Laura Kellejian is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding a Series 63 designation and having 36 years of industry experience. She has worked within Wells Fargo firms since 2009 across various capacities. Outside of her advisory role, she owns and operates LRK Advisory Services, an independent financial practice. 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 range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Peter Frederick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kimberly Friedman is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Tyler Gunderson is a financial advisor with Fidelity Investments in Folsom, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fidelity in 2025, he held positions at Hyatt Centric, Texas Roadhouse, Acura, Walmart, and worked in education at Pleasant Grove High and Albiani Middle School. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage diversified investment funds.

Karen Vick is a financial advisor with Charles Schwab in Sacramento, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary and discretionary advisory models supported by multi-asset model portfolios and centralized custody and order-routing arrangements.

Logan Shaw is a financial advisor with Morgan Stanley in Eureka, CA, holding a Series 66 credential and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2019 and has been affiliated with Morgan Stanley Smith Barney LLC since 2014. His background includes a brief tenure at Stanford University. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and investment modeling techniques.

Denise Vonhof is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird since 2020. Prior to that, she held positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, covering a broad range of investment strategies and account types.

Andrew Carlie is a financial advisor at Morgan Stanley with 13 years of industry experience. His career includes roles at DoorDash Inc., Oracle America Inc., TD Ameritrade, and Scottrade. He holds Series 65, Series 63, and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Andrew Cloninger is a Sales Manager and Wealth Management Advisor with Merrill Lynch Wealth Management, based in Sacramento, California. He has been with Merrill Lynch Wealth Management for 28 years and holds the title of Senior Vice President. In his role, he focuses on wealth management strategies tailored to wealthy individuals and families, small and medium-sized businesses, and senior executives of publicly traded companies. As a Portfolio Manager, he manages personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. Mr. Cloninger holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is also a Personal Investment Advisor (PIA). He earned his high school diploma from John F. Kennedy Senior High School in Sacramento, California, and completed his bachelor's degree at Cal Poly San Luis Obispo. His areas of focus include college education planning, executive compensation, equity compensation services, family wealth management, retirement income, tax minimization, and portfolio management. Outside of his professional work, Andrew Cloninger participates in community volunteering and has personal interests that include cooking, hiking, music, photography, soccer, and traveling. He lives in Sacramento with his three grown children.

Eric Andersen is a financial advisor with LPL Financial in Roseville, CA, holding the Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2009. Andersen also offers health savings accounts (HSAs) to clients and operates a pension and wealth advisory business under the name Safe Harbor Pension & Wealth. 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 representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Katherine Davalos is a CFP® professional with 12 years of industry experience, currently with Raymond James & Associates since 2020. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, she is an owner of a small rental real estate business. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and governmental entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis, supported by a broad affiliate network and specialized municipal and public finance capabilities.

Robert Bresman is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he participates in online surveys. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Dylan Michell is a financial advisor with Charles Schwab holding a Series 66 designation and has been in the industry since 2025. Prior to joining Charles Schwab, he was involved in entrepreneurial activities with several LLCs and spent multiple years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research and a formal alternative investment process.

Charles Ankrim is a financial advisor at Robert W. Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

David Bennette is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in managing rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Douglas Van Dyke is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked at Cantella & Co., Inc. for 20 years before joining Cambridge in 2022. Van Dyke serves as a board member for TKOP Investment LLC, focusing on estate planning. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Francis Cockrell is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 65 licenses, with 28 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 28 years before joining OSAIC in 2025. Outside of his advisory role, he serves as chair of the San Juan School District Facilities Committee and acts as a successor trustee for his mother’s estate. OSAIC Wealth, Inc. serves a broad range of clients, 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 managers to construct diversified portfolios across various asset classes.

Rebecca Stewart is a financial advisor with Morgan Stanley in Roseville, CA, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Edward Jones, and Wells Fargo. She serves as a board member of the Sacramento Estate Planning Council, an organization focused on education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Christine Cao is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020, with prior roles at Merrill Lynch and in a family business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Geremy Zezini is a financial advisor with LPL Enterprise in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab and CliftonLarsonAllen Wealth Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.