Ian Gookin is a financial advisor at Edward Jones with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2021, he worked at Franklin Templeton Distributors Inc. and Franklin Templeton Financial Services Corp. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Christie Johnson is a CFP® and holds a Series 66 license, currently working with Edward Jones in Placerville, CA. She has 14 years of industry experience and has been with Edward Jones since 2011. 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. The firm manages approximately $1.01 trillion in assets through its nationwide network of more than 23,700 financial advisors and provides services under a fiduciary standard.

Matthew Hilliker is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for five years. He serves as co-trustee for his father's investment-related trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, with an emphasis on research-based investment selection and a broad range of financial products through affiliated entities.

Stephen Swarbrick is a financial advisor at OSAIC with 32 years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management. Swarbrick serves as a board member of the Bright Water Foundation, a nonprofit organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Deborah Brandao is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2021. Prior to her current role, she was employed at Sac State PD and Contra Costa Sheriff's Department. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Sam Fakhoury is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes multiple roles within J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2016, as well as a prior position at US Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Cassandra Heald is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Prior to joining RBC Capital Markets in 2021, she worked at Audacy, Inc. and CBS Radio for a combined ten years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and planning services, utilizing both in-house and third-party investment managers.

Gregory Anderson is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Samuel Hoppe is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. In addition to his advisory role, he is a partner at Hoppecottrell, LLP, a CPA tax practice, and at Hoppecottrell Advisors, an investment advisory LLC. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, risk assessments, automated rebalancing, and access to third-party money managers and managed-account solutions.

John Davis is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Morgan Stanley, Motif Investing, Newport Group, and Loring Ward Securities. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Dal Youn is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions and retirement plan services.

Samantha Coons is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2020. Prior to that, she was employed at the University of Illinois at Urbana-Champaign and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment approach and delivers services on a non-discretionary basis.

Suzanne O'Neal is a financial advisor with Edward Jones in Cameron Park, CA, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Edward Jones since 2016 and previously worked at the YMCA of San Diego County for 11 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 under management and 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.

Stephen Erickson is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Cetera, where he has worked since 2013. Erickson is the owner of Mammen Financial Services Inc, a corporation involved in investment-related activities, and also engages in fixed insurance sales including life and annuities. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, providing access to affiliated and unaffiliated investment options across multiple program structures.

Jeffrey Wood is a CFP®-designated financial advisor with 16 years of industry experience, all of which has been with Edward Jones since 2010. He is based in Cameron Park, CA, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Aaron Lockhart is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2015. In addition to his advisory role, he has a long-standing career with Prima Games, a division of Random House Inc., where he has been employed since 2005. 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 and investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Ibrahim is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and three years of industry experience. His prior experience includes a year at Charles Schwab & Co., Inc., along with roles at Fidelity since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Walter Mccurdy is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

David Torp is a financial advisor with LPL Financial in El Dorado Hills, CA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2007. In addition to his advisory role, he operates C&T Group, Investment Management LLC, which offers insurance products including fixed, long-term care, and health insurance. 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 investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Dexter Loo is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LPL Financial since 2009. Outside of his advisory role, he operates a business under the name Dennis Loo & Associates. 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 investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.