Kimberly Becker is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Fidelity Investments in various capacities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Devin Crandall is a financial advisor at Fidelity with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Bankers Life and related entities, as well as experience as a professional stock trader and work with Jumpstart CPU. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI in research, and systematic model portfolio development.

Felipe Sanchez is a financial advisor with Wells Fargo Clearing in Stockton, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Wells Fargo Bank since 2013 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options 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 products and bank deposit sweep options among its investment menus.

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.

Philip Waelbrock is a financial advisor at Edward Jones in Elk Grove, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Medtronic and has been involved with the Cal North Referee Association since 2015. Outside of his advisory role, Waelbrock coaches junior varsity women's soccer and serves as a soccer referee for recreational and competitive games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

Altynai Stauss is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Hibdon Auto Center and Enloe Medical Center and was involved in entrepreneurial ventures including Alty's Kitchen and Country Morning Bakery & Cafe. 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 investment solutions, manages approximately $1.01 trillion in assets, and operates a large national network of financial advisors and branch offices.

Julia Agustin is a Financial Advisor at Merrill Lynch Wealth Management, where she partners with individuals, families, and business owners to navigate significant financial decisions. She emphasizes a personalized approach, taking the time to understand each client's unique goals and priorities to develop strategies aimed at supporting long-term financial success. Julia focuses on building lasting relationships through responsive and attentive service. Her expertise includes retirement planning, investment strategies, and wealth management. As a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), she works with clients on areas such as family wealth management, legacy planning, and philanthropic planning, tailoring advice to align with each person's circumstances. Julia holds a Bachelor's degree from San Diego State University. Outside of her professional role, Julia enjoys gymnastics, hiking, spending time with her family, watching movies, and practicing yoga.

Manuel Provedor is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities from 2016 to 2022 before joining Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Tsz Chung (Wilson) Leung is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in the financial services industry. He works with individuals, families, and business owners to develop customized financial strategies that align with their specific goals. Based in Sacramento and the Greater Los Angeles Area, Wilson focuses on building long-term relationships through a client-centric approach that integrates investment management, retirement planning, and wealth transfer strategies. Wilson's expertise spans college education planning, family wealth management, liquidity management, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Fluent in English, Cantonese, and Mandarin, he serves the Asian American community by providing culturally attuned financial guidance tailored to clients' unique backgrounds. Collaborating with a team of specialists at Bank of America and Merrill Lynch, he offers clients comprehensive access to lending solutions, estate planning, and business succession strategies. Wilson holds a Bachelor's Degree from the University of California, Los Angeles (UCLA) and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved with the Home4Homeless Project at UCLA. Outside of work, Wilson enjoys spending time with his family, traveling internationally, playing badminton, dancing, drawing, interior decorating, and listening to music.

Matthew Morehead is a financial advisor at UBS Financial Services with 43 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 designations. 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 and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Adrian Shankar is a financial advisor with LPL Financial based in Sacramento, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at New York Life Insurance Company and Golden 1 Credit Union’s investment services. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Javier Cardenas is a CFP®-designated financial advisor with 26 years of industry experience, currently with Cetera. His prior firms include Avantax and Oppenheimer & Co Inc. He is based in Elk Grove, CA. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients through more than 10,000 advisors.

Cyril Shah is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2006 and served 12 years at the American River Flood Control District. He is also a board member of the Sacramento County Employees' Retirement System (SCERS), overseeing the system’s operations alongside other board members. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs fact-finding and risk-profiling tools to tailor non-discretionary planning and consulting services aligned with client goals.

James Stark is a financial advisor with Primerica Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been associated with Primerica Advisors since 1982 and with Primerica Financial Services since 1980. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, overseeing portfolio management with the assistance of BNY Mellon Advisors.

Travis Simas is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and CFD Investments. Outside of his advisory work, Simas performs as a musician in a band. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Muhammad Abbas is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 63 designations and has worked at J.P. Morgan Securities since 2022. Outside of his advisory role, he is an owner and partner of an e-commerce business selling clothing items and accessories. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a quantitative and ESG-informed approach.

Parker Boone is a financial advisor with OSAIC in Sacramento, CA, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Lincoln Financial Advisors Corporation and has been involved with Retirement Security Centers, where he assists financial planners with meeting preparation and business activities. He also has experience working in retail and food service sectors. 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 using a range of portfolio management tools and supports both discretionary and non-discretionary accounts through a complex platform that includes multiple mergers and third-party arrangements.

Joann Doan is a financial advisor with Fidelity in Sacramento, CA. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at UC Davis, Moss Adams, and the California Department of Transportation. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Wesley Holcomb is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked with LPL Financial since 2006, including a recent role at LPL Enterprise LLC. Outside of his advisory work, he coaches wrestling at Rio Americano in Sacramento. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Nathan Kawaguchi is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2022. He has been serving client needs at Fidelity for over a decade, progressing through roles of increasing responsibility including Vice President, Financial Consultant from 2015 to 2022, and Financial Consultant from 2013 to 2015. Prior to joining Fidelity, Nathan held various financial advisory roles at Merrill Lynch, Wells Fargo Advisors, A.G. Edwards, and ETrade Financial. Nathan holds a California Insurance License. He approaches his work as a partnership with clients, focusing on helping them make decisions that align with their personal values and life purpose. He is committed to building long-term relationships based on trust to support clients throughout their life journey. Outside of his professional role, Nathan has interests in baseball, family activities, fitness, parenthood, reading, and traveling.