Ashlynn Mohan is a financial advisor with Equitable Advisors in Folsom, CA, holding Series 63 and Series 66 designations and possessing eight years of industry experience. Prior to joining Equitable Advisors, she worked at AXA Advisors LLC and held positions at Vitamin Shoppe and Mid-Hudson Athletic Center. Outside of her advisory role, she owns Mohan Enterprises LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering a range of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates a dual-registered model, emphasizing program sponsorships and third-party managers to deliver advisory and brokerage solutions.

Eike Hamilton is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed, INC. and various insurance carriers for W&R Insurance Agencies. His background also includes ownership of ECW Enterprises. 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 plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Geoff Sharaky is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he leverages Fidelity's platform and resources to offer clients a wide array of financial strategies. Before joining Fidelity, Geoff accumulated extensive experience in the financial services industry. He was a Financial Planner and Manager of Financial Services at Prudential Advisors from 2012 to 2020, following his tenure as Unit Sales Manager at Mass Mutual from 2007 to 2012. His professional background includes 19 years of investment experience and a focus on wealth planning and personalized guidance. Geoff holds a California Insurance License. Outside of his professional work, he has personal interests in baseball, beach activities, fitness, food, golf, and reading.

Daryl Powell is a Certified Financial Planner® (CFP®) with 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007, based in Sacramento, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and cash-sweep services. The firm employs a primarily non-discretionary client relationship model supplemented by access to discretionary separately managed accounts and provides investment guidance through multi-asset model portfolios with ongoing due diligence.

Michael Graham is a financial advisor at LPL Financial in Sacramento, CA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Chipotle Mexican Grill. 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 adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, supported by a range of model portfolios and research resources.

Joseph Ostrander is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, he worked for eight years at the Sacramento County Sheriff's Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Murray is a financial advisor with Fidelity in Sacramento, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment process combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs.

Braden Thomas is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at California State University, Sacramento, North Ridge Country Club, and Sierra College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a combination of fundamental research and quantitative analysis. The firm is noted for its use of systematic methodologies, algorithmic portfolio construction, and its advisory roles to multiple registered investment companies.

Natallia Parsons-Hrebneva is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2019. She specializes in assisting clients undergoing significant life changes such as employment transitions, retirement, divorce, or the loss of a loved one. Her focus is on guiding clients through complex financial decisions to help reduce stress and uncertainty. Prior to her current position, Natallia worked as an Associate Wealth Management Advisor and Director of Investments at Northwestern Mutual from 2008 to 2019. She holds a California Insurance License. Outside of her professional career, Natallia engages in various personal interests including family activities, hiking, kayaking, parenthood, traveling, and yoga.

Robert Burton is a CFP® with 26 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Burton owns and operates a construction business and manages non-investment related properties in Roseville, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Patrick Magnani is a financial advisor with Edward Jones in Roseville, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Forrest Daly is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Fidelity and has previously worked at Equitable Advisors, Robinhood Financial, and other firms. Outside of his advisory work, he operates a vending machine business in Roseville, California. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios incorporating mutual funds, ETFs, and ETPs.

Daniel Giese is a financial advisor at Merrill with the Series 66 designation and five years of industry experience. His work history includes roles at Bank of America, Merrill, and Airbnb. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Cortney Williams is a financial advisor with Equitable Advisors in Roseville, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Equitable Advisors since 2002, including the firm's previous entity, AXA Advisors. Williams also serves as a successor trustee for multiple trusts. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, providing both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Dru Torvend is a financial advisor with LPL Financial in Rancho Cordova, CA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in managing life, health, disability, long-term care, and fixed annuities. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by both discretionary and non-discretionary management strategies.

Sam Overly is a Planning Consultant at Fidelity Investments. In this role, Sam works with clients to ensure they are maximizing the resources available at Fidelity by partnering with advisory teams and internal departments. He operates as an extension of the Financial Consultants for the local team, providing additional support through collaboration, service, and planning. Sam's professional experience includes serving as a Relationship Manager and Central Relationship Manager at Fidelity Investments from 2022 to 2025. Prior to that, he was a Team Financial Advisor at Merrill Lynch from 2018 to 2022. He holds a California Insurance License. Outside of work, Sam has interests in baseball, fitness, golf, music, outdoor adventures, and pets.

Lindsey Lund is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2020. Prior to that, she was with John Hancock Distributors LLC and John Hancock Retirement Plan Services from 2015 to 2020. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, providing access to a range of investment products and additional financial services.

Christopher Rafanan is a financial advisor with Wells Fargo Advisors in Roseville, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including prior roles at LPL Financial, Patelco Credit Union, and CUNA Mutual Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services that cover a broad range of needs, from retirement and education planning to specialized areas like business-owner transition and special-needs analysis. The firm integrates advisory services with other financial products and referral channels through a network of over 4,000 advisors.

Scott Andersen is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wedbush Morgan Securities for 17 years. Outside of his advisory role, he is involved with Andersen's Creations as an artist and musician. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jason Watson is a financial advisor with Edward Jones in Folsom, CA. He holds a Series 66 designation and has two years of industry experience, including roles at SMA America and Intel. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of over 23,000 financial advisors and managing approximately $1.01 trillion in assets under management.