Colin O'Neill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at several companies including AirGarage, ezCater, AfterShip, and GRIN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets. The firm is notable for its extensive retail advisor and branch network as well as its affiliated trust, mutual fund, and securities lending capabilities.

Eric Graves is a Series 66-licensed financial advisor with Ameriprise Financial Services in Roseville, CA, and has eight years of industry experience. His prior work includes positions at Graves Law Offices and Streamline Circuits. He also serves as an advisor with Blue Oaks Management, LLC, an Ameriprise Financial franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Chad Salvador is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Matthew Dazey is a financial advisor with Ameriprise in Roseville, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, he worked at DoorDash and Goodwill Industries. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Jeff Yankauskas is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with LPL Financial and SchoolsFirst Federal Credit Union, having previously worked at Bank of the West, BancWest Investment Services, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth and non-HNW clients—retirement plans, corporations, credit unions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various portfolio management options.

Amanda Picard is a financial advisor at Charles Schwab with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work history includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab serves primarily 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 offers a mix of non-discretionary and discretionary investment options using multi-asset model portfolios and provides centralized supervisory, custody, and order-routing services.

Michael Mistretta is a financial advisor at Cetera with 17 years of industry experience and holds the Series 66 designation. He also serves as president of MMRS Accountancy Corporation, a CPA firm providing accounting and tax services, and engages in business consulting and property management through Mistretta Management, LLC. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

William Wang is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering diverse advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Aaron Braun is a Planning Consultant at Fidelity Investments. In this role, he works directly with clients to help them define and pursue their life goals, aiming to foster confidence in their financial futures. Prior to his current position, Aaron served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He holds a California Insurance License. Outside of his professional work, Aaron enjoys family activities, football, hiking, outdoor adventures, parenthood, and running.

Jocelyn Fante Yim is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has been with Wells Fargo Clearing and its affiliated firm since 2016. Outside of her advisory role, she is co-owner of a dog breeding business, Sheldon Woods Premier Pups LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by in-house research and third-party analytics.

Thomas Goode is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2012 and 2015, respectively. He holds the Series 66 designation. Outside of his advisory role, Goode serves as a board member of the Rotary Club of Arden Arcade Foundation in Sacramento. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services that include institutional relationships, private funds, and structured product activities.

Scott Walton is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as treasurer for Walk 4 Mental Health, assisting with fundraising activities. 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 advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm includes insurance-related investment options and bank deposit sweep programs as part of its broader financial product offerings.

Danilo Caldeira is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he focuses on connecting clients to the people, plans, and processes that align with their unique financial ambitions. He works with clients to plan for their personal goals, including funding education, preparing for retirement and health care costs, and developing long-term family financial strategies. Danilo takes time to understand what is important to each client, providing guidance across general investing, retirement planning, and saving for unexpected events. His approach emphasizes simplicity and transparency to help clients navigate the complexities of wealth planning. He holds a Bachelor's degree from Excelsior College and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA).

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.

Neil Richards is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has previously worked at Lincoln Financial Advisors, Inc., Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. In addition to his advisory role, Richards serves as an insurance agent offering fixed insurance products, including fixed annuities and various types of health and life insurance. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, providing integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios consisting of stocks, bonds, mutual funds, ETFs, and alternative investments.

Samuel Sherman is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has held positions at several major firms, including Merrill, TD Ameritrade, Bank of America, and Wells Fargo. Sherman is currently based in Roseville, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management and financial planning services supported by a large integrated platform.

James Coffin III is a financial advisor with Morgan Stanley in Sacramento, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a Successor Trustee in Walnut Creek, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and uses structured planning tools and modeling techniques in its process.

Nicolas Delyon is a financial advisor with LPL Financial in Rocklin, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Wells Fargo Advisors for eight years before joining LPL in 2019. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Henrry Medrano is a Financial Advisor with Merrill Lynch Wealth Management, where he provides comprehensive wealth management services tailored to clients' individual needs. He works closely with clients to connect all aspects of their financial lives, helping prioritize and pursue goals through customized strategies that adapt to changing circumstances. Henrry and his team at TSPN Wealth Management Group offer guidance in areas such as retirement planning, business launching, and investment opportunities, leveraging access to banking and lending services through Bank of America. Henrry holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma/GED from Houston Community College. He is actively involved in professional organizations including the Greater Houston Partnership, Greater Houston Women's Chamber of Commerce, Greater Northside Chamber of Commerce, and Women's Energy Network. His community involvement extends to participation in groups such as the Greater Northside Chamber of Commerce, Houston Livestock Show & Rodeo Corral Club, Interfaith Ministries, Rescue America, SWAT Ministries International, United Way, Wesley Community Center, and Women's Energy Network. Outside of his professional work, Henrry enjoys camping, cooking, running, traveling, watching movies, practicing yoga, and spending time with his family. His approach emphasizes building robust financial strategies that provide security and adaptability, guiding clients through life's uncertainties toward their financial aspirations.

James Radovich is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to guide its investment approach.