Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousands of clients nationwide with sound insights and personalized guidance about investing, estate planning, Social Security strategies, money-saving tax planning, retirement preparation, and more. HMRN Insurance Agency, LLC license #0D34087

Van Hulzen Financial Advisors is located in Sacramento CA is comprised of CFPs, financial advisors, retirement planners, and 401k advisors here to help you find financial success.

Interloc is 100% dedicated to helping clients realize the greatest potential from their IBM Maximo investment. Interloc an accredited IBM Platinum Business Partner with deep expertise and offerings in Maximo, application hosting, and our award-winning Mobile Informer solution. Interloc has been recognized multiple times for our consulting services practice excellence and our innovative, next generation mobility products for IBM Maximo, being named winner of three IBM Business Partner awards and multiple Reliabilityweb awards for Best Maximo Implementation and Best Maximo Mobility Solutions. Winner: 2013 ISM Library Solution Excellence 2012 Best of Show 2012 Smarter Planet for Asset Management Finalist 2014 Beacon Award for Mid-Sized Businesses 2013 Beacon Award for Optimizing the World's Infrastructure 2013 Best of Show 2013 Best Asset and Facilities Management Faster Maximo value with leading edge technology Taking Maximo business transformation to a whole new level with technology expertise. Interloc can harness Maximo for your industry requirements providing a complete range of award winning services: • Business transformation processes • IBM and Industry award winning services • Industry solutions • 24 x 7 support desk • Technical support tools • Implementation • GIS • ERP integration • Upgrades • Reports • Training • ACM • Linear • HS & E • Calibration Extending Maximo value with innovative solutions Solutions that make business sense. Every project. Every day. SCCD — Unify IT and Business Assets — Managed on one platform Mobility Solutions — Award-winning, next generation Mobile Informer and Interloc Mailer Industry Specific Answers– Award winning Oil & Gas and Transportation solutions Technical Tools — Smarter consulting practices — JUnit, Data Loader, Release Manager

•Fee only financial planning •Establish, trade and reconcile client accounts •schedule, review and calculate retirement plan distributions

-Coordinated Fire Extinguisher Training program with the Modesto Fire Department; arranged for training of 35 employees at no charge to the company-Gained skills in graphic design using multiple applications-Designed promotional materials and web pages incorporating digital photography-Assisted in establishing company policies regarding property standards and created a database of current building specifications-Demonstrated versatility and flexibility in completing a wide range of tasks related to various aspects of company operations including participating in onsite demolition activities and conducting research

Since 1989, the Dachtler Wealth Management approach to delivering comprehensive financial services has always started and ended with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams, and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal strategies that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning. We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates. While we are not the largest company in the business, I promise, that you will not be treated as if we are either. I value old fashioned and time-honored traditions of courtesy, trust and respect. We are excited about the future and look forward to providing you with our highest level of personalized professional services. And as we said eariler, at Dachtler Wealth Management, clients come first!

Roderic Craig, Mike Mcdonald, Robert Christiansen and Rodney Spradlin along with tax professional Sid Norton joined forces this year to create American River Wealth Management. Each one of our advisers has at at least 20 years of experience. We have three locations to serve our clients. Our clients understand that working with us is a long-term partnership and that through honest, transparent communication, we can help them take control of their financial future. We take care of our clients’ financial lives so they can spend more time doing the things they love. Our investment strategies are personalized for each client depending on their situation and goals. Some questions we help our clients answer may be: When can I retire? What’s the risk in my investment portfolio? Can I afford to send my child to college? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Should I consider long-term care insurance? How can I create a steady stream of income that lasts through retirement? How can I get the most out of my 401(k) and/or IRAs? Our goal is to manage the money that our clients can’t afford to lose. We are a fiduciary firm, meaning that we always act with the clients’ best interests in mind. We aren’t concerned about making a sale as much as we are concerned about helping our clients succeed. By offering education, excellent customer service, and ongoing guidance, we seek to help them pursue financial independence. American River Wealth Management Main Office: 3100 Zinfandel Dr. Suite #280 Rancho Cordova, CA 95670 Phone: (916) 362-4107 X 5118 Cell: (916) 799-9738 Fax: (916) 362-7706 Reno Office: 1301 North McCarran Blvd. Suite #102 Sparks, NV 89431 Phone: (775) 359-3223 Fax: (775) 359-0787 Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA SIPC, Cetera is under separate ownership from any other named entity. , CA Insurance License#0B95690 NV #3237230

We are dedicated to enhancing your well-being by alleviating financial concerns and fostering a sense of clarity and empowerment. Our services are designed to guide you through wealth accumulation, transitions to financial independence, and the ongoing management of your wealth while navigating the complexities of the world's changing financial landscape. As a fee-only registered investment advisory firm, our advisors are dedicated CERTIFIED FINANCIAL PLANNER™ professionals, committed to the fiduciary standard. We are devoted to a collaborative journey towards enriching your financial and personal well-being. Our personable advisors are dedicated to crafting personalized strategies that align with your unique aspirations and life circumstances. With a holistic approach, we aim not only to enhance your financial stability but also to empower you with the knowledge and tools to flourish in all facets of your life.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Buck Wealth Management is an investment management company based out of Green Park House, 15 Stratton St, London, United Kingdom.

Seasoned leader experienced in all facets of operations including personnel recruitment, human resources, information technology, management, business development and marketing.Exceptional knowledge of multi-location management, budget development, strategic planning, project management, training and development.Significant experience in leading a business to increase profits through outstanding strategic and tactical planning and implementation of detailed plans.

The financial markets are constantly changing. Are you prepared for what’s next? At Gallagher Wealth Management, we utilize comprehensive strategies with the goal of protecting your portfolio from the market’s uncertainty. We employ both a balance of offensive and defensive investing strategies that can help take advantage of any changes in the markets. We believe that a disciplined and repeatable approach is the most effective way to continually build your wealth. Our understanding and attention to the markets allows us to timely go on the defense or offense when necessary. No strategy assures success or protects against loss. Advice with Integrity We pride ourselves in providing every client with unmatched personalized advice. By placing your best interests at the forefront, our team strives to empower you to address your financial aspirations without hesitation. You deserve the platinum experience. That’s why we offer portfolio management and all of our services on a fee or hourly consulting basis. We value our clients and their loved ones so we welcome any referral. If you have a life event that warrants special attention, we also offer our services for an hourly rate or flat fee. Life events may range from new jobs, birth, divorce, inherited wealth, 401k investing to consolidating securities for an estate.