Christopher Hurst is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2010. He holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide capital market analysis and asset allocation guidance.

Loi Yu is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Allianz Life Financial Services LLC and Allianz Life Insurance Company of North America from 2013 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, with access to model portfolios, third-party research, and various portfolio management options.

Raymond Ginsberg is a Series 66 credentialed financial advisor with 26 years of industry experience. He has been with LPL Financial since 2009 and concurrently serves at San Diego County Credit Union since 2017. 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 retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jerry Newman is a financial advisor with Edward Jones in Granite Bay, CA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he has no recorded responsibilities in other business activities. 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 financial advisors and 15,000 branches.

Caleb Deats is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous work experience includes roles at Starbucks and In-N-Out Burger. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is registered with the CFTC as a commodity pool operator.

Frank Holloway is a CFP® and ChFC® with 32 years of experience in the financial services industry. He has worked at LPL Financial since 2002 and held leadership roles at Solano Wealth Management, Inc. and Solano Wealth Investment Advisors, LLC. Outside of his advisory work, he incorporated an investment services company for tax purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Aaron Schmoekel is a CFP® professional with 26 years of experience in the financial industry. He is currently with Edelman Financial Engines and has previously worked at Smart Investor and Linsco Private Ledger. Outside of his advisory work, he serves as a board member for the Woodland Healthcare Foundation and is treasurer of the Woodland Sunrise Rotary Club. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Lisa Monsour is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2011, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Itzel Gonzalez Diaz is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to her advisory role, she was employed at Target and attended California State University, Sacramento. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Patrick Hassna is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies with forward-looking capital market assumptions developed by its Investment Strategy Group.

Kaitlin Mc Mullan is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Wells Fargo Clearing since 2026 and previously spent four years at Edward Jones. Kaitlin’s background also includes roles outside the financial industry, such as teaching with Vipkid. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.

Emily Medeiros is a financial advisor with Ameriprise in Sacramento, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Medeiros serves on a local Parks and Recreation District citizens oversight committee related to the use of bond funds. Ameriprise is an institutional firm offering a retirement-income planning service for clients generally holding at least $1 million in investable assets. The firm provides advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficient strategies to deliver non-discretionary retirement income recommendations.

Jordyn Johnson is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2026, Johnson worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2026. Outside of financial services, Johnson was involved with Now Boarding LLC and had experience with LuLaRoe and JT Basque Restaurant. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support a diversified investment approach.

Gregory Griffin is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing forward-looking capital market analyses and asset allocation guidance.

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.

Ryan Kelly is a financial advisor with Cambridge Investment Research Advisors based in Rocklin, CA. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Cambridge, he worked at SAFE Credit Union and LPL Financial for 11 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides a range of investment solutions tailored to client objectives, including proprietary models and access to third-party strategists.

Danny Stockton is a financial advisor with Stifel in Lincoln, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel Nicolaus since 2008. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and offers access to private funds and municipal market activities.

George Chuchas is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He serves as an advisory board member and investment liaison for the Annunciation Greek Orthodox Church of Sacramento. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management offerings.

Jennifer Logan is a financial advisor with Merrill in Roseville, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.