Gary Bladen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2012. Based in the Palo Alto branch, he works closely with individuals and families to develop personalized financial strategies tailored to their specific goals, values, and needs. His approach involves regular reviews to ensure financial plans remain aligned with the client's evolving life circumstances. Gary's expertise encompasses a broad range of financial planning areas, including retirement planning, college education funding, legacy planning, managing new wealth, tax minimization, and socially responsible investing. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill Lynch, he worked with clean technology startups focusing on sustainability and resource efficiency and contributed to innovation efforts in the Sacramento area. He earned his bachelor's degree from the University of California system. Outside of his professional work, Gary enjoys playing music, cooking, soccer, traveling, and spending time with his family.

Charlotte Russo is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior work includes roles at Wells Fargo Advisors and Bank of America. She is involved with the Josephine Lugo Trust outside of her advisory duties. 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 strategies constructed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wayne Soloaga is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked within various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations.

David Gonzalez is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he owns K4k Construction, a business focused on 3D printing homes. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves clients through a centralized consulting team and delivers integrated advisory, brokerage, and insurance solutions.

Leah Roman is a Series 66 licensed financial advisor with Edward Jones, based in Woodland, CA. She has 17 years of industry experience, all of which have been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Stine Bradford is a financial advisor at LPL Financial with ten years of industry experience and holds the Series 66 designation. She previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and KMS Financial Services, Inc. Bradford also operates Bradford Investment Services and is involved with Bradford Capital Group, an entity related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Jake Remolona is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in 2021 after graduating from the University of California, Davis with a degree in Managerial Economics. Jake initially worked with Equitable Advisors as a Financial Professional before joining Merrill Lynch Wealth Management in 2024. His areas of focus include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the designation of Personal Investment Advisor (PIA). Jake emphasizes building personalized financial plans and providing ongoing advice tailored to clients' unique goals. Outside of his professional work, Jake enjoys baseball, football, golfing, photography, reading, running, skiing, soccer, spending time with his family, and traveling.

Brian Dwyer is a Series 66 licensed financial advisor with Edward Jones, based in Woodland, CA, where he has worked for seven years. Before joining Edward Jones, he was employed at Superior Vision Services, Inc. and the Sacramento Municipal Utility District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

James Defilippi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank, N.A. His practice is based in Lodi, California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adriana Valenzuela is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 designations and 13 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. Valenzuela has been affiliated with Wells Fargo Bank NA since 2009. Wells Fargo Clearing provides retirement plan consulting 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.

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.

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.

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 at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 65 and Series 66 designations and has worked at Wells Fargo Clearing since 2010, with prior experience at U.S. Bancorp Investments and U.S. Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through services including investment advisory, financial planning, and retirement plan consulting. 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.

Richard West is a Series 66 licensed financial advisor with 47 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. and Foothill Securities, Inc. Outside of his advisory roles, he serves as a water polo consultant and evaluator. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of financial advisers, offering integrated brokerage and advisory services alongside various investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

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.

Joseph Trotter is a CFP®-certified financial advisor with Edward Jones in Winters, CA, where he has worked since 2009 and has 16 years of industry experience. Outside of his advisory role, he holds an ownership interest in the Green Bay Packers football team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

Russell Seymour is a financial advisor with Edward Jones in Davis, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Troon Golf for a total of 12 years. He serves on the Board of Directors for the Davis Chamber of Commerce. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Christian Vaituulala is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, East Lawn Memorial Park, First Tech Federal Credit Union, and Los Rios Community Colleges. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal teams and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Johnson is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a power of attorney for a family member and as a trustee for the Johnson Family Trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, with a notable focus on incorporating insurance-related products alongside traditional investment options.