Dorete Ben David is a CFP® professional with 9 years of industry experience. She has operated Ben-David Financial Planning since 2003. The firm provides comprehensive financial planning and portfolio management to individuals, couples, families, and business owners. Serving a small client base, the firm delivers customized, goal-oriented advice and primarily uses no-load mutual funds alongside individual bonds and alternative investments, operating largely on a non-discretionary account management basis.

Benjamin Anderson is a financial advisor at WealthGuard Advisors, Inc. in Placerville, CA, holding a Series 65 designation and with one year of industry experience. Prior to joining WealthGuard Advisors, he worked at AeroVironment and In-N-Out Burger. WealthGuard Advisors serves individuals, including high net worth clients, as well as charitable organizations and corporations, offering portfolio management, financial planning, advisory consulting, and third-party money manager recommendations. The firm employs a primarily long-term investment approach with some use of derivatives and option-writing strategies and manages over $170 million in client assets.

Adam Anderson is a financial advisor at WealthGuard Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at WealthGuard Advisors since 2010, with a brief tenure at Arbor Point Advisors. Outside of his advisory role, Anderson serves on the boards of the El Dorado County Chamber of Commerce, Mother Lode Rehabilitation Enterprises, Inc., and the Marshall Foundation for Community Health, and manages a whitewater rafting business. WealthGuard Advisors serves individuals, charitable organizations, and corporations, offering portfolio management, financial planning, and advisory consulting. The firm employs a primarily long-term investment approach supplemented by shorter-term strategies when appropriate, utilizing a mix of analytical methods and options-based strategies within customized portfolios.

Nicholas Destefano is a financial advisor at Trendscast Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Forward Financial and D'Arcy Wealth Management. Outside of his advisory role, he is the owner of Forward Financial, where he also acts as an insurance agent. Trendscast Financial provides investment advisory and financial planning services to individuals, charitable organizations, and pension/profit-sharing plans. The firm customizes portfolios based on clients’ investment policy statements and employs a range of strategies including charting, fundamental and technical analysis, with options for discretionary or non-discretionary management.

Blake Anderson is a CFP® with eight years of industry experience, currently serving at Wealthguard Advisors, Inc. He previously held roles at Copley Alternative Investments Inc. and has experience working with Brigham Young University and the Church of Jesus Christ of Latter-Day Saints. Anderson is a board member of Hands 4 Hope - Youth Making a Difference, a nonprofit organization providing leadership experiences for youth. WealthGuard Advisors serves individuals, charitable organizations, and corporations, offering portfolio management, financial planning, and advisory consulting. The firm’s investment approach combines long-term strategies with flexibility for shorter-term trading and employs analytical methods including modern portfolio theory and technical analysis, with a distinctive use of derivatives and option-writing strategies in separately managed accounts.

Deborah Grose is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Lake Tahoe Wealth Management, LLC and Tbffp, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses diversified, risk-class based allocations combining passive and active management and offers a range of implementation tools and services supported by an internal Investment Committee.

Garrett Sanders is a financial advisor with Principal Financial Services in Placerville, CA, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at firms including JP Morgan Chase Bank and Principal Life Insurance Company. Sanders has also been involved in entrepreneurship, operating Love Birds Coffee & Tea Company for ten years. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Athena Webster is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has nine years of industry experience, including roles at NYLIFE Securities LLC and Bankers Life and Casualty. Webster operates under the DBA SierraEdge Strategic Wealth and Insurance Solutions, where she engages in brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and primarily manages assets on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors.

Ian Gookin is a financial advisor at Edward Jones with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2021, he worked at Franklin Templeton Distributors Inc. and Franklin Templeton Financial Services Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Christie Johnson is a CFP® and holds a Series 66 license, currently working with Edward Jones in Placerville, CA. She has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through its nationwide network of more than 23,700 financial advisors and provides services under a fiduciary standard.

John Davis is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Morgan Stanley, Motif Investing, Newport Group, and Loring Ward Securities. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jessie Queniart Ingram is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, she was affiliated with Quell Financial Group and held various roles in insurance agencies and financial services. Outside of her advisory work, she has experience as a life coach and as a Holy Fire Reiki III Level I & II practitioner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios to support discretionary and non-discretionary management approaches.

Megan Fruit is a financial advisor at Edward Jones in Placerville, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she held various roles including positions at Trader Joe’s and Bar W Guest Ranch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Alexander Dickson is a Series 63–licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005, totaling 34 years in the industry. Prior to this, he was associated with Cambridge Investment Research, Inc. starting in 2000. Outside his advisory role, he serves as Vice President of the Rancho Del Sol Property Owners Association and Treasurer of the Rancho Del Sol Fire Safe Council, both volunteer positions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing proprietary models and third-party strategies across multiple platforms.

Michael Steinbach is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Pollock Pines, California. Edward Jones is a full-service wealth management firm servicing over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Friese is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked at HRB Green Resources, Thrivent Investment Management, Biola University, and H&R Block. Outside of finance, he has served in a role at Bellflower Brethren Church for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Joseph Simpson is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, having been with Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers customized financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Jerry Rickey is a financial advisor with LPL Financial in Placerville, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2003, with a brief tenure at Wells Fargo Clearing in 2017-2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Mohammed Halabi is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience with the Sacramento River Cats and Duracite. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Paul Price is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of his advisory work, he is an author of non-investment-related books and is also involved in life insurance sales. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools and automated portfolio management strategies to serve diverse client needs.

Stacey Caso Turk is a CFP® and Series 66 registered financial advisor with Edward Jones in Placerville, California, where she has worked since 2017. She has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated services supported by a large nationwide network of advisors and branch offices.

Ronald Jacob is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

R. De La Rosa is a financial advisor with LPL Financial in Placerville, CA, holding Series 63 and Series 65 registrations and possessing 30 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he has a small business involving guitar picks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers diversified advisory programs, financial planning, retirement consulting, and brokerage services with options for discretionary and non-discretionary management.

Matt Erickson is a financial advisor with Cetera who holds the ChFC®, Series 63, and Series 65 designations and has 26 years of industry experience. He has been with Cetera and Cetera Wealth Services, LLC since 2013. Outside his advisory role, he is involved with fixed insurance products and operates under the financial services DBA American River Wealth Management. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of advisors and supports multiple investment program structures and third-party managers.

Steve Charonis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in managing several real estate rental properties in California with his wife. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and third-party subadvisors.

James Bowman is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked with several State Farm agents before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Victoria Hunt is a financial advisor with Edward Jones in Placerville, CA, holding the ChFC® and Series 66 designations and having seven years of industry experience. Prior to joining Edward Jones in 2018, she worked for CVS Pharmacy from 2006 to 2018. Outside of her advisory work, she is involved in coaching varsity cheer and stunt teams at El Dorado High School and organizes a youth cheer camp through El Dorado Royals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.