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.

Corbin Weatherby is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and J.P. Morgan Securities. He serves as Chapter President and instructor for the American Financial Education Alliance, a nonprofit organization focused on financial education, and is a volunteer representative for a local church congregation. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios, offering discretionary and non-discretionary account management along with access to third-party managers and wrap programs.

Noah Zahnd is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Robinhood Financial, The Vanguard Group, and Divvy Homes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Arutyun Shiboyan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Roseville, CA, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes six years at Wells Fargo Clearing and several roles within Wells Fargo-affiliated entities. Outside of his advisory work, he owns a small business renting out personal vehicles through the Turo platform. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to provide tailored non-discretionary planning and investment advice.

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.

Angel Perez is a CFP® professional with 29 years of industry experience, currently serving at LPL Financial since 2020. His prior experience includes roles at Ideal Life Financial Advisors, Onyx Wealth Advisors, QA3 Financial, and 1st Global Advisors. In addition to his advisory work, he is an enrolled agent and owner of a tax preparation and accounting firm. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on broad service scale and integrated financial activities.

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 at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CUSO Financial Services, L.P. and Patelcorp Service Organization. He is involved in Patelco Financial Solutions, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Yasmine El Badewi is a financial advisor at Edward Jones in Rocklin, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Forever Green Landscaping for three years, where she provided design and plant consultation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, investment strategies, and affiliated financial services.

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.

Kyle Roulet is a financial advisor with Raymond James Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Edward Jones for 14 years and has been an independent contractor since 2005. Roulet also serves as president of R6 Wealth Partners, a support company related to his advisory role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary consulting using analytical tools to illustrate potential outcomes and supports its clients through various advisory programs and specialized services.

Troy Drennon is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he is involved in managing rental property in Folsom, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Lubna Salman is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In her role, she focuses on connecting clients to the people, plans, and processes tailored to their unique ambitions. She works with clients to pursue personal goals such as planning and funding education, ensuring retirement lifestyle and healthcare costs are addressed, and creating personalized strategies for long-term family objectives. Lubna’s approach emphasizes understanding clients’ individual perspectives and priorities, aiming to simplify the complexities of investing and wealth planning. She holds a Bachelor's Degree from The University of Jordan.

Steve Barrilleaux is a CFP® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. He previously worked at Merrill from 2004 to 2009. Barrilleaux is the sole shareholder of Barrilleaux Wealth Management, an entity used for tax and investment purposes, and is involved in a related non-variable insurance business under Safe Harbor Pension & Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advanced advisor tools and a broad platform of financial services.

Matthew Medlock is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various roles from 2002 to 2023, and at Cadaret, Grant & Co., Inc. from 2023 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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.