John Auble is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 1997 to 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that incorporates firm-approved tools and models. The firm manages a broad range of assets and serves clients through both direct engagements and employer-sponsored financial planning agreements.

Sukhpreet Sangha is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked previously at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC, in addition to multiple roles within Wells Fargo entities over the past eighteen years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a broad range of brokerage and advisory solutions.

John Lewis is a financial advisor with Ameriprise in Sacramento, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise since 2004 and is also co-owner of Ascendant Wealth Management Group, where he manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing planning advice and written recommendation reports focused on retirement income strategies and tax-aware withdrawal approaches.

Ryan Sage is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, NA since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Benjamin Douglas is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Merrill, Charles Schwab & Co., and Edward Jones, along with multiple positions within Wells Fargo entities. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Margaux Ocampo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her background includes roles at several organizations, including Innobiosurg of America, Inc, Scoot Education, and the University of California, Davis. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles.

Romer Blanquera is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Merrill Lynch, Pierce, Fenner & Smith since 2007. Prior to that, he was associated with Bank of America, N.A. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lesa Franklin Johnson is a financial advisor at Edward Jones with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Vidal Velez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He previously worked at Edward Jones for five years and has a varied background including roles at Sacramento Autism Services and Carrington College. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Nicholas Fiorito is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has previously worked at firms including J.P. Morgan Securities, JPMorgan Chase Bank, U.S. Bank, and HSBC Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment options.

Robert Moore II is a financial advisor with Merrill in Sacramento, CA, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America, Merrill, Golden 1 Credit Union, various insurance carriers, and Waddell & Reed, Inc. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ayorinde Akinwande is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 66 designations and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018 and previously held roles at PFS Investments Inc, Bensource Employee Benefits, Primerica Financial Services, and Georgia State University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Harrison Paschal is a financial advisor at Morgan Stanley in Sacramento, CA, holding the Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles across sectors including education with Vacaville Unified School District and retail with Lululemon Athletica. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and employs a structured financial planning process supported by firm-approved tools and model-based outcome simulations.

Maurice Seitter is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and Loring Ward Financial Inc. His background also includes roles outside of finance, such as at Whole Foods Market. 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 fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and formal advisory roles to various registered investment entities.

Christopher Castillo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He returned to the financial services industry in 2017 following a 22-year career with the Federal Bureau of Investigation and serves clients from his office in Sacramento. Christopher works as part of a larger team focusing on retail and small business clients, providing services Monday through Friday with availability for Saturday appointments for busy professionals. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher specializes in addressing the unique financial needs of business owners, executives, and high net worth families. His expertise includes portfolio management, individual and corporate investment strategy, executive compensation, and retirement planning. He utilizes the resources of Merrill Lynch Wealth Management and Bank of America to assist clients in building wealth. Christopher earned a Bachelor's Degree in Mathematics from the University of California. He is a member of several professional organizations such as the Marine Corps League, Rotary Club of Fair Oaks, Society of Former Special Agents of the Federal Bureau of Investigation, and Veterans of Foreign Wars in Folsom, CA. His community involvement includes participation with the Best Friends Animal Society and Rotary Fair Oaks. Christopher speaks English and Spanish.

Franklin Rockwell is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding a Series 66 designation and seven years of industry experience. He previously worked at AXA-Advisors, LLC and has held various roles including at Mindbody and Cal-Poly ASI. Outside of finance, he owns and operates a vending machine business in Roseville, CA. 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, including insurance-related vehicles and bank deposit sweep options.

Sarah Torres is a Series 66 licensed financial advisor at Wells Fargo Advisors with six years of industry experience. She has been with Wells Fargo Clearing since 2006 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Gilbert Valtierra is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory work, Valtierra serves as president of the Saint Andrews Place HOA, hosts a local high school football radio broadcast, and produces a related podcast. 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 a range of investment options, including insurance-related products and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

David Pinto is a CFP® and ChFC® with 23 years of industry experience. He has been with Ameriprise since 2018 and previously worked at Farmers Financial Solutions and Farmers Insurance Group from 2003 to 2018. Pinto serves on the Board of Directors for NAMI Yolo County and participates in local business networking efforts. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Derek Seo is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Seo owns and manages Duckhorn Properties, LLC, a property management business. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.