Virginia Moye is a financial advisor with Robert W. Baird & Co. in Grass Valley, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Patrick Mclaughlin is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked with Cetera and its affiliated firms since 2004, including First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he operates a tax preparation business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Scott Feher is a financial advisor with LPL Financial in Folsom, CA, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He worked previously at Cetera Advisors LLC from 2013 to 2019. His other business activities include operating Blue Sky Financial Management, Inc. and managing Scott Feher and Associates. LPL Financial is an SEC-registered adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Craig Barker is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes 15 years at Stifel Nicolaus & Co Inc and 15 years with FINRA. 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, institutions, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

James Scherer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with LPL Financial since 2005. 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, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research from in-house and third-party sources.

Daniel Beaulieu is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Bank of America, Merrill, Equitable Advisors, and Huntington National Bank. Outside of financial services, he has worked as a personal trainer through Wild Active LLC and has driven for Uber Eats. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Elizabeth Keyser is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations, and has 10 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Lincoln Financial Securities Corporation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios, with investment advice primarily delivered by investment adviser representatives using LPL’s research and third-party strategists.

Anya Bilivsky is a financial advisor with LPL Financial in Roseville, CA, holding Series 65 and Series 63 licenses and having two years of industry experience. She has been with LPL Financial since 2019 and is also associated with SAFE Credit Union, where she has worked since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Stan Leavitt is a financial advisor with Ameriprise in Granite Bay, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Merrill from 1998 to 2017 before joining Ameriprise Financial Services Inc., where he served from 2017 to 2020, and then Ameriprise from 2020 to the present. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients with at least $1 million in net investable assets and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Pieter Van Damme is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work history includes positions at Bank of America, Amazon.com, Apple, and the Sacramento Kings. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Carter Morrison is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Western International Securities, Inc. Outside of his advisory role, he is a silent partner in CrossFit Anywhere, contributing personal training expertise. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services featuring portfolio construction tools, managed accounts, and access to third-party money managers.

Taylor Knapp is a Financial Consultant at Fidelity Investments, a role held since 2022. They have been part of Fidelity since 2020, progressing through positions including Investment Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. Taylor focuses on understanding clients' priorities to tailor financial plans suited to their unique situations. They assist clients in utilizing the resources available through Fidelity to support their financial goals. Taylor holds a California Insurance License.

Richard Shaum is the Branch Leader at Fidelity Investments, where he has been serving since 2019. In this role, he leads a team dedicated to partnering with clients to meet their financial goals while adhering to the firm's standards of care. He emphasizes careful listening to clients' needs and prudent planning to help secure their financial futures, always prioritizing the clients' interests. Prior to his current position, Richard has held several roles at Fidelity Investments, including Team Leader Client Services from 2017 to 2019, Onboarding Coach from 2016 to 2017, Learning and Development Loan from 2015 to 2016, and HNW Associate from 2014 to 2015. He holds a California Insurance License. Outside of his professional responsibilities, Richard has personal interests that include baseball, football, and spending time with pets.

Matthew Zerhusen is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Placer Sierra Bank/Wells Fargo Bank. Outside of finance, he has ownership in a photography business operated with his spouse. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a mix of internally researched SMA strategies and advisory solutions.

Aliah Diaz is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation. Diaz has recently begun a career in financial advising, joining Osaic Wealth in 2026 after roles in education and technology sectors. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth individuals and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using proprietary asset allocation tools and third-party platforms to manage diverse portfolios across multiple investment options.

Bonnie Nelson is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with LPL Financial since 2014 and previously spent 21 years at Foord, Van Bruggen & Pajak Financial Services. Outside of her advisory role, she is involved with CBI2 LLC, a business entity maintained 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 through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by comprehensive research and multiple investment strategies.

Dylan Duncan is a financial advisor with Fidelity in Folsom, CA, holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at Crawdads on the Lake, Equitable Advisors, and Kidstrong, among others. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. Strategic Advisers is also notable for its registration as a commodity pool operator and its advisory roles with multiple registered investment companies.

Shirley Su is a Wealth Management Advisor at Merrill Lynch Wealth Management, with over 22 years of experience at Merrill. She holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations and offers comprehensive wealth management strategies tailored to individual client needs. Shirley speaks English, Chinese, Taiwanese, and Mandarin, which complements her cultural insights as someone originally from Taiwan. Her expertise focuses on areas including college education planning, divorce transition planning, services for endowments, foundations, and non-profits, legacy planning, LGBT wealth planning, special needs planning strategies, tax minimization, and retirement income. She collaborates closely with clients to develop customized approaches, incorporating the investment insights of Merrill and the banking convenience of Bank of America, to address the various aspects of their financial lives. Shirley holds a Master's Degree from the University of New Haven and a Bachelor's Degree from Da Yeh University. She is driven by her commitment to delivering excellent service and helping clients pursue their long-term goals. Outside of work, she enjoys dancing, music, spending time with her family, swimming, outdoor activities, and traveling around the world. Her husband works as an Oncologist, and they have a 10-year-old son.

Dominick Silva is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Bald Peak Ranch and DoorDash. Silva studied at Utah State University from 2019 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Clayton Anderson is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their specific goals, including retirement savings. He has been with Fidelity Investments since 2020, holding various roles such as Investment Solutions Representative, Interim Team Leader, and Help Desk support, gaining a broad range of experience in investment services and client support. Prior to joining Fidelity, Clayton worked as a Financial Advisor at AXA Advisors, LLC from 2018 to 2020. Clayton holds a California Insurance License, supporting his work in financial planning and investment consulting. Outside of his professional responsibilities, he spends time engaging in family activities, fitness, and skiing.