Scott Leslie is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2019. Leslie serves on the board of trustees at Sierra Community College. Edward Jones is a wealth management firm serving both individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Little is a financial advisor with Wells Fargo Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors since 2014. In addition to his financial advisory work, he coaches football at Whitney High School, where he teaches skills, manages communications with parents, and organizes practice and game-day activities. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, covering diverse client needs including retirement, education, and specialized planning areas.

Joshua Minkstein is a financial advisor with LPL Financial in Roseville, California. He holds Series 63 and Series 65 designations and has 25 years of industry experience. He previously worked at Becker Financial Group for 12 years and has been with LPL Financial LLC since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Mandie Van Buren is a financial advisor with Edward Jones in Lincoln, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she owned a custom window coverings business and has experience in real estate sales. She serves as treasurer for the Placer Women's Network and is a silent partner and president at a local kickboxing gym. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national network of advisors and branch offices and offers additional services such as tax-efficient management and securities-based lending.

Aaron Diringer is a Financial Consultant currently working at Fidelity Investments since 2022. He is dedicated to assisting clients in achieving the financial goals they have established for themselves and their families. Prior to his current role, Aaron served as a Territory Specialist at Franklin Templeton Investments from 2017 to 2022. He holds a California Insurance License, supporting his work in financial consulting. Outside of his professional career, Aaron is involved in military service, parenthood, and volunteering activities.

Madeline Salidas is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and four years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Franklin Templeton Investments, as well as positions in education prior to entering finance. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages substantial client assets and employs a structured planning process supported by firm-approved tools and research.

Stephen Crowder is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including LPL Financial LLC and Bank of the West. Outside of his advisory role, he serves on the Board of Trustees for The Grand Lodge of Nevada Free and Accepted Masons, where he is involved in financial oversight and governance. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support diversification and modern portfolio theory in its investment approach.

Anthony Wilcox is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, investment consulting for defined contribution plans, small business strategies, tax minimization, and retirement income. He works closely with clients to develop personalized financial strategies aimed at achieving their long-term goals and helping them organize and transfer their wealth effectively. Anthony has a diverse professional background, including a career as an Army officer and experience in consulting across various fields such as surgery, economic development, technology, and organizational structure. He holds a Personal Investment Advisor (PIA) designation and has earned bachelor's degrees from the United States Military Academy and Oregon State University, as well as a master's degree from William Jessup University. Outside of his professional work, Anthony is actively involved in his community, coaching football at Granite Bay High School and serving on the Granite Bay Rugby Board. He is a member of the American Legion and the West Point Association of Graduates. Anthony enjoys spending time with his family and engaging in outdoor activities.

William Odonnell is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following a one-year tenure at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Madeline Phillips is a CFP® with 15 years of industry experience, currently advising at Edelman Financial Engines. Her prior experience includes roles at Financial Engines Advisors L.L.C., Smart Investor, LLC, Sand Hill Global Advisors, LLC, and Morgan Stanley. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a proprietary, committee-driven investment process combined with planner delivery and online tools, providing both discretionary and non-discretionary management across diversified portfolios.

John Allen is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Since 2016, he has been associated with Morgan Stanley Private Bank, National Association and Morgan Stanley. Outside of his advisory role, he serves on the boards of Sacramento Angels, an angel investing group, and the Big River Vista Mutual Water Company; he is also a member of the Dean Advisory Council for California State University Sacramento’s School of Business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized activities such as private funds and principal trading.

Bart Zitnitsky is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has previously worked at First Republic Bank and its affiliated investment and securities firms for seven years before joining Morgan Stanley in 2023. Outside of his advisory role, he serves on the boards of two nonprofit organizations focused on community support and animal welfare. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and a global investment committee.

Todd Ferreira is a financial advisor with Ameriprise in Rocklin, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Nf Wealth Management, Inc. He has been with Ameriprise and its affiliates since 2017. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to deliver customized, non-discretionary retirement planning advice.

Bryan Ludwig is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Ameriprise, where he has worked since 2021, following prior roles at Wells Fargo Clearing, Merrill, and Edward Jones. Outside of his advisory work, Ludwig serves in multiple leadership and board positions in community organizations, including the Lincoln Chamber of Commerce, Rotary Club of Lincoln, and the Lincoln Veterans Memorial Coalition. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement income plans and ongoing tax-aware withdrawal guidance. The firm’s approach combines proprietary research and third-party data, focusing on dependable income sources and adaptive withdrawal strategies.

Jeffrey Ecklund is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Michael Gomes is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has worked across various Fidelity entities since 2014 and has prior experience at BBVA-affiliated firms and BancWest. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Lori Kamuf is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley. Outside of her advisory role, she is a consultant in direct sales for a clothing company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Thomas Coombs is a financial advisor at Edward Jones in Roseville, CA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Benedict is a Certified Financial Planner (CFP®) with 28 years of experience, currently serving at Charles Schwab & Co. since 2005. He holds Series 63 and Series 66 licenses and is based in Roseville, California. Outside of his professional role, he is involved with Folsom High School as an assistant golf coach and girls golf booster representative. Charles Schwab & Co. 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 combination of non-discretionary advisory models and access to discretionary separately managed accounts, supported by a multi-asset strategic allocation approach and a distinctive integrated operational structure.

Loren Taing is a financial advisor at LPL Enterprise with five years of industry experience. His prior roles include positions at U.S. Bank, CDC Small Business Finance Corp., Citigroup Global Markets, and Ameriprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.