Shari Merle is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. She has worked with Linsco/Private Ledger since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Jaime Barretta 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 been with LPL Financial since 2011. Outside of his advisory role, he is involved with Barretta Wealth Management, Inc., which focuses on life, disability, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Nancy Fletcher is a financial advisor at OSAIC with 41 years of industry experience. She holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 40 years. Outside of her advisory role, she acts as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage a wide range of investment portfolios.

Laura Scruggs is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill and Wells Fargo Advisors in various capacities since 2012. 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 manages roughly $671 billion in assets and supports clients through a combination of brokerage and advisory solutions.

Qianqian Sheng is a financial advisor at J.P. Morgan Securities with four years of industry experience. Sheng holds Series 66 and Series 63 licenses and has worked at several major financial institutions, including Bank of America Corporation and Merrill. Prior to entering the financial sector, Sheng held positions at Apple/Volt Information Sciences and Target. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.