Devin Crandall is a financial advisor at Fidelity with Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Bankers Life in multiple roles and was a professional stock trader for over a decade. His background also includes a long-term entrepreneurial venture with Jumpstart CPU. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers advisory services across various structures, including model portfolios, fund advisory, and consulting.

Felipe Sanchez is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and with Wells Fargo Bank since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Catherine Johnson is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 33 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, following 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and market simulations.

Susan Knox is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior firms include Wells Fargo Clearing Services, LPL Financial, and Northwestern Mutual Investment Services. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both proprietary and third-party portfolio strategies across various custody and platform arrangements.

Tina Hollar is a financial advisor at Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation with 15 years of industry experience. She has been with Robert W. Baird & Co. since 2009. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and manager monitoring.

David Stockton is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes roles at Jason Neyer, the Department of Transportation, various insurance carriers with W & R Insurance Agencies, and Waddell & Reed, Inc. He has an additional business activity involving the formation of an LLC unrelated to securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Julia Agustin is a Financial Advisor at Merrill Lynch Wealth Management, where she partners with individuals, families, and business owners to navigate significant financial decisions. She emphasizes a personalized approach, taking the time to understand each client's unique goals and priorities to develop strategies aimed at supporting long-term financial success. Julia focuses on building lasting relationships through responsive and attentive service. Her expertise includes retirement planning, investment strategies, and wealth management. As a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), she works with clients on areas such as family wealth management, legacy planning, and philanthropic planning, tailoring advice to align with each person's circumstances. Julia holds a Bachelor's degree from San Diego State University. Outside of her professional role, Julia enjoys gymnastics, hiking, spending time with her family, watching movies, and practicing yoga.

Daniel Blum is a financial advisor with Mass Mutual Investors Services in Roseville, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual since 2010. Outside of his advisory role, he is involved in training and coaching financial advisors transitioning to comprehensive fee-based financial planning and works as a mortgage loan originator. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Jonathan Bolter is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 65 designations and having 39 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he owns a rental property in Truckee, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Bruce Yoshida is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Tsz Chung (Wilson) Leung is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in the financial services industry. He works with individuals, families, and business owners to develop customized financial strategies that align with their specific goals. Based in Sacramento and the Greater Los Angeles Area, Wilson focuses on building long-term relationships through a client-centric approach that integrates investment management, retirement planning, and wealth transfer strategies. Wilson's expertise spans college education planning, family wealth management, liquidity management, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Fluent in English, Cantonese, and Mandarin, he serves the Asian American community by providing culturally attuned financial guidance tailored to clients' unique backgrounds. Collaborating with a team of specialists at Bank of America and Merrill Lynch, he offers clients comprehensive access to lending solutions, estate planning, and business succession strategies. Wilson holds a Bachelor's Degree from the University of California, Los Angeles (UCLA) and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved with the Home4Homeless Project at UCLA. Outside of work, Wilson enjoys spending time with his family, traveling internationally, playing badminton, dancing, drawing, interior decorating, and listening to music.

Charles Plog is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes over two decades at Linsco Private Ledger and a prior role at Prudential Equity Group, LLC. 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 a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Morehead is a financial advisor at UBS Financial Services with 43 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Douglas Macfarlane is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird since 2010 and holds Series 63 and Series 65 licenses. Macfarlane serves as a board member and participates on the Investment Finance Committee of Child Advocates of Placer and Yuba Counties. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services utilizing a variety of managed account programs and emphasizes ongoing manager selection and internal research in its advisory approach.

John Thomas Patton is a financial advisor at Ameriprise with seven years of industry experience, including four years at Edward Jones. He holds the Series 66 designation. Outside of his advisory work, he serves as President of The Ten09 Effect and is a Member at Large for the Placer County Veterans Monument. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Adrian Shankar is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at New York Life Insurance Company and Elk Grove Toyota. He is also involved with Golden 1 Credit Union’s investment services, operating as a DBA for LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Tynessa Lowe is a financial advisor at Robert Baird & Co. with six years of industry experience. She holds the Series 66 designation and has been with Baird since 2020, following seven years at Flyers Energy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

Mitchell Satz is a financial advisor with Ameriprise in Lincoln, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015, including a role at E.K. Riley Investments prior to that. Outside of advising, he serves on the Board of Directors and Finance Committee for Sierra Nevada Swimming. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, primarily for clients with assets held in Ameriprise-managed accounts.

Cyril Shah is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2006 and served 12 years at the American River Flood Control District. He is also a board member of the Sacramento County Employees' Retirement System (SCERS), overseeing the system’s operations alongside other board members. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs fact-finding and risk-profiling tools to tailor non-discretionary planning and consulting services aligned with client goals.

James Stark is a financial advisor with Primerica Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been associated with Primerica Advisors since 1982 and with Primerica Financial Services since 1980. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, overseeing portfolio management with the assistance of BNY Mellon Advisors.