Kate Calderon is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients, Wealth Management Advisors, and specialist teams to design and implement personalized financial plans. Her focus is on growth, preservation, and wealth transfer across generations. She has been with Fidelity Investments since 2021. Prior to this, she held the position of Senior Vice President Lead Relationship Manager at Bank of the West from 2016 to 2021, and worked as a Senior Private Banker II at Wells Fargo from 2014 to 2016. Kate holds a California Insurance License. Additional details regarding her education and personal interests have not been provided.

Alex Worden is a financial advisor with Charles Schwab in Sacramento, CA, holding a Series 66 designation and three years of industry experience. His prior work history includes positions at TD Ameritrade, Apple Inc., Gamestop Inc., and Papa Murphy's Inc. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and extensive research capabilities.

Douglas Macrae is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 44 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2018 and has worked at affiliated Raymond James entities since 1993. Macrae also operates an independent RIA registered in his name. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm provides non-discretionary planning and consulting tailored to client goals and supports a broad network of advisors with institutional consulting and portfolio management capabilities.

Matthew Graham is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Ameriprise, he worked at Raymond James Financial Services Inc for five years and Oracle Portfolio Management for nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice and personalized Recommendation Reports focused on reliable income sources and tax-aware withdrawal strategies.

Russell Green is a Financial Consultant currently working with Fidelity Investments since 2022. In this role, he collaborates with clients to develop comprehensive financial plans tailored to their individual goals and needs. Prior to his current position, Russell served as a Financial Advisor at Wells Fargo Advisors from 2018 to 2022 and as a Financial Consultant at The Beyster Institute from 2016 to 2018. He holds a California Insurance License.

Darryl Hall is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with LPL Financial since 2025 and has worked at Patelcorp Service Organization and CUSO Financial Services, L.P. for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management strategies.

Michael Pettit is a financial advisor with Ameriprise in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, Pettit owns and manages Lockview Management, an expense management company, and is co-owner of BMMP, LLC, a real estate business. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Stacey Martinez Huff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves as treasurer for the El Dorado Hill Soccer Club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. Their advisory approach is IPS-driven and incorporates modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Gregory Zane is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2021. He specializes in comprehensive financial planning aimed at helping clients and their families achieve peace of mind through clear and actionable financial roadmaps. Prior to his current role, Gregory worked as a Financial Advisor at Ameriprise Financial Services, LLC from 2019 to 2021. He also held the position of Senior Director of Wealth Management at Principal Global Investors from 2007 to 2019 and was a Manager of Stock Plans at E*Trade Financial from 2003 to 2007. He holds a California Insurance License. Outside of his professional work, Gregory enjoys baseball, football, family activities, and parenthood.

Myles Maxey is a CFP® professional with 15 years of experience in financial planning and advisory services. He is currently with OSAIC and previously worked for over a decade at Securities America Advisors, Inc. and Securities America, Inc. Maxey owns Maxey Insurance Services, where he evaluates clients’ insurance risk exposures as part of comprehensive financial planning, and he also operates Maxey Notary Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines brokerage and advisory services with integrated financial planning and employs modern portfolio construction tools and third-party money managers to support its clients’ investment goals.

Chris Shrope is a financial advisor with Fidelity in Sacramento, CA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and is also associated with Fidelity Brokerage Services LLC and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and provide advisory support.

Matthew Medlock is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., and Morgan Stanley in various roles over a 14-year period. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Michael Zehnder is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Cloninger is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management for high net worth and influential individuals in Northern California. He has over 18 years of experience advising clients, focusing on maximizing portfolio growth while integrating capital preservation strategies to enhance financial stability. His areas of expertise include college education planning, executive compensation, family wealth management, personal retirement planning, portfolio management services, tax minimization, and retirement income. David holds a Bachelor's Degree from the University of the Pacific and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and German. Committed to community involvement, David participates in programs such as Saint John's Program for Real Change, reflecting his dedication to supporting the Greater Sacramento Area. A native of Sacramento, he resides in East Sacramento where he raises his three children and contributes to local philanthropic and youth sports initiatives.

Diana Sanchez is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Seth Kaplan is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he manages a rental property in Sacramento as a landlord. The DDK Group at Robert W. Baird & Co. serves individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services. The team employs a combination of in-house and third-party managers, providing a range of strategies from traditional allocations to more complex approaches, alongside municipal advisory and public finance services.

Svatava Pearce is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and having 11 years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, LLC. Pearce serves on the board of directors for SIFEDH, a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sustainability and tax-aware withdrawal strategies.

Kathlyn Pierce is a financial advisor with Primerica Advisors in Sacramento, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior roles include positions at Pruco Securities LLC, the Prudential Insurance Company of America, and PFS Investments, Inc. She is also involved with affiliated companies in the sale of loan products and home-related services referrals. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Jonathan Brady is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of his advisory role, he has operated a notary service. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Jason Heise is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including SGC Financial & Insurance Services and Securian Financial Services. He also manages Heise Wealth Management, Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.