Roberto Villalpando is a financial advisor with LPL Financial in Vacaville, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Travis Credit Union, Cellular Sales, Luxottica - Oakley, and Adidas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michele De George is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 25 years of industry experience. She previously worked at Ameriprise Financial Services for nine years and operates MDG Legacy Advisors, Inc. In addition to her advisory work, she has been involved with Crossroads Christian Church in Vacaville for over 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various management options.

Jardee Worcester is a financial advisor with Ameriprise in Vacaville, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise, he spent 20 years at Janssen Supply Chain / ALZA Corporation. Outside of his advisory role, he teaches knitting, crochet, and sewing classes and provides long arm quilting services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Jean Chai is a financial advisor with Ameriprise in Vacaville, CA, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is a co-owner of Nut Tree Properties, LLC, a real estate business. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement income recommendations delivered through a centralized consulting team.

Kenneth Rode is a financial advisor with LPL Financial based in Napa, CA, with 18 years of industry experience including 17 years at G&J Seiberlich & Company LLP and one year at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and technology-driven research.

Michael Gradl is a financial advisor with LPL Financial in Vacaville, CA, holding a Series 63 credential and over 33 years of industry experience. He previously worked at Cuso Financial Services and Sorrento Pacific Financial from 2005 to 2018 before joining LPL Financial and Travis Credit Union in 2018. 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 services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Matthew Hefner is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 credential and worked previously at Securities America Advisors from 2013 to 2024. In addition to his advisory role, Hefner is involved in insurance sales through PRJ Insurance & Wealth Management, focusing on life and health insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of integrated financial services and uses various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Cynthia Autenreith is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Financial Engines Advisors L.L.C. and Charles Schwab. 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 advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Angela Denna is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and has been affiliated with Financial Advocates Investment Management since 2015. Outside of her advisory work, she is also a notary public and is involved in a family trucking business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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.

Dustin Donnell is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Vacaville, CA. Outside of his advisory role, Donnell is involved in local sports officiating, serving as Umpire in Chief for the Vacaville American Little League and working as an umpire and official for regional baseball organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branch offices, its fiduciary standard, and additional affiliated services such as trust and securities-based lending.

Amon Allahyari is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of advising, he owns and manages Airbnb rental properties. 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 incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Sally Louie is a financial advisor with LPL Financial in Vallejo, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at LPL Financial since 2007 and has concurrently been affiliated with The Golden 1 Credit Union since 2006. Outside of her advisory work, she serves as a nonprofit board member and foster mom for the Contra Costa SPCA. LPL Financial is a national SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

Matthew Wieckowski is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked in business development at LSI Business Development and was involved with Smart Metals Recycling LLC, operating as Sprout. He has also held roles in education and retail. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Cordeiro is a financial advisor with LPL Financial based in Napa, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2015 and is involved in community organizations including Sunrise Rotary and Queen of the Valley Hospital. Outside of his advisory role, he owns BraKat Vineyards, selling grapes to a local winery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse financial planning and advisory programs, combining discretionary and non-discretionary management with research and technology-driven investment solutions.

Britni Hastings is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 2011. 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 applying an ESG eligibility framework in its recommendations.

Michael Geitner is a financial advisor with LPL Financial in Napa, California. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Prior to joining LPL Financial in 2018, he worked at E*Trade Securities LLC and E*Trade Capital Management LLC. He is also involved with Vintage Wealth Advisors, an investment-related business associated with his LPL practice. 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, retirement consulting, and brokerage services.

Alyssa Connor is a financial advisor with LPL Financial in Vacaville, CA, holding Series 65 and Series 63 credentials and 12 years of industry experience. Her career includes roles at Waddell & Reed Inc and various insurance carriers related to W&R insurance agencies. She also operates a separate financial advisory business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and diverse investment strategies.

Amanda Keller is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2010. She has 22 years of industry experience. In addition to her advisory role, she works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Briana Roemmick is a financial advisor with Edward Jones in Fairfield, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked in the mortgage industry with firms including Edge Home Finance, CrossCountry Mortgage, Caliber Home Loans, and VITEK Mortgage. She continues to maintain a referral role with Edge Home Finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Lacy Senate is a financial advisor with Edward Jones, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2006. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.