Heidi Headington is a Series 66-registered financial advisor with Edward Jones, based in Rocklin, CA, and has six years of industry experience. She has worked at Edward Jones since 2015, with a brief interval working at Primo and Flower Bar between 2018 and 2019. Outside of advising, she has occasionally worked as a bartender for large events at Primo Bar LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Tina Hollar is a financial advisor at Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation with 15 years of industry experience. She has been with Robert W. Baird & Co. since 2009. 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 offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and manager monitoring.

David Stockton is a financial advisor at LPL Financial with 14 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2021, he worked at Jason Neyer, the Department of Transportation, various insurance carriers, and Waddell & Reed, Inc. He is involved in an LLC focused on a non-securities business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and subadvisors, providing both discretionary and non-discretionary portfolio management.

Altynai Stauss is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Hibdon Auto Center and Enloe Medical Center and was involved in entrepreneurial ventures including Alty's Kitchen and Country Morning Bakery & Cafe. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and investment solutions, manages approximately $1.01 trillion in assets, and operates a large national network of financial advisors and branch offices.

Julia Agustin is a Financial Advisor at Merrill Lynch Wealth Management, where she partners with individuals, families, and business owners to navigate significant financial decisions. She emphasizes a personalized approach, taking the time to understand each client's unique goals and priorities to develop strategies aimed at supporting long-term financial success. Julia focuses on building lasting relationships through responsive and attentive service. Her expertise includes retirement planning, investment strategies, and wealth management. As a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), she works with clients on areas such as family wealth management, legacy planning, and philanthropic planning, tailoring advice to align with each person's circumstances. Julia holds a Bachelor's degree from San Diego State University. Outside of her professional role, Julia enjoys gymnastics, hiking, spending time with her family, watching movies, and practicing yoga.

Daniel Blum is a financial advisor with Mass Mutual Investors Services in Roseville, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual since 2010. Outside of his advisory role, he is involved in training and coaching financial advisors transitioning to comprehensive fee-based financial planning and works as a mortgage loan originator. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Jonathan Bolter is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 65 designations and having 39 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he owns a rental property in Truckee, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Bruce Yoshida is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Tsz Chung (Wilson) Leung is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in the financial services industry. He works with individuals, families, and business owners to develop customized financial strategies that align with their specific goals. Based in Sacramento and the Greater Los Angeles Area, Wilson focuses on building long-term relationships through a client-centric approach that integrates investment management, retirement planning, and wealth transfer strategies. Wilson's expertise spans college education planning, family wealth management, liquidity management, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Fluent in English, Cantonese, and Mandarin, he serves the Asian American community by providing culturally attuned financial guidance tailored to clients' unique backgrounds. Collaborating with a team of specialists at Bank of America and Merrill Lynch, he offers clients comprehensive access to lending solutions, estate planning, and business succession strategies. Wilson holds a Bachelor's Degree from the University of California, Los Angeles (UCLA) and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved with the Home4Homeless Project at UCLA. Outside of work, Wilson enjoys spending time with his family, traveling internationally, playing badminton, dancing, drawing, interior decorating, and listening to music.

Charles Plog is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Linsco Private Ledger since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven solutions.

Matthew Morehead is a financial advisor at UBS Financial Services with 43 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 investment strategies.

Douglas Macfarlane is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird since 2010 and holds Series 63 and Series 65 licenses. Macfarlane serves as a board member and participates on the Investment Finance Committee of Child Advocates of Placer and Yuba Counties. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services utilizing a variety of managed account programs and emphasizes ongoing manager selection and internal research in its advisory approach.

John Thomas Patton is a financial advisor at Ameriprise with seven years of industry experience, including four years at Edward Jones. He holds the Series 66 designation. Outside of his advisory work, he serves as President of The Ten09 Effect and is a Member at Large for the Placer County Veterans Monument. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Adrian Shankar is a financial advisor with LPL Financial based in Sacramento, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at New York Life Insurance Company and Golden 1 Credit Union’s investment services. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Tynessa Lowe is a financial advisor at Robert Baird & Co. with six years of industry experience. She holds the Series 66 designation and has been with Baird since 2020, following seven years at Flyers Energy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

Mitchell Satz is a financial advisor with Ameriprise in Lincoln, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015, including a role at E.K. Riley Investments prior to that. Outside of advising, he serves on the Board of Directors and Finance Committee for Sierra Nevada Swimming. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, primarily for clients with assets held in Ameriprise-managed accounts.

Dino Arena is a financial advisor with Raymond James Financial Services Advisors, Inc. in Rocklin, CA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He serves as Chief Compliance Officer at First Tech Federal Credit Union, overseeing compliance for its investment division, Addison Avenue Investment Services, where he is also Compliance Director and Branch Manager. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Cyril Shah is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2006 and served 12 years at the American River Flood Control District. He is also a board member of the Sacramento County Employees' Retirement System (SCERS), overseeing the system’s operations alongside other board members. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs fact-finding and risk-profiling tools to tailor non-discretionary planning and consulting services aligned with client goals.

James Stark is a financial advisor with Primerica Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been associated with Primerica Advisors since 1982 and with Primerica Financial Services since 1980. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, overseeing portfolio management with the assistance of BNY Mellon Advisors.

Kenneth Catanella is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS, he worked at Hays Talent Solutions and was employed by the Sacramento Kings Limited Partnership for six years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.