Kerri Peterson is a financial advisor with Valic Financial Advisors in Roseville, CA, holding Series 63 and Series 66 designations and over 32 years of industry experience. She has been with Valic Financial Advisors since 2000 and also holds an agent position with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jonathan Levatino is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Apple Inc. Outside of his advisory role, he also works as a rideshare driver for Uber and Doordash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

John Donahoe is a financial advisor with OSAIC based in Roseville, CA, holding a Series 66 designation and 12 years of industry experience. Prior to joining OSAIC in 2023, he worked at First Command Advisory Services and related First Command entities from 2014 to 2023. Outside of his advisory role, he is also licensed as an insurance agent, providing life, long-term care, disability, property/casualty, and annuity products as part of a comprehensive financial review. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes with discretionary or non-discretionary management options.

Stephen Taylor I is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at BancWest Investment Services for 20 years and LPL Financial for one year. Outside of his advisory work, he has a 50% ownership in a rental property in Cameron Park, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Riemer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and Empire Golf Inc. Outside of his advisory work, he has ownership interest in a residential rental property with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Jeremy Maurer is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with Wells Fargo in various capacities since 2008, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. 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 provides both brokerage and advisory solutions.

Gary Kneifl is a financial advisor with Edward Jones in Roseville, CA, holding the CFP®, ChFC®, and Series 66 designations. He has 13 years of industry experience and has been with Edward Jones since 2012. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Judith Davidson is a financial advisor with Merrill in Roseville, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Merrill Lynch since 2000 and Bank of America since 2009. Outside her advisory role, she volunteers with CASA (Child Advocates of El Dorado County), a nonprofit supporting children in foster care. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Rachel Eaton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors LLC. 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 uses research from Wells Fargo Investment Institute along with third-party data to evaluate investment options based on diversification and modern portfolio theory.

Lynnell Reese is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Outside of her financial advisory role, she is involved in food delivery through DoorDash. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including cash-flow, retirement, education, and niche planning areas, using proprietary research and planning tools.

Marie Ahola is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with R.W. Baird since 2009. She is also involved in managing several rental properties outside of her advisory role. The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

Olivia Kaplan is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Fidelity prior to joining Baird in 2016. Outside of her advisory role, she is a property owner with her spouse. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, including high-net-worth clients, as well as corporate and business clients, pensions, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and artificial intelligence tools.

Erik Feest is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley since 2016. Outside of his advisory work, he is a partner at Lakeside Equestrian Center, LLC, an agricultural and recreational business in Loomis, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Matthew Baumann is a CFP® professional with 14 years of industry experience, currently advising at Fisher Investments since 2016. He previously worked at Creative Planning for one year. Baumann is a passive owner of a salon business and co-owns a vending machine operation in the Greater Portland Area. Fisher Investments serves a global client base that includes institutional and high-net-worth private clients, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios, employing tax-aware strategies and risk management techniques.

Jason Gaskins is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked within various Wells Fargo entities since 2011. Outside of advisory work, he owns a rental property in Fair Oaks, California. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Christopher Pistone is a financial advisor with Robert W. Baird & Co. in Roseville, CA. He holds a Series 66 designation and has eight years of industry experience, including four years at Wells Fargo Home Mortgage prior to joining Baird in 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers financial planning, portfolio management, and brokerage services, tailoring strategies to client goals and risk tolerances through a mix of in-house and third-party managers.

Alberto Verdi is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on assisting clients in pursuing financial well-being through thorough financial planning and developing practical financial roadmaps. Alberto has experience in financial services dating back to 2013. Prior to his current position, he was a Relationship Manager at Fidelity Investments from 2022 to 2024. Before that, he worked as an Insurance Agent at AAA NCNU from 2017 to 2022, and as a Private Client Banker at JP Morgan Chase from 2013 to 2017. He holds a California Insurance License.

Gabriel Rodriguez is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and six years of industry experience. He previously worked for WE Alliance Wealth Advisors, Inc. for ten years. Outside of his advisory role, Gabriel is a commissioned notary public. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement plan advisory services to a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through a network of independent financial professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Vinell Mcwilliams is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Cetera and its affiliates since 2013. He also operates Mcwilliams Financial Corp, which has provided fixed insurance and securities services since 1997. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Cornelius Leahey IV is a financial advisor at Raymond James Financial with a Series 66 credential. He began his career in the financial industry in 2026 following various roles in retail and service industries and academic experience at Gonzaga University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.