Craig Weis is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2020, following seven years at UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a focus on non-discretionary planning and a range of portfolio management styles.

Alexander Rocha is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at PNC Bank and Morgan Stanley Private Bank, N.A. Rocha’s background also includes eight years dedicated to full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides plans both directly and through corporate financial planning agreements.

David Deruelle is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with RBC Capital Markets since 2008, also working at City National Bank since 2018. Outside of his advisory role, he serves as a director for Awana, assisting leaders with youth scripture memorization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide tailored portfolio management and financial planning services through a combination of in-house and third-party managers.

Michael Russell is Market Leader at Fidelity Investments, where he leads and develops a team of Branch Leaders and Financial Consultants serving the Northern California community. He has progressively held roles at Fidelity Investments since 2013, including Vice President Branch Leader, Vice President Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Trader. He holds a California Insurance License and has extensive experience across investment consulting, retirement solutions, and branch leadership. His career progression reflects a focus on coaching teams and serving client financial needs. Outside of work, Michael enjoys biking, fitness, hiking, kayaking, running, and swimming. He also participates in Ironman triathlon training and racing. Michael has a wife of 30 years, a daughter aged 29, and a son aged 25.

Alexandria Davis is a CFP® with six years of experience in financial advising. She is currently with LPL Financial and has previously worked at Facet Wealth and Ameriprise Financial Services. Outside of advisory work, she owns and operates Beyondtax, a tax preparation business in Rancho Cordova, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Joseph Moricone is a financial advisor with Edward Jones in Roseville, CA, holding a Series 66 designation. He has been with Edward Jones since 2023, with prior experience at Umpqua Bank and in real estate through Vision Forward Realty and Next Home Cedar Street Realty. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the United States.

Robert Gustavis II is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at John Hancock and AIG Corebridge. Outside of his advisory work, he has co-owned an ATM business and owns several rental properties, including an Airbnb managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices across the United States.

Stephanie Venturella is a financial advisor with Ameriprise in Roseville, CA, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Ameriprise since 2017 and at Weinberg Gonser Frost LLP since 2022. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement services incorporate internal research and third-party data, with enrollment criteria tied to investable assets and managed account holdings.

Alexander Saldana is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Raymond James and affiliated entities since 2012. In addition to his advisory role, he serves as a compliance principal at Addison Avenue Investment Services, a division of First Tech Federal Credit Union. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting aligned with client goals.

Jarred Anderson is a Vice President and Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop strategies aimed at sustainable wealth and financial peace of mind. He approaches client relationships by objectively listening to their needs and working collaboratively on customized financial plans. Since joining Fidelity Investments in 2005, Jarred has held various roles including Financial Representative, Premium Services Representative, Private Client Group Relationship Manager, Relationship Manager, Retirement Solutions Representative, Retirement Relationship Manager, Portfolio Specialist, Managed Account Investment Consultant, and currently Vice President, Financial Consultant. His extensive experience spans multiple facets of financial consulting and client relationship management. Jarred holds a California Insurance License. He resides in Folsom and is part of the local community.

Giancarlo Foti is a financial advisor with Cetera holding a Series 66 credential and 24 years of industry experience. He has worked with firms including LPL Financial, Sierra Ridge Wealth Management, and Waddell & Reed. He is based in Roseville, CA. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and access to various third-party money managers.

Justin Curry is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has a background that includes roles at WestAmerica Bank, Banner Bank, and Umpqua Bank. Outside of finance, he owns and operates DJ Direct Entertainment, providing DJ and emcee services for weddings and corporate events. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Daniel Kirk is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Bank of America from 2010 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 and investment solutions, managing approximately $1.01 trillion in assets across a large network of advisors and branch offices.

Daniel Koch is a financial advisor with Raymond James Financial in Rocklin, CA, holding a Series 66 designation and 24 years of industry experience. He has worked with Raymond James Financial and its affiliates since 2005 and has spent time at Beacon Wealth Strategies and Legato Financial. Koch is also an independent contractor financial advisor at Legato Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses a non-discretionary approach tailored to client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Rashida Lilani is a CFP® professional with 24 years of industry experience, currently affiliated with OSAIC since 2024. She previously worked at Securities America Advisors for eight years and has operated Lilani Wealth Management since 2007. Lilani serves as Secretary of the Peninsula Estate Planning Council and is the President Elect of the Financial Planning Association of Northern California. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services.

James Stagg is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. In addition to his advisory role, he serves as co-trustee or trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Lamar Simpson Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2015, alongside his ongoing role at JM Ridgway since 2004. Outside of financial advising, he owns Sheepdog Defensive Training, a business that provides instruction on safe firearms usage and concealed carry permits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by model portfolios and research.

Logan Fackrell is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has progressed through various positions within Fidelity Investments, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Customer Relationship Advocate, gaining comprehensive experience in financial services since 2021. Logan's professional approach centers on understanding clients' needs and priorities to provide tailored financial planning. He offers professional insight aimed at empowering clients to make informed decisions that contribute to their financial peace of mind. He holds a California Insurance License, supporting his ability to advise on insurance matters. Outside of his professional life, Logan enjoys activities such as biking, boating, golf, skiing, and traveling.

Scott Nelson is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including discretionary management and a broad range of financial products like insurance-related vehicles and bank deposit sweep programs.

James Kline is a financial advisor with LPL Financial in Citrus Heights, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Citigroup and Citibank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.