Rocio Marticorena is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her background includes roles at Wells Fargo Bank NA, Wells Fargo Clearing Services LLC, JP Morgan Chase Bank, and JP Morgan Securities LLC. Outside of finance, she has affiliations with Lyft and Uber and previously worked in the restaurant industry. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth criteria, using proprietary research and tools to develop recommendations.

Jerry Sandlin Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at LPL Financial for 18 years and Schools Financial Credit Union for 12 years. Outside of finance, he is the qualifying partner in a house painting business, though he is not involved in its day-to-day operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers, supporting a broad range of client needs across discretionary and non-discretionary program structures.

Ran Tian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Tian worked at Cathay Bank for three years and held positions at Tiffany & Co. and Ann Taylor Inc. Outside of finance, Tian was involved with Taotao Catering LLC and I801 LLC during 2023–2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse universe of funds and ETFs.

David Stoddard is a financial advisor with Edward Jones in Cameron Park, CA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and coaches varsity boys swim at Ponderosa High School. Outside of advising, he is a 50% owner of a family-operated self-storage business in Billings, MT. 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 nationwide network of more than 23,000 financial advisors.

Tony Guan is a financial advisor with Ameriprise in El Dorado Hills, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns a garment industry business named OAXplorer. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anne Marie Frost is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with LPL Financial and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Aaron Capan is a financial advisor with Stifel holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing from 2016 to 2023. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Matthew Mcdonald is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Cetera since 2013 and also owns Matt McDonald Financial, a DBA for financial and insurance services. Outside of his advisory work, he serves as a treasurer for Rage Soccer Academy and has experience as a paralegal specializing in living trust and estate work. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party money managers across various program structures.

Michael Hogan is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Matthew Green is a Financial Consultant currently working at Fidelity Investments. He advises clients on improving their financial plans to align with their retirement goals. Matthew has held various roles in the financial services industry, including Investment Consultant at Fidelity Investments since 2021, Vice President - Investments and Private Client Advisor at J.P. Morgan Wealth Management from 2022 to 2024, and Financial Advisor at Northwestern Mutual from 2019 to 2021. He holds a California Insurance License. Outside of his professional work, Matthew enjoys baseball, camping, family activities, food-related interests, outdoor adventures, and swimming.

Jayalalitha Ramamurthy is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Clearing from 2011 to 2019 before joining Charles Schwab in 2019. Outside of her advisory role, she is a co-owner of SIMBIZSOLUTIONS, a technology consulting company originally incorporated for tax purposes. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to affiliated discretionary separate managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Kristina Currie is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corp and various Fidelity entities dating back to 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolios, leveraging systematic methodologies and oversight controls.

Briggs Matsko is a CFP® professional affiliated with OSAIC and has 49 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 48 years before joining OSAIC in 2025. Matsko co-authored a book titled "Mastering Your Financial Success" and operates a consulting business providing process-led income distribution planning for financial services firms. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation and portfolio management tools and supports multiple advisory platforms and legacy program transitions.

Drew Gee is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has five years of industry experience, including roles at MassMutual Life Insurance Company and various MassMutual affiliates since 2019. Prior to his financial advisory career, he worked at Saint Mary's College of California in both the Athletic Department and other capacities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Melvin Whitlock Jr. is a financial advisor with Primerica Advisors in Rancho Cordova, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Primerica Advisors since 2013 and is also involved with the California Transplant Donor Network. Outside his advisory role, he participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Robert Baggett is a Series 66 licensed advisor at Merrill with 12 years of industry experience. His prior roles include positions at Fisher Investments and Bank of America. He has been with Merrill since 2014, returning in 2021 after a brief period elsewhere. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Lund is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and provides tax-efficient services, operating under a fiduciary standard.

Li Qi Huang is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Huang was involved with the League of Legends Club and IntelliBricks during his time at the University of California, Davis. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party advisory platforms.

Eric Solis is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2009. Outside of advising, he serves as an investment committee member for The Catholic Foundation of the Diocese of Sacramento. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with various financial products and referral channels.

Valerie Bevan is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016; prior to that, she was with MetLife Securities Inc from 2013 to 2017. MassMutual’s subsidiary, MML Investors Services, LLC, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved software to analyze client goals and offers programs including estate settlement, employer-sponsored planning, and a standalone Divorce Planning service.