Stacey Martinez Huff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves as treasurer for the El Dorado Hill Soccer Club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. Their advisory approach is IPS-driven and incorporates modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kyle Roulet is a financial advisor with Raymond James Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Edward Jones for 14 years and has been an independent contractor since 2005. Roulet also serves as president of R6 Wealth Partners, a support company related to his advisory role. 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 institutions. The firm provides tailored, non-discretionary consulting using analytical tools to illustrate potential outcomes and supports its clients through various advisory programs and specialized services.

Robert Fisher is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Lincoln Financial and Wells Fargo. Outside of his advisory work, he is an author based in Elk Grove, California. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Troy Drennon is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he is involved in managing rental property in Folsom, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Gregory Zane is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2021. He specializes in comprehensive financial planning aimed at helping clients and their families achieve peace of mind through clear and actionable financial roadmaps. Prior to his current role, Gregory worked as a Financial Advisor at Ameriprise Financial Services, LLC from 2019 to 2021. He also held the position of Senior Director of Wealth Management at Principal Global Investors from 2007 to 2019 and was a Manager of Stock Plans at E*Trade Financial from 2003 to 2007. He holds a California Insurance License. Outside of his professional work, Gregory enjoys baseball, football, family activities, and parenthood.

Myles Maxey is a CFP® professional with 15 years of experience in financial planning and advisory services. He is currently with OSAIC and previously worked for over a decade at Securities America Advisors, Inc. and Securities America, Inc. Maxey owns Maxey Insurance Services, where he evaluates clients’ insurance risk exposures as part of comprehensive financial planning, and he also operates Maxey Notary Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines brokerage and advisory services with integrated financial planning and employs modern portfolio construction tools and third-party money managers to support its clients’ investment goals.

Lubna Salman is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In her role, she focuses on connecting clients to the people, plans, and processes tailored to their unique ambitions. She works with clients to pursue personal goals such as planning and funding education, ensuring retirement lifestyle and healthcare costs are addressed, and creating personalized strategies for long-term family objectives. Lubna’s approach emphasizes understanding clients’ individual perspectives and priorities, aiming to simplify the complexities of investing and wealth planning. She holds a Bachelor's Degree from The University of Jordan.

Chris Shrope is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Steve Barrilleaux is a CFP® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. He previously worked at Merrill from 2004 to 2009. Barrilleaux is the sole shareholder of Barrilleaux Wealth Management, an entity used for tax and investment purposes, and is involved in a related non-variable insurance business under Safe Harbor Pension & Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 solutions, including model portfolios and third-party asset management, supported by advanced advisor tools and a broad platform of financial services.

Matthew Medlock is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various roles from 2002 to 2023, and at Cadaret, Grant & Co., Inc. from 2023 to 2025. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Zehnder is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 licenses and having 31 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s 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.

Diana Sanchez is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Seth Kaplan is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he manages a rental property in Sacramento as a landlord. The DDK Group at Robert W. Baird & Co. serves individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services. The team employs a combination of in-house and third-party managers, providing a range of strategies from traditional allocations to more complex approaches, alongside municipal advisory and public finance services.

Svatava Pearce is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Equitable Advisors and Axa Advisors, LLC. Pearce serves as a board member of SIFEDH, a nonprofit organization based in Folsom, CA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a combination of investment research, third-party data, and algorithmic tools to support its recommendations, which are implemented on a non-discretionary basis.

Jonathan Brady is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Cetera Wealth Services, Securities America, and National Planning Corporation. He is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Giogenes Antolin Sr. is a financial advisor with Primerica Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Primerica Advisors since 2012 and Primerica Financial Services since 2012. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies such as Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selected separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Xue Zheng is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2025, Xue worked at Bank of America, Merrill, and HSBC. Outside of advisory work, Xue owns and manages several rental properties. 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 advisory with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a centralized operational structure.

Scott Wullenwaber is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held roles at Arete Wealth Planning, Ameriprise, and Trinity Wealth Advisors. Outside of the financial industry, he owns and operates a video production business called Shots with Scott and has worked as a restaurant waiter at Leatherby's Family Creamery. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm's investment process combines fundamental research with quantitative analysis and systematic portfolio construction, utilizing model portfolios made up of mutual funds, ETFs, and ETPs.

Harlan Van Vooren is a financial advisor with Robert Baird & Co. based in Roseville, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 17 years and at Citigroup Global Markets for 10 years. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers various financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts, tax management, and model-traded SMA strategies, supported by ongoing manager selection and internal research.

Ronald Segon is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including LPL Financial, Next Financial Group, and Calton & Associates. He is involved with Sierra Ridge Wealth Management, a DBA related to his advisory business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.