Nathan Tuttle is a financial advisor with Osaic Wealth Inc. He holds a Series 66 credential and has one year of industry experience. In addition to his role at Osaic, he is a partner at Weston & Tuttle LLP, where he works as a tax preparer. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.

Cathi Wallace is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Thrivent Investment Management since 2009. Her tenure includes roles at Thrivent Financial and affiliated teams dating back to 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without including implementation. The firm emphasizes holistic, goal-based planning combined with managed-account options under a consolidated billing structure, maintaining a focus on non-discretionary planning services.

Kevin Dedenbach is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven investment approach includes a broad range of financial products and acts as an ERISA fiduciary when providing investment advice.

Toan Le is a CFP®-credentialed financial advisor with 19 years of industry experience. He has worked at OSAIC since 2018 and previously spent 12 years with Sii. In addition to his advisory role, he is engaged as an advisor at Pacific Financial Partners. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various tools and strategies to construct diversified portfolios.

Julie Small is a Wealth Management Advisor based in the Roseville, California office of Merrill Lynch Wealth Management. She holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Certified Plan Fiduciary Advisor (CPFA). Julie focuses on delivering comprehensive financial advice tailored to the individual needs and values of her clients. She specializes in retirement planning, liability and insurance management, and investment selection. Julie works closely with high net worth clients, businesses, nonprofit organizations, endowments, and foundations to develop coordinated financial strategies that align with their personal and professional objectives. Her approach involves thorough, ongoing reviews to ensure strategies remain aligned with clients' evolving goals and circumstances. Julie earned her Bachelor of Fine Arts degree from the University of Arizona in 1988 and began her career in Graphic Design before joining Merrill Lynch in 1991. She has lived in the Sacramento region since then and participates in her local community, including serving on the Board of Directors at her daughter's former school. Julie currently resides in Granite Bay, California.

Coreen Woehl is a financial advisor at LPL Financial with four years of industry experience. She holds the ChFC® designation and the Series 66 license. Her prior roles include positions at Patelco Credit Union, MML Investors Services, MassMutual Life Insurance Company, Bank of America, Merrill Lynch, and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse financial planning and investment solutions, employing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Sean Herron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at JP Morgan Securities and Chase Investment Services Corp. Herron has ownership interests in rental properties in Penryn and Truckee, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary investment management options tailored to plan objectives and demographics.

Tyler Brunst is a financial advisor at Wells Fargo Advisors with three years of industry experience and holds the Series 66 designation. His background includes roles outside finance, such as working at Quick Quack Car Wash since 2023 and teaching positions at Sierra College and local high schools and elementary schools from 2015 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that utilize proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Kaelen Telander is a Series 66-licensed financial advisor with Equitable Advisors, based in Folsom, CA. Telander joined the firm in 2026 and has held various roles in education and retail prior to entering the financial industry. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Clare Hiatt is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. She holds Series 63 and Series 65 licenses. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team.

John Taylor III is a financial advisor at Osaic Wealth Inc with one year of industry experience. He holds a Series 66 designation and serves as a partner at Weston and Tuttle, LLP, where he provides tax planning and compliance services for individuals, small businesses, and trusts/estates. Prior to his current roles, he worked at Moss Adams for five years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios that include a broad array of investment products.

Brendan Downard is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Thrivent Investment Management and has previously worked at Merrill, Bank of America, J.P. Morgan Securities, and Edward Jones. Outside of his advisory role, he serves as treasurer and board member for Placer Theatre Ballet, a nonprofit youth ballet company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Waqas Khan is a Series 66-licensed financial advisor with 12 years of industry experience, currently working at Wells Fargo Clearing since 2025. His prior roles include positions at SAFE Credit Union and LPL Financial LLC, where he spent seven years, as well as experience with Nationwide Financial and Travis Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute along with third-party data to guide its investment approach.

Jason Howard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Clearing Services. 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 diverse advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

John Joyce is a financial advisor at OSAIC with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securities America Advisors and Wells Fargo Advisors Financial Network. Outside of his advisory work, he serves as the head JV water polo coach at Jesuit High School and is a member and group leader of the Sacramento Professional Advisors Network. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Zachary Catterlin is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation and has worked previously with firms including Mariner Advisor Network and Strategic Wealth Advisors Group. Outside of his advisory role, he provides administrative support to Mariner Independent Advisor Network, an independent investment advisor firm. 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, with a focus on both discretionary and non-discretionary investment strategies.

Constance Sugimoto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 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. 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 services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Madeline Nardi is a financial advisor with UBS Financial Services in Sacramento, CA, holding a Series 66 designation and six years of industry experience. She has worked at UBS Financial Services since 2016, with a two-year period at Banner Bank from 2017 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes proprietary research to tailor investment strategies to client goals.

Ryan Allen is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he works part-time as a magician through his business, Reel Magic. He is part of the DDK Group within Baird’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations. The group employs a range of investment strategies and overlay services, including traditional and non-traditional asset allocations, to align with client goals and risk tolerances.

Julie Barros is a financial advisor with LPL Enterprise LLC in Roseville, CA, holding Series 65 and Series 66 licenses and having 10 years of industry experience. Her prior roles include positions at Equity Smart Home Loans, Fidelity Brokerage Services, JPMorgan Chase Bank, Charles Schwab, and Morgan Stanley. Outside of her advisory work, she is involved with Bautista Group, a mortgage and real estate services entity in California. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm uses model-driven portfolio management and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.