James Mccririe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Trotter is a CFP®-certified financial advisor with Edward Jones in Winters, CA, where he has worked since 2009 and has 16 years of industry experience. Outside of his advisory role, he holds an ownership interest in the Green Bay Packers football team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

Russell Seymour is a financial advisor with Edward Jones in Davis, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Troon Golf for a total of 12 years. He serves on the Board of Directors for the Davis Chamber of Commerce. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Christian Vaituulala is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, East Lawn Memorial Park, First Tech Federal Credit Union, and Los Rios Community Colleges. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal teams and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Johnson is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a power of attorney for a family member and as a trustee for the Johnson Family Trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, with a notable focus on incorporating insurance-related products alongside traditional investment options.

George Chavez is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 registrations. He has 30 years of industry experience, including roles at Merrill, JPMorgan Chase, and Wells Fargo Clearing. Outside of his financial career, he volunteers as a catechist aid for the Cathedral of the Blessed Sacrament, assisting with youth religious programs. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved tools to analyze client goals.

Jacob Meisch is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Advisors LLC from 2009 to 2016 prior to joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he is involved in managing multiple rental properties. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Vishal Patel is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo in various advisory capacities. Outside of financial services, he is a silent investor in hospitality businesses in Gulf Shores, Alabama. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial goals.

Qianqian Sheng is a financial advisor at J.P. Morgan Securities with four years of industry experience. Sheng holds Series 66 and Series 63 licenses and has worked at several major financial institutions, including Bank of America Corporation and Merrill. Prior to entering the financial sector, Sheng held positions at Apple/Volt Information Sciences and Target. J.P. Morgan Securities LLC 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 its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.