Dorete Ben David is a CFP® professional with 8 years of industry experience, operating Ben-David Financial Planning since 2003. She leads an independent firm based in Shingle Springs, CA, serving a small roster of clients. Ben-David Financial Planning provides financial planning and portfolio management to individuals, couples, families, and business owners, using primarily no-load mutual funds along with bonds and alternative investments tailored to client goals. The firm emphasizes a collaborative approach with quarterly reviews and a fee-only retainer billing model without third-party compensation.

Adam Anderson is a financial advisor with WealthGuard Advisors, Inc. in Placerville, CA, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has worked at WealthGuard Advisors since 2010, with previous experience at Arbor Point Advisors and Securities America Advisors. Outside of advising, Anderson serves on the boards of the El Dorado County Chamber of Commerce, Mother Lode Rehabilitation Enterprises, and the Marshall Foundation for Community Health, and he is involved in managing a whitewater rafting business. WealthGuard Advisors provides investment advisory services to individuals, including high-net-worth clients, charitable organizations, and businesses. The firm focuses on long-term investment strategies while utilizing derivatives and option-writing in client accounts, and it offers discretionary and non-discretionary portfolio management alongside financial planning and third-party money manager selection.

Nicholas Destefano is a financial advisor at Trendscast Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Forward Financial and D'Arcy Wealth Management. He is also an owner and insurance agent at Forward Financial, where he dedicates a portion of his time. Trendscast Financial provides investment advisory and financial planning services to individuals, charitable organizations, and pension/profit-sharing plans. The firm customizes portfolios based on clients’ investment policy statements and uses a combination of charting, fundamental, and technical analysis across various strategies, including discretionary and non-discretionary ERISA advice.

Blake Anderson is a CFP® with seven years of industry experience, currently serving as an advisor at WealthGuard Advisors, Inc. since 2017. He has prior experience working at Brigham Young University and the Church of Jesus Christ of Latter-Day Saints. Anderson is a member of the board of directors for Hands 4 Hope - Youth Making a Difference, a nonprofit organization focused on youth leadership development. WealthGuard Advisors provides investment advisory services to individuals, including high-net-worth clients, as well as charitable organizations and businesses. The firm employs a primarily long-term investment approach with flexibility to utilize derivatives and option-writing strategies within managed accounts.

Deborah Grose is a CFP® professional with 16 years of experience in financial advising. She has been with Lake Tahoe Wealth Management, Inc. since 2016 and previously worked at Tbffp, Inc. from 2013 to 2016. Lake Tahoe Wealth Management provides holistic financial planning and investment management services to a diverse client base, including individuals, families, businesses, trusts, retirement plans, foundations, and endowments. The firm emphasizes written Investment Policy Statements and modern portfolio theory, primarily using mutual funds and ETFs, while offering in-house tax preparation and fee-based educational sessions.

Garrett Sanders is a financial advisor with Principal Financial Services holding Series 63 and Series 66 credentials and three years of industry experience. He previously worked at JP Morgan Chase Bank and has been involved with Sanders Financial Design & Insurance Solutions, where he serves as Director. Outside of his advisory roles, Garrett was involved in the Love Birds Coffee & Tea Company for ten years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Athena Webster is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has nine years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Webster operates under the DBA SierraEdge Strategic Wealth and Insurance Solutions, focusing on brokering non-registered insurance products alongside New York Life offerings. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of the end of 2024.

Ian Gookin is a financial advisor at Edward Jones with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2021, he worked at Franklin Templeton Distributors Inc. and Franklin Templeton Financial Services Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Christie Johnson is a CFP® and holds a Series 66 license, currently working with Edward Jones in Placerville, CA. She has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through its nationwide network of more than 23,700 financial advisors and provides services under a fiduciary standard.

John Davis is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Morgan Stanley, Motif Investing, Newport Group, and Loring Ward Securities. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jessie Queniart Ingram is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has worked at several firms including Quell Financial Group and Waddell & Reed Inc. Outside of her advisory role, she has experience as a life coach and is a certified Holy Fire Reiki III Level I & II practitioner. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Megan Fruit is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, she held roles in retail and hospitality, including positions at Trader Joe's and Bar W Guest Ranch. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Jason Hunter is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2025, he worked at Edward Jones for eight years and was previously employed at Modus eDiscovery. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Alexander Dickson is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 34 years of industry experience, including over two decades with Cambridge Investment Research Advisors and its affiliated broker-dealer. Outside of his advisory work, he serves as Vice President of the Rancho Del Sol Property Owners Association and Treasurer of the Rancho Del Sol Fire Safe Council in Camino, California. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Michael Steinbach is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Pollock Pines, California. Edward Jones is a full-service wealth management firm servicing over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Friese is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked at HRB Green Resources, Thrivent Investment Management, Biola University, and H&R Block. Outside of finance, he has served in a role at Bellflower Brethren Church for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Joseph Simpson is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, having been with Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers customized financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Jerry Rickey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 27 years of industry experience. He has worked at LPL Financial since 2003, with a brief period at Wells Fargo Clearing in 2017. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Mohammed Halabi is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and five years of experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, he worked for the Sacramento River Cats and Duracite. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Paul Price is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, he is an author and has worked as a life insurance agent. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment solutions through a large network of advisors.

Stacey Caso Turk is a CFP® and Series 66 registered financial advisor with Edward Jones in Placerville, California, where she has worked since 2017. She has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated services supported by a large nationwide network of advisors and branch offices.

Ronald Jacob is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

R. De La Rosa is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he is involved in a side business producing guitar picks. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Beth Lardie is a financial advisor at OSAIC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, LPL Financial, and Ally Invest Advisors. Outside of her advisory role, she is involved with Nelson Financial Position as a registered sales assistant and operations manager. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers a wide range of investment options and advisory programs.

Matt Erickson is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Cetera and its affiliated entities since 2013. Erickson is also involved in fixed insurance products through Atwood Insurance and operates a financial services business under the name American River Wealth Management. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Steve Charonis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with LPL Financial since 2009. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and annuities.

James Bowman is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked with several State Farm agents before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Victoria Hunt is a financial advisor with Edward Jones in Placerville, CA, holding the ChFC® and Series 66 designations and having seven years of industry experience. Prior to joining Edward Jones in 2018, she worked for CVS Pharmacy from 2006 to 2018. Outside of her advisory work, she is involved in coaching varsity cheer and stunt teams at El Dorado High School and organizes a youth cheer camp through El Dorado Royals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.