Larry Au is a financial advisor with Ameriprise in Auburn, CA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 17 years before joining Ameriprise. He serves on the advisory board of the Salvation Army. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Erik Boyme is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at LPL Financial since 2012 and previously held positions at Wells Fargo Clearing and UBS Financial Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and diverse operational tools.

Rachel Kenney is a financial advisor at Edward Jones in Auburn, CA, holding a Series 66 designation with nine 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessie Queniart Ingram is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include work with Quell Financial Group and Waddell & Reed Inc. In addition to her advisory work, she has provided life coaching and Reiki sessions as non-investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with various tools and strategies across discretionary and non-discretionary account management.

William Craig is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 24 years of industry experience. His career includes roles at Merrill, Bank of America, and CUNA Mutual Group. He also owns a real estate rental business outside of his financial advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Keali'i Forsberg is a Series 66-credentialed financial advisor with six years of industry experience, currently affiliated with Edward Jones since 2020. Prior to joining Edward Jones, Forsberg worked at Results Transformation Centers for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and provides various advisory strategies, including discretionary and non-discretionary solutions, with an extensive network of financial advisors and branch offices nationwide.

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.

Nataliya Kalinyuk is a Series 66-licensed financial advisor at Edward Jones with 18 years of industry experience. She has worked exclusively with Edward Jones since 2008. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

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.

Michael Steinbach is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Pollock Pines, California. Edward Jones is a full-service wealth management firm servicing over 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Scott Berner is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Thrivent and its affiliated entities since 2013. Outside of his advisory role, Berner is an ordained pastor with Lutheran Congregations in Mission for Christ, conducting occasional weddings, funerals, and pulpit supply for rural congregations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses across various planning topics and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining these services separately.

Shawn Sanchez is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JP Morgan Chase Bank for eight years. Sanchez is based in Auburn, CA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Odom is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of his advisory role, he serves on the Board of Directors for The Hillmen Foundation, a nonprofit organization that raises funds for the local high school in Auburn, California. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies.

Mark Mishler is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, Mishler has temporary leadership responsibilities in his church, dedicating significant time to service activities over the next two years. 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jerry Rickey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2003, aside from a brief period at Wells Fargo Clearing in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and model portfolio programs, with a platform that supports both discretionary and non-discretionary account management.

Gregory Williams is a Series 66 licensed financial advisor with Edward Jones, based in Auburn, CA. He has two years of industry experience and has held previous roles in public safety and construction. Outside the financial industry, he was a partner in Williams and Son Builders, a construction business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Donna Cirelli is a financial advisor with Primerica Advisors and holds the PFS™ designation and Series 63 license. She has 27 years of industry experience and also serves as a partner at Muller & Associates, a tax preparation and accounting firm. Donna has held roles at Primerica since 1999 and currently works part-time as a real estate agent with Century 21. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm employs model-driven investment strategies and operates with a network of nearly 3,700 advisors managing approximately $15.5 billion in assets under management.