Alyssa Luchini is a CFP® professional with six years of industry experience, currently serving as an advisor at First Command Advisory Services. Her work history includes roles within multiple First Command entities since 2019 and prior experience with Raquel Salas and Victor Jones. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a notable focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Lawrance Johnson is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advisory work, he is a 50% partner in BLACK DIAMOND EXCLUSIVE LLC, a business involved with vehicle and venue rentals for social events. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, supporting investments with due diligence and serving large institutional clients, including sovereign wealth funds.

Maecyn Larson is a financial advisor with First Command Advisory Services holding a Series 66 credential and six years of industry experience. Larson has worked at multiple affiliated First Command entities since 2019 and serves as an E-8 Reservist in the U.S. Navy Reserve, where he supervises junior enlisted sailors. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Lucas Desautels is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining First Command, he worked at Family First Life and Advenire Wealth, and he serves as a volunteer firefighter with the Friberg Cooper Volunteer Fire Department. He also holds a board position as charitable treasurer with the Sheppard Spouses Club. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, managing client portfolios through a centralized investment team and wealth portfolio managers.

Ali Poswal is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he partners with clients to understand their financial goals and helps build customized financial plans tailored to their unique needs. He places importance on forming strong relationships with clients and their families to maintain trust, reliability, and competency. Ali has accumulated experience in the financial services industry through his previous positions, including Senior Financial Consultant at TD Ameritrade from 2018 to 2022, Financial Consultant at E*Trade from 2016 to 2018, and Assistant Vice President, Private Banking Manager at Technology Credit Union from 2012 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Ali enjoys family activities, exploring food, football, hiking, outdoor adventures, and traveling.

Efrain Acosta is a financial advisor with LPL Financial in Napa, California, holding a Series 66 designation. He began his career at LPL Financial in 2024 and has prior experience at Redwood Credit Union and Napa Valley College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Karen Lee is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Fidelity Personal and Workplace Advisors and JPMorgan Chase Bank, N.A. She is based in Pleasant Hill, CA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary wealth management services supported by an in-house manager solutions team.

Melissa Bruner is a financial advisor with Wells Fargo Advisors in Fairfield, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors starting in 2013. Outside of her advisory role, she is involved in a tax and accounting business with a minority ownership interest. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold and supports advisors with Wells Fargo research, planning tools, and simulation models.

Lennis Francis is a financial advisor with LPL Financial in Vacaville, CA, holding a Series 63 designation and over 28 years of industry experience. He has been with LPL Financial since 2002. In addition to his advisory role, he is involved in insurance activities and operates Francis Financial Services, Inc., where he manages commission and fee revenue deposits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, providing both discretionary and non-discretionary management supported by internal and third-party research.

John Stoflet is a financial advisor at Edward Jones with 25 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Brent Terrill is a financial advisor with Edward Jones in Vacaville, CA, holding Series 63 and Series 66 credentials. He has 39 years of industry experience and has been with Edward Jones since 1986. Outside of his advisory role, he is associated with Mason-Wilson LLC, a commercial office building business in Vacaville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Cameron Cecil is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked for six years in county assessor roles with San Mateo and Sacramento Counties. He is also a trustee of the Vacaville Museum, where he participates in policy administration, finance, and community relations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Eric Medina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA before joining J.P. Morgan in 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining institutional advisory capabilities with affiliated brokerage and investment management functions.

Chris Silva is a ChFC® and holds a Series 66 license with 13 years of industry experience. He 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, supported by a nationwide network of more than 23,700 financial advisors.

David Aanderud is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at LPL Financial, CUNA Mutual Group, Mutual of Omaha, and Wells Fargo. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools, and it supports various advisory programs and specialized services including municipal and public-finance work.

Tashenah Mc Kneely is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 credential and has been associated with Merrill and Bank of America since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joseph Everhart is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo and JPMorgan Chase Bank. Outside of finance, he owns a 3D printing company that sells products on Etsy and at conventions. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Collin Finegan is a financial advisor at Osaic Wealth, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Bank of America Merrill Lynch. Finegan also owns Finegan Financial Services, LLC, through which he manages his Osaic commissions and financial planning services. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

Aric Koshiyama is a financial advisor with LPL Financial in Vacaville, CA, holding Series 63 and Series 65 designations and over 28 years of industry experience. He has worked at Travis Credit Union and LPL Financial since 2007. 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 consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Hakobian is a financial advisor with Ameriprise in Davis, CA, holding a Series 66 designation. He has been with Ameriprise since 2020 and has prior experience at Alta California Regional Center, UCD Extension Financial Services, and UC Davis. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.