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.

David Cloninger is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management for high net worth and influential individuals in Northern California. He has over 18 years of experience advising clients, focusing on maximizing portfolio growth while integrating capital preservation strategies to enhance financial stability. His areas of expertise include college education planning, executive compensation, family wealth management, personal retirement planning, portfolio management services, tax minimization, and retirement income. David holds a Bachelor's Degree from the University of the Pacific and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and German. Committed to community involvement, David participates in programs such as Saint John's Program for Real Change, reflecting his dedication to supporting the Greater Sacramento Area. A native of Sacramento, he resides in East Sacramento where he raises his three children and contributes to local philanthropic and youth sports initiatives.

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.

Kathlyn Pierce is a financial advisor with Primerica Advisors in Sacramento, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior roles include positions at Pruco Securities LLC, the Prudential Insurance Company of America, and PFS Investments, Inc. She is also involved with affiliated companies in the sale of loan products and home-related services referrals. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

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.

Michael Little is a financial advisor with Morgan Stanley in Sacramento, CA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he has been involved in local politics as a meet and greet coordinator for a Vacaville City Council campaign. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and a structured planning process.

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.

Sean Mullin is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at BMO Bank NA, BancWest Investment Services, Merrill, Banc of America Investment Services, and Quick & Reilly. Mullin is also involved with CSMJ Family LLC, a family business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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.

Theresa Schnetz is a financial advisor with Raymond James & Associates in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked for Merrill for 15 years before joining Raymond James in 2025. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research.