Christopher Mansu is a financial advisor with Wells Fargo Clearing in Folsom, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of his advisory role, he owns Mansu Sporting Goods, a business selling sports and leisure products, and serves as a board member for the Hideaway by Treehouse homeowners association. 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 solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Rocio Marticorena is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her background includes roles at Wells Fargo Bank NA, Wells Fargo Clearing Services LLC, JP Morgan Chase Bank, and JP Morgan Securities LLC. Outside of finance, she has affiliations with Lyft and Uber and previously worked in the restaurant industry. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth criteria, using proprietary research and tools to develop recommendations.

Craig Gorman Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He transitioned to financial advising in 2019 after 15 years of experience building and running an IT business, where he provided end-to-end IT solutions to a variety of businesses across the west coast. His background involved analyzing and solving complex client problems and implementing custom solutions. Craig has also mentored and coached business owners and individuals in finance, life priorities, and business strategy. After selling his IT business, Craig acquired his FINRA Series 66 and Series 7 registrations and joined Merrill to focus on helping clients achieve success in their financial lives. He emphasizes a client-first approach by getting to know clients personally to understand their vision of success. Working with his team, he develops personalized financial plans that provide clients with the tools and support to navigate life changes and pursue their financial goals with confidence. Craig holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His education includes a High School Diploma from White Pine High School and attendance at Western Nevada Community College, University of Nevada - Reno, and Simpson University without degree conferrals. Outside of his professional work, Craig enjoys baseball, basketball, camping, fishing, football, golfing, music, soccer, spending time with family, and traveling.

Antonio Cervantes is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). His educational background includes a High School Diploma from the University of California System and completion of a Non Accredited Certificate Program from Icon Collective. Antonio applies his knowledge and credentials to support his clients in managing their financial goals.

Michael Irwin is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. 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 in its investment menus.

Ashlyn Rollins Koons is a financial advisor with LPL Financial and holds the CFP® designation along with Series 63 and Series 65 licenses. She has six years of industry experience, including roles at NorCal Financial Group and academic positions at Kansas State University and California State University, Chico, where she serves as a lecturer. Koons also works as a tax preparer and instructor outside of her advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies and technology tools.

Ran Tian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Tian worked at Cathay Bank for three years and held positions at Tiffany & Co. and Ann Taylor Inc. Outside of finance, Tian was involved with Taotao Catering LLC and I801 LLC during 2023–2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse universe of funds and ETFs.

David Stoddard is a Series 66 licensed financial advisor with Edward Jones in Cameron Park, California, with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Advanced Integrated Solutions, Inc. for 22 years. He is also a varsity boys swim coach at Ponderosa High School, serving in that role since 2015. Additionally, Stoddard is a 50% owner of a family self-storage business in Billings, Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Tony Guan is a financial advisor with Ameriprise in Folsom, CA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he owns a garment industry business, OAXplorer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brieanna Churchill is a financial advisor at Merrill with seven years of industry experience and a Series 66 designation. She has worked at Bank of America, N.A. and Merrill since 2017 and has prior experience outside the financial sector at Kremer Family Chiropractic. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Capan is a financial advisor with Stifel holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing from 2016 to 2023. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Daniel Lowe is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1997 and brings 30 years of experience in the financial services industry. Daniel’s expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He focuses on integrating corporate benefits into clients' long-term financial strategies. Daniel holds a Bachelor's degree from the University of California, Berkeley. Prior to joining Merrill, he worked with Wells Fargo Bank in the 401(k) division, specializing in serving Spanish-speaking clients. He also spent three years at Financial Engines in Palo Alto as a Manager of Business Development. Daniel and his business partner, Jeff Nielsen, concentrate on wealth management for families and small businesses, with client focus areas including college education planning, family wealth management strategies, and investment consulting for defined contribution plans. Daniel’s professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he enjoys playing tennis, swimming, golf, and soccer.

Rory Barney is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving the high net worth market with personalized financial strategies. He leverages Merrill's wealth management process and a range of resources, alongside a team of outside professionals, to assist clients in achieving their personal and financial objectives. Rory's expertise includes insurance, estate planning strategies, retirement planning, and tax minimization, with a client focus on areas such as college education planning, divorce transition planning, executive compensation, employee benefits planning, and retirement income. Rory holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned an associate's degree from Yuba College and is a member of the National Association of Plan Advisors. A lifelong resident of Sacramento, Rory maintains strong community ties and is involved in financial literacy initiatives. His approach includes regular communication with clients to review goals, risk factors, and account performance, ensuring strategies remain aligned with clients’ evolving needs. Outside of his professional work, Rory enjoys boating, chess, swimming, and watching movies.

Laila Kassardjian is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she provides in-home supportive services to her elderly sister, assisting with grocery shopping, light housekeeping, and meal preparation. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Hogan is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Matthew Green is a Financial Consultant currently working at Fidelity Investments. He advises clients on improving their financial plans to align with their retirement goals. Matthew has held various roles in the financial services industry, including Investment Consultant at Fidelity Investments since 2021, Vice President - Investments and Private Client Advisor at J.P. Morgan Wealth Management from 2022 to 2024, and Financial Advisor at Northwestern Mutual from 2019 to 2021. He holds a California Insurance License. Outside of his professional work, Matthew enjoys baseball, camping, family activities, food-related interests, outdoor adventures, and swimming.

Tyler Charrette is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Pacer Financial, LPL Financial, and State Street Global Advisors. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Christina Krug is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She previously worked at Wells Fargo Advisors for 13 years and is currently associated with Legacy Wealth Management in a support role. 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, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Jayalalitha Ramamurthy is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Clearing from 2011 to 2019 before joining Charles Schwab in 2019. Outside of her advisory role, she is a co-owner of SIMBIZSOLUTIONS, a technology consulting company originally incorporated for tax purposes. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a primarily non-discretionary client relationship model with access to affiliated discretionary separate managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Richard Adona II is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 17 years of industry experience, including positions at Bank of America and Merrill Lynch. He also serves as operations manager for Addison Avenue Investment Services, providing operational support to field staff. 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 emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.