Jason Neyer is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at CalFIRE and Waddell & Reed, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. 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.

David Hamlin is a financial advisor with Wells Fargo Clearing in Davis, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at U.S. Bancorp Investments Inc. from 2015 to 2017 before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broader range of financial products than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Jenny Haskin is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, Bank of America, N.A., and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Scott Anstine is a financial advisor at MassMutual Investors Services with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Guardian Life Insurance Company, NYLIFE Securities LLC, and Chase. Outside of his advisory role, he serves as a BNI Chapter President. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes structured, annual financial planning engagements supported by firm-approved analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Gregory Little is a financial advisor with Wells Fargo Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors since 2014. In addition to his financial advisory work, he coaches football at Whitney High School, where he teaches skills, manages communications with parents, and organizes practice and game-day activities. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, covering diverse client needs including retirement, education, and specialized planning areas.

Arjun Subbiah Nanjappa Titermada is a financial advisor at Fidelity with three years of industry experience. He has held positions at Fidelity Investments since 2023 and previously worked at New York Life Insurance Company from 2020 to 2023. Prior to his finance career, he spent seven years at BCKM Memorial Hospital. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios.

Chandler Lenkey is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting professionals who are navigating important financial decisions as their lives and careers evolve. Chandler focuses on helping clients bring clarity and coordination to their financial decisions by organizing the full landscape of accounts, plans, and strategies, enabling thoughtful consideration of long-term priorities such as retirement planning and investment decisions. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Chandler earned his bachelor's degree from the California State University System and also studied at Università Cattolica del Sacro Cuore. His approach is grounded in trust, thoughtful conversation, and sound judgment, emphasizing structure and coordination over short-term outcomes. Beyond his professional work, Chandler is involved with organizations including Sacramento Metro Edge and The Salvation Army, and participates in community activities with Habitat for Humanity and The Salvation Army. His personal interests include basketball, camping, cooking, fishing, football, golfing, hiking, reading, spending time with his family, and traveling.

Madeline Salidas is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and four years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Franklin Templeton Investments, as well as positions in education prior to entering finance. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages substantial client assets and employs a structured planning process supported by firm-approved tools and research.

Stephen Crowder is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, BancWest Investment Services, Bank of the West, and Wells Fargo Advisors. Crowder serves on the Board of Trustees for the Grand Lodge of Nevada Free and Accepted Masons, where he oversees financial audits and budget monitoring. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. 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.

Timothy Parsons is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previous work history at JP Morgan Chase Bank and Northwestern Mutual. Prior to his financial services career, he worked in the restaurant industry for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market modeling techniques.

Daniel Yee is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Chase since 2016. Outside of his advisory role, he is a co-owner and landlord of rental properties. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jackeline Matter is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at JP Morgan Securities LLC and MAC Cosmetics. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Edgard Laguna is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. His work history includes positions at Bank of America, Merrill, and Wells Fargo Clearing. Merrill, along 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, pension plans, and charitable organizations.

John Carlsen is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at various Wells Fargo entities since 2001. Outside of advising, he serves as treasurer for El Dorado Hills Lacrosse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by in-house research and third-party analytics.

Anthony Wilcox is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, investment consulting for defined contribution plans, small business strategies, tax minimization, and retirement income. He works closely with clients to develop personalized financial strategies aimed at achieving their long-term goals and helping them organize and transfer their wealth effectively. Anthony has a diverse professional background, including a career as an Army officer and experience in consulting across various fields such as surgery, economic development, technology, and organizational structure. He holds a Personal Investment Advisor (PIA) designation and has earned bachelor's degrees from the United States Military Academy and Oregon State University, as well as a master's degree from William Jessup University. Outside of his professional work, Anthony is actively involved in his community, coaching football at Granite Bay High School and serving on the Granite Bay Rugby Board. He is a member of the American Legion and the West Point Association of Graduates. Anthony enjoys spending time with his family and engaging in outdoor activities.

William Odonnell is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following a one-year tenure at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Madeline Phillips is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at Smart Investor, LLC and Sand Hill Global Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

John Allen is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Since 2016, he has been associated with Morgan Stanley Private Bank, National Association and Morgan Stanley. Outside of his advisory role, he serves on the boards of Sacramento Angels, an angel investing group, and the Big River Vista Mutual Water Company; he is also a member of the Dean Advisory Council for California State University Sacramento’s School of Business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized activities such as private funds and principal trading.

Jeffrey Fletcher is a financial advisor with Edward Jones in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2011. 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 and 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.

Mayra Castro is a financial advisor at Charles Schwab with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank since 1998 and 2005, respectively. She serves as a board member for Growth Public Schools, participating in monthly meetings to provide guidance on school programs. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with centralized custody and oversight.