Thasany Meza is a financial advisor at Ameriprise with 13 years of industry experience. Meza holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Outside of advisory work, Meza is involved with Fish2O, managing this business alongside advisory duties. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, typically serving clients with at least $1,000,000 in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Christopher Polacek is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His work focuses on helping high net worth clients develop comprehensive financial plans to navigate various market conditions. Christopher holds a California Insurance License, supporting his ability to provide diverse financial advice. His professional approach centers on wealth planning and addressing complex financial situations. Outside of his professional responsibilities, Christopher engages in family activities, fitness, golf, movies, spending time with pets, and traveling.

Wally Luu is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His career includes roles at Bank of America, Merrill, Edward Jones, and other firms. Outside of his advisory work, he owns a sole proprietorship. 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 combines in-house research and third-party analytics in its investment approach and offers a range of brokerage and advisory solutions.

Rehmat Amin is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Rehmat assists clients in building financial futures by developing and implementing personalized financial plans aimed at helping them achieve their goals. Rehmat’s expertise encompasses areas such as college education planning, family wealth management strategies, managing new wealth, small business strategies, tax minimization, and retirement income. Rehmat holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Rehmat earned a Bachelor's Degree from Rochester Institute of Technology, a Medical Doctorate from Ross University, and an MBA from Georgetown University. Rehmat communicates in English and Spanish.

Patricia Chorn is a financial advisor at Ameriprise with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following five years at Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered through a centralized consulting team.

Richard Hernandez is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Colin O'Neill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at several companies including AirGarage, ezCater, AfterShip, and GRIN. 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, managing approximately $1.01 trillion in assets. The firm is notable for its extensive retail advisor and branch network as well as its affiliated trust, mutual fund, and securities lending capabilities.

Alireza Torabian is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their unique priorities and develop personalized financial strategies focused on college education planning, legacy planning, retirement income, and portfolio management services. His approach emphasizes simplicity and transparency throughout the wealth planning process. Reza holds a Bachelor's Degree from the University of California system and has earned the Personal Investment Advisor (PIA) designation. Fluent in Farsi and English, he supports clients in setting short-, mid-, and long-term financial goals, providing ongoing advice as their needs evolve. He also coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. In addition to his professional work, Alireza is involved in church and community activities. Outside of his practice, he enjoys adventure sports, basketball, football, and reading.

Janice Dunn is a CFP®-certified financial advisor with Robert W. Baird & Co., where she has worked since 2015. She has 25 years of industry experience and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a partner in a real estate rental business. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing financial planning, portfolio management, and brokerage services tailored to client goals and risk tolerances.

Priscilla Luckhurst is a financial advisor at Edward Jones in Roseville, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked full-time in education and operated her own consulting business for seven years. She also has a decade of experience with CorePower Yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Jeff Yankauskas is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with LPL Financial and SchoolsFirst Federal Credit Union, having previously worked at Bank of the West, BancWest Investment Services, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth and non-HNW clients—retirement plans, corporations, credit unions, 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, third-party research, and various portfolio management options.

Amanda Picard is a financial advisor at Charles Schwab with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work history includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options using multi-asset model portfolios and provides centralized supervisory, custody, and order-routing services.

Michael Mistretta is a financial advisor at Cetera with 17 years of industry experience and holds the Series 66 designation. He also serves as president of MMRS Accountancy Corporation, a CPA firm providing accounting and tax services, and engages in business consulting and property management through Mistretta Management, LLC. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Ashley Archer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Archer worked at Morgan Stanley and E*TRADE Capital Management LLC in various roles from 2016 to 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations across a broad range of financial planning needs.

William Wang is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering diverse advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Jason Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, Door Dash, and Horace Mann Investors. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aaron Braun is a Planning Consultant at Fidelity Investments. In this role, he works directly with clients to help them define and pursue their life goals, aiming to foster confidence in their financial futures. Prior to his current position, Aaron served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He holds a California Insurance License. Outside of his professional work, Aaron enjoys family activities, football, hiking, outdoor adventures, parenthood, and running.

Jocelyn Fante Yim is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has been with Wells Fargo Clearing and its affiliated firm since 2016. Outside of her advisory role, she is co-owner of a dog breeding business, Sheldon Woods Premier Pups LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by in-house research and third-party analytics.

Thomas Goode is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2012 and 2015, respectively. He holds the Series 66 designation. Outside of his advisory role, Goode serves as a board member of the Rotary Club of Arden Arcade Foundation in Sacramento. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services that include institutional relationships, private funds, and structured product activities.

Jonathan Graham is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 and 66 licenses, with 22 years of industry experience. His prior firms include The Prudential Insurance Company of America, Pruco Securities LLC, Waddell & Reed, Inc, and Leumi Investment Services Inc. 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 across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.