Jeff Yankauskas is a financial advisor with LPL Financial and holds a Series 66 designation. He has 11 years of industry experience, having worked previously at Merrill, Bank of the West, and SchoolsFirst Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of investment solutions including financial planning, model portfolios, and institutional platforms.

Amanda Picard is a financial advisor at Charles Schwab with 13 years of industry experience. She holds Series 63 and 66 licenses and has previously worked at Scottrade, Inc. and TD Ameritrade. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning through its integrated wrap fee program. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investments.

Michael Mistretta is a financial advisor at Cetera with 17 years of industry experience and holds the Series 66 designation. He also serves as president of MMRS Accountancy Corporation, a CPA firm providing accounting and tax services, and engages in business consulting and property management through Mistretta Management, LLC. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Ashley Archer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Archer worked at Morgan Stanley and E*TRADE Capital Management LLC in various roles from 2016 to 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations across a broad range of financial planning needs.

William Wang is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2011 and was previously with Waddell & Reed from 2009 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supported by a large network of over 22,800 advisors and extensive advisory and non-advisory financial services.

Mark Chapman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, serving clients in various capacities over nearly a decade. Wells Fargo Clearing provides retirement plan consulting 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 incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joel Gourdin is a financial advisor with LPL Financial based in Folsom, CA, holding Series 65 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Morgan Stanley and Principal Funds Distributor, Inc. He has also been affiliated with the Mariner Independent Advisor Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Erin Drennon is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she spent ten years at Enterprise Holdings Inc. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, Door Dash, and Horace Mann Investors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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 Braun is a Planning Consultant at Fidelity Investments. In this role, he works directly with clients to help them define and pursue their life goals, aiming to foster confidence in their financial futures. Prior to his current position, Aaron served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He holds a California Insurance License. Outside of his professional work, Aaron enjoys family activities, football, hiking, outdoor adventures, parenthood, and running.

Meliah Bird is a financial advisor with Morgan Stanley in Folsom, CA, holding a Series 66 license and 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that utilize structured planning tools and modeling techniques.

Jocelyn Fante Yim is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 licenses and with 16 years of industry experience. She previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Outside of her financial advisory role, she co-owns a dog breeding business with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party databases.

Thomas Goode is a financial advisor with Morgan Stanley in Sacramento, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2012 and is currently associated with Morgan Stanley Private Bank, National Association. Outside of his advisory work, Goode serves as a board member of the Rotary Club of Arden Arcade Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory services to individuals and institutions, including customized financial planning supported by firm-approved tools and strategies.

Julie Overton is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to support client goals.

Aaron Holyoak is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2005. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and serves as an advisor to multiple registered investment companies.

Jonathan Graham is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 and 66 licenses, with 22 years of industry experience. His prior firms include The Prudential Insurance Company of America, Pruco Securities LLC, Waddell & Reed, Inc, and Leumi Investment Services Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Scott Walton is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longer tenure at Wells Fargo Bank NA dating back to 2002. Outside of his advisory role, Walton serves as Treasurer for Walk 4 Mental Health, where he assists in planning fundraising activities. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics from internal and third-party sources and provides both brokerage and advisory solutions across a broad client base.

Danilo Caldeira is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he focuses on connecting clients to the people, plans, and processes that align with their unique financial ambitions. He works with clients to plan for their personal goals, including funding education, preparing for retirement and health care costs, and developing long-term family financial strategies. Danilo takes time to understand what is important to each client, providing guidance across general investing, retirement planning, and saving for unexpected events. His approach emphasizes simplicity and transparency to help clients navigate the complexities of wealth planning. He holds a Bachelor's degree from Excelsior College and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA).

Dalton Wilson is a financial advisor with Ameriprise based in El Dorado Hills, CA. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Woodbury Financial Services, Capitol Wealth Management, and Carlson & Work, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Neil Richards is a financial advisor with Osaic Wealth, Inc. in Sacramento, CA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior roles at Lincoln Financial Advisors, Inc. and Wells Fargo. Richards also acts as an insurance agent offering fixed insurance products such as fixed annuities and various types of life and health insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and multiple investment options across discretionary and non-discretionary accounts.