Phuoc Van is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has been with J.P. Morgan Chase since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a quantitative and ESG-focused approach.

Joseph Simpson is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, having been with Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers customized financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Maxwell Fields is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has worked previously at Redwood Investment Management and Bicoastal Recruiting Partners. Maxwell has also been involved with Arizona State University through the Devil's Advocates program. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Erik Nelson is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and aligned with modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Robert Bresman is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he participates in online surveys. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Jerry Rickey is a financial advisor with LPL Financial in Placerville, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2003, with a brief tenure at Wells Fargo Clearing in 2017-2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Matthew Cimino is a CFP® with 12 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC from 2012 to 2016. He also serves as Treasurer for United Walk Inc., where he provides oversight for revenue, donations, and strategic activities. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

William Dean is a financial advisor with Edward Jones in El Dorado Hills, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in the retail automotive sector with Harley-Davidson dealerships for eight years. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Mohammed Halabi is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience with the Sacramento River Cats and Duracite. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Nathan Tuttle is a financial advisor with Osaic Wealth Inc. He holds a Series 66 credential and has one year of industry experience. In addition to his role at Osaic, he is a partner at Weston & Tuttle LLP, where he works as a tax preparer. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.

John Taylor III is a financial advisor at Osaic Wealth Inc with one year of industry experience. He holds a Series 66 designation and serves as a partner at Weston and Tuttle, LLP, where he provides tax planning and compliance services for individuals, small businesses, and trusts/estates. Prior to his current roles, he worked at Moss Adams for five years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios that include a broad array of investment products.

Stacey Caso Turk is a CFP® and Series 66 registered financial advisor with Edward Jones in Placerville, California, where she has worked since 2017. She has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated services supported by a large nationwide network of advisors and branch offices.

Corbin Weatherby is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and J.P. Morgan Securities. He serves as Chapter President and instructor for the American Financial Education Alliance, a nonprofit organization focused on financial education, and is a volunteer representative for a local church congregation. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios, offering discretionary and non-discretionary account management along with access to third-party managers and wrap programs.

Julienne Buxton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with LPL Financial since 2010. Outside of her advisory role, she manages a life insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 supported by research and model portfolios.

Ronald Jacob is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. 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 large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

R. De La Rosa is a financial advisor with LPL Financial in Placerville, CA, holding Series 63 and Series 65 registrations and possessing 30 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he has a small business involving guitar picks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers diversified advisory programs, financial planning, retirement consulting, and brokerage services with options for discretionary and non-discretionary management.

Christopher Rasmussen is a financial advisor with OSAIC in El Dorado Hills, CA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and 3M Company. Rasmussen is also the owner of CantorBridge Financial, an LLC focused on financial planning, wealth management, and asset management. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, using advanced asset-allocation tools and third-party solutions to construct customized portfolios.

Benjamin Young is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Securities America, Inc. from 2009 to 2023. In addition to his advisory role, he is involved with Astute Wealth LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options, supported by research from LPL and third-party sources.

Maximilian Callaghan is a financial advisor with Edward Jones in Cameron Park, CA, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad 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 through a nationwide network of financial advisors and branch offices.

Richard Ayala is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, previously working at 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 investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.