Tyler Brunst is a financial advisor at Wells Fargo Advisors with three years of industry experience and holds the Series 66 designation. His background includes roles outside finance, such as working at Quick Quack Car Wash since 2023 and teaching positions at Sierra College and local high schools and elementary schools from 2015 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that utilize proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Mireille Jraige is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Her career also includes a long tenure at Wells Fargo Bank, N.A. and experience with Promasys Corporation. 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kaelen Telander is a Series 66-licensed financial advisor with Equitable Advisors, based in Folsom, CA. Telander joined the firm in 2026 and has held various roles in education and retail prior to entering the financial industry. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

John Witry is a financial advisor with J.P. Morgan Securities in Sacramento, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. In addition to his advisory role, he is also employed by JPMorgan Bank, which enables him to offer certain banking products and services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model.

Julie Belles is a financial advisor at Osaic with six years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors, Principal Life Insurance Company, and Almond Valley Wealth Management. Belles serves as a board member of Women in Insurance & Financial Services, a professional organization that supports women in the industry. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third‑party money managers, utilizing asset-allocation tools and automated rebalancing across a variety of investment types.

Wonwyne Hale is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. His prior roles include positions at The Golden 1 Credit Union, LPL Financial LLC, and World Financial Group. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across multiple investment platforms.

Douglas Haskin is a financial advisor with LPL Financial based in Sacramento, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Bank of America, as well as Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment options and operational support tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Brendan Downard is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Thrivent Investment Management and has previously worked at Merrill, Bank of America, J.P. Morgan Securities, and Edward Jones. Outside of his advisory role, he serves as treasurer and board member for Placer Theatre Ballet, a nonprofit youth ballet company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Mey Saechao is a financial advisor with Merrill, holding a Series 66 designation and bringing 13 years of industry experience. Based in Sacramento, CA, Saechao has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Waqas Khan is a Series 66-licensed financial advisor with 12 years of industry experience, currently working at Wells Fargo Clearing since 2025. His prior roles include positions at SAFE Credit Union and LPL Financial LLC, where he spent seven years, as well as experience with Nationwide Financial and Travis Credit Union. 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 approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute along with third-party data to guide its investment approach.

Jason Howard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Clearing Services. 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 diverse advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

John Joyce is a financial advisor at OSAIC with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securities America Advisors and Wells Fargo Advisors Financial Network. Outside of his advisory work, he serves as the head JV water polo coach at Jesuit High School and is a member and group leader of the Sacramento Professional Advisors Network. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Zachary Catterlin is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation and has worked previously with firms including Mariner Advisor Network and Strategic Wealth Advisors Group. Outside of his advisory role, he provides administrative support to Mariner Independent Advisor Network, an independent investment advisor firm. 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, with a focus on both discretionary and non-discretionary investment strategies.

Carrie Brewer is a financial advisor with Charles Schwab in Sacramento, CA, holding Series 63 and Series 66 designations and possessing nine years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank prior to joining Charles Schwab in 2021. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Constance Sugimoto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 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. 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. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Nakamura is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 licenses. He has 46 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning and offers various investment and planning services supported by research tools and a global investment committee.

Madeline Nardi is a financial advisor with UBS Financial Services in Sacramento, CA, holding a Series 66 designation and six years of industry experience. She has worked at UBS Financial Services since 2016, with a two-year period at Banner Bank from 2017 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes proprietary research to tailor investment strategies to client goals.

Ryan Allen is a CFP® professional with 26 years of industry experience, currently with Robert Baird & Co. since 2020. Prior to joining Baird, he worked with Wells Fargo in various capacities from 2001 to 2020. Outside of his advisory role, he is a part-time magician, owning a business called Reel Magic in Elk Grove, CA. The DDK Group at Robert W. Baird & Co., where Allen is based, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and uses a mix of manager-traded and model-traded strategies supported by internal research and technology.

Julie Barros is a financial advisor with LPL Enterprise LLC in Roseville, CA, holding Series 65 and Series 66 licenses and having 10 years of industry experience. Her prior roles include positions at Equity Smart Home Loans, Fidelity Brokerage Services, JPMorgan Chase Bank, Charles Schwab, and Morgan Stanley. Outside of her advisory work, she is involved with Bautista Group, a mortgage and real estate services entity in California. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm uses model-driven portfolio management and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Liam Roddy is a Financial Advisor at Merrill Lynch Wealth Management based in Roseville, California. He focuses on providing tailored financial strategies for retirees, business owners, and families looking to build or preserve wealth. His approach emphasizes creating clear, disciplined plans to help clients navigate key financial decisions such as retirement income planning, managing liquidity events, and multi-generational wealth strategies. Liam's expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and portfolio management services. He develops comprehensive financial plans that integrate investments, banking, lending, trust, and estate strategies, supported by the resources of Merrill and Bank of America. He holds the Personal Investment Advisor (PIA) designation and earned his education from California State University Sacramento. Outside of his professional work, Liam enjoys camping, golfing, running marathons, skiing, swimming, tennis, traveling, watching movies, and practicing yoga.