Dianna Laney is a financial advisor at LPL Financial with 20 years of industry experience. She holds the CFP® and ChFC® designations as well as a Series 66 license. Her prior roles include work at Ideal Life Financial Advisors and an earlier period at LPL Financial. Laney serves on the City of Folsom Planning Commission and supports the local library through a political/government role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Garrett Avila is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC and Wells Fargo Bank, N.A. Avila is based in Sacramento, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

George Barron is a financial advisor with Charles Schwab in Sacramento, CA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Charles Schwab since 2014 and also has experience with Charles Schwab Bank dating back to 2010. Outside of his advisory work, he co-owns a rental property managed through an agency. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, leveraging multi-asset model portfolios, alternative investment due diligence, and an integrated operational structure.

Abigail DeWit is a Financial Consultant at Fidelity Investments, a position she has held since 2024. Prior to this role, she served as an Investment Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2021 to 2023, all within Fidelity Investments. In her current role, Abigail focuses on helping clients understand and have confidence in their unique financial plans, aligning with Fidelity's core commitments to financial education and strategy implementation. She holds a California Insurance License, which supports her work in providing comprehensive financial consulting services. Abigail's approach centers on educating clients on building and executing financial strategies that bring their personal goals to life. Outside of her professional pursuits, Abigail has interests in fitness, outdoor adventures, puzzles, volunteering, and yoga.

Danh Truong is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2018. Outside of his advisory role, Truong serves as a caretaker for the In-Home Supportive Services program, a government caretaker initiative. 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 a variety of individual and institutional clients.

Titus Garrett is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services, Inc., Questar Asset Management, and Woodmen Accident & Life Co., where he has also been involved in life insurance sales. Garrett serves as the owner and trustee of the Garrett Family Trust. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools and multiple investment platforms to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Yousaf Zamanudin is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his financial services career in 2012, he has specialized in creating tailored wealth management strategies for clients, focusing on areas such as retirement planning, estate and legacy planning, corporate executive services, and personalized investment strategies. His approach involves understanding clients' individual financial situations and goals to develop comprehensive plans that address wealth transfer, portfolio management, charitable giving, and business succession. Yousaf holds professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned accredited certificates from the Yale School of Management. He is involved in professional and community organizations such as the City of Sacramento Boards and Commissions and Junior Achievement of Sacramento, reflecting his commitment to community participation and service. Outside of his professional work, Yousaf pursues personal interests including adventure sports, biking, boating, chess, hiking, horseback riding, reading, running, and spending time with his family. He emphasizes a client-centered philosophy focused on working one-on-one to develop personalized financial strategies aligned with long-term goals.

Coreen Woehl is a financial advisor at LPL Financial with ChFC® and Series 66 credentials and four years of industry experience. Her career includes roles at Patelco Credit Union, MML Investors Services, MassMutual Life Insurance Company, Bank of America, Merrill Lynch, and CUSO Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research.

Eric Sasadeusz is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. He previously worked at Fidelity Brokerage Services and has owned Eric Sasadeusz Photography, a sole proprietorship specializing in photography and videography for small businesses, fashion shows, and weddings. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Wealth Advisory wrap fee program and affiliated managed-account solutions. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and uses multi-asset portfolios supported by due diligence from its research center.

Mireille Jraige is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Her career also includes a long tenure at Wells Fargo Bank, N.A. and experience with Promasys Corporation. 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 services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kaelen Telander is a Series 66-licensed financial advisor with Equitable Advisors, based in Folsom, CA. Telander joined the firm in 2026 and has held various roles in education and retail prior to entering the financial industry. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

John Witry is a financial advisor with J.P. Morgan Securities in Sacramento, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. In addition to his advisory role, he is also employed by JPMorgan Bank, which enables him to offer certain banking products and services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model.

Julie Belles is a financial advisor at Osaic with six years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors, Principal Life Insurance Company, and Almond Valley Wealth Management. Belles serves as a board member of Women in Insurance & Financial Services, a professional organization that supports women in the industry. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third‑party money managers, utilizing asset-allocation tools and automated rebalancing across a variety of investment types.

Wonwyne Hale is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. His prior roles include positions at The Golden 1 Credit Union, LPL Financial LLC, and World Financial Group. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across multiple investment platforms.

Douglas Haskin is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial and Haskin Private Wealth Advisors, having previously worked at Wells Fargo Clearing and Bank of America, N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from both internal and third-party sources.

Brendan Downard is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Thrivent Investment Management and has previously worked at Merrill, Bank of America, J.P. Morgan Securities, and Edward Jones. Outside of his advisory role, he serves as treasurer and board member for Placer Theatre Ballet, a nonprofit youth ballet company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Mey Saechao is a financial advisor with Merrill, holding a Series 66 designation and bringing 13 years of industry experience. Based in Sacramento, CA, Saechao has been with Merrill since 2013. 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 strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Joyce is a financial advisor at OSAIC with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securities America Advisors and Wells Fargo Advisors Financial Network. Outside of his advisory work, he serves as the head JV water polo coach at Jesuit High School and is a member and group leader of the Sacramento Professional Advisors Network. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Zachary Catterlin is a financial advisor with LPL Financial in Citrus Heights, CA, holding a Series 65 credential and one year of industry experience. He has previously worked with Mariner Advisor Network and Strategic Wealth Advisors Group, among other firms. Outside of his advisory role, he provides administrative support to Mariner Independent Advisor Network, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning and various advisory programs, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Carrie Brewer is a financial advisor with Charles Schwab in Sacramento, CA, holding Series 63 and Series 66 designations and possessing nine years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank prior to joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.