Judith Davidson is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill Lynch since 2000 and Bank of America since 2009. Davidson is involved with CASA (Child Advocates of El Dorado County), a nonprofit organization supporting children in the foster care system, where she assists in fundraising and staff oversight. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Rachel Eaton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors 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 uses research from Wells Fargo Investment Institute along with third-party data to evaluate investment options based on diversification and modern portfolio theory.

Lynnell Reese is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she is involved in food delivery services through DoorDash. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Marie Ahola is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with R.W. Baird since 2009. She is also involved in managing several rental properties outside of her advisory role. The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

Edmardo Tomei III is a CFP® certified financial advisor with over 25 years of industry experience. He is currently with Cetera and has previously worked at Next Financial Group Inc. Tomei is also the owner and senior wealth manager of PWA Financial, where he has provided financial planning and retirement plan services since 2003. Additionally, he works as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party money managers.

Erik Feest is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley since 2016. Outside of his advisory work, he is a partner at Lakeside Equestrian Center, LLC, an agricultural and recreational business in Loomis, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Matthew Baumann is a CFP® professional with 14 years of industry experience, currently advising at Fisher Investments since 2016. He previously worked at Creative Planning for one year. Baumann is a passive owner of a salon business and co-owns a vending machine operation in the Greater Portland Area. Fisher Investments serves a global client base that includes institutional and high-net-worth private clients, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios, employing tax-aware strategies and risk management techniques.

Jason Gaskins is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked within various Wells Fargo entities since 2011. Outside of advisory work, he owns a rental property in Fair Oaks, California. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Marc Miner is a CFP® with 30 years of experience in the financial services industry. He is currently affiliated with LPL Financial, having joined the firm in 2023, and previously worked at Securities America Advisors Inc. and Connecticut Mutual Life Insurance Co. Miner operates an insurance agency in connection with his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Christopher Pistone is a financial advisor with Robert W. Baird & Co. in Roseville, CA. He holds a Series 66 designation and has eight years of industry experience, including four years at Wells Fargo Home Mortgage prior to joining Baird in 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers financial planning, portfolio management, and brokerage services, tailoring strategies to client goals and risk tolerances through a mix of in-house and third-party managers.

Alberto Verdi is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on assisting clients in pursuing financial well-being through thorough financial planning and developing practical financial roadmaps. Alberto has experience in financial services dating back to 2013. Prior to his current position, he was a Relationship Manager at Fidelity Investments from 2022 to 2024. Before that, he worked as an Insurance Agent at AAA NCNU from 2017 to 2022, and as a Private Client Banker at JP Morgan Chase from 2013 to 2017. He holds a California Insurance License.

Harry Webb Jr. is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Before joining Edward Jones in 2023, he held various roles across technology and media companies including Contour Design, Logitech, and AVer Media. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and investment options, operates under a fiduciary standard, and maintains a large nationwide network of financial advisors and branch offices.

Gabriel Rodriguez is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and six years of industry experience. He previously worked for WE Alliance Wealth Advisors, Inc. for ten years. Outside of his advisory role, Gabriel is a commissioned notary public. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement plan advisory services to a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through a network of independent financial professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Vinell Mcwilliams is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Cetera and its affiliates since 2013. He also operates Mcwilliams Financial Corp, which has provided fixed insurance and securities services since 1997. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Cornelius Leahey IV is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. His work history includes various roles outside the financial sector and involvement with Gonzaga University. Raymond James Financial Services Advisors provides financial planning and investment consulting to diverse clients, including individuals, high-net-worth investors, and public entities, offering tailored, non-discretionary advisory services supported by a broad institutional network.

Christopher Sinclair is a Senior Financial Advisor with over 10 years of experience, providing personalized wealth management services within Merrill Lynch Wealth Management. He works closely with successful entrepreneurs, corporate executives, and affluent families, many in the technology and life sciences sectors, focusing on preserving and growing their wealth. Since beginning his career, Christopher has emphasized understanding the unique priorities of his clients to develop customized strategies that address wealth management goals, retirement planning, trust and estate planning through Bank of America Private Bank, corporate retirement plans, and strategic asset allocation. He combines personalized attention with the resources of a global financial services firm. Christopher holds a Bachelor's Degree from the University of California system and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his personal time, he enjoys traveling, skiing, and spending time with his family.

Angelica Morgan is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Kaiser Permanente and Autism Learning Partners. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Joshua Summerhays is a financial advisor with LPL Financial based in Roseville, CA. He holds the CFP® and Series 66 licenses and has 19 years of industry experience. He has worked at both Golden One Credit Union and LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Kendall Stice is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolio delivery, supported by compliance with regulatory standards such as CFTC registration and NFA membership.

Dianne Lynch is a financial advisor with Ameriprise in Auburn, CA, holding CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. She has 44 years of industry experience, including nine years with Bank of America and Merrill. Lynch has been with Ameriprise since 2023. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to create tailored, non-discretionary advice through a centralized consulting team.