Timothy Vereecke Jr. is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked previously at Golden1 Credit Union, LPL Financial LLC, and Bank of America, N.A. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Martin Devault is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes thirty years at FundX Investment Group LLC and two years at One Capital Management, with a brief retirement period before joining LPL Financial. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management along with access to model portfolios, third-party research, and various technology-driven investment solutions.

Inderjit Singh is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He has worked at LPL Financial since 2019 and has over a decade of experience at Travis Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technology solutions.

Daniel Currywood is a financial advisor with Merrill in Davis, CA, holding a Series 66 designation and nine years of industry experience. He has been affiliated with Bank of America and Merrill since 2007. Outside of his advisory role, he assists with financial and capital management tasks for a small family-owned floral business. 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, and institutional investors.

Arun Sharma is a financial advisor with Merrill in Sacramento, CA, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America, Walgreens Boots Alliance, ICICI Lombard GIC Ltd, and Bharti AXA GIC Ltd. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joczan Chavez is a financial advisor with LPL Financial in Davis, CA, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He previously worked at JP Morgan Securities LLC and is also affiliated with The Golden 1 Credit Union. In addition to his advisory role, he is a commissioned notary public for the State of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with support from in-house and third-party research.

Scott Matter is a CFP® professional with 11 years of experience currently advising clients at Edward Jones since 2015. He holds Series 66 and Series 63 licenses. Outside of his advisory role, he is a minority shareholder and board member of Holder Mattress Co., a home furnishings manufacturer and retailer, though he holds no active responsibilities in the business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jennifer Ward is a financial advisor with Edward Jones in Woodland, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. 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 large network of financial advisors and branch offices across the United States.

Leah Roman is a Series 66 licensed financial advisor with Edward Jones, based in Woodland, CA. She has 17 years of industry experience, all of which have been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Stine Bradford is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2023, she worked at Securities America Advisors and KMS Financial Services. She also operates Bradford Investment Services, an independent business she has maintained since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

Brian Dwyer is a financial advisor with Edward Jones in Woodland, CA, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Superior Vision Services, Inc. and Sacramento Municipal Utility District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a national network of more than 23,700 financial advisors and over 15,000 branch offices.

Richard West is a Series 66 licensed financial advisor with 47 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. and Foothill Securities, Inc. Outside of his advisory roles, he serves as a water polo consultant and evaluator. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of financial advisers, offering integrated brokerage and advisory services alongside various investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Joseph Trotter is a CFP®-certified financial advisor with Edward Jones in Winters, CA, where he has worked since 2009 and has 16 years of industry experience. Outside of his advisory role, he holds an ownership interest in the Green Bay Packers football team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

Russell Seymour is a financial advisor with Edward Jones in Davis, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Troon Golf for a total of 12 years. He serves on the Board of Directors for the Davis Chamber of Commerce. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Christian Vaituulala is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, East Lawn Memorial Park, First Tech Federal Credit Union, and Los Rios Community Colleges. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal teams and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.