Benjamin Bimson

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.

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.