Kristy Mcgee is a financial advisor with Morgan Stanley in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by proprietary tools and investment research, managing approximately $2.74 trillion in client assets.

Blake Fanshier is a financial advisor at Charles Schwab with a Series 66 designation and approximately one year of industry experience. He has previously worked at Equitable Advisors and Charles Schwab Bank. Outside of his advisory role, Blake coaches youth volleyball, including positions with the Aspire Volleyball Club and as an assistant coach for Christian Brothers High School girls volleyball. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management combined with brokerage, custody, and financial planning services. The firm's scale and integrated structure support centralized supervision and diverse investment solutions.

Nathan Mahnke is a Series 66-registered financial advisor with Thrivent Investment Management, where he has worked since 2007. He has 18 years of industry experience. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that addresses a broad range of financial topics, with options to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Alec Prinze is a CFP® with seven years of industry experience and is currently with Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones and State Street Bank & Trust. Outside of his advisory role, Prinze is president of two support companies, Guidestone Wealth and Prinze Foundational Planning, Inc., both of which provide financial advising and asset management services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joshua Mcanally is a financial advisor with LPL Financial and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at U.S. Bancorp Investments and Wells Fargo Clearing. In addition to his advisory work, he is involved in an insurance agency and related 401(k) services under the "Driven" brand. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Joshua Villarreal is a financial advisor with Merrill in Rancho Cordova, CA, holding a Series 66 designation and nine years at Merrill following six years at Bay Federal Credit Union, totaling 15 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Travis Barnhard is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

K. Smith is a financial advisor at Osaic with 43 years of industry experience and holds a Series 63 license. Prior to joining Osaic in 2024, Smith spent nearly three decades with Securities America Advisors, Inc., beginning in 1995. Outside of advisory work, Smith owns Capital Financial Services, a tax preparation, tax planning, and insurance business. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brian Neunzig is a CFP®-designated financial advisor with Morgan Stanley, based in Roseville, CA, with 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2012, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and proprietary tools, including Monte Carlo simulations, to develop financial plans.

Lindsay Fawcett is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked at Wells Fargo and Wells Fargo Clearing since 2012. Outside of her advisory role, she serves as president of a homeowners association in Tampa, Florida. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Silva is a financial advisor at Ameriprise with 32 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and its predecessor firm since 1994. Outside of advisory work, he is involved in multi-family real estate ownership in Cloverdale, California. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Freehill is a financial advisor with LPL Financial in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with LPL Financial since 2010. Outside of his advisory role, he operates a motocross racing team through a business he owns called Moto ID. 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, featuring discretionary and non-discretionary management supported by in-house and third-party research.

Judy Ruiz is a financial advisor at Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses with 26 years of industry experience. She previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing before joining Baird in 2020. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

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.

Andrew Dunnigan is a financial advisor with Morgan Stanley in Folsom, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee’s return estimates and modeling techniques.

Joshua Myer is a CFP® professional with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors, offering a range of advisory strategies, affiliated mutual funds, and additional financial services.

Ioana Rives is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Michael Bandy is a financial advisor at Edward Jones with a Series 66 license and one year of industry experience. His prior work includes roles at Liberty Tax Service, Steadfast Accounting Solutions, ServiceNow, Oracle Corp, and Hewlett Packard Enterprise. Outside of his advisory role, he owns and manages a rental property in Roseville, California. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Joel Ducore is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to his current role, he has worked in various capacities within JPMorgan Chase Bank and J.P. Morgan Securities since 2012. Outside of his financial advisory work, Joel is a freelance trumpet player contracted for church and orchestral services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.