Joshua Rienks is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and previously worked at Franklin Distributors, LLC / Franklin Templeton Financial Services and Advisors Asset Management, Inc. Outside of his advisory work, Rienks is the owner and artist of JDR Artworks, a business focused on commissioned art and art shows. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of financial advisors.

James Biasotti is a financial advisor with OSAIC in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. Biasotti operates The Sportsman's Financial Advisor, where he also teaches Social Security and Medicare planning classes at a local community college. Additionally, he serves as co-trustee on a family trust and is a volunteer manager and part owner of a local hunting club. OSAIC serves a diverse range of retail and institutional clients through a broad network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a wide variety of asset classes.

Aryan Manchanda is a financial advisor at OSAIC with three years of industry experience and holds a Series 66 designation. He previously worked at Lincoln Financial Advisors and has supported financial planning efforts through a role as a financial paraplanner at Retirement Security Centers. Manchanda has also been employed at Sierra College for nine years alongside his advisory career. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of advisers and employs a range of asset-allocation tools, third-party money managers, and unified managed accounts to construct portfolios across various asset classes.

Claudia Seelbach is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill and Bank of America N.A. since 2022 and previously worked at Bank of America N.A. from 2011 to 2022. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jaime Caraveo Jr. is a financial advisor at Wells Fargo Clearing with four years of industry experience and holds a Series 66 designation. His prior work includes roles at U.S. Bancorp Investments, Bank of America, Merrill, and Wells Fargo Bank. He serves as a volunteer board member for the Rancho Cordova Little League, assisting with volunteer recruitment and business sponsorships. 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 IPS-driven advisory process includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Ross Johnson is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and its predecessor entities since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various financial topics and allows clients to integrate planning with managed-account services while keeping them separate.

Jeanne Lease is a financial advisor with Edward Jones in Sacramento, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Northern Arizona University and has experience in event coordination and the hospitality industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a nationwide network of financial advisors and branch offices.

Ryan Fisher is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jace Koehn is a financial advisor with OSAIC Wealth, Inc. in Sacramento, CA. He holds a Series 66 designation and has been with OSAIC Wealth and Retirement Security Centers since 2025. His prior experience includes roles in several restaurant groups and educational institutions. OSAIC Wealth, Inc. serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that may include various investment types on both discretionary and non-discretionary bases.

Lisa Haygood is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services including wrap programs and access to affiliated investment vehicles.

Hyong Leung is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC, as well as self-employment and work at Ivoclar Vivadent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, and third-party asset management, utilizing an integrated platform that combines adviser programs with the sale of other financial products.

Randi O'Neill is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo in various capacities since 2009, with a brief tenure at Merrill in 2015-2016. Outside of her advisory role, she serves as treasurer for the Bella Vista High School Boys Basketball Program in Fair Oaks, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop customized recommendations.

Devon Robb is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ameriprise in Roseville, CA since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2011 to 2020. He also works as an online instructor for OLL Services LLC, teaching a financial management class affiliated with BYU-Idaho. Ameriprise is an institutional firm that provides retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations supported by a centralized consulting team.

Jerry Sandlin Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at LPL Financial for 18 years and Schools Financial Credit Union for 12 years. Outside of finance, he is the qualifying partner in a house painting business, though he is not involved in its day-to-day operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers, supporting a broad range of client needs across discretionary and non-discretionary program structures.

Craig Gorman Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2019 after a 15-year career building and running an IT business that provided end-to-end IT solutions for various businesses across the west coast. This experience involved analyzing and solving client problems and delivering tailored solutions. Craig earned his FINRA Series 66 and Series 7 registrations prior to joining Merrill. He holds the Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). His educational background includes a High School Diploma from White Pine High School, and attendance at Western Nevada Community College, University of Nevada - Reno, and Simpson University, without degree completion. In his advisory role, Craig emphasizes understanding his clients' visions of success to devise personalized financial plans. His focus areas include college education planning, divorce transition planning, family wealth management, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, investment strategy, and tax minimization. Outside of work, he enjoys baseball, basketball, camping, fishing, football, golfing, music, soccer, spending time with family, and traveling.

Benjamin Frechette is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2025, he worked at J.P. Morgan Securities, LLC for 11 years. 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 through a network of more than 23,700 financial advisors and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tony Guan is a financial advisor with Ameriprise in El Dorado Hills, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns a garment industry business named OAXplorer. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brieanna Churchill is a financial advisor at Merrill with seven years of industry experience and a Series 66 designation. She has worked at Bank of America, N.A. and Merrill since 2017 and has prior experience outside the financial sector at Kremer Family Chiropractic. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Capan is a financial advisor with Stifel holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing from 2016 to 2023. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Daniel Lowe is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1997 and brings 30 years of experience in the financial services industry. Daniel’s expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He focuses on integrating corporate benefits into clients' long-term financial strategies. Daniel holds a Bachelor's degree from the University of California, Berkeley. Prior to joining Merrill, he worked with Wells Fargo Bank in the 401(k) division, specializing in serving Spanish-speaking clients. He also spent three years at Financial Engines in Palo Alto as a Manager of Business Development. Daniel and his business partner, Jeff Nielsen, concentrate on wealth management for families and small businesses, with client focus areas including college education planning, family wealth management strategies, and investment consulting for defined contribution plans. Daniel’s professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he enjoys playing tennis, swimming, golf, and soccer.