Gregory Glunt is a financial advisor with OSAIC, holding a Series 66 designation and 13 years of industry experience. He worked at Lincoln Financial Advisors for 13 years before joining OSAIC in 2025. Outside of advising, he serves as a director on the RMCC Men's Club board and is involved with Retirement Security Centers offering insurance products. OSAIC serves a diverse clientele including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management options and utilizes various tools and third-party solutions to support its investment strategies.

Hope Bennett Brown is a Series 66 licensed financial advisor with six years of industry experience. She has been with Merrill and Bank of America N.A. since 2021 and previously worked at Equitable Advisors and Axa Advisors. Before her financial services career, she held positions at Black Angus Steak House, Dutch Bros Coffee, and Butte College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs various portfolio implementation approaches, including tactical asset allocation and tax-aware strategies, supported by Bank of America’s cash sweep and custody services.

Donald Rogers is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Lincoln Financial Advisors, Allstate Insurance Company, OneAmerica Securities, American United Life, and Lafayette Life Insurance. Rogers is also involved as a sales manager and agent offering fixed insurance products through Retirement Security Centers. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with an emphasis on asset allocation, risk tolerance, and diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

David Bains is a financial advisor with Robert W. Baird & Co. in Sacramento, CA, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His previous roles include positions at Wells Fargo Clearing, JPMorgan Securities, and Wells Fargo Advisors. Outside of his advisory work, he is involved in breeding English Bulldogs and participates in a nonprofit focused on connecting caregivers with jobs. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, discretionary and non-discretionary portfolio management, and utilizes a variety of separately managed account programs with ongoing manager selection supported by internal research and technology.

Amy Carrillo is a Series 66-licensed financial advisor with LPL Financial, based in Sacramento, CA, and has three years of industry experience. Her prior roles include positions at Citizens Private Wealth, JP Morgan Chase, First Republic Bank, and Wells Fargo. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from internal and third-party sources.

Ruben Gonzalez is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, Franklin Templeton, and State Street. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional and pension/profit-sharing plans, charitable organizations, and state and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by affiliated research and sub-advisers.

Jack Wolger is a financial advisor at Edward Jones in Sacramento, CA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Berkeley Innovation Group and Bloom Energy. Edward Jones is a full-service wealth management firm serving over 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Larsen is a financial advisor with Edward Jones in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of approximately 23,701 financial advisors nationwide.

Peter Wertz is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been in the financial services industry for over 24 years, during which he has worked with clients and families to assist them in achieving their financial goals. He emphasizes wealth planning and maintaining lifelong relationships with clients. Peter's professional experience includes multiple roles within Fidelity Investments, progressing from Customer Service Associate in 2006 to his current role. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo from 2000 to 2006. He holds a California Insurance License. Outside of his professional work, Peter enjoys outdoor activities such as biking, camping, hiking, kayaking, as well as sports including soccer and table tennis.

Aaron Johnson is a Branch Leader at Fidelity Investments' Sacramento Investor Center, where he leads a team of Financial Consultants dedicated to co-creating personalized financial plans tailored to clients' unique needs. His focus is on assisting clients with their financial planning to facilitate a smooth transition into and through retirement. Aaron has extensive experience in the financial services industry, having held various roles including VP positions at Wells Fargo Advisors, where he was involved in affluent business management, financial advisor productivity consulting, and affluent segment leadership. His career in financial advising began at E*Trade Financial and has spanned over two decades. He holds a California Insurance License. Outside of his professional work, Aaron enjoys fitness activities such as golf, hiking, running, skiing, and traveling.

Michael Baril is the Vice President Private Wealth Management Advisor. He provides strategic planning and consulting on complex wealth planning topics, focusing on helping clients integrate their workplace benefits with their personal financial goals to pursue financial wellness. He places importance on understanding his clients, their families, and all aspects of their lives. Michael has held various roles in the financial industry, including Vice President, Executive Planning Consultant at Fidelity Investments since 2018. He has previously worked as a Senior Wealth Advisor at Reilly Financial Advisors (2017-2018), Wealth Manager at USAA Wealth Management (2011-2016), Vice President, Wealth Advisor at J.P. Morgan Chase (2009-2011), Financial Advisor at Morgan Stanley (2008-2009), Vice President at Bear Stearns & Co. (2006-2007), Associate at J.P. Morgan (2003-2006), Financial Consultant at Merrill Lynch (2000-2002), Trader at Ameritrade (1999-2000), Financial Advisor at Equitable (1998-1999), and Trader at Fidelity Investments (1997). He holds a California Insurance License.

Tarunjit Ahluwalia is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities LLC, Merrill, and Bank of America. Outside of his advisory role, he is listed as the president of a limousine transportation business, A-1 Limo Service Inc, though he has no active duties there. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios.

Jagger Saca is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with FILCO Inc. and attended Loyola Marymount University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Bradley Mitchell is a financial advisor with UBS Financial Services in Elk Grove, CA, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 1989. Outside of his advisory role, he serves as an industry arbitrator on FINRA securities arbitration panels and acts as a successor trustee managing the settlement of a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Daniel Huegi Jr. is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2014 and has worked at The Golden 1 Credit Union since 2008. 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, and provides access to research, model portfolios, and various investment strategies.

John Fletcher is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for nine years. Outside of his advisory role, he operates a sole proprietorship selling sports cards. OSAIC 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 a range of integrated brokerage and investment advisory services, utilizing various asset allocation tools and third-party platforms to manage portfolios across multiple investment types.

Jessica Wertz is a financial advisor with Charles Schwab in Sacramento, CA, holding Series 66, 65, and 63 licenses and bringing 12 years of industry experience. Her previous roles include positions at TD Ameritrade and Financial Engines Advisor LLC. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by dedicated research and alternative investment programs.

Aryan Manchanda is a financial advisor at OSAIC with three years of industry experience and holds a Series 66 designation. He previously worked at Lincoln Financial Advisors and has supported financial planning efforts through a role as a financial paraplanner at Retirement Security Centers. Manchanda has also been employed at Sierra College for nine years alongside his advisory career. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of advisers and employs a range of asset-allocation tools, third-party money managers, and unified managed accounts to construct portfolios across various asset classes.

Claudia Seelbach is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill and Bank of America N.A. since 2022 and previously worked at Bank of America N.A. from 2011 to 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeanne Lease is a financial advisor with Edward Jones in Sacramento, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Northern Arizona University and has experience in event coordination and the hospitality industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a nationwide network of financial advisors and branch offices.