Mercy Maina is a financial advisor with Equitable Advisors in Roseville, CA, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Tesla, California Air Resources Board, and several educational institutions. She is also involved with an independent wealth management venture, Impact Wealth Management. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory programs and focuses on personalized client assessment and matching to appropriate investment solutions.

Denis Valle Jr. is a financial advisor at Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 66 credentials with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lufino Mejorado is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo-related entities since 2013. In addition to his advisory role, he operates Timeless Music Productions as an audio engineer, providing sound engineering services for events. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jake Wilson is a financial advisor at OSAIC with 21 years of industry experience. He previously worked at Lincoln Financial Advisors for 21 years before joining OSAIC in 2025. Outside of his advisory role, Wilson is involved in farming activities, including ownership and management responsibilities at a family farm and chestnut orchard. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering a wide range of brokerage and advisory services. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Deanna Martins is a financial advisor with OSAIC in Sacramento, CA, holding a Series 66 designation and three years of industry experience. She also owns a CPA firm through which she provides tax planning and prepares tax returns. In addition to her advisory role, she serves as co-trustee of a family living trust. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to manage portfolios across a range of asset classes.

Ashlynn Mohan is a financial advisor at Equitable Advisors with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Equitable Advisors in 2018, she worked at AXA Advisors LLC and in various roles outside financial services. Outside of her advisory work, Mohan is the owner of Mohan Enterprises LLC. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Eike Hamilton is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed, INC. and various insurance carriers for W&R Insurance Agencies. His background also includes ownership of ECW Enterprises. 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 plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Geoff Sharaky is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he leverages Fidelity's platform and resources to offer clients a wide array of financial strategies. Before joining Fidelity, Geoff accumulated extensive experience in the financial services industry. He was a Financial Planner and Manager of Financial Services at Prudential Advisors from 2012 to 2020, following his tenure as Unit Sales Manager at Mass Mutual from 2007 to 2012. His professional background includes 19 years of investment experience and a focus on wealth planning and personalized guidance. Geoff holds a California Insurance License. Outside of his professional work, he has personal interests in baseball, beach activities, fitness, food, golf, and reading.

Daryl Powell is a Certified Financial Planner® (CFP®) with 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007, based in Sacramento, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and cash-sweep services. The firm employs a primarily non-discretionary client relationship model supplemented by access to discretionary separately managed accounts and provides investment guidance through multi-asset model portfolios with ongoing due diligence.

Michael Graham is a financial advisor at LPL Financial in Sacramento, CA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Chipotle Mexican Grill. 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 adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, supported by a range of model portfolios and research resources.

Joseph Ostrander is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, he worked for eight years at the Sacramento County Sheriff's Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Murray is a financial advisor with Fidelity in Sacramento, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2015 and joined Fidelity Investments in 2025. 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’s investment process combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs.

Braden Thomas is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at California State University, Sacramento, North Ridge Country Club, and Sierra College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a combination of fundamental research and quantitative analysis. The firm is noted for its use of systematic methodologies, algorithmic portfolio construction, and its advisory roles to multiple registered investment companies.

Natallia Parsons-Hrebneva is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2019. She specializes in assisting clients undergoing significant life changes such as employment transitions, retirement, divorce, or the loss of a loved one. Her focus is on guiding clients through complex financial decisions to help reduce stress and uncertainty. Prior to her current position, Natallia worked as an Associate Wealth Management Advisor and Director of Investments at Northwestern Mutual from 2008 to 2019. She holds a California Insurance License. Outside of her professional career, Natallia engages in various personal interests including family activities, hiking, kayaking, parenthood, traveling, and yoga.

Daniel Giese is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Bank of America, N.A. since 2021 and has been with Merrill since 2020. Outside of his financial career, he has been involved with Airbnb since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cortney Williams is a financial advisor with Equitable Advisors in Roseville, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2002. Williams serves as a successor trustee and holds power of attorney in family trust arrangements. 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 variety of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dru Torvend is a financial advisor with LPL Financial in Rancho Cordova, CA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in managing life, health, disability, long-term care, and fixed annuities. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by both discretionary and non-discretionary management strategies.

Lindsey Lund is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2020, previously spending five years at John Hancock Retirement Plan Services and four years at John Hancock Distributors LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Andersen is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wedbush Morgan Securities for 17 years. Outside of his advisory role, he is involved with Andersen's Creations as an artist and musician. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Franz Vaiarello is a financial advisor with LPL Financial, holding the Series 66 designation and over 20 years of industry experience. He has been with LPL Financial since 2011. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diversified financial planning and advisory programs, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.