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.

Joseph Evans is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and D.A. Davidson & Co. He is the owner of Evans Wealth Management, where he provides holistic wealth advice and investment management. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. Its investment approach includes discretionary and non-discretionary portfolio management with access to a variety of third-party managers and model portfolios.

James Kirwan is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the Board of Directors for the American Diabetes Association Nor Cal. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven, model-based recommendations with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Justin Perry is a financial advisor with Merrill in Roseville, California, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill since 2018 and previously spent a year at Farmers and Merchants Bank. Outside of finance, he serves as an officer for Fete Today, Inc., a family wine and grape business, and participates in the Lincoln Technical Academy CTE Business and Finance Committee. Merrill, along 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 a range of clients, including individuals, high-net-worth clients, and institutional investors.

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.

Riley Persily is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining Baird in 2023, Riley worked at Hattori Hanzo Shears for three years and studied at Loyola Marymount University. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pension plans, and charitable organizations through a range of services including financial planning, portfolio management, and custody and brokerage services. The firm offers a combination of manager-traded and model-traded strategies, tax-management, direct-indexing, and ongoing manager selection supported by internal research and tools.

Craig Glackin is a financial advisor at Morgan Stanley in El Dorado Hills, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at Fidelity Investments and its affiliated entities from 2014 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

Jeffrey Nielsen is a Senior Financial Advisor with over 30 years of experience in wealth management and financial planning. He currently serves clients through Merrill Lynch Wealth Management, focusing on integrating investment management with banking and lending solutions offered through Bank of America, N.A. His approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their individual goals. Jeffrey began his career in 1993 serving Great Western Bank clients in Sacramento before transitioning to Merrill Lynch in 1995. His extensive experience has enabled him and his team to assist clients with areas such as college education planning, equity compensation services, family wealth management strategies, liquidity management, retirement income, and socially responsible investing. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from California State University Sacramento. Outside of his professional role, Jeffrey’s personal interests include football, hiking, running, yoga, and spending time with his family.

Gary Vestal is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo and Edward Jones. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework.

Ryan Harrison is a Series 66 licensed financial advisor with 12 years of industry experience. He has worked at LPL Financial since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Harrison operates businesses focused on investment management under the names Snyder Wealth Management Group and U-CORE Capital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Ernest Crisologo is a financial advisor with Ameriprise in Lincoln, CA, holding the ChFC® designation and Series 66 license. He has 25 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. He also holds a real estate license. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic automation overseen by an internal committee.

Gregory Pelechowicz is a Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience, Greg focuses on guiding individuals and families to empower their financial future through professional guidance designed to grow, preserve, and manage wealth. He takes the time to understand clients' priorities and helps develop short-, mid-, and long-term financial goals. Greg specializes in areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. He offers clients access to investment insights from Merrill and banking services through Bank of America specialists, covering banking, credit, home financing, and small business solutions. Greg holds a Personal Investment Advisor (PIA) designation and earned his high school diploma from Marysville High School. Outside of his professional role, he enjoys spending time with his family, traveling, and engaging in activities such as baseball, basketball, camping, football, golfing, and hiking.