Carlos Rodriguez

Navigating retirement is one of life's biggest transitions, which is why you shouldn't face it alone. I founded Slalom Wealth in 2018 to help people like you overcome the unknowns of retirement and achieve the clarity, confidence, and support you deserve. I wanted to apply my 20+ years of financial experience to build an independent, fee-only firm that puts relationships first and guides clients through the challenges of retirement. As your financial partner, nothing is off the table. I want to be your first call when you're facing a tough question or new opportunity. As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® (CFA®), I have a deep commitment to the technical side of finances. But I also have a passion for helping you simplify the complex, answer the right questions, and understand your options so that you can fully enjoy retirement. I proudly live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me: Riding my Peloton bike or boating on the Sacramento River Watching a Formula One race (I travel each year to watch one live!) Enjoying a bottle of my favorite wine, a Frank Family Chardonnay

Anthony Lafrano is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services with Morgan Stanley in 1999 and joined Merrill Lynch Wealth Management in 2004. Anthony works with corporate clients, executives, and individuals, focusing on areas such as college education planning, divorce transition planning, equity compensation services, liquidity management, managing new wealth, and retirement income. With experience in navigating challenging markets, Anthony develops investment plans tailored to clients' personal goals and monitors performance over time. He utilizes the resources of Merrill Lynch Wealth Management alongside a personalized wealth management process to support his clients. Additionally, Anthony participates in client education through seminars on global political and economic trends offered by the LM Team. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University system. Outside of his professional work, Anthony enjoys camping, surfing, watching movies, and practicing yoga.

Thomas Demarois is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1996. Prior to joining Merrill Lynch, he spent five years as a Bond Trader for a regional bank. His professional focus includes personal retirement planning, portfolio management services, and retirement income. A native of Chico, California, Thomas earned a Bachelor's degree in Business from Chico State University, where he also participated in rugby. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his advisory role, Thomas enjoys fishing, golfing, and playing tennis. He has served as a board member of The Cast Hope Foundation, a nonprofit organization dedicated to teaching underprivileged youth the art of fly fishing and an appreciation for the outdoors.

Kenna Stukas is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She collaborates closely with clients to develop financial plans aligned with their individual goals and adapts these strategies to meet changing market conditions. Kenna leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support her clients' financial objectives. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kenna earned her Bachelor's Degree from Sonoma State University. She is also actively involved in her community through volunteer work, reflecting Merrill's tradition of community participation.

Albert Solano is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies that align with their unique ambitions and priorities. Albert’s approach centers on understanding what matters most to individuals and families to help guide them through areas such as investing, retirement planning, and preparing for unexpected financial challenges. Albert holds a Bachelor's Degree from the University of California, Davis, and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is a member of the Woodland Chamber of Commerce and communicates fluently in both English and Spanish.