Sarah Moody is a Series 66 designated financial advisor with seven years of industry experience. She is currently affiliated with Raymond James Financial and serves as Lead Trader at Owens Estate and Wealth Strategies Group and Sierra Foothill Asset Management, Inc. She has been associated with Raymond James Financial Services since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary investment consulting using analytical and risk-profiling tools and supports a broad network of advisors with specialized municipal finance and employer advisory programs.

Kimberly Korf is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and 28 years of industry experience. She has worked with Osaic Wealth since 2018 and previously was affiliated with Signator Investors, Inc. and Mitchell and Associates. Outside of advising, she is an artist who creates and sells printed artwork and greeting cards, and she provides business management support for her daughter's skincare startup. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated advisory and brokerage services with access to multiple investment platforms, employing tools such as asset-allocation models and automated rebalancing to manage portfolios across a range of asset types.

Dwain Dobbins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Wells Fargo Bank, Lincoln Financial Securities Corporation, and The Prudential Insurance Company of America. 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 and offers both brokerage and advisory solutions supported by internal research and third-party analytics.

Alyssa Raley is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses. She has two years of industry experience, including her current role at J.P. Morgan Securities since 2024 and prior work at JP Morgan Chase Bank. Before entering the financial industry, she worked in the food service sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Peter Ketchand is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is a financial advisor at Raymond James Financial Services Advisors, Inc. and serves as Director of Research and board member at Sierra Foothill Asset Management, Inc., also operating as Owens Estate and Wealth Strategies Group. Outside of his advisory roles, he is a partner involved in subleasing office space related to his firm. 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 planning and consulting utilizing various analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Kellie Ettlin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and seven years of industry experience. She has worked at Owens Estate & Wealth Strategies Group and Sierra Foothill Asset Management, Inc. since 2020, and previously spent one year at PricewaterhouseCoopers, LLP. Kellie is a partner and Chief Financial Officer of Sierra Foothill Asset Management, Inc., where she is actively involved in operations. Raymond James Financial provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities, using a non-discretionary approach tailored to client goals and supported by analytical tools and risk profiling.

Stephen Buschmann is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Baird in 2025, he worked at Grass Valley RV Resort and held positions at Apple Inc., GNC, and Sierra College. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, using a combination of manager-traded and model-traded strategies, internal research, and advanced tools including artificial intelligence.

Aubri Giguere is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing seven years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and has been with Wells Fargo Bank NA since 2000. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sarah Pham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank NA since 2015. Outside of finance, she owns and operates Quality Nutrition Labs, a business involved in selling vegetables. 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 broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Grayson Miller is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird in 2025, he held roles at Anest Iwata Medea, Plaza Artist Materials and Picture Framing of the Mid Atlantic, Dakota Art Gallery, Brotha Dudes, and Aslan Brewing Co. He is part of The DDK Group team within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and technology.

James Belluomini is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is a board member of the Nevada Joint Union High School Foundation, where he manages the foundation’s investments and reports on their monthly performance. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Eric Yates is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Before joining Raymond James, he worked at Cox Media Group for two years. In addition to his advisory work, Yates serves as a paid notary public in Grass Valley, California. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and it supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA consulting services.

Kipling Ehlers is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on providing personalized wealth management strategies tailored to clients' individual financial goals. He combines Merrill's investment insights with banking and lending solutions from Bank of America to create flexible strategies adapted to evolving market conditions. Throughout his career, Kipling has dedicated himself to building trusting relationships with clients by understanding their objectives and collaboratively determining the best path forward. His expertise spans personal and business financial planning, allowing him to deliver comprehensive advice and guidance. Kipling holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Iowa. In addition to his professional work, Kipling participates in community service, volunteering with local organizations in line with Merrill's tradition of community involvement. His approach emphasizes one-on-one collaboration to develop tailored financial strategies that support clients' long-term goals.

Sonja Lilja Li is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMC BANK NA since 2010. 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 broker-dealer and investment adviser functions to deliver a comprehensive range of client services.

Stephanie Leishman is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, she worked at Apiarity for nine years and held multiple positions at Boston University. Outside of her advisory role, Leishman serves as Vice Chair and a regular member of the Nevada County Republican Central Committee, and she is the Communication Director for The Church of Jesus Christ of Latter-day Saints in Nevada City. She is also involved with Sierra Thread LLC, a media company, where she performs administrative duties. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering forward-looking capital market analyses used to inform client decisions.

Kerry Wright is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and experience at JPMorgan Chase & Co. Inc. and Banner Bank. Wright's background also includes roles outside finance, such as work at Scott Auto Trim and as a homemaker. Wright is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Dylan Blomgren is a financial advisor at Raymond James Financial Services Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Owens Estate and Wealth and Sierra Foothill Asset Management, Inc. outside of his role at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and organizational clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of advisors and affiliated firms.

Robert Smail is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at North State Foods, Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a nationwide network of approximately 23,701 financial advisors. The firm manages over $1 trillion in assets and provides solutions including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sonia Jenkins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She serves as Branch Manager and CEO of Owens Estate and Wealth Strategies Group and Sierra Foothill Asset Management, Inc. Jenkins has held advisory roles at Raymond James since 2011 and previously worked with Owens Capital Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Jill Clark is a financial advisor at Edward Jones in Browns Valley, CA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked for the Atherton Police Department for 16 years and also spent several years in education roles, including as a substitute teacher and at East Nicolaus High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and branch offices nationwide.