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.

Jennifer Kukis is a financial advisor with Edward Jones in Davis, CA, holding Series 63, Series 65, and Series 66 credentials and 22 years of industry experience. She has been with Edward Jones since 2016. 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, supported by a large national network of advisors and branch offices, managing approximately $1.01 trillion in assets.

Stanley Tzikas is a financial advisor with LPL Financial in Dixon, CA, holding Series 65 and Series 63 credentials and possessing 37 years of industry experience. He has worked with the Bank of Stockton and National Planning Corporation prior to his current roles at LPL Financial and Bank of Stockton Investment and Insurance Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support diversified investment strategies.

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.

Beth Rowe is a financial advisor at Edward Jones with 19 years of industry experience. She has held positions at Edward Jones since 2018 and previously worked at Bank of America and Merrill from 2013 to 2018. Rowe holds the Series 63 and Series 66 designations. 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 with a network of more than 23,700 advisors, offering a range of investment advisory programs and affiliated services 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.

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.

Michael White is a CFP® professional affiliated with LPL Financial in Vacaville, CA, with 19 years of industry experience. He has worked at Travis Credit Union and LPL Financial since 2010. White serves as a successor trustee for a family trust and provides services to credit union members through a related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

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.

Ashneil Prakash is a financial advisor at Edward Jones in Fairfield, CA, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he spent 17 years with American Smog Inc. Outside of his advisory role, he was involved in running American Smog Inc., which he has since sold. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide 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 has a large nationwide network of financial advisors and branch offices.

Russell Burch II is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at BancWest Investment Services and Bank of the West since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Michael Fragoso is a financial advisor with Osaic, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Lincoln Financial Advisors Inc. and Acord & Fong Wealth Strategies. Outside of advising, he provides security services at conferences and conducts non-variable insurance and annuity sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that can include a variety of investment types and may be managed on discretionary or non-discretionary bases.

Jennifer Glacken is a financial advisor at LPL Financial with a Series 66 designation and no prior industry experience. Her work history includes roles at GTS Investment Advisory Inc. dba Financial Celebrations, LPL Financial, the City of Fairfield, and Wells Fargo Bank. Outside of finance, she owned and operated Jennifer's Cleaning Services for five years. 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 offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

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.

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.

Harish Kumar is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and credit unions including SafeAmerica and Travis. Kumar is involved with Travis Financial Services, a DBA entity related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven investment approaches.