions for an electric utility in Northern California. Additionally, he offers life insurance and annuities as an independent agent through InVita Financial LLC. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm operates through a large network of affiliated offices and manages portfolios using model allocations and third-party sub-advisers.

James Simos II is a CFP® with 23 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2018. His prior experience includes roles at National Securities Corp and Infinity Securities, Inc. He is also a partner at Adelphia Capital LLC, where he manages commercial real estate investments. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Samuel Oceguera is a financial advisor with Primerica Advisors, holding a Series 66 designation and 18 years of industry experience. His prior work includes 17 years at MML Investors Services and Mass Mutual Life Insurance, followed by roles at Park Avenue Securities and Guardian Life Insurance Company. He serves on the State Council of Developmental Disabilities-Regional Advisory Committee. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs and a range of financial planning and consulting solutions. The firm manages approximately $15 billion in regulatory assets and supports a variety of investment strategies through discretionary and non-discretionary accounts.

Chad Parilla is a financial advisor at TLG Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at ICMA Retirement Corporation, Lincoln Financial Advisors, and Simplicity Investments. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Rajpreet Sangha is a financial advisor with Principal Financial Services in Tracy, CA, holding Series 63 and Series 65 licenses and 10 years of industry experience. His career includes roles at Wells Fargo Advisors, University of the Pacific, and ICMA Retirement Corporation before joining Principal in 2023. He also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Ryan Formanek is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Churchill Management Group for over a decade prior to joining Focus Partners Wealth. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and provides a broad range of financial and fiduciary services.

Sabrina Mohabat is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2015 to 2022. Outside of her advisory role, she owns Boujee Bar LLC, a dessert cart business specializing in cotton candy rentals. Her firm, Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Manpreet Kaur is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Wells Fargo, and JPMorgan Chase. Outside of her advisory role, she is involved as a secretary for AnchorJoy Properties LLC, a property management entity for her personal real estate holdings. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, with a focus on non-discretionary client decision-making and centralized due diligence.