Wasan Alzaidi is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior roles include positions at Merrill, Bank of America, BBVA, and U.S. Bank. 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 solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s advisory approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Devore is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

Issac Cote is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Wells Fargo. Before entering the financial industry, he had experience in retail and food service sectors. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure for custody and order management.

Kyle Grossart is a financial advisor with Stifel in Roseville, CA, holding a Series 63 designation and 42 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses intended as decision-making tools for clients.

Bart Vannucci is a financial advisor with Primerica Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Primerica Advisors since 1991 and has additional involvement with the UC Davis Equestrian Center and the University of California Davis. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts supported by third-party managers and custodians.

Robert Townsend is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in organizing high school sports tournaments and has created a related website. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate financial planning agreements.

Joseph Yoon is a financial advisor with Merrill, holding a Series 66 designation and 26 years of industry experience. He has worked at Merrill since 2006 and is also affiliated with Bank of America, N.A. where he has been since 2017. 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Lindemann is a CFP® professional with 12 years of experience in the financial services industry. He currently works at Edelman Financial Engines and has prior experience at Charles Schwab Bank and Charles Schwab & Co., Inc. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Trevor Asch is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and previously worked for Enterprise Holdings Inc. from 2014 to 2020. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, to match clients with suitable investment solutions.

Stacey Crawford is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Prudential Equity Group, LLC from 2001 to 2003. Outside of her advisory role, she serves as an adjunct professor in the Division of Language & Literature at Los Rios Community College and works as a wellness coach focused on positive psychology and well-being. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with modern portfolio theory to provide diversified investment solutions, while also facilitating a range of financial products through its bank and insurance affiliates.

Kevin Kimura is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Sacramento, California. He has been working with Merrill since 1999, bringing over 23 years of experience in helping clients manage new wealth, retirement planning, and retirement income strategies. Kevin emphasizes developing personalized financial strategies tailored to clients' long-term goals while adapting to changing market conditions. Kevin holds a Bachelor's Degree from Pacific Union College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He aligns with the Merrill tradition of community involvement and volunteers with local organizations. Outside of work, Kevin enjoys camping, fishing, gardening, and spending time with his family.

Thomas Chandler is a CFP®-certified financial advisor with 33 years of industry experience, currently affiliated with Ameriprise in Granite Bay, CA. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, with a focus on assets held in Ameriprise Managed Accounts.

Augustine Dunford is a financial advisor at Robert Baird & Co. with the Series 66 designation and one year of industry experience. Prior to joining Baird Private Wealth Management, he held various roles in diverse sectors including fitness, manufacturing, and retail. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies and emphasizes manager selection and monitoring supported by internal research and tools.

Stephen Erickson is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Cetera, where he has worked since 2013. Erickson is the owner of Mammen Financial Services Inc, a corporation involved in investment-related activities, and also engages in fixed insurance sales including life and annuities. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, providing access to affiliated and unaffiliated investment options across multiple program structures.

Katie Beres is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Tyler Keniston is a CFP® with 21 years of industry experience, currently serving at Charles Schwab. His background includes over a decade at USAA in various financial planning and advisory roles before joining Charles Schwab in 2025. Keniston holds Series 63 and Series 65 licenses. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 options, supported by multi-asset model portfolios and due diligence on alternative investments, with an integrated operational structure across advisory, brokerage, custody, and cash-sweep services.

John Auble is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 1997 to 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that incorporates firm-approved tools and models. The firm manages a broad range of assets and serves clients through both direct engagements and employer-sponsored financial planning agreements.

Jacob Florence is a CFP®-certified financial advisor with two years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to entering the financial services field, he worked for seven years at the Federal Aviation Administration. He serves as treasurer and board member of the LW & AT Harman Foundation, a non-public entity. 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, and retirement plan advisory services through independent Financial Professionals, utilizing multiple custody platforms and a combination of proprietary and third-party investment strategies.

Sukhpreet Sangha is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked previously at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC, in addition to multiple roles within Wells Fargo entities over the past eighteen years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a broad range of brokerage and advisory solutions.

John Lewis is a financial advisor with Ameriprise in Sacramento, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise since 2004 and is also co-owner of Ascendant Wealth Management Group, where he manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing planning advice and written recommendation reports focused on retirement income strategies and tax-aware withdrawal approaches.