Thomas Sallady is a financial advisor with LPL Financial in Dixon, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Bank of Stockton and LPL Financial since 2017 and was previously with National Planning Corp and Bank of Stockton from 1999 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Jeffrey Fletcher is a financial advisor with Edward Jones in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2011. 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 and 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.

Kathrine Andrews is a Series 66-credentialed financial advisor at Morgan Stanley with five years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she owns and manages residential rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages a broad range of client assets.

Leland Crawford is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his father's and parents' investment trusts. 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

Cody Riecks is a financial advisor with Morgan Stanley in Sacramento, CA, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley, he worked at Steris IMS, Sazerac, and Gallo Sales Company. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Shawn Paschal is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process incorporating firm-approved tools and models.

Kimberly Friedman is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Logan Shaw is a financial advisor with Morgan Stanley in Eureka, CA, holding a Series 66 credential and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2019 and has been affiliated with Morgan Stanley Smith Barney LLC since 2014. His background includes a brief tenure at Stanford University. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and investment modeling techniques.

Andrew Cloninger is a Sales Manager and Wealth Management Advisor with Merrill Lynch Wealth Management, based in Sacramento, California. He has been with Merrill Lynch Wealth Management for 28 years and holds the title of Senior Vice President. In his role, he focuses on wealth management strategies tailored to wealthy individuals and families, small and medium-sized businesses, and senior executives of publicly traded companies. As a Portfolio Manager, he manages personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. Mr. Cloninger holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is also a Personal Investment Advisor (PIA). He earned his high school diploma from John F. Kennedy Senior High School in Sacramento, California, and completed his bachelor's degree at Cal Poly San Luis Obispo. His areas of focus include college education planning, executive compensation, equity compensation services, family wealth management, retirement income, tax minimization, and portfolio management. Outside of his professional work, Andrew Cloninger participates in community volunteering and has personal interests that include cooking, hiking, music, photography, soccer, and traveling. He lives in Sacramento with his three grown children.

Katherine Davalos is a CFP® professional with 12 years of experience in the financial services industry. She is currently with Raymond James & Associates, where she has worked since 2020. Prior to this, she held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, she has been involved as an owner in rental real estate. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

David Bennette is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in managing rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Eric Schott is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory duties, he co-owns a rental property with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Henna Nazari is a financial advisor with Merrill in Sacramento, CA, holding the Series 66 designation. She has been in the industry since 2026, with prior experience at Fidelity Investments and legal roles at firms including Morgan Lewis & Bockius. 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, offering model-based and discretionary investment strategies for a variety of individual and institutional clients.

Dexter Parulan is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following a period at Citigroup Global Markets starting in 2006. Outside of his advisory role, he serves on the finance or investment committee of The Catholic Foundation in Sacramento. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategic investment insights. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through employer agreements.

Alyssa Connor is a financial advisor with LPL Financial in Vacaville, CA, holding Series 65 and Series 63 credentials and 12 years of industry experience. Her career includes roles at Waddell & Reed Inc and various insurance carriers related to W&R insurance agencies. She also operates a separate financial advisory business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and diverse investment strategies.

Catherine Crossley is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2019. Prior to that, she held positions at Meadowood Resorts and WestAmerica Bank. Outside of her advisory role, she partners in a drone services business, Sky High Drone Services LLC, and volunteers monthly at First Step Communities, which provides interim housing and emergency shelter for people experiencing homelessness. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ashwin Mudaliar is a financial advisor at Edward Jones in Sacramento, CA, holding a Series 66 designation with five years of industry experience. He has been with Edward Jones since 2020 and previously worked for Comfort Suites for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Antwon Weary is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, and has a background that includes roles outside finance such as at George Fox University and Domino’s Pizza. He is also involved as an independent insurance agent through Finity Group LLC. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Lalaine Hollmann is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Wells Fargo affiliates since 2004. Outside of her advisory role, she has worked part-time in food preparation and service at Boston Market. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Katie Kelly is a financial advisor with Merrill in Sacramento, CA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. She has worked at Merrill since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.