Dana Lanzaro is a financial advisor with Ameriprise in Roseville, CA, holding a Series 63 designation and 31 years of industry experience. Prior to joining Ameriprise in 2025, Dana worked at Safe Credit Union and LPL Financial, LLC for 18 years. 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 tailored retirement income planning advice through written Recommendation Reports and ongoing annual reviews.

Sarah Chavez is a financial advisor at Thrivent Investment Management with eight years of industry experience. She previously worked at LPL Financial and operated the Sarah Greenway Insurance Agency. She holds Series 63 and Series 66 credentials. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning and managed-account programs while maintaining them as separate services.

Aubrey Currington is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in assisting business owners align their business and personal finances. She is a Certified Exit Planning Advisor (CEPA) professional, equipped to help clients navigate various life stages including business growth, retirement planning, and business transitions. With a foundation built on early financial lessons, Aubrey focuses on personalized financial strategies tailored to clients' long-term goals. Her expertise encompasses corporate benefits, employee benefits planning, family wealth management strategies, personal retirement planning, small business strategies, and retirement income. She holds a Bachelor's Degree from California State University Sacramento and maintains several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond her professional role, Aubrey is engaged in community activities through organizations such as 100 Black Men of Sacramento, FBI Citizens Academy Alumni, and the US Attorney's Office Hate Crime Task Force. She is also a member of the California Association for Nurse Practitioners. Her personal interests include cooking, football, soccer, and traveling.

Cassandra Heald is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Prior to joining RBC Capital Markets in 2021, she worked at Audacy, Inc. and CBS Radio for a combined ten years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and planning services, utilizing both in-house and third-party investment managers.

Lindsay Key is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following six years at E*Trade Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s process uses structured discovery and approved planning tools, supporting clients with comprehensive financial strategies without providing individual security recommendations in standalone planning.

Daniel Hunter is a Series 66-licensed financial advisor with Edward Jones in Folsom, California, where he has worked since 2010. He has 15 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Erika Davis is a financial advisor with Morgan Stanley in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Gregory Anderson is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding a Series 66 designation and 21 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 plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Brandon Fahl is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. In this position, he assists clients in achieving their short and long-term financial goals through a structured three-step process involving understanding clients' current situations and goals, developing and reviewing financial plans, and optimizing these plans using Fidelity's resources. Prior to his current role, Brandon gained experience as a Senior Financial Consultant at TD Ameritrade from 2019 to 2020 and as a Financial Adviser at Morgan Stanley from 2016 to 2019. He holds a California Insurance License. Outside of his professional work, Brandon's personal interests include cooking and baking, family activities, running, sailing, scuba diving, and traveling.

Artur Bukatar is a financial advisor with Primerica Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been affiliated with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. Outside of advisory work, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading and execution delegated to BNY Mellon Advisors.

Judy Seibold is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Roseville, California. With a career beginning at Prudential Securities, she joined Merrill in 1994 and co-founded the Jalli/Seibold Group alongside Leonard Jalli. The team brings more than 60 years of combined financial services experience, focusing on helping high-net-worth individuals and families manage the complexities of their wealth through personalized strategies. Judy's expertise spans college education planning, family wealth management, services for endowments and foundations, and retirement income planning among others. She is also a Merrill Lynch Wealth Management Retirement Benefits Consultant, advising corporate retirement benefit plans across the country. Judy holds a Bachelor of Science degree in financial services from Brigham Young University and maintains several professional designations including CERTIFIED FINANCIAL PLANNER4, Certified Plan Fiduciary Advisor4, and Chartered Retirement Planning Counselor4. Residing in Sacramento with her wife and children, Judy is involved in her community and enjoys endurance sports such as running, swimming, and cycling. She has completed events like IRONMAN Coeur d'Alene and values spending time outdoors with family and friends.

James Apgar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding role at JPMC BANK NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a structured process that includes an ESG eligibility framework and access to a broad range of approved funds and strategies.

Michelle Mccormick is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with LPL Enterprise LLC. She has previously worked in marketing through MCORMC Marketing since 2022 and has a background spanning over a decade in a separate professional role prior to entering the financial services industry. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales on an integrated platform.

Samuel Hoppe is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. In addition to his advisory role, he is a partner at Hoppecottrell, LLP, a CPA tax practice, and at Hoppecottrell Advisors, an investment advisory LLC. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, risk assessments, automated rebalancing, and access to third-party money managers and managed-account solutions.

James Orchard is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles in the hospitality sector and teaching at several California high schools and colleges. Ameriprise offers retirement-income planning services tailored for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.

David Kluenker is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He focuses on understanding clients' needs and priorities to provide tailored perspectives and professional insights that support informed financial planning decisions. David has extensive experience in the financial services industry. Prior to his current position, he served as a Senior Investment Specialist at Principal Financial Group from 2019 to 2023, and as an Internal Wholesaler at the same firm from 2007 to 2019. He began his career as a Financial Representative with Northwestern Mutual from 2001 to 2007. He holds a California Insurance License. Outside of his professional work, David has personal interests that include cars, family activities, fitness, movies, skiing, and traveling.

Mandeep Kaur is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors since 2012. In addition to her advisory role, she owns an Amazon fulfillment business and provides compliance support at First Tech Federal Credit Union. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, non-discretionary services and manages a program specifically designed for small business SIMPLE IRA plans.

Mercy Maina is a Series 66-credentialed financial advisor with six years of industry experience, currently with Equitable Advisors in Roseville, CA. Her background includes roles at Tesla, various educational institutions, and the California Air Resources Board. Mercy is also involved with Impact Wealth Management, a separate wealth management activity. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively with program sponsors and third-party managers, delivering advisory and brokerage solutions across a mix of discretionary and non-discretionary accounts.

John Lymath Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 28 years of industry experience. His career includes roles at Cetera, LPL Financial, and his own firms including LyMath Wealth Management and IFG Wealth Management, where he has worked for over two decades. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Nicole Fuentes is a financial advisor at Morgan Stanley in Menlo Park, California, with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Outside of her advisory role, she is a partner in She Rises Connective LLC, a retail and online store based in Sacramento, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside investment modeling techniques.