Mark Dyer is a financial advisor at Mechanical Financial in Sacramento, CA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones, J.P. Morgan Securities, Merrill Lynch, Bank of America, Lumity, Comerica Securities, and Motif. Outside of advising, he has a 25% ownership interest in Mary's Mobile Kitchen, a restaurant business, where he contributes marketing materials. Mechanical Financial is an independent investment adviser providing discretionary portfolio management and financial planning primarily for individual clients, as well as pension plans, trusts, and small businesses. The firm employs a Modern Portfolio Theory approach to build diversified portfolios and offers educational content, seminars, and retirement plan consulting tailored to client needs.

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.

Blake Fischer is a financial advisor with Fiduciary Wealth Partners in Citrus Heights, CA. He holds a Series 65 designation and has six years of experience with Fiduciary Wealth Partners. Outside of his advisory role, he works as a financial program manager at Pacific Gas & Electric, providing financial analysis to Electric Operations leaders. Fiduciary Wealth Partners offers customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation driven investment process informed by macroeconomic analysis and valuation, with an emphasis on cost-effectiveness and ongoing portfolio monitoring.

Kwadwo Osei is a CFA® charterholder and the sole principal of Atwima Wealth Management LLC, with one year of experience in the financial industry. He previously worked at Integrity Growth Partners as Vice President of Finance and Chief Compliance Officer, and has held roles at CIM Group and Citizens Financial Group. Osei maintains a full-time finance and compliance position at Integrity Growth Partners, a private equity firm. Atwima Wealth Management LLC provides asset management and financial planning services to individuals and small business owners, offering a range of investments including stocks, bonds, mutual funds, ETFs, REITs, and cryptocurrency. The firm employs both fundamental and technical analysis and manages accounts on a non-discretionary basis, incorporating various investment strategies and alternative investments.

Richard Loek is a financial advisor with Onesta Wealth Management, LLC in Sacramento, CA, holding a Series 65 designation and 18 years of industry experience. He has been with Onesta Wealth Management since 2012 and also runs Calrima Financial & Insurance Agency, where he serves as CEO and insurance agent. Onesta Wealth Management provides personalized financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis for portfolio monitoring and offers educational seminars and workshops without charge.

James Schroeder is the sole advisor at Covered Edge Asset Management, LLC in Roseville, CA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Covered Edge Asset Management since its founding in 2011. Covered Edge Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and business owners, creating personalized Investment Policy Statements based on clients’ goals, income, tax situations, and risk tolerance. The firm integrates charting, fundamental and technical analysis, and employs a range of strategies including long-term investing, active trading, options writing, and short sales, with performance-based fee arrangements available for qualified investors.

Gloria Rodriguez is a CFP® and Series 66-registered financial advisor with nine years of industry experience. She is currently the sole advisor at Golden Wealth Capital, LLC, where she has worked since 2023. Her prior experience includes roles at CapFinancial Partners, LLC (CAPTRUST), Fulfilled Finances LLC, and Northwestern Mutual Investment Services. Golden Wealth Capital, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm combines traditional advisory services with educational seminars and workshops, employing a long-term investment approach that integrates fundamental analysis, modern portfolio theory, and technical analysis across a range of investment vehicles.

David Herman is a financial advisor with Cypress Point Financial Advisors in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Cypress Point Financial Advisors since 2013. Cypress Point Financial Advisors provides asset management and comprehensive portfolio management services for individual investors and business entities, managing approximately $43.7 million in client assets across about 50 accounts. The firm employs fundamental analysis and a combination of long- and short-term trading strategies, offering individualized services that include portfolio diversification and periodic financial planning.

Samer Dhillon is a financial advisor at Quest Investment Firm in Sacramento, CA, with 11 years of industry experience. He holds a Series 65 designation and has worked at Quest Investment Firm since 2014 and Atlas Capital, LLC since 2019, where he serves as CEO and managing investment advisor. Quest Investment Firm provides portfolio management and retirement-account advice to individual and small-business clients, with wealth-management services tailored to private clients such as professional athletes and high-net-worth individuals. The firm employs an active, equities-focused investment approach centered on growth stocks and offers operational support including cash management and coordination of clients’ financial accounts.

Yee Ki Wan is a financial advisor with KW Wealth Management LLC in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining KW Wealth Management in 2018, Wan worked at Charles Schwab & Co., Inc. from 2005 to 2018. Wan is also a licensed insurance agent and occasionally offers clients insurance products outside of advisory services. KW Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, corporations, and 401(k) plans. The firm manages approximately $122 million across about 80 client relationships, focusing on individualized investment strategies and discretionary account management with a long-term trading orientation.

Matthew Curtis is a financial advisor with Alpha Retirement Wealth, LLC in Gold River, CA, holding a Series 65 designation and 12 years of industry experience. He has worked with Alpha Retirement Wealth since 2015 and also serves as an area manager for Asurea Insurance Services, where he sells life insurance and annuities. Alpha Retirement Wealth, LLC provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals and business entities. The firm utilizes a risk-parity framework and Modern Portfolio Theory in its investment approach, primarily implementing strategies through exchange-traded funds and model portfolios.

Joshua Hurd is a CFP®-certified financial advisor with 24 years of industry experience. He is the principal of Sightline Wealth in Sacramento, CA, and has prior experience at Charles Schwab Bank and Independent Financial Group. Sightline Wealth provides wealth management services to individual and high-net-worth clients, combining discretionary investment management with integrated financial planning. The firm uses a mix of fundamental and technical analysis to construct portfolios that include both passive and active investment vehicles and may oversee third-party managers as part of its advisory approach.

Daniel Rooney is the principal of Rooney Wealth Management in Sacramento, CA. He holds a Series 65 designation and began his advisory career in 2025 after previously working in education, including roles with the San Luis Coastal Unified School District and San Francisco Unified School District. He maintains an active teaching credential and occasionally works as a substitute teacher. Rooney Wealth Management provides investment management and project-based financial planning to individual and high-net-worth clients on a fee-only basis. The firm employs a modern portfolio theory approach with an emphasis on asset allocation and passive fund exposures, incorporating options and derivatives within separately managed accounts. Its services are offered through defined planning bundles, and it operates without account minimums or custody of client assets.

Ramy Hindiyeh is a financial advisor at Finmentum LLC in Elk Grove, California, holding a Series 65 designation. He has prior work experience at Honeydev Inc. and Chevron, spanning over 20 years in total. Finmentum LLC is a fee-only advisory firm that provides comprehensive financial planning and discretionary investment management primarily to individuals and families, using a disciplined, long-term, and diversified approach with an emphasis on strategic asset allocation and tax efficiency.

Jonathan Deeringer is a CFP® and CFA® credentialed financial advisor with 16 years of industry experience. He is the principal of Deeringer Wealth Management, LLC, an independent firm he founded in 2019 after working four years at Genovese Burford & Brothers. He serves as Treasurer and board member of the American River Parkway Foundation, a nonprofit focused on preserving the American River Parkway. Deeringer Wealth Management provides investment advisory, financial planning, and retirement plan consulting for individuals, trusts, nonprofits, and corporate clients. The firm’s investment approach is based on fundamental analysis and scenario-based asset allocation, using mutual funds, ETFs, and selectively managed accounts with documented use of leverage and derivatives.

James Braziel is a CFP® professional with 33 years of industry experience, currently serving at Independent Financial Group, LLC since 2022. His prior experience includes roles at Braziel & Associates LLC and NPB Financial Group, LLC. He is also involved in insurance as a sole proprietor outside of his advisory work. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm supports a national network of Investment Adviser Representatives and provides access to multiple advisory programs through its AccessPoint platform and third-party asset managers.

Vikas Salgia is a financial advisor at Nuna Investments with a Series 65 credential and over a decade of combined experience. Prior to founding Nuna Investments in 2026, he held roles at Hinge Health since 2021 and Sutter Health from 2013 to 2021. He maintains full-time non-investment employment alongside his advisory work. Nuna Investments provides discretionary investment management primarily to pooled and institutional clients, including pension plans, charitable organizations, and corporate entities, while also serving trusts, estates, and high-net-worth separately managed accounts. The firm employs a bottom-up fundamental analysis approach focused on undervalued common stocks, emphasizing long holding horizons, conservative valuation, and concentrated portfolios, and offers financial planning on an hourly or fixed-project basis.

Aaron Turner is a CFP® professional with six years of experience in financial advising. He is the sole advisor at Aaron Geoffrey Turner, an independent firm based in Sacramento, CA. In addition to his advisory role, he is the 100% shareholder of Aaron G. Turner CPA An Accountancy Corporation, where he provides accounting and CPA services. The firm offers discretionary portfolio management and financial planning to individuals, trusts, estates, and small businesses, managing approximately $76 million in assets. Its investment approach combines fundamental and cyclical analysis with a focus on long-term, buy-and-hold strategies across equities, fixed income, indexed ETFs, mutual funds, and cash equivalents.

Danielle Miura is a CFP® and holds a Series 66 license with four years of industry experience. She is the principal of Spark Financials LLC, an independent firm based in Elk Grove, CA. Prior to founding Spark Financials, she worked at West Care and attended California State University, Fresno. Outside of financial advising, she owns and operates Spark Tax LLC, providing tax preparation and consulting services. Spark Financials serves individual clients with customized financial planning and investment management, emphasizing a largely passive investment approach informed by modern portfolio theory. The firm also offers discrete consulting projects and tax services through an affiliated tax practice.

Paige Farrell is a Certified Financial Planner™ with nine years of industry experience, currently serving as the sole advisor at Endeavor Financial Planning in Sacramento, CA. Prior to founding Endeavor Financial Planning in 2017, she worked at Kevin M. Young Inc. dba Young Wealth Management and Lane Florence LLC. Endeavor Financial Planning provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, and small business owners. The firm employs a fee-only model focused on strategic asset allocation and tax-efficient investing using low-cost mutual funds and ETFs, with portfolios managed on a discretionary basis.