Scott Berner is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Thrivent and its affiliated entities since 2013. Outside of his advisory role, Berner is an ordained pastor with Lutheran Congregations in Mission for Christ, conducting occasional weddings, funerals, and pulpit supply for rural congregations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses across various planning topics and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining these services separately.

Aubri Giguere is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing seven years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and has been with Wells Fargo Bank NA since 2000. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sarah Pham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank NA since 2015. Outside of finance, she owns and operates Quality Nutrition Labs, a business involved in selling vegetables. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Grayson Miller is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird in 2025, he held roles at Anest Iwata Medea, Plaza Artist Materials and Picture Framing of the Mid Atlantic, Dakota Art Gallery, Brotha Dudes, and Aslan Brewing Co. He is part of The DDK Group team within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and technology.

James Belluomini is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is a board member of the Nevada Joint Union High School Foundation, where he manages the foundation’s investments and reports on their monthly performance. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Eric Yates is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Before joining Raymond James, he worked at Cox Media Group for two years. In addition to his advisory work, Yates serves as a paid notary public in Grass Valley, California. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and it supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA consulting services.

Gregory Williams is a Series 66 licensed financial advisor with Edward Jones, based in Auburn, CA. He has two years of industry experience and has held previous roles in public safety and construction. Outside the financial industry, he was a partner in Williams and Son Builders, a construction business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kipling Ehlers is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on providing personalized wealth management strategies tailored to clients' individual financial goals. He combines Merrill's investment insights with banking and lending solutions from Bank of America to create flexible strategies adapted to evolving market conditions. Throughout his career, Kipling has dedicated himself to building trusting relationships with clients by understanding their objectives and collaboratively determining the best path forward. His expertise spans personal and business financial planning, allowing him to deliver comprehensive advice and guidance. Kipling holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Iowa. In addition to his professional work, Kipling participates in community service, volunteering with local organizations in line with Merrill's tradition of community involvement. His approach emphasizes one-on-one collaboration to develop tailored financial strategies that support clients' long-term goals.

Sonja Lilja Li is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMC BANK NA since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions to deliver a comprehensive range of client services.

Stephanie Leishman is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, she worked at Apiarity for nine years and held multiple positions at Boston University. Outside of her advisory role, Leishman serves as Vice Chair and a regular member of the Nevada County Republican Central Committee, and she is the Communication Director for The Church of Jesus Christ of Latter-day Saints in Nevada City. She is also involved with Sierra Thread LLC, a media company, where she performs administrative duties. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering forward-looking capital market analyses used to inform client decisions.

Kerry Wright is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and experience at JPMorgan Chase & Co. Inc. and Banner Bank. Wright's background also includes roles outside finance, such as work at Scott Auto Trim and as a homemaker. Wright is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Dylan Blomgren is a financial advisor at Raymond James Financial Services Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Owens Estate and Wealth and Sierra Foothill Asset Management, Inc. outside of his role at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and organizational clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of advisors and affiliated firms.

Robert Smail is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at North State Foods, Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a nationwide network of approximately 23,701 financial advisors. The firm manages over $1 trillion in assets and provides solutions including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sonia Jenkins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She serves as Branch Manager and CEO of Owens Estate and Wealth Strategies Group and Sierra Foothill Asset Management, Inc. Jenkins has held advisory roles at Raymond James since 2011 and previously worked with Owens Capital Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Amandeep Singh is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2018 and joined Merrill in 2021. Outside of his advisory role, he is a general partner and managing member of Preferred Logistics, a freight delivery business. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Sawyer is a financial advisor at LPL Financial with 10 years of industry experience. She previously worked at Lincoln Financial Advisors and Lincoln Financial Advisors Corporation. She holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports a large network of investment adviser representatives who implement various model portfolios and customized strategies.

Torrey Bowman is a financial advisor with Edward Jones in Grass Valley, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment solutions, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Emily Rivenes is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Her previous roles include positions at Crown Capital Securities, Commonwealth Financial Network, Raymond James Financial, and Ameriprise. She also operates as a CPA and tax preparer and serves as Secretary on the board of a local nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports advisors with model portfolios, third-party management, and technology tools, overseeing over $819 billion in discretionary assets through a large network of investment adviser representatives.

Raymond Ginsberg is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Wells Fargo Clearing, Citigroup Global Markets, Citicorp Investment Services, and Equitable Advisors prior to joining LPL Financial in 2009. He also has experience with San Diego County Credit Union since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.

Cody Fitting is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at JP Morgan Securities LLC, JP Morgan Chase Bank, and Wells Fargo. Outside of his advisory work, he was involved with OAX Coffee LLC for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.