Jessee Gardner is a financial advisor with Edward Jones in Lincoln, CA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked in various roles at companies including Onspring, Emplifi, Emotive, Toast, Inc., and GolfNow. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Radu Prisakar is a financial advisor with Charles Schwab, holding a Series 66 designation and 17 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He also serves in the U.S. Army Reserve as an NCO. Charles Schwab & Co., Inc. 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 guidance, with a multi-asset, model portfolio approach and integrated custody and brokerage services.

Jodi Pieczynski is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with UBS since 1993. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

William Craig is a financial advisor with LPL Financial in Auburn, CA, holding Series 66 and Series 63 designations and bringing 24 years of industry experience. His career includes roles at Merrill, Bank of America, and CUNA Mutual Group. He is also involved in a long-term entrepreneurial venture, Boyz Nite Out, which he managed for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and retirement services supported by proprietary and third-party research, employing both discretionary and non-discretionary management strategies.

Douglas Van Order is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is president of Tier One Enterprise, Inc., a company focused on sales coaching and goal setting. MassMutual Investors Services operates as 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 programs, using firm-approved software tools to develop written recommendations within collaborative, annual client engagements.

Ryan Rainbolt is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, and individual and corporate investment strategy. Ryan works with private clients to help provide financial wellness for today and future generations. He has been recognized in the Forbes Best-In-State Advisors list from 2018 through 2026. Ryan holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's degree in Business Administration with a focus on Finance from California State University, Chico. Ryan lives in Loomis, California, with his wife and two daughters. His personal interests include basketball, fishing, golfing, hiking, skiing, spending time with family, and traveling.

Michele Oldham is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Nuvia, ClearChoice, and Pacific Dental Services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, goal-oriented financial planning using firm-approved software tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Garrett Walker is a Series 65-licensed financial advisor with Fisher Investments, based in Granite Bay, CA, and has six years of industry experience. He has been with Fisher Investments since 2019, following three years at the University of Arizona. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes tax-aware strategies and defensive tactics to manage risk.

Kari Allen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been affiliated with Edward Jones and Edward Jones Investments since 2009. Outside of finance, she has worked in a medical office performing therapy modalities and administrative duties. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients with over $1 trillion in assets under management. The firm offers discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.

Anthony Owings is a CFP®-credentialed advisor with over 32 years of experience, currently affiliated with Raymond James Financial in Rocklin, CA. He previously worked at Legato Financial and Boomerang Business Solutions. Owings serves on the advisory board of Visit Truckee-Tahoe, contributing to sustainable tourism efforts in the region. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning supported by advanced analytical tools and offers specialized advisory programs and consulting services.

Donna Harrison is a Series 66-licensed advisor with Merrill in Roseville, CA, with 21 years of industry experience. She has worked at Merrill since 1984, totaling 42 years with the firm. Merrill and its affiliate Managed Account Advisors LLC provide managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Auwinger is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing. He is based in Roseville, CA, and holds the Series 66 license. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning services that utilize structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Trenton Schmitt is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and began his professional career at Baird in 2022. Prior to advising, Schmitt was involved with Rancho Robles Winery and completed his studies at Columbia University. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs a variety of advisory strategies, including separately managed accounts and tax-management techniques, supported by in-house research and manager oversight.

Keali'i Forsberg is a Series 66-credentialed financial advisor with six years of industry experience, currently affiliated with Edward Jones since 2020. Prior to joining Edward Jones, Forsberg worked at Results Transformation Centers for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and provides various advisory strategies, including discretionary and non-discretionary solutions, with an extensive network of financial advisors and branch offices nationwide.

Mark Jagow is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Bancwest Investment Services, Inc., M Holdings Securities, Inc., and LPL Enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sandra Kirschten is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Robert W. Baird since 2008. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals, utilizing a range of traditional and complex investment strategies through both in-house and third-party managers.

Mike Monahan is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. In addition to his advisory role, Monahan is a committee member of Ruck for 22, Inc., a nonprofit organization supporting veterans. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Michael Corbella is a Series 66 licensed advisor at Wells Fargo Clearing with 25 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven, incorporating modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Craig Weis is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2020, following seven years at UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a focus on non-discretionary planning and a range of portfolio management styles.

Alexander Rocha is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at PNC Bank and Morgan Stanley Private Bank, N.A. Rocha’s background also includes eight years dedicated to full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides plans both directly and through corporate financial planning agreements.