Jonathan Hardisty is a financial advisor with Equitable Advisors in Folsom, CA, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Equitable Advisors since 2007, following a year at 1717 Capital Management Company. Outside of his advisory role, he owns and operates a health insurance business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party programs to deliver customized investment solutions and fiduciary services.

Amy Peeples is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds the Series 66 designation and has worked previously at Safe Credit Union, LPL Financial LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of advisors using proprietary research and model-based asset allocations.

Elizabeth Festejo is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been associated with Cetera and its affiliated entities since 2014. Outside of her advisory role, she is involved in managing De Novo Wealth Management and works as an insurance agent specializing in life, health, annuities, and disability products. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors.

Alexandria Davis is a CFP® and Series 66-registered financial advisor with six years of industry experience. She is currently with LPL Financial and has prior experience at Facet Wealth, Symphony Financial, Ameriprise Financial Services, and MSI Financial Services. Outside of her advisory work, she owns Beyondtax, a tax preparation business based in Rancho Cordova, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Hong Van is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Chase Bank and its securities affiliates since 2016. 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, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an emphasis on ESG criteria and a non-discretionary advisory approach.

Galang Nguyen is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, N.A. and Merrill from 2015 to 2022 before joining Wells Fargo Clearing in 2022. 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 services tailored to plan objectives and demographics, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Justin Curry is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has a background that includes roles at WestAmerica Bank, Banner Bank, and Umpqua Bank. Outside of finance, he owns and operates DJ Direct Entertainment, providing DJ and emcee services for weddings and corporate events. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Susan Dawson is a financial advisor at Robert Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has worked at Baird since 2023, with prior experience at Cetera Advisor Networks and Ana I Ramirez. Outside of financial advising, she serves as Chief Financial Officer and Secretary of Clearview Systems Consulting, Inc., an IT systems consulting company. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and custody and brokerage services, using a range of strategies including tax management and direct indexing, supported by internal research and technological tools.

Norielle Gottschalk is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. She holds the Series 66 designation and is based in Sacramento, CA. Outside of her advisory role, she has involvement in non-investment-related real estate ownership. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations.

Lamar Simpson Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with LPL Financial since 2015 and has been associated with JM Ridgway since 2004. Outside of his advisory work, he owns and operates a firearms safety training business focused on safe firearm usage and concealed carry permit education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment advice delivered primarily through its network of investment adviser representatives.

Steven Deelstra is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management, where he is a principal of The Deelstra Group. Drawing on the group’s longstanding history since 1974, Steven and his team provide wealth management services focused on asset management and estate planning for individuals and corporations across the United States and Western Europe. He manages personalized and defined investment strategies on a discretionary basis, incorporating individual securities, model portfolios, and third-party strategies. Steven joined Merrill Lynch Wealth Management in 2001. Prior to that, he worked in business development and mergers and acquisitions for a publicly traded internet search company in Seattle. He holds a Bachelor’s degree from Loyola Marymount University and is a graduate of Jesuit High School in Sacramento. Steven is also a Certified Financial Planner (CFP) and a Personal Investment Advisor. He volunteers as a mentor within the CFP Board Mentoring Program. Outside of his professional role, Steven and his wife, Sarah, are involved in supporting nonprofit organizations within their community. He enjoys skiing, cycling, painting, and surfing, and spends time attending his children’s athletic activities.

Rani Pettis is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding CFP®, Series 63, and Series 65 designations and bringing 28 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

James Kline is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Citigroup and Citibank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Earle is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Garrett Beam is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he worked at Wells Fargo Bank, Raleys, BLIMPIE’s Sandwich Shop, and River City High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment recommendations, offering both discretionary and non-discretionary retirement plan services.

Dakota Van Dyke is an Investment Advisor Representative at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has a background that includes coaching youth sports through the Elk Grove Unified School District. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides both proprietary and third-party model strategies and employs multiple platform arrangements tailored to client objectives.

Vanessa Richie is a financial advisor with Equitable Advisors in Folsom, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, her background includes roles in education and community service. She volunteers in social media and photography for Radiant Church. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.

John Matzoll is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals and the evolving market conditions. His approach integrates the investment insights of Merrill and the banking and lending resources of Bank of America to deliver comprehensive wealth management solutions. John holds several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Nevada - Reno and a Master's Degree from the University of California, Davis. In addition to his professional work, John is engaged in community service and dedicates time to volunteering with organizations in the communities he serves, reflecting the Merrill tradition of active community participation.

Manny Sahota is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He joined Fidelity in 2020 and has served in various capacities including Relationship Manager and Financial Representative. Prior to his tenure at Fidelity, Manny worked as a Senior Financial Sales Advisor at BBVA Compass Bank from 2017 to 2020 and as a Senior Relationship Banker at MUFG Union Bank from 2016 to 2017. Manny's professional experience centers on helping clients and their families develop and maintain financial plans tailored to their unique situations. He is dedicated to building client confidence in retirement planning. He holds a California Insurance License. Outside of his professional work, Manny has interests that include comedy, cooking and baking, football, golf, and puzzles.

Jasmine Wysingle is a financial advisor at Fidelity with credentials including Series 63 and Series 65 and four years of industry experience. She has previously worked at Franklin Distributors, LLC and Franklin Templeton Companies, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory services. The firm employs a systematic investment process that combines fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.