Maximiliano Boudreau is a financial advisor with Equitable Advisors in Folsom, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at HSP Brands for two years. Equitable Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a focus on LPL-sponsored programs and endorsed third-party managers.

Angelo Theodorou is a financial advisor with LPL Financial in Roseville, CA, holding a Series 66 credential and 15 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2019. Outside of his advisory role, he serves as a JV softball coach at Del Oro High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and advanced technologies, with both discretionary and non-discretionary management options.

Caleb Canfield is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at The Vanguard Group and self-employment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

Scott Leslie is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2019. Leslie serves on the board of trustees at Sierra Community College. Edward Jones is a wealth management firm serving both individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Joshua Minkstein is a financial advisor with LPL Financial and Becker Financial Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2007 and joined Becker Financial Group in 2012. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management strategies.

Mandie Van Buren is a financial advisor with Edward Jones in Lincoln, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she owned a custom window coverings business and has experience in real estate sales. She serves as treasurer for the Placer Women's Network and is a silent partner and president at a local kickboxing gym. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national network of advisors and branch offices and offers additional services such as tax-efficient management and securities-based lending.

Aaron Diringer is a Financial Consultant currently working at Fidelity Investments since 2022. He is dedicated to assisting clients in achieving the financial goals they have established for themselves and their families. Prior to his current role, Aaron served as a Territory Specialist at Franklin Templeton Investments from 2017 to 2022. He holds a California Insurance License, supporting his work in financial consulting. Outside of his professional career, Aaron is involved in military service, parenthood, and volunteering activities.

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.

Maxwell Fields is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has worked previously at Redwood Investment Management and Bicoastal Recruiting Partners. Maxwell has also been involved with Arizona State University through the Devil's Advocates program. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

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.

Heidi Hunter is a financial advisor at Thrivent Investment Management with 35 years of industry experience. She has held positions at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Hunter holds the Series 63 and Series 66 designations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm combines goal-based analyses with a managed-account program under a consolidated billing option while maintaining planning and portfolio management as separate services.

Edgard Laguna is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Merrill and Bank of America, having previously worked at Wells Fargo Clearing. Merrill provides managed account services through its Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. Investment strategies offered include model-based and discretionary options managed by affiliated or third-party managers, integrated within Bank of America’s broader corporate platform.

Anthony Wilcox serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, focusing on helping clients organize wealth and develop personalized financial strategies to meet long-term goals. His expertise includes family wealth management strategies, investment consulting for defined contribution plans, small business strategies, tax minimization, and retirement income planning. He provides customized advice and guidance tailored to complex financial situations. Anthony's educational background includes a Bachelor's Degree from the United States Military Academy, a Bachelor's Degree from Oregon State University, and a Master's Degree from William Jessup University. He holds the Professional Investment Advisor (PIA) designation and is fluent in English, German, and Russian. He is a member of professional organizations such as the American Legion and the West Point Association of Graduates. Outside of his professional role, Anthony is involved in his community through coaching football at Granite Bay High School and serving on the Granite Bay Rugby Board. He is also connected with Granite Bay Wrestling and participates in various outdoor activities, including biking, boating, camping, hiking, and skiing. He has four children, with family playing a significant role in his personal life.

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.

Judy Ho is a CFP®-certified financial advisor with nine years of industry experience, currently associated with Cambridge Investment Research Advisors. She has worked previously at Edward Jones and is involved with Lane Florence, LLC. Ho serves as a director for the Cordova Recreation & Parks Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of independent professionals, offering proprietary and third-party strategies with various implementation options.

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.

Stephen Hardisty is a financial advisor with Equitable Advisors in El Dorado Hills, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2007. Outside of his advisory role, he operates HARTISTY FINANCIAL AND INSURANCE SERVICES, providing disability and health insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

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.

Bart Zitnitsky is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 11 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at First Republic Bank and its related entities from 2010 to 2023. Outside of his advisory role, he serves on the boards of The People Concern, a nonprofit organization, and spcaLA, an animal rights and advocacy group. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate planning arrangements.