Christopher Wilczewski is a CFP®-certified financial advisor with Edward Jones in Folsom, CA, and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Verizon Wireless for 15 years and spent a year at Folsom Cordova USD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Dianna Laney is a financial advisor with LPL Financial in Folsom, CA, holding CFP® and ChFC® designations and over 20 years of industry experience. Her prior experience includes roles at Ameriprise, Cambridge Investment Research Advisors, and Ideal Life Financial Advisors. She serves as a board member on the City of Folsom Planning Commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Nathan Tuttle is a financial advisor with Osaic Wealth Inc. He holds a Series 66 credential and has one year of industry experience. In addition to his role at Osaic, he is a partner at Weston & Tuttle LLP, where he works as a tax preparer. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.

Kaelen Telander is a Series 66-licensed financial advisor with Equitable Advisors, based in Folsom, CA. Telander joined the firm in 2026 and has held various roles in education and retail prior to entering the financial industry. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

John Taylor III is a financial advisor at Osaic Wealth Inc with one year of industry experience. He holds a Series 66 designation and serves as a partner at Weston and Tuttle, LLP, where he provides tax planning and compliance services for individuals, small businesses, and trusts/estates. Prior to his current roles, he worked at Moss Adams for five years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios that include a broad array of investment products.

Waqas Khan is a Series 66-licensed financial advisor with 12 years of industry experience, currently working at Wells Fargo Clearing since 2025. His prior roles include positions at SAFE Credit Union and LPL Financial LLC, where he spent seven years, as well as experience with Nationwide Financial and Travis Credit Union. 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 integrates research from Wells Fargo Investment Institute along with third-party data to guide its investment approach.

John Joyce is a financial advisor at OSAIC with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securities America Advisors and Wells Fargo Advisors Financial Network. Outside of his advisory work, he serves as the head JV water polo coach at Jesuit High School and is a member and group leader of the Sacramento Professional Advisors Network. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Mitchell Howard is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He is currently with Edward Jones in Roseville, CA, where he has worked since 2019. His prior experience includes roles at Charles Schwab and Northwestern Mutual. 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 solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Joe Schmitt is a financial advisor with Morgan Stanley in Folsom, CA, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015, and previously at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, incorporating market simulations and Secular Return Estimates, while generally acting in an advisory capacity without providing individual security recommendations.

Mark Morgan is a financial advisor with Morgan Stanley in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citi Global Markets since 1993. Outside of his advisory role, he is a sole proprietor involved in lending related to real estate. 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 estate planning strategies, managing approximately $2.74 trillion in client assets.

Levi Russell is a Series 66-licensed financial advisor with Morgan Stanley in Folsom, CA, and has eight years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2017. Outside of his advisory role, he serves as president of the LeTip Club of Paradise, a business networking organization. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models to support its advisory process.

Alan Okazaki is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Bacon Boise from 2022 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its role in managing model portfolios, its registration with the CFTC, and advisory responsibilities for multiple registered investment companies.

Adam Chervenak is a CFP® professional with 20 years of industry experience, all spent at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Granite Bay, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Joshua Mcanally is a financial advisor with LPL Financial in Newcastle, CA, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and Wells Fargo Clearing and Investments. He is also involved in an insurance agency business alongside his advisory work. 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 a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Christopher Freehill is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Edward Jones for two years before joining LPL Financial in 2010. Outside of his advisory role, he operates a motocross racing team through his business, Moto ID. 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 a range of financial planning and investment management services through a large network of advisors, combining various portfolio strategies and technology tools with extensive non-advisory financial offerings.

Andrew Dunnigan is a financial advisor with Morgan Stanley in Folsom, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee’s return estimates and modeling techniques.

Joshua Myer is a CFP® professional with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors, offering a range of advisory strategies, affiliated mutual funds, and additional financial services.

Stacey Caso Turk is a CFP® and Series 66 registered financial advisor with Edward Jones in Placerville, California, where she has worked since 2017. She has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated services supported by a large nationwide network of advisors and branch offices.

Ioana Rives is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Bandy is a financial advisor at Edward Jones with a Series 66 license and one year of industry experience. His prior work includes roles at Liberty Tax Service, Steadfast Accounting Solutions, ServiceNow, Oracle Corp, and Hewlett Packard Enterprise. Outside of his advisory role, he owns and manages a rental property in Roseville, California. 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 supported by a large network of financial advisors and branch offices nationwide.