Katharine Wilmot is a financial advisor with Ameriprise in Woodland, CA, holding a Series 66 designation and six years of industry experience. She has been with Ameriprise since 2018 and previously worked at LPL Financial for 20 years. Wilmot serves on the boards of a nonprofit focused on sustainable agriculture and a regional library foundation, and she is an adult leader for a local 4H club. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jenny Foraker is a financial advisor with Mass Mutual Investors Services in Davis, CA, holding Series 63 and Series 66 designations and has six years of industry experience. She previously worked at Deloitte Consulting for two years before joining MassMutual Northern California in 2018 and Mass Mutual Investors Services in 2020. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning engagements as annual collaborative relationships using firm-approved software and offers specialized planning programs including divorce and estate-settlement services.

Angela Culp is a financial advisor with Edward Jones in Dixon, CA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked at United Veterinary Care CA Inc and the University of California. Outside of her advisory role, she serves as co-trustee of a trust that owns rental property. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a wide range of investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Douglas Ellis is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Avantax Advisory Services and Avantax Investment Services, Inc. for a combined total of 30 years. He has also operated as a self-employed advisor since 1990. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various investment program options, combining discretionary and non-discretionary portfolio management and access to third-party money managers.

Zachary Sterner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Rocky Mountain Reserve and various automotive and service-related companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jason Heise is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including SGC Financial & Insurance Services and Securian Financial Services. He also manages Heise Wealth Management, Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Brenda Walker is a CFP® and Series 66-licensed financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2016, following a brief tenure at Kelly Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

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.

Diane Basgall is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at J.P. Morgan Chase Bank since 2013 and has also been involved with One Guy Restorations, a business she operated for over a decade. Based in Arcata, CA, she combines institutional advisory expertise with her entrepreneurial background. 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 part of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

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.

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.

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.