Trenton Schmitt is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and began his professional career at Baird in 2022. Prior to advising, Schmitt was involved with Rancho Robles Winery and completed his studies at Columbia University. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs a variety of advisory strategies, including separately managed accounts and tax-management techniques, supported by in-house research and manager oversight.

Gilbert Valtierra is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank NA from 2010 to 2017. Outside of his advisory role, he serves as president of the St. Andrews Place Homeowners Association and hosts a local high school football podcast and radio broadcasts. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Andrew Fairbanks is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 13 years of industry experience. He has worked with LPL Financial since 2012 and has been associated with Golden 1 Credit Union since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Derek Seo is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Seo owns and manages Duckhorn Properties, LLC, a property management business. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Philip Woodland is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 11 years. Outside of his advisory role, Woodland serves as a notary public and is the practice manager of Retirement Security Centers LLC, where he supports financial planners with analysis and operations. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to construct portfolios across various asset classes.

Jonathan Hardisty is a financial advisor with Equitable Advisors in Folsom, CA, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Equitable Advisors since 2007, following a year at 1717 Capital Management Company. Outside of his advisory role, he owns and operates a health insurance business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party programs to deliver customized investment solutions and fiduciary services.

Mark Jagow is a financial advisor with LPL Financial in Roseville, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at M Holdings Securities, Bancwest Investment Services, and First Allied Advisory 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided through a large network of investment adviser representatives using various investment strategies and support tools.

Sandra Kirschten is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Robert W. Baird since 2008. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals, utilizing a range of traditional and complex investment strategies through both in-house and third-party managers.

Mike Monahan is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. In addition to his advisory role, Monahan is a committee member of Ruck for 22, Inc., a nonprofit organization supporting veterans. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Amy Peeples is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds a Series 66 designation and has worked at several firms including Safe Credit Union, LPL Financial LLC, Wells Fargo Clearing, and RBC Capital Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and institutional trading capabilities to deliver tailored financial plans and portfolio management.

Craig Weis is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2020, following seven years at UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a focus on non-discretionary planning and a range of portfolio management styles.

Alexander Rocha is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at PNC Bank and Morgan Stanley Private Bank, N.A. Rocha’s background also includes eight years dedicated to full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides plans both directly and through corporate financial planning agreements.

David Deruelle is a financial advisor at RBC Capital Markets with Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously held positions at City National Bank, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of his advisory role, he serves as a director for Awana, helping leaders with youth scripture memorization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies through a variety of wrap fee advisory programs and a mix of in-house and third-party investment managers.

Michael Russell is Market Leader at Fidelity Investments, where he leads and develops a team of Branch Leaders and Financial Consultants serving the Northern California community. He has progressively held roles at Fidelity Investments since 2013, including Vice President Branch Leader, Vice President Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Trader. He holds a California Insurance License and has extensive experience across investment consulting, retirement solutions, and branch leadership. His career progression reflects a focus on coaching teams and serving client financial needs. Outside of work, Michael enjoys biking, fitness, hiking, kayaking, running, and swimming. He also participates in Ironman triathlon training and racing. Michael has a wife of 30 years, a daughter aged 29, and a son aged 25.

Alexandria Davis is a CFP® and Series 66-registered financial advisor with six years of industry experience. She is currently with LPL Financial and has prior experience at Facet Wealth, Symphony Financial, Ameriprise Financial Services, and MSI Financial Services. Outside of her advisory work, she owns Beyondtax, a tax preparation business based in Rancho Cordova, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Joseph Moricone is a financial advisor with Edward Jones in Roseville, CA, holding a Series 66 designation. He has been with Edward Jones since 2023, with prior experience at Umpqua Bank and in real estate through Vision Forward Realty and Next Home Cedar Street Realty. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the United States.

Robert Gustavis II is a financial advisor with Edward Jones in Roseville, California, holding Series 66 and Series 63 designations and bringing 17 years of industry experience. Prior to joining Edward Jones in 2025, he worked at John Hancock for three years and AIG Corebridge for ten years. Outside of his advisory role, he is involved in a short-term rental business managed by his wife and was formerly co-owner of an ATM business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Stephanie Venturella is a financial advisor with Ameriprise in Roseville, CA, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Ameriprise since 2017 and at Weinberg Gonser Frost LLP since 2022. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement services incorporate internal research and third-party data, with enrollment criteria tied to investable assets and managed account holdings.

Alexa Escareno is a financial advisor at Raymond James Financial and holds a Series 66 designation. She has less than one year of industry experience and joined Raymond James in 2026. Prior to her financial advisory role, her background includes positions in education and retail, including work at Pathways Charter School and Southern New Hampshire University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, employing analytical tools and risk profiling to tailor recommendations. The firm supports a broad advisor network and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jarred Anderson is a Vice President and Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop strategies aimed at sustainable wealth and financial peace of mind. He approaches client relationships by objectively listening to their needs and working collaboratively on customized financial plans. Since joining Fidelity Investments in 2005, Jarred has held various roles including Financial Representative, Premium Services Representative, Private Client Group Relationship Manager, Relationship Manager, Retirement Solutions Representative, Retirement Relationship Manager, Portfolio Specialist, Managed Account Investment Consultant, and currently Vice President, Financial Consultant. His extensive experience spans multiple facets of financial consulting and client relationship management. Jarred holds a California Insurance License. He resides in Folsom and is part of the local community.