Peter Gillespie is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Leonora Chryssafis Bitas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She previously worked at Wells Fargo Advisors, Fidelity Investments, and Bank of America/Merrill Lynch. She holds Series 63 and Series 66 licenses and is based in Sacramento, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Kenneth Peters is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his advisory role, he owns and operates The JackEmma Group LLC, doing business as The Peters Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning across areas such as retirement, education, risk management, and specialized services including business-owner transition and special-needs planning.

Bo Lowenberg is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. He has been associated with various Fidelity entities since 2005, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where Lowenberg operates, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs, and maintains unique roles such as commodity pool operator registration and advisory services to multiple investment funds.

Kyle Monahan is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked with LPL Financial since 2018, as well as Golden 1 Credit Union since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Benny Vallejo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various J.P. Morgan entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Maximiliano Boudreau is a financial advisor with Equitable Advisors holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior experience in various roles across multiple industries. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a mix of in-house and third-party advisory programs to tailor investment solutions based on client information and risk tolerance.

Jenny Haskin is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, Bank of America, N.A., and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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.

Arjun Subbiah Nanjappa Titermada is a financial advisor at Fidelity with three years of industry experience. He has held positions at Fidelity Investments since 2023 and previously worked at New York Life Insurance Company from 2020 to 2023. Prior to his finance career, he spent seven years at BCKM Memorial Hospital. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios.

Joseph Simpson is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, having been with Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers customized financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Maxwell Fields is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has worked previously at Redwood Investment Management and Bicoastal Recruiting Partners. Maxwell has also been involved with Arizona State University through the Devil's Advocates program. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Heidi Hunter is a financial advisor at Thrivent Investment Management with 35 years of industry experience. She has held positions at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Hunter holds the Series 63 and Series 66 designations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm combines goal-based analyses with a managed-account program under a consolidated billing option while maintaining planning and portfolio management as separate services.

Edgard Laguna is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. His work history includes positions at Bank of America, Merrill, and Wells Fargo Clearing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Judy Ho is a CFP®-certified financial advisor with nine years of industry experience, currently associated with Cambridge Investment Research Advisors. She has worked previously at Edward Jones and is involved with Lane Florence, LLC. Ho serves as a director for the Cordova Recreation & Parks Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of independent professionals, offering proprietary and third-party strategies with various implementation options.

Stephen Hardisty is a financial advisor at Equitable Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2007, following prior roles at Axa Advisors, 1717 Capital Management Company, and MSI Financial Services. In addition to his advisory work, he operates a separate business providing disability and health insurance services. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver customized investment solutions.

William Lee is a financial advisor with Mass Mutual Investors Services in El Dorado Hills, CA, holding Series 63 and 66 licenses and bringing 31 years of industry experience. He has been with MML Investors Services Inc. and Mass Mutual Life Insurance since 2002. Outside of his advisory work, he is involved in a separate health insurance business as an agent. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and supports a range of financial strategies without discretionary control.

Mayra Castro is a financial advisor at Charles Schwab with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank since 1998 and 2005, respectively. She serves as a board member for Growth Public Schools, participating in monthly meetings to provide guidance on school programs. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with centralized custody and oversight.

Theresa Roberts is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at TIAA, Tiaa-CREF, Bb&T Securities, and Merrill. Outside of her advisory role, she is involved with the Order of the Eastern Star in Folsom, California, serving in a committee role related to accounting and bookkeeping. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with advisory services centered on financial planning rather than individual security recommendations.

Kelly Jordan is a financial advisor with OSAIC in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining OSAIC in 2025, Jordan worked at Lincoln Financial Advisors Corporation for three years and spent 18 years with TD Ameritrade. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.