William Storey is a financial advisor with Wells Fargo Clearing in Elk Grove, CA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He previously worked at Morgan Stanley Smith Barney for nine years before joining Wells Fargo Clearing in 2018. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among investment choices.

George Bacon is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. He serves as treasurer for Parents 4 The Arts, a performing and fine arts academy in Sacramento. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a discretionary 3(38) investment option, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Kate Calderon is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients, Wealth Management Advisors, and specialist teams to design and implement personalized financial plans. Her focus is on growth, preservation, and wealth transfer across generations. She has been with Fidelity Investments since 2021. Prior to this, she held the position of Senior Vice President Lead Relationship Manager at Bank of the West from 2016 to 2021, and worked as a Senior Private Banker II at Wells Fargo from 2014 to 2016. Kate holds a California Insurance License. Additional details regarding her education and personal interests have not been provided.

Alex Worden is a financial advisor with Charles Schwab in Sacramento, CA, holding a Series 66 designation and three years of industry experience. His prior work history includes positions at TD Ameritrade, Apple Inc., Gamestop Inc., and Papa Murphy's Inc. Charles Schwab serves a large client base, 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 and discretionary investment guidance supported by multi-asset model portfolios and extensive research capabilities.

Douglas Macrae is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 44 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2018 and has worked at affiliated Raymond James entities since 1993. Macrae also operates an independent RIA registered in his name. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm provides non-discretionary planning and consulting tailored to client goals and supports a broad network of advisors with institutional consulting and portfolio management capabilities.

Arutyun Shiboyan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Roseville, CA, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes six years at Wells Fargo Clearing and several roles within Wells Fargo-affiliated entities. Outside of his advisory work, he owns a small business renting out personal vehicles through the Turo platform. 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 institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to provide tailored non-discretionary planning and investment advice.

Matthew Graham is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Ameriprise, he worked at Raymond James Financial Services Inc for five years and Oracle Portfolio Management for nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice and personalized Recommendation Reports focused on reliable income sources and tax-aware withdrawal strategies.

Angel Perez is a CFP® professional with 29 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held roles there since 2012, including a period at Ideal Life Financial Advisors. In addition to his advisory work, Perez is an enrolled agent and owner of a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Russell Green is a Financial Consultant currently working with Fidelity Investments since 2022. In this role, he collaborates with clients to develop comprehensive financial plans tailored to their individual goals and needs. Prior to his current position, Russell served as a Financial Advisor at Wells Fargo Advisors from 2018 to 2022 and as a Financial Consultant at The Beyster Institute from 2016 to 2018. He holds a California Insurance License.

Darryl Hall is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with LPL Financial since 2025 and has worked at Patelcorp Service Organization and CUSO Financial Services, L.P. for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management strategies.

Yasmine El Badewi is a financial advisor at Edward Jones in Rocklin, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Forever Green Landscaping for three years, where she provided design and plant consultation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, investment strategies, and affiliated financial services.

Michael Pettit is a financial advisor with Ameriprise in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, Pettit owns and manages Lockview Management, an expense management company, and is co-owner of BMMP, LLC, a real estate business. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

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 with Fidelity in Sacramento, CA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and is also associated with Fidelity Brokerage Services LLC and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and provide advisory support.