Robert Baggett is a Series 66 licensed advisor at Merrill with 12 years of industry experience. His prior roles include positions at Fisher Investments and Bank of America. He has been with Merrill since 2014, returning in 2021 after a brief period elsewhere. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Briana Wentworth is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Financial Consultant 1 at Fidelity Investments from 2024 to 2025 and as a Planning Consultant from 2022 to 2024. She began her career in financial services as a Personal Banker at Wells Fargo in 2015, advancing to Senior Relationship Banker at Wells Fargo & Wells Fargo Advisors by 2018, and later taking on the role of Relationship Manager at Fidelity Investments in 2021. Throughout her career, Briana has focused on comprehensive financial planning, working closely with clients to create tailored financial roadmaps and assist with important financial decisions. She holds a California Insurance License, which supports her expertise in the financial advisory field. Outside of her professional role, Briana enjoys activities such as board games, camping, attending concerts, social events with friends, music, and traveling.

Patricia Hawkins is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Timothy McDonald is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client goals.

Michael Lund is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and provides tax-efficient services, operating under a fiduciary standard.

Nickolas Gould is a financial advisor with LPL Financial based in Sacramento, CA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at California Bank & Trust, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Outside of his advisory work, he engages in online sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options, leveraging model portfolios and research from multiple sources.

Li Qi Huang is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously been involved with organizations such as the League of Legends Club at UC Davis and IntelliBricks. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Laura Filice is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and also has over 20 years of experience in group health insurance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Scott Matzoll is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on family wealth management strategies, liquidity management, individual and corporate investment strategy, and retirement income. Scott's approach involves helping clients uncover what matters to them and their families to create strategies aimed at pursuing their financial goals. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Scott earned a Bachelor's Degree from the University of San Francisco and completed an Accredited Certificate Program through the California State University System. Outside of his professional work, Scott engages in adventure sports such as hiking, rock climbing, running, skiing, and tennis. He is also involved in his community as a Business Liaison for Helping Hands Orangevale.

Kent Elliott is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Robert W. Baird & Co. since 2009. Outside of his advisory role, he manages a BMX racing team competing at local, state, and national levels, overseeing sponsorships, scheduling, and event registrations. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and specialized account programs, utilizing internal research and advanced tools to support its advisory work.

Eric Solis is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2009. Outside of advising, he serves as an investment committee member for The Catholic Foundation of the Diocese of Sacramento. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with various financial products and referral channels.

Jacob Bisler is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he assists individuals and families in pursuing their financial goals through personalized planning and tailored wealth management strategies. He focuses on building meaningful relationships and helping clients make confident financial decisions at every stage of life. Jacob holds a Bachelor's Degree from California State University, Sacramento, an Associate's Degree from Los Rios School District, and a High School Diploma from West Campus High School. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His areas of expertise include employee benefits planning, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, and tax minimization. Growing up in the Sacramento area, Jacob enjoys spending time with his family and engaging in activities such as football, golfing, and skiing. He is involved in professional and community organizations including Active 20-30 Club #1 in Sacramento and the Sacramento State Alumni Association.

Michelle Juri is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Juri has also been affiliated with Wells Fargo Bank, N.A. since 1998. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mycole Millsap is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to his current role, he worked at JP Morgan Chase Bank and JP Morgan Securities, accumulating several years of experience in financial services. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lauren Clayton is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and has worked in various roles, including at California State University, Chico and Butte College, before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a notable use of model portfolios and oversight of affiliated and unaffiliated sub-advisers.

Pravin Kumar is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Valerie Bevan is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016; prior to that, she was with MetLife Securities Inc from 2013 to 2017. MassMutual’s subsidiary, MML Investors Services, LLC, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved software to analyze client goals and offers programs including estate settlement, employer-sponsored planning, and a standalone Divorce Planning service.

Pang Lee Wong is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at UBS Financial Services and J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Jacob Martinez is a financial advisor with Morgan Stanley in Folsom, CA, holding a Series 66 designation and three years of industry experience. His work history includes positions at Morgan Stanley Private Bank and Assurance IQ, as well as prior roles in the insurance sector. Martinez is also an independent insurance agent affiliated with United Health Care. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market simulations.

Gary Bladen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2012. Based in the Palo Alto branch, he works closely with individuals and families to develop personalized financial strategies tailored to their specific goals, values, and needs. His approach involves regular reviews to ensure financial plans remain aligned with the client's evolving life circumstances. Gary's expertise encompasses a broad range of financial planning areas, including retirement planning, college education funding, legacy planning, managing new wealth, tax minimization, and socially responsible investing. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill Lynch, he worked with clean technology startups focusing on sustainability and resource efficiency and contributed to innovation efforts in the Sacramento area. He earned his bachelor's degree from the University of California system. Outside of his professional work, Gary enjoys playing music, cooking, soccer, traveling, and spending time with his family.