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.

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.

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.

Thomas Sallady is a financial advisor with LPL Financial in Dixon, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Bank of Stockton and LPL Financial since 2017 and was previously with National Planning Corp and Bank of Stockton from 1999 to 2017. 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 provides a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

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.

Nicholas Lenz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL in 2020, he worked at Bank of Stockton and Cintas Corporation. LPL Financial is a nationwide SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.

Yan Li is a financial advisor with Edward Jones in Fairfield, CA, holding a Series 66 designation and 11 years of industry experience. Prior to joining Edward Jones in 2023, Yan worked at Merrill from 2014 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wendell Thomas is a financial advisor with Primerica Advisors in Suisun City, CA, holding Series 65 and Series 63 licenses with six years of industry experience. He previously worked at Wells Fargo Bank for 17 years and has been a self-employed DJ since 2010. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody. The firm maintains a large network of advisors and approximately $15.5 billion in assets under management.

Kathryn Jabour is a CFP® with 41 years of industry experience, currently serving at Osaic Wealth, Inc. since 2024. She previously worked at Securities America, Inc. and Securities America Advisors, Inc. for over 17 years. Osaic Wealth, Inc. provides a broad range of financial services to retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services with access to multiple platforms and third-party money managers.

David Tozer is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been associated with Cetera and related entities since 2013 and also operates Tozer Wealth Management. Outside of his advisory roles, he is the owner and president of Tozer Enterprises, an S-Corp focused on business operations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors and offers multiple program structures with discretionary and non-discretionary management options.

Julie Norton is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sebastien Tomescu is a financial advisor with LPL Financial in Fairfield, CA, holding a Series 66 credential and six years of industry experience. He has previously worked at Patelco Credit Union, CUSO Financial Services, LP, and San Francisco Fire Credit Union. 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 provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Shannon Schmidt is a financial advisor with LPL Financial and holds a Series 66 designation. She has eight years of industry experience, including five years at Edward Jones and prior roles in education support and at UC Berkeley Extension. Outside of advising, Schmidt owns SDS Fine Art, a fine art business. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Lisa Ann Nouchi is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and over 32 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Western International Securities, Inc. for 17 years. In addition to her advisory role, she is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutional entities. The firm offers financial planning, diverse advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Damon Tyler is a financial advisor with LPL Financial in Vacaville, CA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He worked at National Planning Corp for 15 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Sean Lynch is a financial advisor with LPL Financial in Napa, CA, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Redwood Credit Union, Merrill, and Bank of America. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios from internal and third-party sources.