Cathi Wallace is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Thrivent Investment Management since 2009. Her tenure includes roles at Thrivent Financial and affiliated teams dating back to 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without including implementation. The firm emphasizes holistic, goal-based planning combined with managed-account options under a consolidated billing structure, maintaining a focus on non-discretionary planning services.

Clare Hiatt is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. She holds Series 63 and Series 65 licenses. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team.

Nathan Mahnke is a Series 66-registered financial advisor with Thrivent Investment Management, where he has worked since 2007. He has 18 years of industry experience. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that addresses a broad range of financial topics, with options to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Stacey Caso Turk is a CFP® and Series 66 registered financial advisor with Edward Jones in Placerville, California, where she has worked since 2017. She has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated services supported by a large nationwide network of advisors and branch offices.

R. De La Rosa is a financial advisor with LPL Financial in Placerville, CA, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Cetera Wealth Services, LLC. Outside of advisory work, he operates a small business related to guitar picks. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting its advisors with research and operational tools.

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.

Kevin Mc Kemie is a financial advisor with Edward Jones in Auburn, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at Northern Lights Distributors, USAA Financial Planning Services, and Voya Investment Management. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Brandon Brooke is a financial advisor with Ameriprise in Auburn, CA, holding a Series 66 designation and 24 years of industry experience. He previously worked at MML Investors Services Inc and MassMutual for 16 years. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Stuart Wenger is a financial advisor at Ameriprise Financial Services LLC, holding a Series 66 designation. He has one year of industry experience, with prior roles across various firms and industries including Brigantine and PolyPros. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on income strategies and tax-aware withdrawals for clients nearing or in retirement.

Robert Molnar is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Bank of the West, and BancWest Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Gene Lovett III is a financial advisor with Edward Jones in Auburn, CA, holding a Series 66 registration and entering the industry in 2022. Prior to joining Edward Jones, he worked at Heritage Community Credit Union, Kohl's, and held various roles including positions in education and retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Thomas Woolley is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Wells Fargo for 14 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joshua Cowles is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Bisco Industries for four years and has held positions at Sacramento State, Sierra College, and Del Oro High School. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Glenn Kenes is a financial advisor with Ameriprise in Auburn, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Kenes serves on the Board of Directors for the Boys and Girls Club of Placer County and is Secretary of the Gold Country Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jaymes Arnold is a financial advisor with LPL Financial, holding the Series 66 designation and six years of industry experience. His prior work includes roles at Members 1st Credit Union and Rubicon Advisors. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, leveraging extensive resources and technology to support its network of over 22,800 advisors.

Tara Cavrikas is a financial advisor with Ameriprise, holding a Series 63 designation and 14 years of industry experience. She has held prior roles at Royal Alliance and LPL Financial before joining Ameriprise in 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.