Cody Sloan is a CFP® professional with 20 years of experience in the financial services industry. He has been with Edward Jones since 2006, based in Roseville, CA. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nataliya Chernopiski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and having eight years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of her advisory role, she serves as treasurer for the City Bible Church of Sacramento. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

Douglas Crumley Jr. is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers specialized retirement-income planning services for individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Dexter Loo is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LPL Financial since 2009. Outside of his advisory role, he operates a business under the name Dennis Loo & Associates. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Levitt is a financial advisor at Edward Jones in Fair Oaks, CA, holding a Series 66 designation. He has one year of industry experience, previously working at World Financial Group and with a background that includes roles at Kaiser Permanente, Washington Hospital, and Santa Clara Valley Medical Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and emphasizes both discretionary and non-discretionary portfolio management under a fiduciary standard.

David Loeffler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he is involved in radio and TV broadcasting and production as an on-camera and voice-over talent. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Edgar Granados is an Investment Consultant at Fidelity Investments. He has previously served as a Relationship Manager at Fidelity Investments from 2022 to 2023 and as a Financial Representative from 2021 to 2022. He holds a California Insurance License. Edgar focuses on understanding his clients' priorities and helps structure their financial plans according to their unique situations. He guides clients in utilizing the resources available through Fidelity to achieve peace of mind. Edgar and his wife have lived in the Sacramento area for most of their lives. He enjoys spending time with family, exploring new restaurants, and pursuing personal hobbies including dance and cars. Additional personal interests include football, pets, and soccer.

Lisa Beile is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

James Limoncelli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. 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.

Yu Ye is a financial advisor at LPL Financial with six years of industry experience. Ye holds Series 63 and Series 66 credentials and has worked at several firms, including New York Life Insurance Company and Nylife Securities LLC. Outside of advisory roles, Ye is involved with Golden 1 Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and various institutional services.

Taylor Ohl is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, NYLIFE Securities LLC, New York Life Insurance Co, and various Wells Fargo entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aaron Menard is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping families, individuals, and businesses navigate their financial goals and aspirations. Aaron works closely with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial objectives. He specializes in areas including college education planning, legacy planning, managing new wealth, personal retirement planning, and tax minimization. Aaron holds a Bachelor's Degree from Washington State University and a Master's Degree from Seattle University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Aaron is involved with several professional organizations such as Delta Upsilon International Fraternity, Roseville Area Chamber of Commerce, Rotary Club, and Sacramento Home Winemakers. Outside of his professional life, he spends time with his family and enjoys sports including baseball, basketball, football, golfing, and soccer, as well as traveling.

Dawn Silva is a financial advisor at Edward Jones in Folsom, CA, holding CFP® and Series 66 credentials with 17 years of industry experience. She has been with Edward Jones throughout her career since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options, operating under a fiduciary standard.

Erik Boyme is a financial advisor with LPL Financial in Auburn, CA, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Colton Hamman is a CFP® and holds a Series 66 designation, currently affiliated with Charles Schwab. He has two years of industry experience, including roles at Charles Schwab Bank and Charles Schwab since 2023. Prior to his financial advisory career, he worked at Door Dash and held various positions related to education and sports in the Sacramento area. Charles Schwab & Co., Inc. serves a broad client base that primarily includes high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program. The firm offers both non-discretionary and discretionary investment management solutions, combining extensive scale with integrated custody, brokerage, and advisory services.

Prabhvinder Sarai is a financial advisor with Ameriprise in Roseville, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Sarai worked at Turkey Creek Golf Club and has experience in educational and nonprofit sectors, including roles at Sacramento State University, Goodwill Industries, and Sierra College. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Robert Mclaughlin is a financial advisor with LPL Financial in Roseville, CA, holding a Series 66 designation and having 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell and Reed, Inc. and various insurance carriers supporting W&R Insurance Agencies for 11 years. His activities have included insurance sales related to investment products. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering discretionary and non-discretionary portfolio management supported by proprietary research and third-party subadvisors.

Rachel Kenney is a financial advisor at Edward Jones in Auburn, CA, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016. 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 advisory strategies, including discretionary and non-discretionary wrap fee options, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Numainville is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes positions at Fidelity Investments, Equitable Advisors, and Montage Healdsburg. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a proprietary research process combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various asset classes.

Chandler Stone is a financial advisor at OSAIC, holding a Series 66 designation. He has been in the industry since 2025 and has prior experience with Sierra Consulting Group, Yarro Studios Inc, TR Innovations LLC, and Kidnected World. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary account management.