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.

Aric Koshiyama is a financial advisor with LPL Financial in Vacaville, CA, holding Series 63 and Series 65 designations and over 28 years of industry experience. He has worked at Travis Credit Union and LPL Financial since 2007. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Hakobian is a financial advisor with Ameriprise in Davis, CA, holding a Series 66 designation. He has been with Ameriprise since 2020 and has prior experience at Alta California Regional Center, UCD Extension Financial Services, and UC Davis. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.