Colin Scott is a financial advisor at Edward Jones based in Sacramento, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles across multiple companies including Orkin Commercial, Rhombus, and FlexCare Medical Staffing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Thac Hoang is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include 16 years at Avantax and ownership of Tido Financial, where he provides tax planning and accounting services. Outside of finance, he manages OURSALONMOMS LLC, which supports salon owners with tax and business consulting, and owns Victoria Beauty Salon. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, with assets under management exceeding $256 billion.

Araceli Solis is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding a Series 66 designation and six years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Advisors since 2013. Solis serves as treasurer for the Sierra Oaks Vista Neighborhood Association in Sacramento. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.

Nancy Fletcher is a financial advisor at OSAIC with 41 years of industry experience. She holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 40 years. Outside of her advisory role, she acts as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage a wide range of investment portfolios.

Qianqian Sheng is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. Their background includes roles at JPMorgan Chase Bank, Bank of America Corporation, and Merrill. 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 investment recommendations.