Jacob Bisler is a Financial Advisor at Merrill Lynch Wealth Management. He partners with clients and their families to provide personalized financial plans that align with their goals, priorities, and values. His approach focuses on understanding each client's unique circumstances to develop strategies that help build, preserve, and transition wealth. Jacob holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and is recognized as a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from CSU Sacramento, an Associate's Degree from Los Rios School District, and completed his high school education at West Campus High School. He is involved with professional and community organizations including Active 20-30 Sacramento and the Sacramento State Alumni Association. Outside of work, Jacob enjoys football, golfing, skiing, and spending time with his family.

Pravin Kumar is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 66 designations and 11 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 Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Gary Bladen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2012. Based in the Palo Alto branch, he works closely with individuals and families to develop personalized financial strategies tailored to their specific goals, values, and needs. His approach involves regular reviews to ensure financial plans remain aligned with the client's evolving life circumstances. Gary's expertise encompasses a broad range of financial planning areas, including retirement planning, college education funding, legacy planning, managing new wealth, tax minimization, and socially responsible investing. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill Lynch, he worked with clean technology startups focusing on sustainability and resource efficiency and contributed to innovation efforts in the Sacramento area. He earned his bachelor's degree from the University of California system. Outside of his professional work, Gary enjoys playing music, cooking, soccer, traveling, and spending time with his family.

Charlotte Russo is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior work includes roles at Wells Fargo Advisors and Bank of America. She is involved with the Josephine Lugo Trust outside of her advisory duties. 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. The firm offers model-based and discretionary strategies constructed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Chase is a financial advisor with Mass Mutual Investors Services in Sacramento, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with MML Investors Services LLC and MassMutual Life Insurance Company since 2014. Outside of his advisory role, he acts as a life and health insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and structure collaborative, annual planning engagements.

Wayne Soloaga is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked within various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations.

David Gonzalez is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he owns K4k Construction, a business focused on 3D printing homes. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves clients through a centralized consulting team and delivers integrated advisory, brokerage, and insurance solutions.

Leah Roman is a Series 66 licensed financial advisor with Edward Jones, based in Woodland, CA. She has 17 years of industry experience, all of which have been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Stine Bradford is a financial advisor at LPL Financial with ten years of industry experience and holds the Series 66 designation. She previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and KMS Financial Services, Inc. Bradford also operates Bradford Investment Services and is involved with Bradford Capital Group, an entity related to her LPL business. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Jake Remolona is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in 2021 after graduating from the University of California, Davis with a degree in Managerial Economics. Jake initially worked with Equitable Advisors as a Financial Professional before joining Merrill Lynch Wealth Management in 2024. His areas of focus include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the designation of Personal Investment Advisor (PIA). Jake emphasizes building personalized financial plans and providing ongoing advice tailored to clients' unique goals. Outside of his professional work, Jake enjoys baseball, football, golfing, photography, reading, running, skiing, soccer, spending time with his family, and traveling.

Barbara Reese is a CFP® professional with 34 years of industry experience, currently with LPL Financial since 2003. She previously worked at Securian Financial Services for three years. Outside of her advisory role, she is a co-owner of Stoney's Rockin' Rodeo Restaurant in Sacramento, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services through a large network of investment adviser representatives, utilizing a range of portfolio management strategies and operational tools.

Brian Dwyer is a financial advisor with Edward Jones in Woodland, CA, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Superior Vision Services, Inc. and Sacramento Municipal Utility District. 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 and investment solutions, supported by a national network of more than 23,700 financial advisors and over 15,000 branch offices.

James Defilippi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 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, N.A. His practice is based in Lodi, California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adriana Valenzuela is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 designations and 13 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. Valenzuela has been affiliated with Wells Fargo Bank NA since 2009. Wells Fargo Clearing provides retirement plan consulting 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.

John Lee is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2014. Outside of his advisory role, he is a part-time landlord with ownership interests in rental properties in Elk Grove and Stockton, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Jackelyn Khalid is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Richard Graue is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 services. The firm’s advisory process is investment policy statement–driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Yuri Kim is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 65 and Series 66 designations and has worked at Wells Fargo Clearing since 2010, with prior experience at U.S. Bancorp Investments and U.S. Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard West is a Series 66 licensed financial advisor with 47 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. and Foothill Securities, Inc. Outside of his advisory roles, he serves as a water polo consultant and evaluator. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of financial advisers, offering integrated brokerage and advisory services alongside various investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

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.