Brent Scott is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 1997. He has more than three decades of experience in the investment industry, including four years as a Financial Advisor at Ameriprise (formerly IDS American Express Financial Advisors) from 1993 to 1997. Brent focuses on helping clients protect and grow their wealth through customized financial and retirement plans. With 29 years at Fidelity, Brent emphasizes the importance of listening to clients to develop strategies that align with their lives and goals. He holds a California Insurance License, which complements his financial consulting expertise. Outside of his professional work, Brent enjoys attending concerts, fitness activities, social events with friends, reading, skiing, and traveling.

Kathleen Toschi is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Bank of America, Merrill, and Motif Capital Management. Outside of her advisory role, she is an owner and artist of an art website and serves as a committee member for Impact 100, a women-run nonprofit awarding grants to local organizations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Julie Ridgeway is a financial advisor with Cetera, holding a Series 66 designation and 39 years of industry experience. She has been associated with Cetera and its affiliates since 2013 and operates independently as well as through Chester & Associates, a firm she has been involved with since 1985. Outside of her advisory work, she is a partner in Rolling Hills Ranch, LLC, where she oversees the breeding, showing, and sale of horses. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, combining affiliated and unaffiliated investment strategies with both discretionary and non-discretionary account management.

Stephen Moore is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Christina Florence is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® and Series 66 credentials, with 22 years of industry experience. She is also a part owner and advisory representative of Lane Florence, LLC, where she has worked since 2007. Outside of her advisory roles, Christina serves as a board member of a local homeowner's association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals who tailor strategies using proprietary models, third-party managers, and various platform arrangements.

Michael Sommer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in various roles including at iLending and the Arapahoe County School District. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Christopher Rasmussen is a financial advisor with OSAIC in El Dorado Hills, CA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and 3M Company. Rasmussen is also the owner of CantorBridge Financial, an LLC focused on financial planning, wealth management, and asset management. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, using advanced asset-allocation tools and third-party solutions to construct customized portfolios.

Lawrence Newman is a financial advisor at OSAIC with 49 years of industry experience. He previously worked at Foothill Securities, Inc. for 28 years and Securities America Advisors for eight years. In addition to his advisory role, he has been involved in selling life, long-term care insurance, and annuities since 1971. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage, investment advisory services, and access to third-party money managers through a network of affiliated financial advisers. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary accounts.

Darren Edge is a financial advisor with LPL Financial in Folsom, California, holding a Series 66 designation and bringing nine years of industry experience. He has been with LPL Financial and Golden 1 Credit Union since 2015. Outside of his advisory role, he serves as a youth soccer referee for local clubs in El Dorado Hills and Folsom. LPL Financial is a nationally registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Kimberly Austin is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Bank of America, Merrill, Wells Fargo Clearing Services, Franklin Distributors, and Edward Jones. She serves as a board member and officer of the Sacramento Stealers Baseball Club, a charitable youth travel baseball program. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools.

Jasdeep Cheema is a Series 66 licensed financial advisor with J.P. Morgan Securities LLC, where he has worked since 2016. He has 19 years of industry experience. 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.

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.

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.

Ronald Kobrya is a financial advisor with Charles Schwab in Folsom, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Equitable Advisors and Primerica Advisors. Outside of advising, he is involved in real estate as a property owner. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm offers a combination of non-discretionary advisory services and access to discretionary managed accounts, providing integrated brokerage, custody, and investment management solutions.

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.

Allison Crescione is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 designation and has worked at LPL Financial and Ameriprise Financial Services, Inc. Before her career in financial services, she was involved with Fiore Fantastico Designs for 17 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, registered investment companies, and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures, delivering model portfolios to intermediary platforms.

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.

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.

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.