John Lee is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2014. Outside of his advisory role, he is a part-time landlord with ownership interests in rental properties in Elk Grove and Stockton, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Shane Holden is a financial advisor with Primerica Advisors in Rancho Cordova, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Primerica Advisors since 1998 and also has a long-term association with Primerica Financial Services beginning in 1996. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based strategies managed by unaffiliated asset managers and operates with approximately 3,698 advisors and $15.5 billion in assets under management.

Colin Scott is a financial advisor at Edward Jones in Sacramento, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles across multiple industries, including commercial services and medical staffing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Jackelyn Khalid is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Yiqing Sobon is a CFP®-designated financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, Sobon worked at Morgan Stanley and the U.S. Small Business Administration and was involved with the Sobon Wine Company, a family business in Plymouth, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Scott Motley is a Senior Financial Advisor with Merrill Lynch Wealth Management. Based in Northern California, he serves clients throughout the United States, focusing on planning and wealth management tailored to client priorities. He aims to deliver transparent communication and simplify complex financial topics while maintaining a disciplined and thoughtful approach to value investing. Scott has over 20 years of experience in financial advisory services, assisting professionals, educators, healthcare professionals, retirees, women, and families with special needs. His areas of focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. He holds a Bachelor's Degree in Finance with an emphasis in Investments and Financial Services from the University of Nevada, Las Vegas. Scott has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Additionally, he is an Eagle Scout recognized by the Boy Scouts of America.

Francois Marcus is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory roles, he is involved in resale activities through online sales. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Jeffrey White is a financial advisor with Fidelity in Granite Bay, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior work includes roles at Valic Financial Advisors, Allstate Insurance Company, Princor Financial Services Corporation, and Principal Life Insurance Company. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including funds of funds and model portfolios delivered to intermediary platforms.

Michelle Fruit is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Edward Jones since 2015. Outside of her advisory role, she is involved with J.M. Fruit, Inc., a consulting business where she serves as owner and handles bookkeeping and accounting tasks. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers advisory programs with discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Araceli Solis is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding a Series 66 designation and six years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Advisors since 2013. Solis serves as treasurer for the Sierra Oaks Vista Neighborhood Association in Sacramento. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.

Calvin Park is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 credential and has previously worked at Waddell & Reed, Inc., Ducks Unlimited, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

James Arnold is a Planning Consultant specializing in retirement planning. He emphasizes a client-focused approach, prioritizing listening to understand clients' goals and concerns to provide educational and reassuring guidance. James maintains a calm, empathetic, and transparent manner in his professional relationships and is committed to placing clients' interests first. Prior to his current role, James worked at Fidelity Investments as a Financial Representative from 2024 to 2025 and as a Relationship Manager from 2025 to 2026. He holds a California Insurance License.

Kevin Mounkes is a CFP® with 21 years of industry experience. He is currently with Wells Fargo Advisors and has previously worked within various Wells Fargo entities since 2012. Outside of his advisory role, he owns and operates a tax lien and tax deed real estate auction business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

Richard Graue is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is investment policy statement–driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Yuri Kim is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 credentials and 17 years of industry experience. Prior to joining Wells Fargo in 2019, Yuri worked at U.S. Bancorp Investments, Inc. and U.S. Bank from 2013 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, employing research and analytics to support its investment approach.

Lee Fields is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a trustee for his father. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a range of investment vehicles, including insurance-related products and bank deposit sweep options.

Heather Crawford is a financial advisor at Merrill with Series 63 and Series 66 designations and 31 years of industry experience. She has been with Merrill and Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Mccririe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gail Good is a Wealth Management Advisor with Merrill Lynch Wealth Management. In her role, she follows a disciplined wealth management process designed to provide a consistent and customized experience for her clients. She assists with wealth accumulation, preservation, and transfer by leveraging Merrill Lynch’s resources along with the banking solutions provided by Bank of America to develop strategies aligned with clients’ goals. Gail has been in the financial services industry since 1995 and joined Merrill Lynch Wealth Management through Banc of America Investments in 2003. She takes a holistic approach to financial planning by considering clients’ entire financial picture and values, helping to establish objectives and conducting regular reviews to adapt plans to life’s changing circumstances. Her expertise covers investments, retirement planning, life insurance, long-term care planning, liquidity management, and socially responsible investing. Gail holds a Master of Science degree in Personal Financial Planning from the College for Financial Planning and a Bachelor of Science degree in Business Administration with a concentration in Finance from California State University Sacramento. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Gail enjoys running marathons, biking, golfing, hiking, reading, yoga, and spending time with her family.

Scott Storer is a financial advisor with Merrill, holding a Series 66 designation and 24 years of industry experience. He has worked at Merrill Lynch since 2001 and at Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.