Joel Erickson is a financial advisor with Fidelity, holding a Series 66 designation and 16 years of industry experience. He has worked in various capacities within Fidelity since 2012, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Taylor Reed is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise, Taylor worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management programs.

Kimberly Becker is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Fidelity Investments in various capacities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Devin Crandall is a financial advisor at Fidelity with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Bankers Life and related entities, as well as experience as a professional stock trader and work with Jumpstart CPU. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI in research, and systematic model portfolio development.

Felipe Sanchez is a financial advisor with Wells Fargo Clearing in Stockton, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Wells Fargo Bank since 2013 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Catherine Johnson is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Philip Waelbrock is a financial advisor at Edward Jones in Elk Grove, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Medtronic and has been involved with the Cal North Referee Association since 2015. Outside of his advisory role, Waelbrock coaches junior varsity women's soccer and serves as a soccer referee for recreational and competitive games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

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 with Merrill Lynch Wealth Management. She works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Julia serves as a resource on topics including general investing, retirement planning, and saving for unexpected events. She also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Julia holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from San Diego State University. Her approach involves working together with clients to discuss their goals, concerns, and questions, offering ongoing advice and guidance as their financial needs evolve.

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.

Manuel Provedor is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities from 2016 to 2022 before joining Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

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.