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.

Christopher Sinclair is a Senior Financial Advisor with over 10 years of experience, providing personalized wealth management services within Merrill Lynch Wealth Management. He works closely with successful entrepreneurs, corporate executives, and affluent families, many in the technology and life sciences sectors, focusing on preserving and growing their wealth. Since beginning his career, Christopher has emphasized understanding the unique priorities of his clients to develop customized strategies that address wealth management goals, retirement planning, trust and estate planning through Bank of America Private Bank, corporate retirement plans, and strategic asset allocation. He combines personalized attention with the resources of a global financial services firm. Christopher holds a Bachelor's Degree from the University of California system and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his personal time, he enjoys traveling, skiing, and spending time with his family.

Joshua Summerhays is a financial advisor with LPL Financial based in Roseville, CA. He holds the CFP® and Series 66 licenses and has 19 years of industry experience. He has worked at both Golden One Credit Union and LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Kendall Stice is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolio delivery, supported by compliance with regulatory standards such as CFTC registration and NFA membership.

Dianne Lynch is a financial advisor with Ameriprise in Auburn, CA, holding CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. She has 44 years of industry experience, including nine years with Bank of America and Merrill. Lynch has been with Ameriprise since 2023. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to create tailored, non-discretionary advice through a centralized consulting team.

Jennifer Crisologo is a financial advisor with LPL Financial in Roseville, CA, holding a Series 66 designation and 20 years of industry experience. She previously worked at New England Securities, Principal Financial Services, and Ameriprise. Crisologo is also the president and owner of Rockwell Benefits Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research from multiple sources.

Robert Suter is a financial advisor at Raymond James Financial with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 1999. Outside of his advisory role, he serves as treasurer for a family-owned nonprofit related to a vacation property in Michigan. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.

Frederick Ferrara is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. He has been with the firm since 2016 and previously worked at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Jay Johnson is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading a fee-based, consultative financial advisory business. He serves affluent individuals and families, corporations, and not-for-profit organizations, with expertise spanning Wealth Management and Corporate Retirement Benefits. Jay focuses on creating comprehensive strategies tailored to clients' needs, addressing investment challenges such as maximizing retirement plan contributions and managing the rising costs of retirement. Jay began his career with Merrill in 1994 and brings over thirteen years of experience in financial advisory services. Before joining Merrill, he worked as a tax accountant specializing in individual and corporate tax planning at Deloitte & Touche. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jay earned a Bachelor of Arts degree in Economics/Business from the University of California, Los Angeles. In addition to his professional work, Jay has been involved in community service, having served on the Board of Directors at Powerhouse Ministries in Folsom, California. His personal interests include basketball, football, yoga, and spending time with his family.

Jacob Bless is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and U.S. Bank. He has been with Wells Fargo Clearing since 2019 and Wells Fargo Bank since 2018. 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. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bernardete Nunes is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm delivers these services through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Clay Evans is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2009. His prior experience includes positions at Wells Fargo Investments, A. G. Edwards & Sons, and Charles Schwab. Stifel serves a diverse client base, including individuals, institutional investors, and nonprofit entities, offering both brokerage and advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, which emphasizes forward-looking capital market assumptions and probabilistic modeling.

Russell Towne is a financial advisor at LPL Financial in Roseville, CA, holding a Series 63 designation with 38 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from LPL Research and third-party subadvisors.