Cameron Johnson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Principal Financial Group, The Prudential Insurance Company of America, and Pruco Securities LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Trudy Nishita is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with several Wells Fargo entities and Merrill since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Catherine Crossley is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2019. Prior to that, she held positions at Meadowood Resorts and WestAmerica Bank. Outside of her advisory role, she partners in a drone services business, Sky High Drone Services LLC, and volunteers monthly at First Step Communities, which provides interim housing and emergency shelter for people experiencing homelessness. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joan Phinney is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at UBS since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as Treasurer for the Sacramento Capitol A's organization. UBS Financial Services 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 employs proprietary research and model-based asset allocations to tailor client plans.

Summer Lemmon is a financial advisor at Charles Schwab with 15 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2013. Outside of her advisory role, she serves as Treasurer for Cub Scout Pack 310 in Orangevale, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Ashwin Mudaliar is a financial advisor at Edward Jones in Sacramento, CA, holding a Series 66 designation with five years of industry experience. He has been with Edward Jones since 2020 and previously worked for Comfort Suites for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Sonia Perez is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo N.A. and First Northern Bank. Outside of her advisory role, she works as a consultant and independent contractor for DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Lucas Eastburn is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Equitable Advisors and has also served as an independent contractor with the Sierra Native Alliance, where he supported youth activities and event logistics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its advisory roles to registered investment companies and its use of systematic methodologies and AI-driven research.

Kevin Nelson is a financial advisor with Thrivent Investment Management in Citrus Heights, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning with a focus on retirement, tax, estate, and other personal financial topics, separate from portfolio management and implementation.

Suzy Lam is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Andrew Schoenike is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC for one year. He is based in Roseville, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both non-discretionary and discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lauren Stowe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2007 and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 based on modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Scott Lewis is a financial advisor with Cambridge Investment Research Advisors in Sacramento, CA, holding a Series 66 credential and nine years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and has been associated with North Star Financial Partners since 2010. Outside of advisory work, he is also active as a tax preparer and independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, employing a range of portfolio management strategies and platform options tailored to client objectives.

Antwon Weary is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, and has a background that includes roles outside finance such as at George Fox University and Domino’s Pizza. He is also involved as an independent insurance agent through Finity Group LLC. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Kenneth Leonardini is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 35 years. Leonardini also serves as an agent offering and servicing fixed insurance products including fixed and indexed annuities, health savings accounts, accident, disability, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a network of affiliated advisers, utilizing asset-allocation tools, risk-tolerance assessments, and third-party platforms to manage a wide range of investment products.

Lalaine Hollmann is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Wells Fargo affiliates since 2004. Outside of her advisory role, she has worked part-time in food preparation and service at Boston Market. 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 solutions. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Daly Jr. is a financial advisor with Cetera who holds a Series 63 designation and has 31 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and has been affiliated with Financial Network Wealth Advisors LLC since 2024. Daly is also active in community initiatives, serving as a board member of a youth fitness program and participating in the Rotary Club of Sacramento. Cetera Investment Advisers LLC is an SEC-registered adviser that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with a range of investment program options.

Katie Kelly is a financial advisor with Merrill in Sacramento, CA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. She has worked at Merrill since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Catherine Heath is a CFP®-certified financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its related entities since 2014. Outside of her advisory role, she serves on the board of directors for Snowline Hospice. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kristin Dawson is a financial advisor with Primerica Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and having four years of industry experience. She has worked at PFS Investments since 2022 and with Primerica Financial Services since 2021. In addition to her advisory role, she has been employed by the Elk Grove Unified School District since 1999. Dawson also participates in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and custodians, including BNY Mellon Advisors and Pershing, and operates with a tiered wrap-fee structure.