Michael Russell is Market Leader at Fidelity Investments, where he leads and develops a team of Branch Leaders and Financial Consultants serving the Northern California community. He has progressively held roles at Fidelity Investments since 2013, including Vice President Branch Leader, Vice President Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Trader. He holds a California Insurance License and has extensive experience across investment consulting, retirement solutions, and branch leadership. His career progression reflects a focus on coaching teams and serving client financial needs. Outside of work, Michael enjoys biking, fitness, hiking, kayaking, running, and swimming. He also participates in Ironman triathlon training and racing. Michael has a wife of 30 years, a daughter aged 29, and a son aged 25.

Alexander Dickson is a Series 63–licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005, totaling 34 years in the industry. Prior to this, he was associated with Cambridge Investment Research, Inc. starting in 2000. Outside his advisory role, he serves as Vice President of the Rancho Del Sol Property Owners Association and Treasurer of the Rancho Del Sol Fire Safe Council, both volunteer positions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing proprietary models and third-party strategies across multiple platforms.

Robert Gustavis II is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at John Hancock and AIG Corebridge. Outside of his advisory work, he has co-owned an ATM business and owns several rental properties, including an Airbnb managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices across the United States.

Jarred Anderson is a Vice President and Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop strategies aimed at sustainable wealth and financial peace of mind. He approaches client relationships by objectively listening to their needs and working collaboratively on customized financial plans. Since joining Fidelity Investments in 2005, Jarred has held various roles including Financial Representative, Premium Services Representative, Private Client Group Relationship Manager, Relationship Manager, Retirement Solutions Representative, Retirement Relationship Manager, Portfolio Specialist, Managed Account Investment Consultant, and currently Vice President, Financial Consultant. His extensive experience spans multiple facets of financial consulting and client relationship management. Jarred holds a California Insurance License. He resides in Folsom and is part of the local community.

Rashida Lilani is a CFP® professional with 24 years of industry experience, currently affiliated with OSAIC since 2024. She previously worked at Securities America Advisors for eight years and has operated Lilani Wealth Management since 2007. Lilani serves as Secretary of the Peninsula Estate Planning Council and is the President Elect of the Financial Planning Association of Northern California. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services.

James Stagg is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. In addition to his advisory role, he serves as co-trustee or trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Logan Fackrell is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has progressed through various positions within Fidelity Investments, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Customer Relationship Advocate, gaining comprehensive experience in financial services since 2021. Logan's professional approach centers on understanding clients' needs and priorities to provide tailored financial planning. He offers professional insight aimed at empowering clients to make informed decisions that contribute to their financial peace of mind. He holds a California Insurance License, supporting his ability to advise on insurance matters. Outside of his professional life, Logan enjoys activities such as biking, boating, golf, skiing, and traveling.

Scott Nelson is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including discretionary management and a broad range of financial products like insurance-related vehicles and bank deposit sweep programs.

Ashley Staley is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she leads and supports a team of financial professionals dedicated to assisting Fidelity clients with complex and comprehensive financial planning. Ashley focuses on understanding client needs and supports her team accordingly. Her experience at Fidelity Investments spans multiple roles since 2012, including Assistant Branch Leader, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Banker at JP Morgan Chase Bank from 2009 to 2012. Ashley holds a California Insurance License.

Lara Kapanzhi Hampton is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2009, concurrently affiliated with Bank of America since 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm is integrated within Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Curtis Falk is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools.

Steven Rutledge is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions, model-based asset allocations, and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and investment solutions.

Vanessa Richie is a financial advisor with Equitable Advisors, holding a Series 66 credential and beginning her advisory career in 2025. Prior to joining Equitable Advisors, she held various roles in education and service industries. Outside of her advisory work, she volunteers in social media and photography for Radiant Church in Orangevale, California. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Marcella Lees is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services for 13 years. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and a variety of investment strategies.

Casey Gunter is a financial advisor with Equitable Advisors in Folsom, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at U-Haul and California State University. Outside of his advisory role, he volunteers as a football coach at University Preparatory School in Redding, CA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing both client-referral and handoff structures and providing a range of advisory and brokerage channels.

Johnathan Wilson is a CFP®-designated financial advisor with Stifel in Roseville, CA, bringing 27 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2012. Outside of finance, he participates in commercials and movies as a member of the Screen Actor's Guild. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary models developed by its Investment Strategy Group to support asset allocation, retirement, and estate planning analyses.

Gay Marie Bone is a CFP® professional with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a wellness consultant with DoTerra. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach 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.

Virginia Moye is a financial advisor with Robert W. Baird & Co. in Grass Valley, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Patrick Mclaughlin is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked with Cetera and its affiliated firms since 2004, including First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he operates a tax preparation business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Scott Feher is a financial advisor with LPL Financial in Folsom, CA, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He worked previously at Cetera Advisors LLC from 2013 to 2019. His other business activities include operating Blue Sky Financial Management, Inc. and managing Scott Feher and Associates. LPL Financial is an SEC-registered adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.