Sally Laughlin is a financial advisor at Ameriprise with nine years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Ameriprise in 2025, she worked at Edward Jones for seven years and was involved with Ewomen Network and Women Wealth Mastery. Outside of her advisory role, she owns Laughlin Designs and has authored a financial confidence-building book for women titled "Finding Your Treasure--A Woman's Guide to Money." Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeff Yankauskas is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with LPL Financial and SchoolsFirst Federal Credit Union, having previously worked at Bank of the West, BancWest Investment Services, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth and non-HNW clients—retirement plans, corporations, credit unions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various portfolio management options.

Ashley Archer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Archer worked at Morgan Stanley and E*TRADE Capital Management LLC in various roles from 2016 to 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations across a broad range of financial planning needs.

Mark Chapman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, serving clients in various capacities over nearly a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joel Gourdin is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Principal Funds Distributor, Inc. and Mariner Independent Advisor Network, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Erin Drennon is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she spent ten years at Enterprise Holdings Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, Door Dash, and Horace Mann Investors. 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Meliah Bird is a financial advisor with Morgan Stanley in Folsom, CA, holding a Series 66 license and 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that utilize structured planning tools and modeling techniques.

Julie Overton is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to support client goals.

Aaron Holyoak is a financial advisor with Fidelity in Rocklin, CA, holding Series 63 and Series 66 designations and 21 years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC since 2005 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jonathan Graham is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 and 66 licenses, with 22 years of industry experience. His prior firms include The Prudential Insurance Company of America, Pruco Securities LLC, Waddell & Reed, Inc, and Leumi Investment Services Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dalton Wilson is a financial advisor with Ameriprise in El Dorado Hills, CA, holding Series 65 and Series 63 licenses and having five years of industry experience. His prior roles include positions at Woodbury Financial Services, Capitol Wealth Management, and Carlson & Work, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicolas Delyon is a financial advisor with LPL Financial in Rocklin, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Wells Fargo Advisors for eight years before joining LPL in 2019. 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 and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Sean Lockwood is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and its affiliates since 2017, following prior roles at Sagepoint Financial and APFA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Peterson is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Johnathan Mirabelli is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. Before joining Equitable Advisors in 2016, he worked at AXA-Advisors, LLC for four years and was involved in the restaurant and skateboarding industries. He is also a travel advisor with Goldrush Getaways. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, using LPL-sponsored programs and endorsed third-party managers in its advisory and brokerage solutions.

Bradley Frisk is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lincoln, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing and J.P. Morgan Securities. He is also CEO of Frisk Capital Management LLC and Cypress Creek Capital Group, where he provides broad wealth management services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging asset-allocation analysis and firm research to develop tailored plans.

Jesse Glyer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, ABC Companies, and NAPA Auto Parts. Glyer serves as an advisory board member for Optimist International, participating in local youth-focused charitable activities. 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 solutions based on an IPS-driven process grounded in modern portfolio theory. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Tatyana Kjellberg is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. She has worked with Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2014. Outside of her advisory role, she serves as Vice President on the Booster Board for Del Oro Band, a public school organization in Loomis, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christine Congdon is a financial advisor with Robert Baird & Co. in Roseville, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Robert Baird & Co. since 2013. Outside of her advisory role, she serves as a leader with check signing authority for the Girl Scouts of the USA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, employing a range of investment strategies and management approaches to meet client goals and risk tolerances.