Bryce Pattison is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked for Royal Petroleum Co. for 19 years. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joyce Blonskij is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and having 40 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2003. Outside of her advisory role, she is an author of the book "Own the Clouds" and works as a health coach with Optavia. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, tailored to client objectives.

Thomas Faller is a financial advisor with Morgan Stanley in Sacramento, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Morgan Stanley and Merrill, spanning over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Wornel Simpson is a financial advisor with OSAIC in Sacramento, CA, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His career includes 14 years at FSC Securities Corporation and over three decades managing his own practice. Outside of his advisory work, he owns a consulting business focused on professional athletes and entertainers, and he serves as president and coach for a nonprofit AAU basketball team. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage and advisory services through a broad network of advisers and multiple platforms. The firm employs asset-allocation tools and risk assessments to build portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Gorgees Benyamein is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works with individuals, families, and business owners to provide investing advice and personalized strategies aimed at helping clients pursue their financial goals. He also facilitates access to banking and lending services through Bank of America. Gorgees specializes in areas such as legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from California State University Stanislaus. Outside of his professional work, Gorgees enjoys playing chess, pickleball, running, soccer, and spending time with his family.

Steven McCartney is a Financial Consultant currently working at Fidelity since 2021. He has a professional background in financial advisory roles spanning several decades, including positions at Prudential from 2014 to 2021 and Merrill Lynch from 1994 to 1999. Steven's approach to financial planning focuses on addressing clients' needs both presently and in the future, supporting them in managing their finances toward their lifelong goals. His career reflects a commitment to client-focused financial advising, leveraging a broad range of investment options and tools to facilitate understanding and execution of financial plans. Steven holds a California Insurance License, which supports his professional capabilities in the financial services industry.

Jairo Gomez is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including UCPath Center, Hanson McClain Advisors, and Allworth Financial. He serves as a board member of the California Masonic Memorial Temple, overseeing the facility’s ongoing operation and management. 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, pension plans, corporations, and charitable organizations.

Connor Schlecht is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and previously worked at DeBoer Financial Group, Commonwealth Financial Network, Curamus Management, and Kaiser Permanente. He is also employed as an associate financial advisor at FHL Operations LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning, dependable income sources, and tax-aware withdrawal strategies.

Albert Huynh is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016, with a longer tenure at Wells Fargo Bank, N.A. starting in 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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, and it includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dennis Sanchez is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to this, he held positions at Partners Mortgage, Blue Water Credit, Valpak, and Thryv. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Wong is a Client Experience Advisor at Merrill Lynch Wealth Management. He works with Merrill clients to understand their current financial situation and introduces them to solutions available through Merrill and Bank of America. His role focuses on empowering clients with knowledge and tools to take control of their financial lives and select platforms that best fit their needs. Michael holds the Professional Investment Advisor (PIA) designation. He earned his High School Diploma from John F Kennedy and attended Sacramento City College, though no degree was conferred. His professional approach centers on helping clients uncover what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Mark Bergdorf is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Charles Schwab since 1996 and Charles Schwab Bank since 2005, both based in Sacramento, CA. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and provides integrated brokerage, custody, and advisory services.

Bryan Brown is an Investment Consultant who takes a personalized approach to financial planning. He focuses on understanding and prioritizing what is most important to each client, aiming to provide clear, professional insight that helps them make informed decisions. Bryan has extensive experience as a Senior Internal Advisor Consultant at Franklin Templeton, where he worked from 2011 to 2024. He offers tailored guidance using a wide range of resources to help clients create financial plans that pursue peace of mind and success. He holds a California Insurance License.

Erik Truxal is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Cetera and has previously worked at Edward Jones and LPL Financial. He also operates Truxal Wealth Management. Cetera Investment Advisers LLC serves a nationwide network of independent advisors and offers a variety of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients.

Robert Clark is a financial advisor with Mass Mutual Investors Services in Roseville, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has previously worked at Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, Clark serves as a board member for the Placer County Sheriff's Association and is involved with the Rylee Grace Foundation, a nonprofit supporting families of pediatric cancer. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations, using firm-approved software and collaborative annual planning engagements.

Gage Demers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to navigate important financial decisions by understanding their personal goals and creating tailored financial plans. His approach emphasizes clarity, coordination, and confidence throughout every stage of his clients' financial lives. Prior to his current role, Gage served in the U.S. Army. He holds a bachelor's degree from the University of Southern California and has earned the Chartered Financial Analyst (CFA) designation, as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials. His areas of focus include Divorce Transition Planning, Personal Retirement Planning, and Small Business Strategies. Outside of his professional life, Gage enjoys outdoor activities such as biking, camping, hiking, and skiing.

Matthew Hilliker is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for five years. He serves as co-trustee for his father's investment-related trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, with an emphasis on research-based investment selection and a broad range of financial products through affiliated entities.

William Neubuerger is a Financial Advisor at Merrill Lynch Wealth Management. He applies his background and experience to provide clients with preparation and planning to position them effectively for their financial futures. He graduated from Creighton University with a Bachelor of Science in Quantitative and Qualitative Research Methods. William served as an Infantry officer in the U.S. Army, completing Ranger School and leading teams ranging from three to four hundred personnel. His military experience emphasized the importance of preparation, planning, and analysis, principles he now incorporates in his work as a financial advisor. William holds the Personal Investment Advisor (PIA) designation. He assists families in retirement planning and helps business owners work toward asset growth by offering steady guidance aligned with clients' goals.

Kayji Arai is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2019, Arai worked at Mikuni Japanese Restaurant and Sushi Bar and attended the University of California, Davis. Outside of finance, Arai has experience working in hospitality at Mikuni Japanese Restaurant. Arai is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Brandon Montalvo is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley since 2018, with prior experience in several part-time non-investment roles. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning, investment programs, and access to private funds and structured products.