Joseph Turfa is a financial advisor with LPL Financial in Napa, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at Redwood Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven research to support diversified investment strategies.

Angela Culp is a financial advisor with Edward Jones in Dixon, CA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked at United Veterinary Care CA Inc and the University of California. Outside of her advisory role, she serves as co-trustee of a trust that owns rental property. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a wide range of investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Harold Hilliard Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for 17 years. In addition to his advisory role, he serves as Vice President and Relationship Manager at Emerge Financial, assisting with marketing and business management. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with access to various program structures and third-party money managers.

Stephisha Ycoy Walton is a financial advisor with Primerica Advisors in Oakland, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been affiliated with PFS Investments Inc. since 2014 and Primerica Financial Services since 2013. Outside of her advisory role, Walton is an educator at The Freedom School and is involved as a beta tester for the Capital Group Community Wealth Council. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Douglas Ellis is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Avantax Advisory Services and Avantax Investment Services, Inc. for a combined total of 30 years. He has also operated as a self-employed advisor since 1990. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various investment program options, combining discretionary and non-discretionary portfolio management and access to third-party money managers.

Zachary Sterner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Rocky Mountain Reserve and various automotive and service-related companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Kimber Smith is a ChFC® and Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2012, totaling 13 years of industry experience. She serves as a board member for the Solano County Library Foundation and participates in the Rotary Club of Fairfield, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branches.

Kory Labarga is a Series 66 credentialed financial advisor with six years of industry experience. He is affiliated with LPL Financial and has previously worked with GTS Investment Advisory Inc. and operated Financial Celebrations. Outside of his advisory work, Labarga is engaged in writing and publishing novelettes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Brenda Walker is a CFP® and Series 66-licensed financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2016, following a brief tenure at Kelly Services. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Diana Wei is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services in various capacities since 2016. Diana is also the owner and employee of Nexus Pathways LLC, through which she manages her advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stanley Tzikas is a financial advisor with LPL Financial in Dixon, CA, holding Series 65 and Series 63 credentials and possessing 37 years of industry experience. He has worked with the Bank of Stockton and National Planning Corporation prior to his current roles at LPL Financial and Bank of Stockton Investment and Insurance Services. 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, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support diversified investment strategies.

Beth Rowe is a financial advisor at Edward Jones with 19 years of industry experience. She has held positions at Edward Jones since 2018 and previously worked at Bank of America and Merrill from 2013 to 2018. Rowe holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors, offering a range of investment advisory programs and affiliated services under a fiduciary standard.

Diana Espinel is a financial advisor at UBS Financial Services with nine years of industry experience. She has held roles at firms including Merrill, Bank of America, and JP Morgan Chase Bank. Espinel holds Series 63 and Series 66 licenses. UBS Financial Services Inc. provides brokerage and investment advisory solutions to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, offering fee-based financial planning, portfolio management, and access to proprietary research.

Inderjit Singh is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He has worked at LPL Financial since 2019 and has over a decade of experience at Travis Credit Union. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technology solutions.

Michael White is a CFP® professional affiliated with LPL Financial in Vacaville, CA, with 19 years of industry experience. He has worked at Travis Credit Union and LPL Financial since 2010. White serves as a successor trustee for a family trust and provides services to credit union members through a related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Benjamin Crombie is a financial advisor with Edward Jones in Suisun City, CA, holding CFP® and Series 66 designations and bringing 19 years of industry experience. He previously worked at LPL Financial for 13 years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Ashneil Prakash is a financial advisor at Edward Jones in Fairfield, CA, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he spent 17 years with American Smog Inc. Outside of his advisory role, he was involved in running American Smog Inc., which he has since sold. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of financial advisors and branch offices.

Russell Burch II is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at BancWest Investment Services and Bank of the West since 2012. LPL Financial is an 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 supported by research and model portfolios.

Michael Fragoso is a financial advisor with Osaic, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Lincoln Financial Advisors Inc. and Acord & Fong Wealth Strategies. Outside of advising, he provides security services at conferences and conducts non-variable insurance and annuity sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that can include a variety of investment types and may be managed on discretionary or non-discretionary bases.

Jennifer Glacken is a financial advisor at LPL Financial with a Series 66 designation and no prior industry experience. Her work history includes roles at GTS Investment Advisory Inc. dba Financial Celebrations, LPL Financial, the City of Fairfield, and Wells Fargo Bank. Outside of finance, she owned and operated Jennifer's Cleaning Services for five 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 various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.