Michelle Long is a financial advisor with Ameriprise in Cameron Park, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. She worked at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC before joining Ameriprise, where she has been since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Shari Merle is a financial advisor with LPL Financial in El Dorado Hills, CA, holding a Series 63 designation and bringing 37 years of industry experience. She has worked with Linsco/Private Ledger since 2001, totaling 25 years with the firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Jaime Barretta is a financial advisor with LPL Financial in Folsom, CA, holding Series 63 and Series 65 credentials and 22 years of industry experience. Before joining LPL Financial in 2011, he worked at Edward Jones from 2008 to 2011. He is also involved with Barretta Wealth Management, Inc., an insurance-related business focusing on life, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting its network of over 22,800 advisors with both proprietary and third-party investment strategies.

Laura Scruggs is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill and Wells Fargo Advisors in various capacities since 2012. 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 roughly $671 billion in assets and supports clients through a combination of brokerage and advisory solutions.