Philip Bru is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Capitol Planning Group and Mutual of Omaha. He also works as a licensed insurance agent specializing in life and health insurance. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and offers services through a large network of affiliated offices and advisers.

John Gendreau is a financial advisor with Eagle Strategies (New York Life) based in Roseville, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at AT&T for thirteen years and has experience that includes a period at New England Law | Boston. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dustin Davis is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior experience includes roles at Edward Jones and LPL Financial LLC. Outside of his advisory work, he is involved in pickleball paddle sales and instruction through RooSportz LLC and Spare Time Sports Club in Folsom, CA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model that incorporates proprietary platforms and third-party managers to tailor investment strategies aligned with client goals and risk tolerances.

Elaine Chen is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 18 years before joining Principal Life Insurance Company and Principal Securities, Inc. in 2026. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.

Matthew Neff is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Principal since 2007, working with both Principal Securities and Principal Life Insurance Company. Outside of his advisory role, he is involved in selling and servicing various insurance products, including long-term care, medical benefits, group health insurance, and Medicare insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under multiple advisory and promoter arrangements.

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 Series 66 credentials and four years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he maintains part-time employment as a rideshare driver for Uber and DoorDash. LPL Enterprise serves individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

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 14 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Kirsten Barnett is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments, Bank of America, Merrill, and Sutter Health. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and investment products.

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.