Casey Gunter is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at U-Haul and California State University. He volunteers as a football coach at University Preparatory School in Redding, CA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and works with third-party asset managers to deliver customized investment solutions.

Brandon Collins is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Cuna Brokerage Services Inc. and has experience in the financial services and hospitality sectors. He is a partner and treasurer at Ujamaa Endeavors, a commercial leasing business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Patrick Mclaughlin is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked with Cetera and its affiliated firms since 2004, including First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he operates a tax preparation business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Elizabeth Keyser is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations, and has 10 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Lincoln Financial Securities Corporation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios, with investment advice primarily delivered by investment adviser representatives using LPL’s research and third-party strategists.

Lay Hagan is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch/Bank of America and California Bank and Trust. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multi-manager and fund-of-funds structures and utilizes systematic methodologies and long-term asset allocation benchmarks in its investment process.

Pieter Van Damme is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work history includes positions at Bank of America, Amazon.com, Apple, and the Sacramento Kings. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Dmitrij Maslovskij is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2012, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, and it is noted for its use of systematic methodologies and AI-driven research in managing investments.

Peter Parla II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wells Fargo-affiliated firms since 2012, including Wells Fargo Bank NA and Wells Fargo Advisors LLC. Outside of his advisory role, he is an independent distributor for Amway. 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 both brokerage and advisory solutions, using research and analytics to support investment decisions across a large platform of more than 14,000 financial advisors.

Yun Chen is a financial advisor with Merrill in Elk Grove, CA, holding a Series 66 designation and eight years of industry experience. Chen has been with Merrill and Bank of America, N.A. since 2013. Outside of advisory work, Chen is a co-owner of a family-related business in Fremont, California. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bonnie Nelson is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with LPL Financial since 2014 and previously spent 21 years at Foord, Van Bruggen & Pajak Financial Services. Outside of her advisory role, she is involved with CBI2 LLC, a business entity maintained for tax and investment purposes. 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 consulting, utilizing both discretionary and non-discretionary management supported by comprehensive research and multiple investment strategies.

Elise Chu is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, following two years at Rabobank, N.A. Outside of her advisory role, she is the sole proprietor of a revocable trust involved in real estate activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and advanced investment models in its financial planning process.

Tarik Eldin is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 25 years of industry experience. He previously worked at Cetera Advisor Networks LLC from 2013 to 2020 and has been affiliated with Sacramento Credit Union since 2020. 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 financial planning and advisory programs with discretionary and non-discretionary management supported by various model portfolios and research.

Michael Jeter is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2018. He previously worked at Signator Investors, Inc. and operates Jeter Tax, a tax preparation and audit representation service, which he has managed since 2003. In addition to his advisory role, he is also an insurance agent selling fixed insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Jesus Coronel Garcia is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and seven years of industry experience. His work history includes positions at Bank of America, Merrill, JPMorgan Chase, and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with a focus on oversight and governance in managing various fund structures.

Shirley Su is a Wealth Management Advisor at Merrill Lynch Wealth Management, with over 22 years of experience at Merrill. She holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations and offers comprehensive wealth management strategies tailored to individual client needs. Shirley speaks English, Chinese, Taiwanese, and Mandarin, which complements her cultural insights as someone originally from Taiwan. Her expertise focuses on areas including college education planning, divorce transition planning, services for endowments, foundations, and non-profits, legacy planning, LGBT wealth planning, special needs planning strategies, tax minimization, and retirement income. She collaborates closely with clients to develop customized approaches, incorporating the investment insights of Merrill and the banking convenience of Bank of America, to address the various aspects of their financial lives. Shirley holds a Master's Degree from the University of New Haven and a Bachelor's Degree from Da Yeh University. She is driven by her commitment to delivering excellent service and helping clients pursue their long-term goals. Outside of work, she enjoys dancing, music, spending time with her family, swimming, outdoor activities, and traveling around the world. Her husband works as an Oncologist, and they have a 10-year-old son.

Jon Yager is a financial advisor with Fidelity in West Sacramento, CA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked across Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services since 1996. Outside of his advisory role, Yager owns Jon Yager Photography, providing fine art, wedding, and portrait photography services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a range of clients including registered investment companies and charitable funds.

Clayton Anderson is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their specific goals, including retirement savings. He has been with Fidelity Investments since 2020, holding various roles such as Investment Solutions Representative, Interim Team Leader, and Help Desk support, gaining a broad range of experience in investment services and client support. Prior to joining Fidelity, Clayton worked as a Financial Advisor at AXA Advisors, LLC from 2018 to 2020. Clayton holds a California Insurance License, supporting his work in financial planning and investment consulting. Outside of his professional responsibilities, he spends time engaging in family activities, fitness, and skiing.

Scott Collard is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Morgan Stanley since 2016 and previously worked as a self-employed advisor for over three decades. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning facilitated by firm‑approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Teman Goller is a financial advisor with Equitable Advisors in Folsom, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Goller worked in veterinary specialties and animal care, including at Vista Veterinary Specialists, MarQueen Pet Emergency/Specialty, and Yolo County SPCA. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party program sponsors.

Brian Bannister is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors, Inc. and Interlink Financial Group. Bannister is also involved in tax preparation through Bannister Tax Group. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and advisory services. The firm utilizes asset-allocation tools and offers portfolios with diverse investment options, managing accounts on both discretionary and non-discretionary bases.