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.

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 63 and Series 65 licenses and has held roles at several firms including LPL Financial and Securities America. Outside of finance, he is Vice President of Engineering at Fireclay Tile and serves as CEO of RedTeal, Inc., a technology consulting firm. Flyway Advisors provides discretionary investment management and financial planning for a diverse client base, including retirement plans, corporations, charitable organizations, and individuals. The firm employs a combination of income, growth, and limited speculative strategies using both fundamental and technical analysis, and offers retirement-plan consulting alongside investment management services.

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. in Fairfield, CA, with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Epsilon Financial Group since 2018, following roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and offers collaborative client relationships with ongoing portfolio management and comprehensive financial planning.

Mark Sievers is a CFP® with 23 years of industry experience and has been with Epsilon Financial Group, Inc. since 2005. He is also the owner of Il Fiorello Olive Oil Company, a business he has managed since 2007. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities, focusing on diversified asset allocation and comprehensive financial planning. The firm operates as a small team of five advisors serving approximately 484 clients across three offices.

Peter Mattei is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with Epsilon Financial Group, Inc. since 2010. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities, focusing on diversified asset allocation and collaborative client relationships. The firm manages approximately $552 million across about 484 clients through a team of five advisors.

William Lawton is a financial advisor with Capital Markets IQ, LLC and holds a Series 63 designation. He has 17 years of industry experience and has held positions at firms including Seaspire Advisors, LLC and Concert Wealth Management, Inc. Lawton is also Chairman and CEO of Seagate Global Group, a private investment and trading operation, where he manages affiliated companies involved in financial and economic advising as well as recycling. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain international clients. The firm uses a combination of fundamental and technical analysis alongside proprietary strategies and offers a range of wealth management, consulting, and alternative investment services.

Leo Martinez is a financial advisor at Epsilon Financial Group, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked with various insurance carriers, Bridge Property Management, and Waddell & Reed, Inc. since 2003. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities, focusing on diversified asset allocation and collaborative client relationships. The firm manages approximately $552 million across about 484 clients through a small team of five advisors.

Kevin Harper is a financial advisor at Copper Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments, including seven years with Fidelity Personal and Workplace Advisors. Copper Financial primarily serves credit union members and a diverse range of individual and institutional clients, offering financial planning, discretionary portfolio management through third-party managers, an in-house asset allocation program, and brokerage and insurance products. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer with a distinctive structure tied to CommunityAmerica Credit Union.

Benjamin Bimson is a financial advisor with Trek Financial in Davis, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Trek Financial since 2008 and was previously with World Equity Group from 2015 to 2019. Outside of his advisory role, he is involved in life, health, and annuity sales through an affiliated business. Trek Financial serves a diverse client base, including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a strategic investment approach combining ETF-based allocations, rules-based tactical models, and macro analysis, along with tax-aware direct indexing and options-based hedging strategies.

Matthew Swanson is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Golden State Wealth Management and LPL Financial since 2016 and was previously with Edward Jones from 2010 to 2016. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, financial planning, and retirement plan consulting. The firm employs diverse analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Matthew Daugavietis is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Inspire Advisors, LLC since 2022 and previously spent 15 years at Ameriprise Financial Services, Inc. He is also a licensed independent insurance agent specializing in life, disability, long-term care insurance, and annuities. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its services and employs a variety of portfolio management strategies using proprietary tools and affiliated ETFs.