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.

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.

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.

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.

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 Sefton is a ChFC® and Series 65 credentialed financial advisor with 13 years of industry experience. He has been the sole advisor at Sefton Financial Planning since 2012, operating out of Sacramento, CA. Sefton Financial Planning is a sole proprietorship providing fee-only financial planning and investment advisory services to individuals and high-net-worth clients. The firm emphasizes a long-term, asset-allocation approach using low-cost mutual funds and ETFs, offering written plans and non-discretionary assistance without managing client assets or engaging in discretionary trading.

Magnum Drew is a financial advisor at Financial Client with nine years of industry experience and holds a Series 66 designation. He has worked at several firms, including Avantax Investment Services and 1st Global Capital Corp. Outside of financial advising, he owns Magnum CPA PE, an accounting and tax preparation business, and operates FitAdvantages, a financial fitness and wellness coaching service. Financial Client provides discretionary and non-discretionary investment services primarily to individuals and high-net-worth clients, employing a buy-and-hold strategy based on modern portfolio theory. The firm also acts as an intermediary for third-party money managers and offers complementary financial planning and educational seminars.

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.

Douglas Robinson is the principal of RCM Robinson Capital Management LLC in Mill Valley, CA, with 42 years of industry experience. He has previously worked at Osaic Wealth, Inc., Securities America, Inc., and Foothill Securities, Inc. since starting his own firm in 2005. RCM provides institutional fixed-income portfolio management and related investment advice to public agencies, trusts, foundations, and high-net-worth individuals. The firm primarily manages short- and intermediate-term fixed-income portfolios on a non-discretionary basis, combining value principles, modern portfolio theory, and demographic research in its investment approach.

Steven Burge is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has been the principal advisor at Burge Financial since 2014. Burge Financial provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $14.16 million in discretionary assets. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and primarily advises on equities, corporate debt, mutual funds, and ETFs.

Ryan Melnyk is a financial advisor with Manzanita Wealth Management LLC, holding a Series 65 credential and one year of industry experience. He is also employed as a Project Scientist at Lawrence Berkeley National Laboratory, where he conducts microbiology research and contributes to government-funded projects. Prior to his advisory role, Melnyk held positions in scientific and research organizations including Infinant Health, Pivot Bio, and Bayer Crop Science. Manzanita Wealth Management is a fee-only advisory firm serving individuals, employer-sponsored retirement plans, charitable organizations, and businesses. The firm combines passive and active investment approaches based on modern portfolio theory and offers specialized strategies such as an “Active Yield” option strategy for taxable accounts, alongside retirement plan consulting and management.

Jarrett Dutra is a financial advisor with Baluden Financial in Sacramento, CA, holding a Series 65 designation. He provides comprehensive financial planning services with a focus on cash flow management, investment strategy, retirement planning, tax considerations, and estate planning analysis. Baluden Financial offers non-discretionary investment advice primarily to individuals and families, delivering written financial plans on a fixed-fee basis. The firm emphasizes financial planning methodologies and fundamental investment analysis, providing recommendations while clients retain implementation authority through their chosen custodians.

Michael Steele is a financial advisor at Reliance Investing, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Investment Only Annuities, LLC and Steele Asset Management. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, and trusts. The firm emphasizes coordinated retirement advice and ongoing portfolio monitoring, managing diversified, systematic portfolios across global equities and fixed income with a range of investment options.

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.

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.