Rani Pettis is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding CFP®, Series 63, and Series 65 designations and bringing 28 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Jeffrey Earle is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Garrett Beam is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and three years of industry experience. He has held positions at Wells Fargo Bank, Raleys, BLIMPIE's Sandwich Shop, and River City High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting, supported by research from the Wells Fargo Investment Institute and third-party sources.

Dakota Van Dyke is an Investment Advisor Representative at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has a background that includes coaching youth sports through the Elk Grove Unified School District. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides both proprietary and third-party model strategies and employs multiple platform arrangements tailored to client objectives.

Vanessa Richie is a financial advisor with Equitable Advisors in Folsom, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, her background includes roles in education and community service. She volunteers in social media and photography for Radiant Church. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.

John Matzoll is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals and the evolving market conditions. His approach integrates the investment insights of Merrill and the banking and lending resources of Bank of America to deliver comprehensive wealth management solutions. John holds several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Nevada - Reno and a Master's Degree from the University of California, Davis. In addition to his professional work, John is engaged in community service and dedicates time to volunteering with organizations in the communities he serves, reflecting the Merrill tradition of active community participation.

Manny Sahota is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He joined Fidelity in 2020 and has served in various capacities including Relationship Manager and Financial Representative. Prior to his tenure at Fidelity, Manny worked as a Senior Financial Sales Advisor at BBVA Compass Bank from 2017 to 2020 and as a Senior Relationship Banker at MUFG Union Bank from 2016 to 2017. Manny's professional experience centers on helping clients and their families develop and maintain financial plans tailored to their unique situations. He is dedicated to building client confidence in retirement planning. He holds a California Insurance License. Outside of his professional work, Manny has interests that include comedy, cooking and baking, football, golf, and puzzles.

Jasmine Wysingle is a financial advisor with Fidelity in Sacramento, CA, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at Fidelity Investments since 2025 and previously held roles at Franklin Distributors, LLC, and Franklin Templeton Companies, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients including retail and institutional investors, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, as well as its roles as a commodity pool operator and advisor to multiple registered investment companies.

Casey Gunter is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at U-Haul and California State University. He volunteers as a football coach at University Preparatory School in Redding, CA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and works with third-party asset managers to deliver customized investment solutions.

Brandon Collins is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Cuna Brokerage Services Inc. and has experience in the financial services and hospitality sectors. He is a partner and treasurer at Ujamaa Endeavors, a commercial leasing business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Patrick Mclaughlin is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked with Cetera and its affiliated firms since 2004, including First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he operates a tax preparation business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Lay Hagan is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch/Bank of America and California Bank and Trust. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multi-manager and fund-of-funds structures and utilizes systematic methodologies and long-term asset allocation benchmarks in its investment process.

Dmitrij Maslovskij is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2012, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, and it is noted for its use of systematic methodologies and AI-driven research in managing investments.

Peter Parla II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wells Fargo-affiliated firms since 2012, including Wells Fargo Bank NA and Wells Fargo Advisors LLC. Outside of his advisory role, he is an independent distributor for Amway. 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 combines both brokerage and advisory solutions, using research and analytics to support investment decisions across a large platform of more than 14,000 financial advisors.

Yun Chen is a financial advisor with Merrill in Elk Grove, CA, holding a Series 66 designation and eight years of industry experience. Chen has been with Merrill and Bank of America, N.A. since 2013. Outside of advisory work, Chen is a co-owner of a family-related business in Fremont, California. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bonnie Nelson is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with LPL Financial since 2014 and previously spent 21 years at Foord, Van Bruggen & Pajak Financial Services. Outside of her advisory role, she is involved with CBI2 LLC, a business entity maintained for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by comprehensive research and multiple investment strategies.

Elise Chu is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, following two years at Rabobank, N.A. Outside of her advisory role, she is the sole proprietor of a revocable trust involved in real estate activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and advanced investment models in its financial planning process.

Tarik Eldin is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 25 years of industry experience. He previously worked at Cetera Advisor Networks LLC from 2013 to 2020 and has been affiliated with Sacramento Credit Union since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management supported by various model portfolios and research.

Michael Jeter is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2018. He previously worked at Signator Investors, Inc. and operates Jeter Tax, a tax preparation and audit representation service, which he has managed since 2003. In addition to his advisory role, he is also an insurance agent selling fixed insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Jesus Coronel Garcia is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and seven years of industry experience. His work history includes positions at Bank of America, Merrill, JPMorgan Chase, and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with a focus on oversight and governance in managing various fund structures.