Bo Lowenberg is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. He has been associated with various Fidelity entities since 2005, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where Lowenberg operates, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs, and maintains unique roles such as commodity pool operator registration and advisory services to multiple investment funds.

Ireneo Abot III is a financial advisor with Wells Fargo Clearing in Folsom, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and held prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Jacob Toomey is a financial advisor at Fidelity with Series 63 and Series 65 credentials and seven years of industry experience. His work history includes roles at Fidelity Investments, Strategic Wealth Advisors Group, LPL Financial, Principal Securities, Principal Life Insurance, Allstate Insurance, and Quest Technologies Management. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for registered investment companies and uses algorithmic methods and AI in its research.

Patrick Mccusker is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2013, following four years at Morgan Stanley. Mccusker serves as treasurer for The Wright Way Foundation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, internal research tools, and a range of separately managed account programs.

Kyle Monahan is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked with LPL Financial since 2018, as well as Golden 1 Credit Union since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Keith Walker is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Joseph Hinojos is a financial advisor with Ameriprise in West Sacramento, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets. The firm delivers tailored, non-discretionary recommendations through a centralized consulting team, combining research, modeling, and tax-efficiency analysis as part of its comprehensive advisory and brokerage solutions.

Jason Neyer is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at CalFIRE and Waddell & Reed, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Maximiliano Boudreau is a financial advisor with Equitable Advisors holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior experience in various roles across multiple industries. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a mix of in-house and third-party advisory programs to tailor investment solutions based on client information and risk tolerance.

David Hamlin is a financial advisor with Wells Fargo Clearing in Davis, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at U.S. Bancorp Investments Inc. from 2015 to 2017 before joining Wells Fargo Clearing in 2017. 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 advisory process is IPS-driven and based on modern portfolio theory, incorporating a broader range of financial products than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Angelo Theodorou is a financial advisor with LPL Financial in Roseville, CA, holding a Series 66 credential and 15 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2019. Outside of his advisory role, he serves as a JV softball coach at Del Oro High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and advanced technologies, with both discretionary and non-discretionary management options.

Caleb Canfield is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at The Vanguard Group and self-employment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

Jenny Haskin is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, Bank of America, N.A., and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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.