Dennis Sanchez is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Partners Mortgage, Blue Water Credit, Valpak, and an 18-year tenure at Thryv. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 advisors and managing approximately $1.01 trillion in assets under management.

Bryan Brown is an Investment Consultant who takes a personalized approach to financial planning. He focuses on understanding and prioritizing what is most important to each client, aiming to provide clear, professional insight that helps them make informed decisions. Bryan has extensive experience as a Senior Internal Advisor Consultant at Franklin Templeton, where he worked from 2011 to 2024. He offers tailored guidance using a wide range of resources to help clients create financial plans that pursue peace of mind and success. He holds a California Insurance License.

Erik Truxal is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Cetera and has previously worked at Edward Jones and LPL Financial. He also operates Truxal Wealth Management. Cetera Investment Advisers LLC serves a nationwide network of independent advisors and offers a variety of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients.

Robert Clark is a financial advisor with Mass Mutual Investors Services in Roseville, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has previously worked at Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, Clark serves as a board member for the Placer County Sheriff's Association and is involved with the Rylee Grace Foundation, a nonprofit supporting families of pediatric cancer. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations, using firm-approved software and collaborative annual planning engagements.

Matthew Hilliker is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for five years. He serves as co-trustee for his father's investment-related trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, with an emphasis on research-based investment selection and a broad range of financial products through affiliated entities.

Kayji Arai is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2019, Arai worked at Mikuni Japanese Restaurant and Sushi Bar and attended the University of California, Davis. Outside of finance, Arai has experience working in hospitality at Mikuni Japanese Restaurant. Arai is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Brandon Montalvo is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley since 2018, with prior experience in several part-time non-investment roles. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning, investment programs, and access to private funds and structured products.

Nashoba Bailey is a financial advisor at OSAIC with three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining OSAIC, Bailey worked at Securities America Advisors and Hunter William Bailey DBA Wealth Strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and various advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Kyle Kelly is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He utilizes the resources available at Fidelity along with his understanding of clients' situations to provide financial guidance and advocacy. Kyle's professional experience includes serving as a Financial Advisor at Bank of America, Merrill Lynch from 2014 to 2016, and as a Brokerage Representative at Charles Schwab and Co. in 2014. He holds a California Insurance License. Outside of his professional work, Kyle has interests in baseball, beach activities, family activities, food, golf, and military service.

Jessica Van Dyke is a financial advisor with Ameriprise in Roseville, CA, holding a Series 66 designation and eight years of industry experience. She has worked at Ameriprise since 2017 and previously was employed at California State University, Sacramento. Outside of advising, she owns JVD Consulting, LLC, which manages her personal payroll and non-partnership business expenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that employ a collaborative, non-discretionary approach based on proprietary research and third-party data.

Jeong Kim is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, having previously worked at Cetera, Cetera Advisor Networks LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by model portfolios, research, and advanced technologies.

Stephen Swarbrick is a financial advisor at OSAIC with 32 years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management. Swarbrick serves as a board member of the Bright Water Foundation, a nonprofit organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Justin Souter is a financial advisor at Morgan Stanley with 22 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a decade at UBS Financial Services. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

Taylor Reed is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise, Taylor worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management programs.

Kimberly Becker is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Fidelity Investments in various capacities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Donald Mason is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James and its affiliated entities since 2012. Mason also has experience working with First Tech Federal Credit Union since 2014. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, relying on asset-allocation analysis and firm research to develop tailored financial plans and investment strategies.

Catherine Johnson is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Susan Knox is a financial advisor with LPL Financial in Roseville, CA. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her work history includes positions at Cambridge Investment Research Advisors, Safe Credit Union, Wells Fargo Clearing Services, and Northwestern Mutual Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Heidi Headington is a Series 66-registered financial advisor with Edward Jones, based in Rocklin, CA, and has six years of industry experience. She has worked at Edward Jones since 2015, with a brief interval working at Primo and Flower Bar between 2018 and 2019. Outside of advising, she has occasionally worked as a bartender for large events at Primo Bar LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Tina Hollar is a financial advisor at Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation with 15 years of industry experience. She has been with Robert W. Baird & Co. since 2009. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and manager monitoring.