Kenneth Catanella is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS, he worked at Hays Talent Solutions and was employed by the Sacramento Kings Limited Partnership for six years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Kai Sonoyama is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various divisions within Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s approach integrates proprietary research with quantitative and algorithmic methods, delivering model portfolios constructed from mutual funds, ETFs, and ETPs.

Alexandar Milovanovich is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior employment includes roles at Wells Fargo Bank, U.S. Bancorp Investments, and U.S. Bank. He serves as treasurer for the California International School Parent Association, where he manages budgeting for family events. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research and analytics with diversified investment options, offering both brokerage and advisory solutions.

Ryan Naake is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in comprehensive financial planning and wealth management strategies. He works closely with individuals, business owners, and employee retirement plans to develop personalized approaches that address their short- and long-term financial goals. His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management, legacy planning, retirement income, and tax minimization. Ryan holds a Bachelor's Degree from the California State University System and has earned the Certified Financial Planner (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He follows Merrill's Goals Based Wealth Management process to tailor strategies that reflect each client’s unique financial situation and objectives. Originally from Woodland, CA, Ryan has spent nearly all his life in the greater Sacramento area, where he enjoys outdoor activities including boating, fishing, skiing, golfing, camping, and adventure sports. He is also active in community volunteering in alignment with Merrill’s tradition of local engagement.

Travis Simas is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and CFD Investments. Outside of his advisory work, Simas performs as a musician in a band. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Kevin Shimmel is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with a trust based in Rocklin, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

James Bopp is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 19 years of industry experience. He has been with Morgan Stanley Wealth Management since 2012 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced planning tools.

Parker Boone is a financial advisor with OSAIC in Sacramento, CA, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Lincoln Financial Advisors Corporation and has been involved with Retirement Security Centers, where he assists financial planners with meeting preparation and business activities. He also has experience working in retail and food service sectors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services using a range of portfolio management tools and supports both discretionary and non-discretionary accounts through a complex platform that includes multiple mergers and third-party arrangements.

Joann Doan is a financial advisor with Fidelity in Sacramento, CA. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at UC Davis, Moss Adams, and the California Department of Transportation. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Thomas Tran is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes positions at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Wesley Holcomb is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes multiple tenures at LPL Financial and a role at Principal Funds Distributor, Inc. He is also involved in coaching wrestling at Rio Americano in Sacramento. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions with advisory and brokerage services, offering a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Matthew Schmitt is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He 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 offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

Heather Clark is a financial advisor with Cambridge Investment Research Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Cambridge Investment Research since 2009 and previously at Richard Watson from 1996 to 2017. Outside of her advisory role, Clark serves as an assistant coach for the Rocklin Unified School District and is a board member and president of RRUFF, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Jennifer Jackson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Bank, N.A. since 1999 and with Wells Fargo Clearing since 2016. Outside of her advisory role, she co-owns an online retail store, Cool Deal, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages substantial assets through a large network of advisors and employs research-driven investment strategies while providing a range of brokerage and advisory solutions.

Sean Gannon is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Citigroup Global Markets, U.S. Bancorp Investments, and Springer Financial Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Jonathan Aring is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial and its predecessor firms since 2002 and previously worked at Prudential Equity Group from 2000 to 2002. Outside of his advisory role, he is a silent partner in Aring Woodwork, LLC, a woodworking business. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Nathan Kawaguchi is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2022. He has been serving client needs at Fidelity for over a decade, progressing through roles of increasing responsibility including Vice President, Financial Consultant from 2015 to 2022, and Financial Consultant from 2013 to 2015. Prior to joining Fidelity, Nathan held various financial advisory roles at Merrill Lynch, Wells Fargo Advisors, A.G. Edwards, and ETrade Financial. Nathan holds a California Insurance License. He approaches his work as a partnership with clients, focusing on helping them make decisions that align with their personal values and life purpose. He is committed to building long-term relationships based on trust to support clients throughout their life journey. Outside of his professional role, Nathan has interests in baseball, family activities, fitness, parenthood, reading, and traveling.

Patrick Shannon Jr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2017 to 2020. Outside of his advisory role, he serves as a trustee for his father’s trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Tyler Reehil is a financial advisor with Mass Mutual Investors Services in Sacramento, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at Ameriprise, Fidelity Brokerage Services, BBVA, Suez, and JPMorgan. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing 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 analytical tools and offers specialized event-driven planning services.

Roneil Kumar is a financial advisor at Edward Jones in Sacramento, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at First Republic and Apple, and has experience as a learning consultant focused on improving training programs through freelance work. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and a large nationwide network of financial advisors and branch offices.