Arutyun Shiboyan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, Shiboyan is a business owner who rents out personal vehicles through the Turo platform. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools and risk profiling to support client goals.

Daniel Gresham is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Wells Fargo Clearing and Wells Fargo Bank. 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 investment strategies for individual, high-net-worth, and institutional clients.

Julienne Buxton is a financial advisor with LPL Financial in El Dorado Hills, CA, holding Series 63 and Series 65 licenses with 34 years of industry experience. She has worked at LPL Financial since 2010, following positions at NRP Advisors, Inc. and NRP Financial, Inc. Since 1990, Buxton has also managed a life insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 management solutions, including access to third-party asset managers and institutional platforms.

Matthew Graham is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Raymond James Financial Services and Oracle Portfolio Management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendations and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Angel Perez is a CFP® professional with 29 years of industry experience, currently serving at LPL Financial since 2020. His prior experience includes roles at Ideal Life Financial Advisors, Onyx Wealth Advisors, QA3 Financial, and 1st Global Advisors. In addition to his advisory work, he is an enrolled agent and owner of a tax preparation and accounting firm. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that delivers 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 management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on broad service scale and integrated financial activities.

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 at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CUSO Financial Services, L.P. and Patelcorp Service Organization. He is involved in Patelco Financial Solutions, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Michael Pettit is a financial advisor with Ameriprise in Roseville, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Pettit owns and manages an expense management business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement income planning through a centralized team leveraging investment research and algorithmic tools.

Stacey Martinez Huff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo in various capacities since 2001. Outside of her advisory role, she serves as treasurer for the El Dorado Hill Soccer Club. 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 uses research and analytics to guide its investment decisions and offers both brokerage and advisory solutions across a broad client base.

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 based in Roseville, CA. He holds Series 63 and Series 65 designations and has 31 years of industry experience. His prior work includes positions at IFMG Securities, Inc. and A. G. Edwards & Sons, Inc. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

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.