Kayla Larsen is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. Her previous roles include positions at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. She is based in Elk Grove, CA. 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 advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Bao Dang is a financial advisor with Wells Fargo Clearing in Sacramento, CA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Outside of his advisory role, Bao is a partner and owner of a bakery, Rooftop Macarons, LLC, and also works as a photographer for Moosylvania Marketing. 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 services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Aidan Tank is a financial advisor with UBS Financial Services in Sacramento, CA, holding a Series 66 designation and one year of industry experience. Prior to joining UBS in 2024, he spent three years at Corporate Tax Incentives LLC and five years at Southern Oregon University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Ilja Tscherenkow is a financial advisor with Primerica Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Primerica Financial Services since 2009 and is currently president of Team Limitless, an investment-related entity affiliated with Primerica. Outside of finance, he is involved in dog breeding with Power Brothers Amstaff. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation within a tiered wrap-fee structure.

Travis Jackson is a Series 66 licensed financial advisor with Edward Jones in Sacramento, CA, where he has worked since 2017. He has nine years of industry experience and also has been involved with Chicago Fire Restaurant since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Gaston Gardey is a financial advisor with Edward Jones in Sacramento, CA, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Franklin/Templeton Distributors, Inc. for over 30 years and spent time at Alps Fund Services before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Talha Javed is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 designations and bringing nine years of industry experience. He has been with J.P. Morgan Securities since 2017 and has worked at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Colin Mackey is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he works closely with clients to develop individualized financial plans and assist them in navigating various investment strategies to support their financial well-being. Prior to his current role, Colin gained experience at Fidelity Investments as part of the Investment Solutions team from 2011 to 2015 and as a Trader from 2010 to 2011. He holds a California Insurance License.

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.

Andrew Fass is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has previously worked at Avantax and Hilltop Securities and has served as an arbitrator for FINRA since 2015. Fass is a member of the Board of Standards for the International Federation for Retirement Education and serves as chairman of the Insurance and Financial Services Committee for the Reserve Officers Association. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a variety of investment strategies and program options.

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.

Martin Devault is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes thirty years at FundX Investment Group LLC and two years at One Capital Management, with a brief retirement period before joining LPL Financial. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management along with access to model portfolios, third-party research, and various technology-driven investment solutions.

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.