Brittany Amador is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, nA. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Joseph Hoon is a financial advisor with Robert W. Baird & Co. Inc. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

David Nelson is a financial advisor at Wells Fargo Clearing in El Dorado Hills, CA, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked 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 solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Patricia Chorn is a financial advisor at Ameriprise with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following five years at Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered through a centralized consulting team.

Alireza Torabian is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their unique priorities and develop personalized financial strategies focused on college education planning, legacy planning, retirement income, and portfolio management services. His approach emphasizes simplicity and transparency throughout the wealth planning process. Reza holds a Bachelor's Degree from the University of California system and has earned the Personal Investment Advisor (PIA) designation. Fluent in Farsi and English, he supports clients in setting short-, mid-, and long-term financial goals, providing ongoing advice as their needs evolve. He also coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. In addition to his professional work, Alireza is involved in church and community activities. Outside of his practice, he enjoys adventure sports, basketball, football, and reading.

Janice Dunn is a CFP®-certified financial advisor with Robert W. Baird & Co., where she has worked since 2015. She has 25 years of industry experience and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a partner in a real estate rental business. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing financial planning, portfolio management, and brokerage services tailored to client goals and risk tolerances.

Priscilla Luckhurst is a financial advisor at Edward Jones in Roseville, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked full-time in education and operated her own consulting business for seven years. She also has a decade of experience with CorePower Yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Ricardo Aguilera is a financial advisor at Edward Jones in Folsom, CA, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Ashley Archer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Archer worked at Morgan Stanley and E*TRADE Capital Management LLC in various roles from 2016 to 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations across a broad range of financial planning needs.

Mark Chapman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, serving clients in various capacities over nearly a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joel Gourdin is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Principal Funds Distributor, Inc. and Mariner Independent Advisor Network, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Erin Drennon is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she spent ten years at Enterprise Holdings Inc. 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 and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, Door Dash, and Horace Mann Investors. 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.

Meliah Bird is a financial advisor with Morgan Stanley in Folsom, CA, holding a Series 66 license and 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that utilize structured planning tools and modeling techniques.

Julie Overton is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to support client goals.

Aaron Holyoak is a financial advisor with Fidelity in Rocklin, CA, holding Series 63 and Series 66 designations and 21 years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC since 2005 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jonathan Graham is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 and 66 licenses, with 22 years of industry experience. His prior firms include The Prudential Insurance Company of America, Pruco Securities LLC, Waddell & Reed, Inc, and Leumi Investment Services Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dalton Wilson is a financial advisor with Ameriprise in El Dorado Hills, CA, holding Series 65 and Series 63 licenses and having five years of industry experience. His prior roles include positions at Woodbury Financial Services, Capitol Wealth Management, and Carlson & Work, LLC. Ameriprise Financial Services is a large 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.

Andrew Peterson is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Johnathan Mirabelli is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. Before joining Equitable Advisors in 2016, he worked at AXA-Advisors, LLC for four years and was involved in the restaurant and skateboarding industries. He is also a travel advisor with Goldrush Getaways. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, using LPL-sponsored programs and endorsed third-party managers in its advisory and brokerage solutions.