Christopher Freehill is a financial advisor with LPL Financial in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with LPL Financial since 2010. Outside of his advisory role, he operates a motocross racing team through a business he owns called Moto ID. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, featuring discretionary and non-discretionary management supported by in-house and third-party research.

John Bittermann III is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes nine years at Franklin Templeton Investments and various roles outside finance such as positions at Shorebirds Brewing Company and Canyon Adventure Vans. 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, pension plans, and charitable organizations.

Wesley Mac Donald is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Bank of America, and other firms. Outside of his advisory role, Wesley operates an online retail business selling clothing and personal accessories, which also promotes awareness of the Scottish Gaelic language and Celtic culture. 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 institutional accounts.

Robert Logan is a financial advisor with Charles Schwab in West Sacramento, CA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include seven years at TD Ameritrade and two years at Paradise Point Resort and Spa. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a structured alternative investment program.

Brendan Snyder is a financial advisor at LPL Enterprise with 15 years of industry experience and holds the Series 66 designation. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, BenefitFocus, and Axa Advisors, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

Michael Bandy is a financial advisor at Edward Jones with a Series 66 license and one year of industry experience. His prior work includes roles at Liberty Tax Service, Steadfast Accounting Solutions, ServiceNow, Oracle Corp, and Hewlett Packard Enterprise. Outside of his advisory role, he owns and manages a rental property in Roseville, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ross Levine is a financial advisor with LPL Financial in Sacramento, CA, holding the ChFC® and Series 66 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he plays music in a band and releases records on a small scale. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Kelly Shultz is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, her work background includes roles at Dolphin Destiny Adventures, Procana Holdings LLC, Telestream, and Brightcove. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christine Kovalek is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked within various branches of Wells Fargo since 2013. Outside of her advisory role, she serves as a co-trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth thresholds, supported by Wells Fargo's research and planning tools.

Lorraine Carden is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously spent 25 years with Lincoln Financial Advisors. In addition to her advisory role, she is also licensed as an insurance agent, offering various insurance products including disability, health, and life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to manage diversified portfolios across different investment vehicles.

Nathan Leung is a financial advisor with Cambridge Investment Research Advisors in Sacramento, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Cambridge Investment Research Inc. and Dick's Sporting Goods. Outside of advising, he is involved in tax services and insurance/benefits as a W2 employee and agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, providing both discretionary and non-discretionary investment solutions across multiple platforms and strategies.

Shiya Solodoff is a financial advisor with LPL Financial in Fair Oaks, CA, holding a Series 66 designation and one year of industry experience. Her prior work experience includes roles at New York Life and Buck Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Tracy Kliewer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2018, Kliewer worked for Nationwide Securities, LLC for seven years. 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 variety of advisory programs and financial planning services, utilizing model portfolios, research, and technologies such as machine learning.

Michael Schuler is a financial advisor with Equitable Advisors in Roseville, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors and has experience in the hospitality industry with Pour House Restaurant, as well as involvement with Siskiyou Family YMCA and California State University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Sarkis Anduze is a financial advisor with Ameriprise in Roseville, CA, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on a local board of directors and volunteers as a judge for elementary student essays on stocks. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team.

Nicholas Cunningham is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bank of America, CBRE, and CunninghamLegal, as well as experience as a touring musician. He serves as a board member for the Active 20/30 Club of Sacramento and is involved in music production and live performance activities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies across a range of client types, including individuals, high-net-worth clients, and nonprofit organizations.

Jacob Birch is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes roles in education and retail. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

Eric Forward is a Wealth Management Advisor in the Roseville, California office of Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1999 and is associated with the Carter Forward Group. Eric provides planning-based financial advice aimed at helping successful clients feel prepared, educated, and confident in making strategic and tactical decisions that impact their current and future financial position. Eric's expertise spans legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and values-based investing including ESG, tax minimization, and retirement income. He holds a Bachelor's degree in Management from Saint Mary's College of California and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) designation, the Chartered Retirement Planning Counselor (CRPC) professional designation, and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Eric is a founding charter member of the Stand Up 4 Financial Literacy campaign in the greater Sacramento area. He lives in Lincoln, California and enjoys playing guitar, listening to music, skiing in Tahoe, and spending time with his family.

Manju Tuladhar is a Series 66 licensed financial advisor with 11 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to this, she worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. She serves as Treasurer for Woodland Opportunity Village, Inc. and owns a mobile notary service as well as a home day care business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jason Vesely is a financial advisor at LPL Financial in Rancho Cordova, CA, holding a Series 66 credential with two years of industry experience. His prior roles include positions at Spectrum Wealth Advisory Group, LLC and Discovery Hills Church. He is also involved in an online sales business called JVSupply. 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. The firm offers financial planning, advisory programs, retirement plan consulting, brokerage services, and access to various investment models and research resources.