Shiya Solodoff is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. Prior to joining LPL, Solodoff held roles at Buck Wealth Management and New York Life. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Tracy Kliewer is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at LPL Financial since 2018, following positions at Nationwide Securities, LLC, Pathway Strategic Advisors, AW Securities, and Allworth Financial, L.P. Kliewer also has a small-scale real estate rental business unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions supported by both proprietary and third-party resources.

Michael Schuler is a financial advisor with Equitable Advisors in Roseville, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors and has experience in the hospitality industry with Pour House Restaurant, as well as involvement with Siskiyou Family YMCA and California State University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Sarkis Anduze is a financial advisor with Ameriprise in Roseville, CA, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on a local board of directors and volunteers as a judge for elementary student essays on stocks. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team.

David Hartman is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked with OSAIC since 2024 and was previously affiliated with Shield Financial Solutions and Securities America Advisors, Inc. He is also engaged in insurance sales, including life, health, and disability insurance products. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct diversified portfolios for clients with differing investment preferences and risk tolerances.

Shawn Plunkett is a financial advisor at Ameriprise with 15 years of industry experience and holds a Series 66 designation. His prior experience includes positions at Edward Jones, Transamerica Financial Advisors, World Financial Group, SolarCity, Principal Financial Services, Merrill, and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm uses proprietary research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Jacob Birch is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes roles in education and retail. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

Eric Forward is a Wealth Management Advisor in the Roseville, California office of Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1999 and is associated with the Carter Forward Group. Eric provides planning-based financial advice aimed at helping successful clients feel prepared, educated, and confident in making strategic and tactical decisions that impact their current and future financial position. Eric's expertise spans legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and values-based investing including ESG, tax minimization, and retirement income. He holds a Bachelor's degree in Management from Saint Mary's College of California and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) designation, the Chartered Retirement Planning Counselor (CRPC) professional designation, and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Eric is a founding charter member of the Stand Up 4 Financial Literacy campaign in the greater Sacramento area. He lives in Lincoln, California and enjoys playing guitar, listening to music, skiing in Tahoe, and spending time with his family.

Jason Vesely is a financial advisor with LPL Financial in Rancho Cordova, CA, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Spectrum Wealth Advisory Group, Discovery Hills Church, North Dakota State University, and Bizkik Printing. Outside of advising, he is involved in an online sales business called JVSupply. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools and extensive non-advisory financial services.

Kate Calderon is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients, Wealth Management Advisors, and specialist teams to design and implement personalized financial plans. Her focus is on growth, preservation, and wealth transfer across generations. She has been with Fidelity Investments since 2021. Prior to this, she held the position of Senior Vice President Lead Relationship Manager at Bank of the West from 2016 to 2021, and worked as a Senior Private Banker II at Wells Fargo from 2014 to 2016. Kate holds a California Insurance License. Additional details regarding her education and personal interests have not been provided.

Corbin Weatherby is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and J.P. Morgan Securities. He serves as Chapter President and instructor for the American Financial Education Alliance, a nonprofit organization focused on financial education, and is a volunteer representative for a local church congregation. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios, offering discretionary and non-discretionary account management along with access to third-party managers and wrap programs.

Noah Zahnd is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Robinhood Financial, The Vanguard Group, and Divvy Homes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Arutyun Shiboyan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Roseville, CA, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes six years at Wells Fargo Clearing and several roles within Wells Fargo-affiliated entities. Outside of his advisory work, he owns a small business renting out personal vehicles through the Turo platform. 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 uses fact-finding, risk profiling, and analytical tools to provide tailored non-discretionary planning and investment advice.

Julienne Buxton is a financial advisor with LPL Financial in El Dorado Hills, CA, holding Series 63 and Series 65 licenses with 34 years of industry experience. She has worked at LPL Financial since 2010, following positions at NRP Advisors, Inc. and NRP Financial, Inc. Since 1990, Buxton has also managed a life insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Matthew Graham is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Raymond James Financial Services and Oracle Portfolio Management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendations and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Angel Perez is a CFP® professional with 29 years of industry experience, currently serving at LPL Financial since 2020. His prior experience includes roles at Ideal Life Financial Advisors, Onyx Wealth Advisors, QA3 Financial, and 1st Global Advisors. In addition to his advisory work, he is an enrolled agent and owner of a tax preparation and accounting firm. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on broad service scale and integrated financial activities.

Russell Green is a Financial Consultant currently working with Fidelity Investments since 2022. In this role, he collaborates with clients to develop comprehensive financial plans tailored to their individual goals and needs. Prior to his current position, Russell served as a Financial Advisor at Wells Fargo Advisors from 2018 to 2022 and as a Financial Consultant at The Beyster Institute from 2016 to 2018. He holds a California Insurance License.

Darryl Hall is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CUSO Financial Services, L.P. and Patelcorp Service Organization. He is involved in Patelco Financial Solutions, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Yasmine El Badewi is a financial advisor at Edward Jones in Rocklin, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Forever Green Landscaping for three years, where she provided design and plant consultation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, investment strategies, and affiliated financial services.

Michael Pettit is a financial advisor with Ameriprise in Roseville, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Pettit owns and manages an expense management business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement income planning through a centralized team leveraging investment research and algorithmic tools.