Luis Bautista is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with LPL Financial since 2009. Bautista also operates Bautista Wealth Management, LLC, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research, among other tools.

Emma Kerss is a CFP®-credentialed financial advisor with Ameriprise, where she has worked since 2017 and has a total of 10 years of industry experience. Prior to joining Ameriprise, she spent a year at Westlake, Grahl, and Glover. Outside of her advisory role, she is involved in consulting through Unapologetically Us, LLC and co-owns a real estate business, Team ME LLC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Nicholas Hanna is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Nugget Market, Inc. and Sacramento City College before joining Edward Jones. He holds a Series 66 credential. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryce Pascoe is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Pascoe is also involved in non-variable insurance activities associated with Prudential. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services alongside insurance products. The firm uses a platform that integrates investment advisory programs with financial product sales and provides access to model portfolios, third-party asset management, and lending programs.

Muhammad Abbas is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 63 designations and has worked at J.P. Morgan Securities since 2022. Outside of his advisory role, he is an owner and partner of an e-commerce business selling clothing items and accessories. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a quantitative and ESG-informed approach.

Eric Hoffart is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Lord Abbett for seven years before joining Raymond James and First Northern Bank, where he currently serves as an investment advisor. Outside of advisory work, Hoffart is involved as a partner in Lohi Beer Garden and holds investment interests in several hospitality-related businesses including Recess Campus Lounge and multiple beer garden ventures. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports clients in implementing strategies through various advisory programs.

Franklin Anselmi is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He has been with J.P. Morgan Securities since 2013 and holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Sterling Koliba is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. He has served in the United States Air Force Reserve since 2014 and currently holds a role as a Staff Sergeant in the California Army National Guard, working as a Transportation Management Coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Caden Pascoe is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, Pascoe held various roles, including positions at Cintas and Blue Note Brewing Company, and worked in education at Woodland Christian School. LPL Enterprise serves a diverse client base ranging from individuals to institutional clients, offering financial planning, advisory, and brokerage services supported by a platform that integrates model portfolios, third-party asset management, and insurance products.

Kevin Haarberg is a CFP® with over 41 years of experience at Edward D. Jones & Co., L.P., where he has worked since 1984. He is based in Woodland, CA. Outside of his advisory role, he is a passive investor and partner in real estate investment ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Chetan Patel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and Bank of America, NA, including Merrill, prior to his current role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Margaux Ocampo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her background includes roles at several organizations, including Innobiosurg of America, Inc, Scoot Education, and the University of California, Davis. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles.

Maurice Seitter is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and Loring Ward Financial Inc. His background also includes roles outside of finance, such as at Whole Foods Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and formal advisory roles to various registered investment entities.

Edgar Guevara is a financial advisor with LPL Financial based in Dixon, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Bank of Stockton and Bbva Compass. He is also a commissioned notary. 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 plan consulting, with access to model portfolios, research, and various investment strategies.

David Pinto is a financial advisor at Ameriprise with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Ameriprise in 2018, he spent 15 years with Farmers Insurance Group and Farmers Financial Solutions. Pinto serves on the Board of Directors for NAMI Yolo County and participates in local business networking activities. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Derek Seo is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Seo owns and manages Duckhorn Properties, LLC, a property management business. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.

Craig Miyamoto is a financial advisor at Edward Jones with 25 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2000. Earlier in his career, he worked as a golf instructor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

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.

Jon Yager is a financial advisor with Fidelity in West Sacramento, CA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked across Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services since 1996. Outside of his advisory role, Yager owns Jon Yager Photography, providing fine art, wedding, and portrait photography services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a range of clients including registered investment companies and charitable funds.