Eric Hewitt is a financial advisor at Mariner with Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with Mariner and affiliated entities since 2012. Outside of his advisory role, he operates a retail business called Yolo Card World in Davis, California. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement consulting. The firm combines discretionary, customized portfolio strategies with in-house research and third-party managers, while offering integrated tax, accounting, and family office services uncommon among large advisory enterprises.

George Barden is a ChFC® with 43 years of experience in the financial services industry. He has worked with New York Life and its affiliates since 1975 and is currently with Eagle Strategies (NY Life). Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisers. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis.

Mark Pratt is a financial advisor with Eagle Strategies (NY Life) based in Davis, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Eagle Strategies since 2009 and concurrently operates Pratt Financial & Insurance Services. Pratt serves on the Finance Committee and Lifelong Learning Committee of the Asian Cultural Center Sacramento Valley, an organization providing services to seniors in the Sacramento area. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement plans and advisory solutions tied to insurance and annuity products.

Mark Johnson is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Prudential Overall Supply and several educational institutions. 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 through a nationwide network of financial advisors, offering various advisory programs and investment strategies under a fiduciary standard.

Peter Jensen VI is a CFP® with 10 years of industry experience and has been with Edward Jones since 2015. He is based in Davis, CA, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Samuel Ruxton is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Patricia Martin is a financial advisor at Ameriprise with 35 years of industry experience. She has been with Ameriprise and its predecessor firm since 1990 and holds a Series 63 designation. Outside of her advisory work, she has involvement in single-family real estate ownership. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to produce tailored, non-discretionary retirement income recommendations.

Lucas Giordano is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at LPL Financial for ten years before joining Ameriprise Financial Advisors Inc. and transitioning to Ameriprise in 2020. Outside of his advisory role, he is involved in independent insurance brokering and owns several business ventures related to property and office management. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored written Recommendation Reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted retirement recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

David Cougevan is a financial advisor with Edward Jones in Davis, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in managing vacation rental properties in Coos Bay, OR, and Davis, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm oversees approximately $1.01 trillion in assets under management through a large network of advisors and branch offices nationwide.

Luis Bautista is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with LPL Financial since 2009. Bautista also operates Bautista Wealth Management, LLC, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research, among other tools.

Emma Kerss is a CFP®-credentialed financial advisor with Ameriprise, where she has worked since 2017 and has a total of 10 years of industry experience. Prior to joining Ameriprise, she spent a year at Westlake, Grahl, and Glover. Outside of her advisory role, she is involved in consulting through Unapologetically Us, LLC and co-owns a real estate business, Team ME LLC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Nicholas Hanna is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Nugget Market, Inc. and Sacramento City College before joining Edward Jones. He holds a Series 66 credential. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryce Pascoe is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Pascoe is also involved in non-variable insurance activities associated with Prudential. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services alongside insurance products. The firm uses a platform that integrates investment advisory programs with financial product sales and provides access to model portfolios, third-party asset management, and lending programs.

Franklin Anselmi is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He has been with J.P. Morgan Securities since 2013 and holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution 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 affiliated brokerage and investment management capabilities.

Sterling Koliba is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. He has served in the United States Air Force Reserve since 2014 and currently holds a role as a Staff Sergeant in the California Army National Guard, working as a Transportation Management Coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Caden Pascoe is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, Pascoe held various roles, including positions at Cintas and Blue Note Brewing Company, and worked in education at Woodland Christian School. LPL Enterprise serves a diverse client base ranging from individuals to institutional clients, offering financial planning, advisory, and brokerage services supported by a platform that integrates model portfolios, third-party asset management, and insurance products.

Kevin Haarberg is a CFP® with over 41 years of experience at Edward D. Jones & Co., L.P., where he has worked since 1984. He is based in Woodland, CA. Outside of his advisory role, he is a passive investor and partner in real estate investment ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Chetan Patel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and Bank of America, NA, including Merrill, prior to his current role. 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 combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Margaux Ocampo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her background includes roles at several organizations, including Innobiosurg of America, Inc, Scoot Education, and the University of California, Davis. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles.

David Pinto is a financial advisor at Ameriprise with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Ameriprise in 2018, he spent 15 years with Farmers Insurance Group and Farmers Financial Solutions. Pinto serves on the Board of Directors for NAMI Yolo County and participates in local business networking activities. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to provide tailored, non-discretionary recommendations.