Michelle Long is a financial advisor with Ameriprise in Cameron Park, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. She worked at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC before joining Ameriprise, where she has been since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Shari Merle is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. She has worked with Linsco/Private Ledger since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Jaime Barretta is a financial advisor with LPL Financial in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved with Barretta Wealth Management, Inc., which focuses on life, disability, long-term care insurance, and fixed annuities. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Laura Scruggs is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill and Wells Fargo Advisors in various capacities since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and supports clients through a combination of brokerage and advisory solutions.

Paul Chavez is a financial advisor with Wells Fargo Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked within various Wells Fargo entities since 2011, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services covering areas such as retirement, education, and special situations, using proprietary research and planning tools to develop tailored recommendations.