Brian Casey is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves in an advisory capacity for the Don & Rhonda Carano Foundation, a donor-advised fund. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice and a range of financial products including insurance-related vehicles and bank deposit sweep options.

Jason Layland is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 certifications and possessing 21 years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2022, and prior experience at Woodbury Financial Services and Questar Asset Management. He is also a notary public and has ownership interests in private wealth-related firms in Rocklin, California. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a wide network of independent professionals, offering customizable portfolio strategies across multiple platforms and including both proprietary and third-party investment models.

David Caillier is a financial advisor at Robert W. Baird & Co. in Santa Clara, CA, holding a Series 66 designation with 21 years of industry experience. He has been with Robert W. Baird since 2011. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and comprehensive reporting.

Wasan Alzaidi is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior roles include positions at Merrill, Bank of America, BBVA, and U.S. Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s advisory approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kyle Grossart is a financial advisor with Stifel in Roseville, CA, holding a Series 63 designation and 42 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses intended as decision-making tools for clients.

Robert Townsend is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in organizing high school sports tournaments and has created a related website. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate financial planning agreements.

Samuel Lindemann is a CFP® professional with 12 years of experience in the financial services industry. He currently works at Edelman Financial Engines and has prior experience at Charles Schwab Bank and Charles Schwab & Co., Inc. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Trevor Asch is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. He has been with Equitable Advisors since 2020 and previously worked at Enterprise Holdings Inc for six years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Suzanne O'Neal is a financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2016 and holds a Series 66 designation. Prior to her current role, she was involved with the YMCA of San Diego County for 11 years. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Chandler is a CFP®-certified financial advisor with 33 years of industry experience, currently affiliated with Ameriprise in Granite Bay, CA. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, with a focus on assets held in Ameriprise Managed Accounts.

Augustine Dunford is a financial advisor at Robert Baird & Co. with the Series 66 designation and one year of industry experience. Prior to joining Baird Private Wealth Management, he held various roles in diverse sectors including fitness, manufacturing, and retail. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies and emphasizes manager selection and monitoring supported by internal research and tools.

Stephen Erickson is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Cetera, where he has worked since 2013. Erickson is the owner of Mammen Financial Services Inc, a corporation involved in investment-related activities, and also engages in fixed insurance sales including life and annuities. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, providing access to affiliated and unaffiliated investment options across multiple program structures.

Jacob Florence is a Series 66-licensed advisor at Cambridge Investment Research Advisors with two years of industry experience. Prior to his financial advisory career, he worked seven years at the Federal Aviation Administration. He serves as treasurer and board member of the LW & AT Harman Foundation, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Lisa Koppanyi is a financial advisor with Ameriprise in Auburn, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, using a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.

Kristopher Wilson is a financial advisor at LPL Financial with 11 years of industry experience and a Series 66 designation. He has been with LPL Financial since 2014. Outside of his advisory role, he holds a non-investment position with the San Juan School District. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Martin Meier is a financial advisor with LPL Financial in Citrus Heights, CA, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Linsco Private Ledger Corp since 2003. Outside of advisory services, he has conducted outside sales of non-variable insurance under the DBA ISE Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diverse investment strategies.

Sandy Stafford is a financial advisor with Merrill in Roseville, CA, holding a Series 66 designation and eight years of industry experience. She has been with Bank of America and Merrill since 2006. Outside of her advisory role, she is a passive equity investor and member of MKG Ventures, LLC, which primarily invests in private companies. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Paul Hanna is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Jeffrey Wood is a CFP®-designated financial advisor with 16 years of industry experience, all of which has been with Edward Jones since 2010. He is based in Cameron Park, CA, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Tillman Pugh III is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked for Major League Baseball (MLB) for 14 years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including money-manager services and educational seminars.