Pieter Van Damme is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Merrill, Bank of America, Amazon.com, Apple, and the Sacramento Kings. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Carter Morrison is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Western International Securities, Inc. Outside of his advisory role, he is a silent partner in CrossFit Anywhere, contributing personal training expertise. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services featuring portfolio construction tools, managed accounts, and access to third-party money managers.

Taylor Knapp is a Financial Consultant at Fidelity Investments, a role held since 2022. They have been part of Fidelity since 2020, progressing through positions including Investment Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. Taylor focuses on understanding clients' priorities to tailor financial plans suited to their unique situations. They assist clients in utilizing the resources available through Fidelity to support their financial goals. Taylor holds a California Insurance License.

Richard Shaum is the Branch Leader at Fidelity Investments, where he has been serving since 2019. In this role, he leads a team dedicated to partnering with clients to meet their financial goals while adhering to the firm's standards of care. He emphasizes careful listening to clients' needs and prudent planning to help secure their financial futures, always prioritizing the clients' interests. Prior to his current position, Richard has held several roles at Fidelity Investments, including Team Leader Client Services from 2017 to 2019, Onboarding Coach from 2016 to 2017, Learning and Development Loan from 2015 to 2016, and HNW Associate from 2014 to 2015. He holds a California Insurance License. Outside of his professional responsibilities, Richard has personal interests that include baseball, football, and spending time with pets.

Dmitrij Maslovskij is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2012, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, and it is noted for its use of systematic methodologies and AI-driven research in managing investments.

Peter Parla II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wells Fargo-affiliated firms since 2012, including Wells Fargo Bank NA and Wells Fargo Advisors LLC. Outside of his advisory role, he is an independent distributor for Amway. 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 combines both brokerage and advisory solutions, using research and analytics to support investment decisions across a large platform of more than 14,000 financial advisors.

Matthew Zerhusen is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Placer Sierra Bank/Wells Fargo Bank. Outside of finance, he has ownership in a photography business operated with his spouse. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a mix of internally researched SMA strategies and advisory solutions.

Aliah Diaz is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation. Diaz has recently begun a career in financial advising, joining Osaic Wealth in 2026 after roles in education and technology sectors. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth individuals and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using proprietary asset allocation tools and third-party platforms to manage diverse portfolios across multiple investment options.

Bonnie Nelson is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with LPL Financial since 2014 and previously spent 21 years at Foord, Van Bruggen & Pajak Financial Services. Outside of her advisory role, she is involved with CBI2 LLC, a business entity maintained 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 through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by comprehensive research and multiple investment strategies.

Elise Chu is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, following two years at Rabobank, N.A. Outside of her advisory role, she is the sole proprietor of a revocable trust involved in real estate activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and advanced investment models in its financial planning process.

Tarik Eldin is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 25 years of industry experience. He previously worked at Cetera Advisor Networks LLC from 2013 to 2020 and has been affiliated with Sacramento Credit Union since 2020. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management supported by various model portfolios and research.

Michael Jeter is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2018. He previously worked at Signator Investors, Inc. and operates Jeter Tax, a tax preparation and audit representation service, which he has managed since 2003. In addition to his advisory role, he is also an insurance agent selling fixed insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Jesus Coronel Garcia is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and seven years of industry experience. His work history includes positions at Bank of America, Merrill, JPMorgan Chase, and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with a focus on oversight and governance in managing various fund structures.

Shirley Su is a Wealth Management Advisor at Merrill Lynch Wealth Management, with over 22 years of experience at Merrill. She holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations and offers comprehensive wealth management strategies tailored to individual client needs. Shirley speaks English, Chinese, Taiwanese, and Mandarin, which complements her cultural insights as someone originally from Taiwan. Her expertise focuses on areas including college education planning, divorce transition planning, services for endowments, foundations, and non-profits, legacy planning, LGBT wealth planning, special needs planning strategies, tax minimization, and retirement income. She collaborates closely with clients to develop customized approaches, incorporating the investment insights of Merrill and the banking convenience of Bank of America, to address the various aspects of their financial lives. Shirley holds a Master's Degree from the University of New Haven and a Bachelor's Degree from Da Yeh University. She is driven by her commitment to delivering excellent service and helping clients pursue their long-term goals. Outside of work, she enjoys dancing, music, spending time with her family, swimming, outdoor activities, and traveling around the world. Her husband works as an Oncologist, and they have a 10-year-old son.

Dominick Silva is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Bald Peak Ranch and DoorDash. Silva studied at Utah State University from 2019 to 2023. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Jon Yager is a financial advisor with Fidelity in West Sacramento, CA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked across Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services since 1996. Outside of his advisory role, Yager owns Jon Yager Photography, providing fine art, wedding, and portrait photography services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a range of clients including registered investment companies and charitable funds.

Clayton Anderson is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their specific goals, including retirement savings. He has been with Fidelity Investments since 2020, holding various roles such as Investment Solutions Representative, Interim Team Leader, and Help Desk support, gaining a broad range of experience in investment services and client support. Prior to joining Fidelity, Clayton worked as a Financial Advisor at AXA Advisors, LLC from 2018 to 2020. Clayton holds a California Insurance License, supporting his work in financial planning and investment consulting. Outside of his professional responsibilities, he spends time engaging in family activities, fitness, and skiing.

Marshall Weintraub is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial. He previously worked at Cambridge Investment Research Advisors, INC, and Cambridge Investment Research, INC from 2013 to 2026. Outside of his advisory role, Weintraub is a co-author of the book *Financial Planning Basics for Doctors* and operates as an independent insurance agent through Finity Group, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, covering both discretionary and non-discretionary management strategies.

Richard Ascalon is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at J.P. Morgan Securities since 2016 and previously held roles at Caduceus Financial & Insurance Services, Eagle Strategies, Nylife Securities, and New York Life Insurance Company. Based in Folsom, CA, he serves clients through a firm that provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. J.P. Morgan Securities combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Scott Collard is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Morgan Stanley since 2016 and previously worked as a self-employed advisor for over three decades. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning facilitated by firm‑approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.