Claudio Boroica is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both non-discretionary and discretionary management, including insurance-related investment vehicles and bank deposit sweep options.

Bradley Laczny is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. His prior experience includes roles at JP Morgan Securities LLC and LPL Financial. He also owns a business, Laczny and Sons, which is unrelated to investments. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets.

Nicholas Pastorino is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and totaling 21 years of industry experience. His background includes roles at Tri-Counties Bank, where he currently serves as Director of Wealth Management, and previous positions at Independent Capital Management and OSAIC Services, Inc. He is also Vice President and OSJ for 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools for outcome modeling, supporting clients through advisory programs and institutional consulting.

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 roles include positions at CalFIRE and various insurance carriers associated with W & R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Angelo Theodorou is a financial advisor with LPL Financial in Roseville, CA, holding a Series 66 designation 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 coaches junior varsity softball at Del Oro High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Caleb Canfield is a CFP® professional at Fidelity with four years of industry experience. He has worked at Fidelity Investments since 2024 and previously held roles at The Vanguard Group, Inc. Caleb also has experience as a self-employed advisor and has worked in educational roles at Grand Canyon University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base with systematic investment strategies.

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 at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked in real estate and custom window coverings sales. Van Buren serves as treasurer on the board of directors for the Placer Women’s Network and is a silent partner and president of a kickboxing gym in Lincoln, CA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.