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 65, Series 66, and Series 63 licenses. She has 22 years of industry experience, including 10 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Stanley Tzikas is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 37 years of industry experience. His career includes roles at Bank of Stockton, National Planning Corporation, CUSO Financial Services, PRUCO Securities, Tzikas Investment Advisory, and Morgan Stanley. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational tools.

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.

Inderjit Singh is a Series 66-credentialed financial advisor with LPL Financial, based in Dixon, CA, and has four years of industry experience. He has been associated with LPL Financial since 2021 and concurrently works with Travis Credit Union since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

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 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.

Joczan Chavez is a financial advisor with LPL Financial in Davis, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at LPL Financial since 2018 and concurrently has a role with The Golden 1 Credit Union since 2016. He is also a commissioned notary in the State of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad range of investment options and operational technology.

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.

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.

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.

Stine Bradford is a financial advisor at LPL Financial with ten years of industry experience and holds the Series 66 designation. She previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and KMS Financial Services, Inc. Bradford also operates Bradford Investment Services and is involved with Bradford Capital Group, an entity related to her LPL business. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Richard West is a Series 66-licensed financial advisor with 47 years of industry experience. He currently works at OSAIC and previously spent 37 years at Foothill Securities, Inc. and 8 years at Securities America Advisors, Inc. Outside of his advisory role, West serves as a water polo consultant evaluator. OSAIC is an institutional firm servicing a diverse client base, including retail and institutional investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach with various portfolio management options and offers brokerage and advisory services through a multi-advisor platform.

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 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.