Jamie Harrison is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. He has been affiliated with Wells Fargo Bank, N.A. since 2005. Outside of his advisory role, Harrison serves as treasurer for the Marine Corps League Detachment #637 in Placerville, CA, supporting active and retired military and their families. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Gregory Jalli is a Financial Advisor with The Jalli/Seibold Group at Merrill Lynch Wealth Management, serving clients in the Modesto, Sacramento, and Roseville, California areas. He joined Merrill in 2020 and works as part of a multigenerational family team alongside his father, Leonard. Greg collaborates closely with client associates to support and deliver an optimal experience for the team's clients. His responsibilities include setting up new accounts, generating reports, responding to inquiries about account balances and transfers, and educating clients about various online services. Greg draws on his experience working at several McDonald's restaurants during college to better understand the specific needs of quick service restaurant owners and operators. His client focus includes college education planning, small business strategies, and women and wealth. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree in finance and economics from the University of Nevada, Reno. A resident of Sacramento, Greg volunteers with the Active 20-30 Club of Sacramento to help improve the lives of underprivileged youth in the city. Outside of work, he enjoys golfing, skiing, biking, cooking, and spending time with his family. Greg also pursues an interest in exploring new restaurants and enhancing his cooking skills.

Jeremy Hearon is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2011. He serves on the Finance Committee for St. Michael's Episcopal Day School, monitoring the school's budget and financial reporting. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools to create tailored recommendations. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs analysis.

Edoardo Bassi is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds Series 65 and Series 63 licenses. Prior to his current role, he has worked at firms including Citigroup and Franklin Templeton Investments. In addition to his advisory work, he serves as a Senior Airman and Personnel Specialist in the U.S. Air Force Reserve, performing human resources administrative functions. J.P. Morgan Securities 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 framework to its recommendations.

Dusharme Thomas is a financial advisor at Fidelity with 26 years of industry experience and holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Cambridge Investment Research, Inc., as well as founding DLT Wealth Advisory Services. He has served as treasurer for the Sacramento Area Black Caucus, assisting with the organization's closure. Fidelity Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Saxton Barrett is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He has been with LPL Financial since 2010. 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 variety of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Thomas Qvistgaard is a financial advisor with UBS Financial Services in Sacramento, CA, holding a Series 63 designation and 34 years of industry experience. He has been with UBS since 2004. Outside of his advisory role, he manages several residential rental properties in Boise, Idaho. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and capital market insights to tailor client strategies.

Stephanie Dhillon is a financial advisor with Morgan Stanley in Sacramento, CA, holding a Series 66 credential and 4 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011. Outside of her advisory role, she is a partner in farming ventures. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research, with a focus on client-directed implementation.

Marcelo Gaytan is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he collaborates with clients and their advisors to develop retirement plans tailored to individual goals and needs, emphasizing an understanding of clients' values and priorities to navigate financial markets through retirement. Prior to his current position, Marcelo served as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Services Representative at the same firm from 2021 to 2022. His experience also includes working as a Financial Solutions Advisor at Merrill Lynch from 2020 to 2021 and as a Personal Banker at Wells Fargo from 2016 to 2020. Marcelo holds a California Insurance License.

Kim Hickey is a financial advisor with J.P. Morgan Securities in Sacramento, CA, holding a Series 63 designation and 31 years of industry experience. She has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rostislav Dusayev is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes prior roles at JP Morgan Securities LLC, JP Morgan Chase Bank, Edward Jones, NYLIFE Securities LLC, and New York Life Insurance Co. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, utilizing research and analytics from Wells Fargo Investment Institute and third parties.

Michael Nakahira is a financial advisor at Cetera with 40 years of industry experience. He has held positions at Cetera Advisors LLC since 2022 and previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Additionally, he is the owner and president of a real estate business, HONY Properties LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of independent advisors.

Bruce Pearson is a financial advisor with UBS Financial Services in Sacramento, CA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with UBS Financial Services since 1985. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions and research, tailoring plans to clients’ goals and risk tolerances.

Marilyn White is a financial advisor at LPL Financial with 35 years of industry experience. She holds a Series 63 designation and previously worked at Ic Advisory Services Inc and The Investment Center Inc for 13 years each. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL and third-party providers.

Davyd Valuiskyi is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase & Co and the Vincent G Harris Insurance Agency. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs, incorporating algorithmic methodologies and long-term asset allocation benchmarks.

Kurt Hoffmann is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018. Prior to that, he spent one year at InterWest Insurance Services, LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios and centralized custody and supervisory arrangements.

Mark Stevenson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Fidelity Investments, Wells Fargo, and J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and models client outcomes but does not provide individual security recommendations as part of standalone plans.

Rukmini Bose is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has over 21 years of experience in the financial services industry, including roles as Vice President and Financial Advisor at Morgan Stanley from 2012 to 2018, Financial Solutions Advisor at Bank of America Merrill Lynch from 2009 to 2011, and Relationship Manager at Marsh & McLennan Companies from 2005 to 2007. Throughout her career, Rukmini has focused on helping clients make informed financial decisions and serving as a trusted partner in their financial lives. She is committed to providing education and a thoughtful process to navigate the complexities of financial planning. Rukmini holds a California Insurance License.

Michael Lewis is a financial advisor with Cambridge Investment Research Advisors in Sacramento, CA, holding a Series 66 designation and 39 years of industry experience. He has been with Cambridge since 2008 and also works as an independent insurance agent and tax preparer. Additionally, Lewis is the owner of North Star Financial Partners and serves as an advisory representative for a registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent professionals, utilizing a variety of direct portfolio management and model-based solutions across multiple custody platforms.

Larry Pearl is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, as well as at Waddell & Reed, Inc. and various insurance carriers. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.