Nicholas Pastorino is a financial advisor with Raymond James Financial Services Advisors, Inc. in Roseville, CA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has served as Director of Wealth Management at Tri Counties Bank since 2017 and holds a vice president position at Tri Counties Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports institutional consulting through a broad network of advisors.

Eric Hanhold is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to his current role, he spent nine years working in Major League Baseball. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions tailored to plan objectives and risk tolerances. The firm’s advisory approach is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Odom is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of his advisory role, he serves on the Board of Directors for The Hillmen Foundation, a nonprofit organization that raises funds for the local high school in Auburn, California. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies.

Jacob Toomey is a financial advisor at Fidelity with Series 63 and Series 65 credentials and seven years of industry experience. His work history includes roles at Fidelity Investments, Strategic Wealth Advisors Group, LPL Financial, Principal Securities, Principal Life Insurance, Allstate Insurance, and Quest Technologies Management. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for registered investment companies and uses algorithmic methods and AI in its research.

Patrick Mccusker is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2013, following four years at Morgan Stanley. Mccusker serves as treasurer for The Wright Way Foundation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, internal research tools, and a range of separately managed account programs.

Keith Walker is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Mark Mishler is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, Mishler has temporary leadership responsibilities in his church, dedicating significant time to service activities over the next two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jason Neyer is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at CalFIRE and Waddell & Reed, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Angelo Theodorou is a financial advisor with LPL Financial in Roseville, CA, holding a Series 66 credential and 15 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2019. Outside of his advisory role, he serves as a JV softball coach at Del Oro High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and advanced technologies, with both discretionary and non-discretionary management options.

Caleb Canfield is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at The Vanguard Group and self-employment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

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 and Becker Financial Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2007 and joined Becker Financial Group in 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management strategies.

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 seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, BancWest Investment Services, Bank of the West, and Wells Fargo Advisors. Crowder serves on the Board of Trustees for the Grand Lodge of Nevada Free and Accepted Masons, where he oversees financial audits and budget monitoring. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

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 14 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at Smart Investor, LLC and Sand Hill Global Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on 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 platforms.