Mark Loftus is a financial advisor at G. A. Repple & Company with 10 years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, Loftus serves as Ministries Director at Elevation Church, overseeing children's Sunday School programs, and teaches Spanish and Latin to middle and high school students at John Adams Academy. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers multiple investment programs, including a Biblically-Responsible Investing model.

Gentiane Szonnhenderson is a financial advisor with Wedbush Securities Inc. holding a Series 63 designation and 15 years of industry experience. She has worked at H.D. Vest Investment Securities, Inc. since 1997 and has been self-employed since 1991. Outside of financial advising, she is involved in tax preparation, consulting, and representation. Wedbush Securities serves individual, high-net-worth, and institutional clients through a range of investment advisory and broker-dealer services, including wealth management, fixed income, commodities, and institutional research. The firm offers tailored portfolio management strategies and provides custodial, clearing, and prime services.

Chelsea Bailey is a CFP® professional with 11 years of industry experience. She is currently affiliated with Modern Wealth Management, LLC and Mutual Securities, Inc. Her prior experience includes nearly a decade at LPL Financial and National Planning Corporation. Outside of advisory roles, she provides notary services as needed. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Kenton Bradley is a CFP® certificant with 22 years of industry experience, currently serving at NorthRock Partners, LLC since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2004 to 2025. Outside of his advisory role, he serves on the Board of Directors for Gold Country Wildlife Rescue and participates in several local community committees including the South Placer Estate Planning Council and the Sutter Auburn Faith Hospital Foundation Planned Giving Committee. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment approach featuring broad asset allocation, diversification, use of Independent Managers, and integration of private market allocations, supported by AI tools alongside human oversight.

Derrick Andrews is a CFP® with 34 years of industry experience, currently associated with Modern Wealth Management, LLC. His previous roles include positions at LPL Financial, LLC, Strategic Wealth Advisors Group, and Mariner Independent Advisor Network. In addition to advising, he is involved in estate planning services and acts as a non-variable insurance agent on a part-time basis. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and a range of strategic allocation tools.

Deborah Grose is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Lake Tahoe Wealth Management, LLC and Tbffp, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses diversified, risk-class based allocations combining passive and active management and offers a range of implementation tools and services supported by an internal Investment Committee.

Ethan Green is a CFP® professional at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He previously worked at Lake Tahoe Wealth Management, Inc. for a decade and has been involved with Northern Sierra Swimming, a non-profit youth sports organization, serving as coach, administrator, and treasurer. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active managers alongside quantitative, momentum, and fundamental analysis.

Pamela Maybury is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her prior roles include positions at Arbor Point Advisors, Securities America Advisors, and Securities Service Network. She also operates Maybury Financial, a marketing DBA, and is a licensed life insurance agent specializing in estate planning. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Christopher Packard is a financial advisor with Eagle Strategies (NY Life) in Auburn, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Eagle Strategies since 2007 and operates Packard Financial & Insurance Services, which brokers non-registered insurance products. Outside of his advisory work, he volunteers on the Streetscape History and Art Advisory Committee for the City of Auburn, coordinating tile nominations and placements in Central Square. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate framework.

Sarah Johnson is a financial advisor with Eagle Strategies (NY Life) in Auburn, CA, holding a Series 66 designation and 16 years of industry experience. She has been with Eagle Strategies since 2015 and concurrently affiliated with Packard Financial and NyLife Securities LLC since 2014. Outside of her advisory work, she co-owns a rental property with her husband. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated affiliate structure.

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.

Kendall Stice is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Sally Laughlin is a financial advisor at Ameriprise with nine years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Ameriprise in 2025, she worked at Edward Jones for seven years and was involved with Ewomen Network and Women Wealth Mastery. Outside of her advisory role, she owns Laughlin Designs and has authored a financial confidence-building book for women titled "Finding Your Treasure--A Woman's Guide to Money." Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Percey is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2013. 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 brokerage, distribution, and investment management capabilities.

Steve Cowles is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

John Davis is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Morgan Stanley, Motif Investing, Newport Group, and Loring Ward Securities. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kenneth Clyde is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Geneos Wealth Management, Inc. and Brecek & Young Advisors, Inc. He also operates Kenny Clyde Financial, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lisa Koppanyi is a financial advisor with Ameriprise in Auburn, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, using a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.

Kristopher Wilson is a financial advisor with LPL Financial, holding a Series 66 license and having 12 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, Wilson is employed by the San Juan School District in a non-investment capacity. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Paul Hanna is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined ten years. Edward Jones is a full-service wealth management firm serving more than four million 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 wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.