Dakota Van Dyke is an Investment Advisor Representative at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has a background that includes coaching youth sports through the Elk Grove Unified School District. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides both proprietary and third-party model strategies and employs multiple platform arrangements tailored to client objectives.

Manny Sahota is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He joined Fidelity in 2020 and has served in various capacities including Relationship Manager and Financial Representative. Prior to his tenure at Fidelity, Manny worked as a Senior Financial Sales Advisor at BBVA Compass Bank from 2017 to 2020 and as a Senior Relationship Banker at MUFG Union Bank from 2016 to 2017. Manny's professional experience centers on helping clients and their families develop and maintain financial plans tailored to their unique situations. He is dedicated to building client confidence in retirement planning. He holds a California Insurance License. Outside of his professional work, Manny has interests that include comedy, cooking and baking, football, golf, and puzzles.

Jasmine Wysingle is a financial advisor with Fidelity in Sacramento, CA, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at Fidelity Investments since 2025 and previously held roles at Franklin Distributors, LLC, and Franklin Templeton Companies, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients including retail and institutional investors, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, as well as its roles as a commodity pool operator and advisor to multiple registered investment companies.

Brandon Collins is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Cuna Brokerage Services Inc. and has experience in the financial services and hospitality sectors. He is a partner and treasurer at Ujamaa Endeavors, a commercial leasing business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Lay Hagan is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch/Bank of America and California Bank and Trust. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multi-manager and fund-of-funds structures and utilizes systematic methodologies and long-term asset allocation benchmarks in its investment process.

Dmitrij Maslovskij is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2012, including Fidelity Investments and Fidelity Personal and Workplace Advisors. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, and it is noted for its use of systematic methodologies and AI-driven research in managing investments.

Yun Chen is a financial advisor with Merrill in Elk Grove, CA, holding a Series 66 designation and eight years of industry experience. Chen has been with Merrill and Bank of America, N.A. since 2013. Outside of advisory work, Chen is a co-owner of a family-related business in Fremont, California. 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 and profit-sharing plans, corporations, and charitable organizations.

Bonnie Nelson is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with LPL Financial since 2014 and previously spent 21 years at Foord, Van Bruggen & Pajak Financial Services. Outside of her advisory role, she is involved with CBI2 LLC, a business entity maintained for tax and investment purposes. 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 offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by comprehensive research and multiple investment strategies.

Michael Jeter is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2018. He previously worked at Signator Investors, Inc. and operates Jeter Tax, a tax preparation and audit representation service, which he has managed since 2003. In addition to his advisory role, he is also an insurance agent selling fixed insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Clayton Anderson is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their specific goals, including retirement savings. He has been with Fidelity Investments since 2020, holding various roles such as Investment Solutions Representative, Interim Team Leader, and Help Desk support, gaining a broad range of experience in investment services and client support. Prior to joining Fidelity, Clayton worked as a Financial Advisor at AXA Advisors, LLC from 2018 to 2020. Clayton holds a California Insurance License, supporting his work in financial planning and investment consulting. Outside of his professional responsibilities, he spends time engaging in family activities, fitness, and skiing.

Owen Munsill is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been working in the financial industry for more than a decade, with previous roles including Investment Consultant and Relationship Manager at Fidelity Investments, Premier Banker at Wells Fargo, Relationship Banker at Chase Bank, Financial Advisor at Edward Jones, Senior Relationship Banker at Union Bank, and Business Banking Specialist at Wells Fargo. Throughout his career, Owen has focused on collaborating with clients to create personalized financial plans that reflect their unique goals and values. His approach involves identifying strategies tailored to align with the specific circumstances and purposes of each client. Owen holds a California Insurance License.

Derek Van Dyke is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior work includes roles at Cantella & Co., Inc., Door Dash Inc., and California State University Stanislaus. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through independent Financial Professionals using various custody platforms and both discretionary and non-discretionary strategies.

Wesley Mar is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved in coaching and umpiring high school and youth baseball games. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, with access to model portfolios and research from multiple sources.

Jordan Gillming is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans aimed at achieving their specific goals. He emphasizes building lasting relationships and fostering a collaborative environment to ensure clear understanding and teamwork throughout the financial planning process. Jordan has been with Fidelity Investments since 2017, holding various roles including Investment Consultant, Fixed Income Specialist, and Investment Solutions Representative. Prior to joining Fidelity, he worked as an Investment Professional at The Vanguard Group from 2014 to 2017. He holds a California Insurance License. Outside of his professional work, Jordan enjoys fishing, football, hiking, outdoor adventures, and volunteering.

Veronica Schreiver is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2013. She brings over 20 years of experience in finance, including 18 years with Fidelity, to assist her clients in working toward their financial goals. Veronica meets with clients regularly, typically one to two times a year or more following significant financial events, to provide personalized financial plans and conduct scheduled reviews of investments and strategies to align with clients' objectives. Her professional experience includes various roles at Fidelity Investments from 2007 to the present, progressing from Financial Representative to Vice President and Financial Consultant. Prior to joining Fidelity, Veronica held positions at Etrade from 1999 to 2006, including Power ETRADE Lead and Manager, and served as a Bank Operations Manager at Bank of New Hampshire from 1993 to 1999. She holds a California Insurance License. Outside of her professional career, Veronica enjoys activities such as barre, family activities, hiking, outdoor adventures, spending time with pets, and traveling.

Peter Gillespie is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Kenneth Peters is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his advisory role, he owns and operates The JackEmma Group LLC, doing business as The Peters Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning across areas such as retirement, education, risk management, and specialized services including business-owner transition and special-needs planning.

Kyle Monahan is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2018 and has prior experience at Golden 1 Credit Union starting in 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Benny Vallejo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various J.P. Morgan entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jenny Haskin is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, Bank of America, N.A., and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.