Galang Nguyen is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, N.A. and Merrill from 2015 to 2022 before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with services tailored to plan objectives and demographics, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Justin Curry is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has a background that includes roles at WestAmerica Bank, Banner Bank, and Umpqua Bank. Outside of finance, he owns and operates DJ Direct Entertainment, providing DJ and emcee services for weddings and corporate events. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Daniel Kirk is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Bank of America from 2010 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets across a large network of advisors and branch offices.

Susan Dawson is a financial advisor with Robert Baird & Co. in Sacramento, CA, holding a Series 66 designation and 11 years of industry experience. Prior to joining Baird in 2023, she worked at Cetera Advisor Networks for nine years. Outside of financial advising, she serves as Chief Financial Officer and Secretary for Clearview Systems Consulting, Inc., an IT systems consulting company. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Rashida Lilani is a CFP® professional with 24 years of industry experience, currently affiliated with OSAIC since 2024. She previously worked at Securities America Advisors for eight years and has operated Lilani Wealth Management since 2007. Lilani serves as Secretary of the Peninsula Estate Planning Council and is the President Elect of the Financial Planning Association of Northern California. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services.

Norielle Gottschalk is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. She holds the Series 66 designation and is based in Sacramento, CA. Outside of her advisory role, she has involvement in non-investment-related real estate ownership. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations.

James Stagg is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. In addition to his advisory role, he serves as co-trustee or trustee for multiple family trusts. 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 approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Lamar Simpson Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2015, alongside his ongoing role at JM Ridgway since 2004. Outside of financial advising, he owns Sheepdog Defensive Training, a business that provides instruction on safe firearms usage and concealed carry permits. 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 range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by model portfolios and research.

Logan Fackrell is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has progressed through various positions within Fidelity Investments, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Customer Relationship Advocate, gaining comprehensive experience in financial services since 2021. Logan's professional approach centers on understanding clients' needs and priorities to provide tailored financial planning. He offers professional insight aimed at empowering clients to make informed decisions that contribute to their financial peace of mind. He holds a California Insurance License, supporting his ability to advise on insurance matters. Outside of his professional life, Logan enjoys activities such as biking, boating, golf, skiing, and traveling.

Scott Nelson is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including discretionary management and a broad range of financial products like insurance-related vehicles and bank deposit sweep programs.

Steven Deelstra is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management, where he is a principal of The Deelstra Group. Drawing on the group’s longstanding history since 1974, Steven and his team provide wealth management services focused on asset management and estate planning for individuals and corporations across the United States and Western Europe. He manages personalized and defined investment strategies on a discretionary basis, incorporating individual securities, model portfolios, and third-party strategies. Steven joined Merrill Lynch Wealth Management in 2001. Prior to that, he worked in business development and mergers and acquisitions for a publicly traded internet search company in Seattle. He holds a Bachelor’s degree from Loyola Marymount University and is a graduate of Jesuit High School in Sacramento. Steven is also a Certified Financial Planner (CFP) and a Personal Investment Advisor. He volunteers as a mentor within the CFP Board Mentoring Program. Outside of his professional role, Steven and his wife, Sarah, are involved in supporting nonprofit organizations within their community. He enjoys skiing, cycling, painting, and surfing, and spends time attending his children’s athletic activities.

Rani Pettis is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding CFP®, Series 63, and Series 65 designations and bringing 28 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

James Kline is a financial advisor with LPL Financial in Citrus Heights, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Citigroup and Citibank. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

Ashley Staley is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she leads and supports a team of financial professionals dedicated to assisting Fidelity clients with complex and comprehensive financial planning. Ashley focuses on understanding client needs and supports her team accordingly. Her experience at Fidelity Investments spans multiple roles since 2012, including Assistant Branch Leader, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Banker at JP Morgan Chase Bank from 2009 to 2012. Ashley holds a California Insurance License.

Lara Kapanzhi Hampton is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Earle is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Curtis Falk is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools.

Garrett Beam is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and three years of industry experience. He has held positions at Wells Fargo Bank, Raleys, BLIMPIE's Sandwich Shop, and River City High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting, supported by research from the Wells Fargo Investment Institute and third-party sources.

Steven Rutledge is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions, model-based asset allocations, and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and investment solutions.

Vanessa Richie is a financial advisor with Equitable Advisors, holding a Series 66 credential and beginning her advisory career in 2025. Prior to joining Equitable Advisors, she held various roles in education and service industries. Outside of her advisory work, she volunteers in social media and photography for Radiant Church in Orangevale, California. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.