Scott Anstine is a financial advisor at MassMutual Investors Services with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Guardian Life Insurance Company, NYLIFE Securities LLC, and Chase. Outside of his advisory role, he serves as a BNI Chapter President. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes structured, annual financial planning engagements supported by firm-approved analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Scott Leslie is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2019. Leslie serves on the board of trustees at Sierra Community College. Edward Jones is a wealth management firm serving both individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Little is a financial advisor with Wells Fargo Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors since 2014. In addition to his financial advisory work, he coaches football at Whitney High School, where he teaches skills, manages communications with parents, and organizes practice and game-day activities. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, covering diverse client needs including retirement, education, and specialized planning areas.

Arjun Subbiah Nanjappa Titermada is a financial advisor at Fidelity with three years of industry experience. He has held positions at Fidelity Investments since 2023 and previously worked at New York Life Insurance Company from 2020 to 2023. Prior to his finance career, he spent seven years at BCKM Memorial Hospital. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios.

Joshua Minkstein is a financial advisor with LPL Financial and Becker Financial Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2007 and joined Becker Financial Group in 2012. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management strategies.

Chandler Lenkey is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting professionals who are navigating important financial decisions as their lives and careers evolve. Chandler focuses on helping clients bring clarity and coordination to their financial decisions by organizing the full landscape of accounts, plans, and strategies, enabling thoughtful consideration of long-term priorities such as retirement planning and investment decisions. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Chandler earned his bachelor's degree from the California State University System and also studied at Università Cattolica del Sacro Cuore. His approach is grounded in trust, thoughtful conversation, and sound judgment, emphasizing structure and coordination over short-term outcomes. Beyond his professional work, Chandler is involved with organizations including Sacramento Metro Edge and The Salvation Army, and participates in community activities with Habitat for Humanity and The Salvation Army. His personal interests include basketball, camping, cooking, fishing, football, golfing, hiking, reading, spending time with his family, and traveling.

Mandie Van Buren is a financial advisor with Edward Jones in Lincoln, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she owned a custom window coverings business and has experience in real estate sales. She serves as treasurer for the Placer Women's Network and is a silent partner and president at a local kickboxing gym. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national network of advisors and branch offices and offers additional services such as tax-efficient management and securities-based lending.

Aaron Diringer is a Financial Consultant currently working at Fidelity Investments since 2022. He is dedicated to assisting clients in achieving the financial goals they have established for themselves and their families. Prior to his current role, Aaron served as a Territory Specialist at Franklin Templeton Investments from 2017 to 2022. He holds a California Insurance License, supporting his work in financial consulting. Outside of his professional career, Aaron is involved in military service, parenthood, and volunteering activities.

Madeline Salidas is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and four years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Franklin Templeton Investments, as well as positions in education prior to entering finance. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages substantial client assets and employs a structured planning process supported by firm-approved tools and research.

Stephen Crowder is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, BancWest Investment Services, Bank of the West, and Wells Fargo Advisors. Crowder serves on the Board of Trustees for the Grand Lodge of Nevada Free and Accepted Masons, where he oversees financial audits and budget monitoring. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Timothy Parsons is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previous work history at JP Morgan Chase Bank and Northwestern Mutual. Prior to his financial services career, he worked in the restaurant industry for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market modeling techniques.

Heidi Hunter is a financial advisor at Thrivent Investment Management with 35 years of industry experience. She has held positions at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Hunter holds the Series 63 and Series 66 designations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm combines goal-based analyses with a managed-account program under a consolidated billing option while maintaining planning and portfolio management as separate services.

Jackeline Matter is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at JP Morgan Securities LLC and MAC Cosmetics. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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 broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Edgard Laguna is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Merrill and Bank of America, having previously worked at Wells Fargo Clearing. Merrill provides managed account services through its Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. Investment strategies offered include model-based and discretionary options managed by affiliated or third-party managers, integrated within Bank of America’s broader corporate platform.

John Carlsen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as treasurer for El Dorado Hills Lacrosse. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Anthony Wilcox serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, focusing on helping clients organize wealth and develop personalized financial strategies to meet long-term goals. His expertise includes family wealth management strategies, investment consulting for defined contribution plans, small business strategies, tax minimization, and retirement income planning. He provides customized advice and guidance tailored to complex financial situations. Anthony's educational background includes a Bachelor's Degree from the United States Military Academy, a Bachelor's Degree from Oregon State University, and a Master's Degree from William Jessup University. He holds the Professional Investment Advisor (PIA) designation and is fluent in English, German, and Russian. He is a member of professional organizations such as the American Legion and the West Point Association of Graduates. Outside of his professional role, Anthony is involved in his community through coaching football at Granite Bay High School and serving on the Granite Bay Rugby Board. He is also connected with Granite Bay Wrestling and participates in various outdoor activities, including biking, boating, camping, hiking, and skiing. He has four children, with family playing a significant role in his personal life.

William Odonnell is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following a one-year tenure at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Judy Ho is a CFP®-certified financial advisor with nine years of industry experience, currently associated with Cambridge Investment Research Advisors. She has worked previously at Edward Jones and is involved with Lane Florence, LLC. Ho serves as a director for the Cordova Recreation & Parks Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of independent professionals, offering proprietary and third-party strategies with various implementation options.

Madeline Phillips is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at Smart Investor, LLC and Sand Hill Global Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Stephen Hardisty is a financial advisor with Equitable Advisors in El Dorado Hills, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2007. Outside of his advisory role, he operates HARTISTY FINANCIAL AND INSURANCE SERVICES, providing disability and health insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.