Jeffrey Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He worked at J.P. Morgan Securities for six years before joining Wells Fargo Advisors LLC in 2018. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions through a large network of financial advisors.

Arun Sharma is a financial advisor with Merrill in Sacramento, CA, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America, Walgreens Boots Alliance, ICICI Lombard GIC Ltd, and Bharti AXA GIC Ltd. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Josefina Arellano is a Series 66 licensed financial advisor with Morgan Stanley in Sacramento, CA, where she has worked since 2009. She has 20 years of experience in the financial industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Durron Bell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and has a longer tenure at Wells Fargo Bank NA dating back to 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of investment options that include insurance-related vehicles and bank deposit sweep programs.

Ruben Gonzalez is a financial advisor with Raymond James & Associates in Sacramento, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Franklin Templeton, and State Street. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joshua Dewitt is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo-related entities since 2010, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as a co-trustee managing a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jessica Williams is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 66 designation. Outside of her advisory role, she is involved in managing rental properties in Sacramento, California, and Meridian, Idaho. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and a range of advisory programs.

Joczan Chavez is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at JP Morgan Securities LLC and has been associated with The Golden 1 Credit Union since 2016. He holds Series 63 and Series 66 designations and is also a California notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and management solutions, including model portfolios, third-party asset management, and institutional platforms.

Scott Matter is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor with Edward Jones since 2015. Outside of his advisory role, he is a minority shareholder and member of the board of directors at Holder Mattress Co., Inc., a home furnishings manufacturing and retail business. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad spectrum, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and a proprietary money market fund. The firm supports its clients with a large nationwide network of financial advisors and branch offices and operates under a fiduciary standard when providing advisory services.

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.

Jennifer Ward is a financial advisor with Edward Jones in Woodland, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. 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 large network of financial advisors and branch offices across the United States.

Matthew Buschow is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, the Law Offices of Robin C. Bevier, and ownership of the Wild Goose Tavern. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies to address client needs.

Alexandra Telaro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC from 2016 to 2018 before joining Wells Fargo in 2018. Alexandra serves as the chairperson of the Junior League of Sacramento's endowment fund and is a trustee for the Sacramento County Employees' Retirement System. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages roughly $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Joshua Pelz is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior experience includes roles at Merrill and Bank of America. He serves as a board member of the Rotary of Sacramento’s foundation, where he participates in decisions regarding community support funds. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach involves structured discovery and planning tools without individual security recommendations as part of its standalone planning services.

Mark Ward is a Senior Financial Advisor at Merrill Lynch Wealth Management in Sacramento, CA. In this role, he specializes in tailoring financial strategies for individuals, families, and businesses. His approach emphasizes understanding clients’ priorities and goals through thoughtful questions and meaningful conversations to develop personalized investment strategies. He continuously updates these strategies to help clients maintain progress toward their financial objectives amidst changing market conditions and life circumstances. Mark’s areas of focus include Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Individual and Corporate Investment Strategy, Tax Minimization, and Retirement Income. He holds the Personal Investment Advisor (PIA) designation and earned his education from the University of Colorado. In addition to his professional work, Mark participates in community service activities and volunteers with the Ronald McDonald House Charities. Outside of his advisory role, he enjoys adventure sports, boating, fishing, football, skiing, and swimming.

Jon Pierre Evans is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes multiple roles at Morgan Stanley since 2018 and prior experience at Merrill from 2014 to 2018. Outside of advising, he is involved with SMS Ventures, LLC, a real estate business based in Las Vegas. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in assets and provides access to diversified investment programs alongside estate planning strategies.

Daniel Huegi Jr. is a Series 66-licensed financial advisor with LPL Financial, based in Sacramento, CA, with 11 years of industry experience. He has been with LPL Financial since 2014 and has a concurrent role at The Golden 1 Credit Union since 2008. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of over 22,000 advisors and advanced operational tools.

John Fletcher is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for nine years before joining OSAIC in 2025. Outside of his advisory role, he operates a sole proprietorship selling sports cards. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a wide range of advisory and brokerage services through a large network of affiliated advisers. The firm employs various asset-allocation tools and supports multiple management approaches, incorporating stocks, bonds, options, mutual funds, ETFs, and alternative investments in client portfolios.

Svetlana Maksimovic is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Bank, NA starting in 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Sulaiman Zamanudin is a CFP® with 12 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and has been associated with Wells Fargo Bank NA since 2004. 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 management grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.