Stephisha Ycoy Walton is a financial advisor with Primerica Advisors in Oakland, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been affiliated with PFS Investments Inc. since 2014 and Primerica Financial Services since 2013. Outside of her advisory role, Walton is an educator at The Freedom School and is involved as a beta tester for the Capital Group Community Wealth Council. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Douglas Ellis is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and Avantax Investment Services, Inc. prior to joining Cetera. Ellis has been self-employed since 1990. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Zachary Sterner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Rocky Mountain Reserve and several positions in the automotive sector. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Kimber Smith is a ChFC® and Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2012, totaling 13 years of industry experience. She serves as a board member for the Solano County Library Foundation and participates in the Rotary Club of Fairfield, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branches.

Diana Wei is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services in various capacities since 2016. Diana is also the owner and employee of Nexus Pathways LLC, through which she manages her advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Beth Rowe is a financial advisor with Edward Jones in Vacaville, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes roles at Bank of America and Merrill from 2013 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diana Espinel is a financial advisor at UBS Financial Services with nine years of industry experience. She has held roles at firms including Merrill, Bank of America, and JP Morgan Chase Bank. Espinel holds Series 63 and Series 66 licenses. UBS Financial Services Inc. provides brokerage and investment advisory solutions to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, offering fee-based financial planning, portfolio management, and access to proprietary research.

Kenneth Casper Jr. is a CFP® professional with 25 years of experience, all with Edward Jones since 2001, based in Benicia, CA. Outside of his advisory role, he manages a rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Michael White is a financial advisor with LPL Financial in Vacaville, CA, holding the CFP® designation and Series 66 license, with 19 years of industry experience. He previously worked at Edward Jones from 2007 to 2010 and has been associated with Travis Credit Union and LPL Financial since 2010. White also serves as successor trustee for a family trust and provides financial services to credit union members. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment solutions and platforms, combining scale and diverse financial activities with oversight of more than $819 billion in discretionary assets.

Benjamin Crombie is a financial advisor with Edward Jones in Suisun City, CA, holding CFP® and Series 66 designations and bringing 19 years of industry experience. He previously worked at LPL Financial for 13 years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Ashneil Prakash is a financial advisor at Edward Jones in Fairfield, CA, holding a Series 66 credential with three years of industry experience. Before joining Edward Jones in 2023, he was involved with American Smog Inc. for 17 years. 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 wide range of investment advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brenda Knudsen is a financial advisor at Fidelity with 24 years of industry experience. She holds a Series 66 credential and has previously worked at firms including Lucia Securities, Lucia Capital Group, and RBC Capital Markets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Russell Burch II is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2023, following over a decade at Bank of the West and BancWest Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies with a large network of advisors.

Christina Pacheco is a financial advisor with Cetera, holding a Series 66 designation and bringing 10 years of industry experience. Her career has included various roles within Cetera and related entities since 2015, as well as positions at LPL Financial and AssetMark Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and strategies.

Kim Albano is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at firms including JPMorgan Chase Bank, Merrill Lynch, Bank of America, and UBS. Prior to her current role, she was also involved with LeadHer and Door Dash. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tatia Mac Kinnon is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Ariel Castillo is a financial advisor at Edward Jones in Benicia, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at First Republic Bank from 2016 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Michael Fragoso is a financial advisor with Osaic Wealth, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors, Acord & Fong Wealth Strategies, and several other firms. Outside of financial advising, he provides security services at events and conducts non-variable insurance and annuity sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

Lata Malla is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2017 and previously held roles at Bank of America and as an instructor at California State University, East Bay and College of San Mateo. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Harish Kumar is a financial advisor with LPL Financial based in Fairfield, CA. He holds the Series 66 designation and has five years of industry experience. His prior roles include positions at Bank of America, Merrill, and SafeAmerica Credit Union. 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 and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by technology and research tools.