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 credentials with 46 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

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 prior roles include positions at California Bank & Trust (a Zions Bank affiliate), Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Outside of his advisory work, he is involved in online sales. 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 and access to third-party asset management, with a focus on using technology and diverse investment strategies.

Li Qi Huang is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Huang was involved with the League of Legends Club and IntelliBricks during his time at the University of California, Davis. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party advisory platforms.

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.

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 at Merrill Lynch Wealth Management. He partners with clients and their families to provide personalized financial plans that align with their goals, priorities, and values. His approach focuses on understanding each client's unique circumstances to develop strategies that help build, preserve, and transition wealth. Jacob holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and is recognized as a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from CSU Sacramento, an Associate's Degree from Los Rios School District, and completed his high school education at West Campus High School. He is involved with professional and community organizations including Active 20-30 Sacramento and the Sacramento State Alumni Association. Outside of work, Jacob enjoys football, golfing, skiing, and spending time with his family.

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 with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and eight years of industry experience. Prior to joining Wells Fargo Clearing in 2025, Millsap worked at JP Morgan Chase Bank and JP Morgan Securities LLC between 2017 and 2025, as well as earlier roles at Wells Fargo Clearing and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions supported by research and analytics.

Lauren Helder is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has previously worked in various roles at California State University, Chico, Butte College, Enloe Medical Center, Plumas District Hospital, and Rite Aid Pharmacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction for its model portfolios. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

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.

Charlotte Russo is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior work includes roles at Wells Fargo Advisors and Bank of America. She is involved with the Josephine Lugo Trust outside of her advisory duties. 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 strategies constructed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.