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.

Lee Stipp is a financial advisor with Mass Mutual Investors Services in Roseville, CA, holding a Series 66 designation and four years of industry experience. He has worked with Mass Mutual Investors Services since 2021 and MassMutual Life Insurance Company since 2020. Outside of his advisory role, he is the owner and operator of a retail laser-etched glassware business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative and software-supported approaches to develop written recommendations tailored to clients’ goals.

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.

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.

Todd Schroeder is a CFA® charterholder with 27 years of experience in the financial industry. He is currently with Wells Fargo Clearing Services, LLC and has held prior roles at firms including Abbey Capital (US) LLC, Foreside Fund Services, LLC, and Alt Fund Distributors LLC. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Lee is a financial advisor with Robert W. Baird & Co. in Grass Valley, CA, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is involved in several real estate partnerships and supervises commercial property management. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals and risk tolerances.

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.

Sarah Miller is a financial advisor at Morgan Stanley in Roseville, CA, with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021, following positions at PRO Unlimited, Merrill Lynch, State Farm, and Verizon Wireless. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.

Shawn Plunkett is a financial advisor at Ameriprise with 15 years of industry experience and holds a Series 66 designation. His prior experience includes positions at Edward Jones, Transamerica Financial Advisors, World Financial Group, SolarCity, Principal Financial Services, Merrill, and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm uses proprietary research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

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.

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.