Dmitrij Maslovskij is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2012, including Fidelity Investments and Fidelity Personal and Workplace Advisors. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, and it is noted for its use of systematic methodologies and AI-driven research in managing investments.

Peter Parla II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wells Fargo-affiliated firms since 2012, including Wells Fargo Bank NA and Wells Fargo Advisors LLC. Outside of his advisory role, he is an independent distributor for Amway. 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 combines both brokerage and advisory solutions, using research and analytics to support investment decisions across a large platform of more than 14,000 financial advisors.

Yun Chen is a financial advisor with Merrill in Elk Grove, CA, holding a Series 66 designation and eight years of industry experience. Chen has been with Merrill and Bank of America, N.A. since 2013. Outside of advisory work, Chen is a co-owner of a family-related business in Fremont, California. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Elise Chu is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, following two years at Rabobank, N.A. Outside of her advisory role, she is the sole proprietor of a revocable trust involved in real estate activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and advanced investment models in its financial planning process.

Tarik Eldin is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Sacramento Credit Union, Cetera Advisor Networks, Cetera Wealth Services, Brecek & Young Advisors, and Morgan Stanley. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jesus Coronel Garcia is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and seven years of industry experience. His work history includes positions at Bank of America, Merrill, JPMorgan Chase, and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with a focus on oversight and governance in managing various fund structures.

Jon Yager is a financial advisor with Fidelity in West Sacramento, CA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked across Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services since 1996. Outside of his advisory role, Yager owns Jon Yager Photography, providing fine art, wedding, and portrait photography services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a range of clients including registered investment companies and charitable funds.

Scott Collard is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Morgan Stanley since 2016 and previously worked as a self-employed advisor for over three decades. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning facilitated by firm‑approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Nicole Davis is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2013. She has 18 years of industry experience. Outside of her advisory role, she owns and maintains a rental property in Wentzville, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Derek Van Dyke is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior work includes roles at Cantella & Co., Inc., Door Dash Inc., and California State University Stanislaus. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through independent Financial Professionals using various custody platforms and both discretionary and non-discretionary strategies.

Colin Fajardo is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2004, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Wesley Mar is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at LPL Financial since 2006 and previously spent seven years at Wells Fargo Clearing. Outside of his advisory work, he serves as a sports official, umpiring high school and youth baseball games. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with an emphasis on both strategic and tactical investment options.

Rodolfo De La Riva is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC and a long tenure with Wells Fargo Bank, N.A. In addition to his advisory role, he works part-time as a cashier at Chevron Stations Inc. 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 incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

David Ambrose is a CFA® charterholder with eight years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Bank of America, Merrill, PetDesk, ValTea, Digital Operative Inc, and San Diego State University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Peter Gillespie is a Series 66-licensed financial advisor with 25 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, and Morgan Stanley Dw Inc. among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, combining proprietary and third-party strategies with various operational and research tools.

Daniel Paden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as an assistant basketball coach for the Buckeye School District in El Dorado Hills, CA. 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 advisory services. Their approach is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tonya Hernandez is a Series 66-licensed financial advisor with Wells Fargo Clearing in Sacramento, CA. She has one year of industry experience and has held previous roles at Edward Jones, Oracle Corporation, and Wells Fargo Bank. Hernandez is also involved with Algo Bueno LLC outside of her advisory work. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Kenneth Peters is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his advisory role, he owns and operates The JackEmma Group LLC, doing business as The Peters Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning across areas such as retirement, education, risk management, and specialized services including business-owner transition and special-needs planning.

Ireneo Abot III is a financial advisor with Wells Fargo Clearing in Folsom, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and held prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Joseph Hinojos is a financial advisor with Ameriprise in West Sacramento, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets. The firm delivers tailored, non-discretionary recommendations through a centralized consulting team, combining research, modeling, and tax-efficiency analysis as part of its comprehensive advisory and brokerage solutions.