Patricia Martin is a financial advisor at Ameriprise with 35 years of industry experience. She has been with Ameriprise and its predecessor firm since 1990 and holds a Series 63 designation. Outside of her advisory work, she has involvement in single-family real estate ownership. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to produce tailored, non-discretionary retirement income recommendations.

John Signorotti is a CFP® and ChFC® with 39 years of industry experience. He has worked at Osaic Wealth, Inc. since 2018 and previously operated Signatorotti Insurance Services, Inc. since 1999, where he serves as CEO. He is also a trustee managing a family estate for a beneficiary. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms, including discretionary and non-discretionary account management.

Lucas Giordano is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at LPL Financial for ten years before joining Ameriprise Financial Advisors Inc. and transitioning to Ameriprise in 2020. Outside of his advisory role, he is involved in independent insurance brokering and owns several business ventures related to property and office management. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored written Recommendation Reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted retirement recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Jordan Sullivan is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping high net worth retirees and pre-retirees implement investment tax strategies. Jordan focuses on designing tax-efficient income streams, converting pre-tax funds into post-tax funds while adhering to tax policy, and employing tax-loss harvesting techniques to offset future capital gains. Collaboration with clients' CPAs is central to ensuring tax strategies are thoroughly vetted before implementation. Jordan's expertise spans corporate benefits, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. This broad knowledge enables Jordan to help clients understand and optimize their after-tax returns. Jordan holds Personal Investment Advisor (PIA) designation and earned bachelor's degrees from the University of California system and Zhejiang University. Outside of work, Jordan enjoys adventure sports, basketball, hiking, music, painting, reading, rock climbing, and writing.

Babak Adeli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has been with Wells Fargo Clearing since 2020 and has prior experience with Wells Fargo Bank, Digital Doc LLC, Volt, and Tutoring Rocks. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrea Silva is a financial advisor at LPL Financial with 17 years of industry experience. She has held her current role since 2013 and previously operated Colverfield Photography for eight years. Silva holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sean Murphy is a financial advisor with Ameriprise in Sacramento, CA, holding a Series 63 designation and 31 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1994. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies, including tax-aware withdrawals and Social Security options.

Marta Solis is a financial advisor at Fidelity Investments with five years of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors LLC, JP Morgan Chase Bank, and Golden State Overnight. Outside of her advisory role, she operates Valensol Cafe, a small business selling coffee via curbside pickup in Sacramento. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified model portfolios.

Dominic Kennedy is a financial advisor with Merrill in Sacramento, CA, holding a Series 66 designation and four years of industry experience. He has worked at Merrill since 2011 and at Bank of America since 2021. Outside of his advisory role, he is an officer and 10% shareholder of Case Hit Cardz Inc., an online marketplace for the resale of sports trading cards, where he serves as CFO and secretary. He is also a successor trustee for a family trust. Merrill, together 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 investment strategies for individuals, high-net-worth clients, and institutions, with a focus on both strategic asset allocation and tax-aware approaches.

Katherine Ducharme is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Edward Jones in 2026, she held roles at Vanguard Marketing Corporation, Saxbys, and the U.S. Department of State. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Michael Hastings is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Cetera Advisor Networks LLC for seven years and has been affiliated with Sacramento Credit Union for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Bryce Pattison is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked for Royal Petroleum Co. for 19 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Faller is a financial advisor with Morgan Stanley in Sacramento, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Morgan Stanley and Merrill, spanning over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Gorgees Benyamein is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works with individuals, families, and business owners to provide investing advice and personalized strategies aimed at helping clients pursue their financial goals. He also facilitates access to banking and lending services through Bank of America. Gorgees specializes in areas such as legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from California State University Stanislaus. Outside of his professional work, Gorgees enjoys playing chess, pickleball, running, soccer, and spending time with his family.

Jairo Gomez is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including UCPath Center, Hanson McClain Advisors, and Allworth Financial. He serves as a board member of the California Masonic Memorial Temple, overseeing the facility’s ongoing operation and management. Merrill, together 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 plans, corporations, and charitable organizations.

Albert Huynh is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016, with a longer tenure at Wells Fargo Bank, N.A. starting in 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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, and it includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Wong is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at US Bank and First Tech Federal Credit Union. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gage Demers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to navigate important financial decisions by understanding their personal goals and creating tailored financial plans. His approach emphasizes clarity, coordination, and confidence throughout every stage of his clients' financial lives. Prior to his current role, Gage served in the U.S. Army. He holds a bachelor's degree from the University of Southern California and has earned the Chartered Financial Analyst (CFA) designation, as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials. His areas of focus include Divorce Transition Planning, Personal Retirement Planning, and Small Business Strategies. Outside of his professional life, Gage enjoys outdoor activities such as biking, camping, hiking, and skiing.

William Neubuerger is a Financial Advisor at Merrill Lynch Wealth Management. He applies his background and experience to provide clients with preparation and planning to position them effectively for their financial futures. He graduated from Creighton University with a Bachelor of Science in Quantitative and Qualitative Research Methods. William served as an Infantry officer in the U.S. Army, completing Ranger School and leading teams ranging from three to four hundred personnel. His military experience emphasized the importance of preparation, planning, and analysis, principles he now incorporates in his work as a financial advisor. William holds the Personal Investment Advisor (PIA) designation. He assists families in retirement planning and helps business owners work toward asset growth by offering steady guidance aligned with clients' goals.

John Germany is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.