Jeffrey Vinsonhaler is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including LPL Financial and Steward Partners Investment Solutions. He is also involved with Tri Counties Advisors, where he provides financial and investment advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor strategies to client goals and maintains specialized programs for public finance and SIMPLE IRA employer advisory services.

Galen Lee is a financial advisor with Robert W. Baird & Co. in Grass Valley, CA, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Black Mountain and AmeriCore, as well as involvement with nonprofit and hospitality ventures such as the Bob Marshall Wilderness Foundation, The Hike Shack, and Shovel Handle Pub. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm uses a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Trista Click is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 credentials and four years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., with a combined tenure of over a decade across both institutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering non-discretionary advice through a select group of Wealth Advisors.

Matthew Percey is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2013. 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 brokerage, distribution, and investment management capabilities.

Ryan Meacher is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® and Series 66 designations and 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 manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

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.

Kristopher Wilson is a financial advisor with LPL Financial, holding a Series 66 license and having 12 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, Wilson is employed by the San Juan School District in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Paul Hanna is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Robert Cannella is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2005, following four years at Morgan Stanley DW Inc. Outside of advisory work, he holds three United States patents for an automotive safety device. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both in-house and third-party strategies, with a broad platform that also includes affiliated insurance and banking partnerships.

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.

William Craig is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including Merrill, Bank of America, and CUNA Mutual Group. Outside of advising, he has been involved with Boyz Nite Out for over two decades and owns a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

David Mc Hugh is a financial advisor at Edward Jones in Auburn, CA, holding Series 63 and Series 66 designations with 30 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Ashley Haley is a financial advisor at Stifel with 16 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

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.

Kathy Ray is a financial advisor at Stifel in Auburn, CA, holding a Series 66 designation with 20 years of industry experience. She has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Elizabeth Waschow is a financial advisor at Stifel with 19 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling.