Jacqueline Ellerbee is a financial advisor with Thrivent Investment Management in Rocklin, CA, holding a Series 66 designation and with seven years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2018. Prior to this, she worked at Macerich / Arden Fair from 2013 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and a broad range of planning topics without discretionary trading authority. The firm offers integrated planning and managed-account solutions through its “WealthPlan” option while maintaining separate advisory services.

Dustin Brooks is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for six years at Von Housen Automotive Group. Based in Rocklin, CA, he has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Charles Ankrim is a financial advisor at Robert W. Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Amber Drinkwater is a Series 66-credentialed advisor with LPL Financial, based in Roseville, CA, with 11 years of industry experience. She has been with LPL Financial since 2014 and also has a longstanding affiliation with Golden 1 Credit Union since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Matthew Schirmer is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Rebecca Stewart is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and nine years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Edward Jones, and Wells Fargo. She serves as a board member of the Sacramento Estate Planning Council. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning using structured discovery and advanced modeling tools while providing broad retail and institutional services.

Geremy Zezini is a financial advisor with LPL Enterprise in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab and CliftonLarsonAllen Wealth Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.

Damian Lima is a financial advisor with Edward Jones in Rocklin, CA, holding CFP® and Series 66 designations and bringing eight years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Accenture from 2015 to 2018. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Courtland Mulliken is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 15 years of experience with a focus on Wealth Management and Corporate Retirement Services. His wealth management services include financial, estate, investment advisory, and cash management for a select group of affluent clients. In corporate retirement services, he specializes in qualified and non-qualified deferred compensation plans, concentrated stock and option plans, business succession planning, and cash management. Court graduated from the University of Colorado, Boulder, with dual degrees in Chemistry and Mathematics. He served as a Submarine Officer in the US Navy for over 10 years in active and reserve capacities. Following his military service, he worked in the Semiconductor Equipment Manufacturing and Medical Device Manufacturing industries. He holds several professional designations including Chartered Financial Analyst (CFA), Wealth Management Advisor (WMA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). Court is a member of the CFA society of Sacramento and the Civil Air Patrol. He lives in El Dorado Hills, California with his wife, Taira, and is an active member of the community. His personal interests include fishing, golfing, and ice hockey.

Lori Riffle is a financial advisor at Stifel with 30 years of industry experience. She holds the Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Slaughter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His prior roles include positions at LPL Financial, Next Financial Group, and Waddell & Reed. Outside of his advisory work, he owns and operates Daycation for Seniors, a business focused on senior activities. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Jon Hutchison is a financial advisor with LPL Financial in Roseville, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, previously working at Lincoln Financial Securities Corporation and operating Hutchison Financial Group, Inc. He has maintained independent business activities related to financial services and insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national 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 research and third-party subadvisors.

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.

Mark Sikich is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds the Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2016, including prior roles at Tmfs Advisors, LLC. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, supports a large client base through both advisor-led and online platforms, and provides employer-facing retirement plan consulting and educational content.

Walter Mc Williams is a financial advisor with Cetera, holding Series 63 and Series 65 designations. He has one year of industry experience, having worked previously at Zang SMP from 2018 to 2025 and HIS Hair Clinic from 2014 to 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with over $256 billion in assets under management.

Cameron Johnson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Principal Financial Group, The Prudential Insurance Company of America, and Pruco Securities LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Trudy Nishita is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with several Wells Fargo entities and Merrill since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Sonia Perez is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo N.A. and First Northern Bank. Outside of her advisory role, she works as a consultant and independent contractor for DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Andrew Schoenike is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC for one year. He is based in Roseville, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both non-discretionary and discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lauren Stowe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2007 and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.