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.

Ronald Jacob is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. 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 under management through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

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® professional affiliated with LPL Financial in Roseville, CA, with 24 years of industry experience. He has been with LPL Financial since 2009. Barrilleaux operates Barrilleaux Wealth Management, a business entity used 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. The firm offers financial planning, advisory programs, retirement plan consulting, 529 account management, and brokerage services through a national network of investment adviser representatives.

Matthew Medlock is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., and Morgan Stanley in various roles over a 14-year period. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

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.

Svatava Pearce is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and having 11 years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, LLC. Pearce serves on the board of directors for SIFEDH, a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sustainability and tax-aware withdrawal strategies.

Giogenes Antolin Sr. is a financial advisor with Primerica Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Primerica Advisors since 2012 and Primerica Financial Services since 2012. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies such as Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selected separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Xue Zheng is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2025, Xue worked at Bank of America, Merrill, and HSBC. Outside of advisory work, Xue owns and manages several rental properties. 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 with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a centralized operational structure.

Harlan Van Vooren is a financial advisor with Robert Baird & Co. in Auburn, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. He 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 customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, and provides both discretionary and non-discretionary management options.

Ronald Segon is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including LPL Financial, Next Financial Group, and Calton & Associates. He is involved with Sierra Ridge Wealth Management, a DBA related to his advisory business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Robert Ferriman III is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, he serves as Chairman of the Finance Committee for Arts and Culture El Dorado. Robert W. Baird & Co. is an institutional firm serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and advisory services. The firm offers a mix of manager-traded and model-traded strategies, tax-management capabilities, and ongoing manager selection supported by internal research, serving approximately $394 billion in regulatory assets under management as of December 31, 2025.

R. De La Rosa is a financial advisor with LPL Financial in Placerville, CA, holding Series 63 and Series 65 registrations and possessing 30 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he has a small business involving guitar picks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers diversified advisory programs, financial planning, retirement consulting, and brokerage services with options for discretionary and non-discretionary management.

Jarett Liddicoat is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2004, he has focused on developing long-term financial advisory relationships tailored to each client's unique goals, risk tolerance, and time horizon. He provides a range of financial and investment services including wealth management, retirement planning, college planning, and portfolio management, supported by in-depth research and specialized resources. His client focus areas include divorce transition planning, education planning, family wealth management strategies, socially responsible and ESG investing, retirement income, and small business strategies. Jarett holds Bachelor's of Science degrees in Exercise Physiology from the University of California at Davis and Nursing from St. Mary's/Samuel Merritt College. He is FINRA Series 7 and 66 registered, holds life and health insurance licenses, and has earned professional designations such as Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to his financial advisory career, he spent eight years as a critical care and trauma nurse. Jarett and his wife Leanne, who is a partner in a local optometric practice, have been longtime residents of the Granite Bay area before relocating to Newcastle in 2018. They are active members of Bayside Church, where Jarett volunteers with a special needs group, reflecting his commitment to community involvement. He is also a father of twin daughters born in 2008 and enjoys a variety of personal interests including billiards, football, golfing, music, table tennis, tennis, volleyball, watching movies, woodworking, and spending time with his family.

David Aton is a CFP®-designated financial advisor with 29 years of industry experience. He has been with Ameriprise since 2005, currently serving clients through its Roseville, CA office. Outside of advisory work, he is involved in independent insurance brokering, including life and health insurance products. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets. The firm’s approach combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its planning process.