Allison Devcich is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Studio Collins Weir, Catherine Macfee Design, Kidder Mathews, Kristi Will Design, and Sam's Chowder House. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Tyler Gunderson is a financial advisor with Fidelity Investments in Folsom, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fidelity in 2025, he held positions at Hyatt Centric, Texas Roadhouse, Acura, Walmart, and worked in education at Pleasant Grove High and Albiani Middle School. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage diversified investment funds.

Nguyen Tram Anh Le is a financial advisor with Ameriprise in Sacramento, CA, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles in education and apartment development. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides detailed retirement-income planning advice based on proprietary research, third-party data, and algorithmic tools, with a focus on dependable income and tax-aware withdrawal strategies.

Denise Vonhof is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird since 2020. Prior to that, she held positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, covering a broad range of investment strategies and account types.

Andrew Carlie is a financial advisor at Morgan Stanley with 13 years of industry experience. His career includes roles at DoorDash Inc., Oracle America Inc., TD Ameritrade, and Scottrade. He holds Series 65, Series 63, and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Gavin Sturgis is a financial advisor with Charles Schwab in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes six years with Jackson National Life Distributors LLC before joining Charles Schwab and Charles Schwab Bank in 2018. 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 offers a mix of non-discretionary and discretionary investment options supported by strategic asset allocation, written advice policies, and access to alternative investment products.

Eric Andersen is a financial advisor with LPL Financial in Roseville, CA, holding the Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2009. Andersen also offers health savings accounts (HSAs) to clients and operates a pension and wealth advisory business under the name Safe Harbor Pension & Wealth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jacqueline Ellerbee is a financial advisor with Thrivent Investment Management in Rocklin, CA, holding a Series 66 designation and with seven years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2018. Prior to this, she worked at Macerich / Arden Fair from 2013 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and a broad range of planning topics without discretionary trading authority. The firm offers integrated planning and managed-account solutions through its “WealthPlan” option while maintaining separate advisory services.

Dustin Brooks is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for six years at Von Housen Automotive Group. Based in Rocklin, CA, he has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Charles Ankrim is a financial advisor at Robert W. Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and 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, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Amber Drinkwater is a Series 66-credentialed advisor with LPL Financial, based in Roseville, CA, with 11 years of industry experience. She has been with LPL Financial since 2014 and also has a longstanding affiliation with Golden 1 Credit Union since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Matthew Schirmer is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Rebecca Stewart is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and nine years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Edward Jones, and Wells Fargo. She serves as a board member of the Sacramento Estate Planning Council. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning using structured discovery and advanced modeling tools while providing broad retail and institutional services.

Christine Cao is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020, with prior roles at Merrill Lynch and in a family business. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Geremy Zezini is a financial advisor with LPL Enterprise in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab and CliftonLarsonAllen Wealth Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.

Damian Lima is a financial advisor with Edward Jones in Rocklin, CA, holding CFP® and Series 66 designations and bringing eight years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Accenture from 2015 to 2018. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Courtland Mulliken is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 15 years of experience with a focus on Wealth Management and Corporate Retirement Services. His wealth management services include financial, estate, investment advisory, and cash management for a select group of affluent clients. In corporate retirement services, he specializes in qualified and non-qualified deferred compensation plans, concentrated stock and option plans, business succession planning, and cash management. Court graduated from the University of Colorado, Boulder, with dual degrees in Chemistry and Mathematics. He served as a Submarine Officer in the US Navy for over 10 years in active and reserve capacities. Following his military service, he worked in the Semiconductor Equipment Manufacturing and Medical Device Manufacturing industries. He holds several professional designations including Chartered Financial Analyst (CFA), Wealth Management Advisor (WMA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). Court is a member of the CFA society of Sacramento and the Civil Air Patrol. He lives in El Dorado Hills, California with his wife, Taira, and is an active member of the community. His personal interests include fishing, golfing, and ice hockey.

Lori Riffle is a financial advisor at Stifel with 30 years of industry experience. She holds the Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Slaughter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His prior roles include positions at LPL Financial, Next Financial Group, and Waddell & Reed. Outside of his advisory work, he owns and operates Daycation for Seniors, a business focused on senior activities. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Paul Cutter is a financial advisor with UBS Financial Services in Sacramento, CA, holding Series 63 and Series 65 licenses. He has 40 years of industry experience, including over three decades at Painewebber Incorporated. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client solutions.