Colleen Langs is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by structured planning tools and firm-approved methodologies.

Kathryn Christensen is a financial advisor with OSAIC in Roseville, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Securities America Advisors and Securities America Inc from 2016 to 2024. Christensen also holds a California insurance license for health, accident, and annuities, although she does not currently sell insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Dominic Kennedy is a financial advisor at Merrill with five years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2011 and Bank of America since 2019. Outside of advising, he serves as a successor trustee for a family trust and is an officer and owner of an online marketplace for sports trading cards. 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.

Steven Lease is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and possessing 16 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2010, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients. The firm’s financial planning emphasizes structured discovery and utilizes proprietary tools and modeling techniques, serving approximately $2.74 trillion in client assets.

Katherine Ducharme is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Edward Jones in 2026, she held roles at Vanguard Marketing Corporation, Saxbys, and the U.S. Department of State. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Michael Hastings is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Cetera Advisor Networks LLC for seven years and has been affiliated with Sacramento Credit Union for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Juan Lara Turner is a financial professional with one year of industry experience, currently affiliated with Osaic Wealth, Inc. He holds a Series 66 designation and has previously worked at Retirement Security Centers and The Cheesecake Factory. In addition to his advisory role, he supports senior planners and assists with client meetings and administrative tasks at Retirement Security Centers. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of financial advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account platforms.

Douglas Behl is a financial advisor with LPL Financial based in Roseville, CA. He holds a Series 63 designation and has 42 years of industry experience. Prior to joining LPL Financial in 2005, he worked at Brecek & Young Advisors, Inc. from 2002 to 2005. Behl is also involved in tax planning and preparation through his business, Behl Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Christian Baldree is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Baldree serves as President of the Pacific Gold Aviation Association and sits on the board of trustees for the Roseville Theater Arts Academy, a nonprofit community theater organization. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes on both discretionary and non-discretionary bases.

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 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2020. His prior experience includes roles at Hanson McClain Advisors, Allworth Financial, and the UCPath Center. Gomez serves as a board member of the California Masonic Memorial Temple, overseeing the building’s continued operation and property management. Merrill, along 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 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a background at Wells Fargo Bank, N.A. dating back to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

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.