Julie Hassna is a financial advisor at Stifel with 11 years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Stifel in 2022, she worked at Northwestern Mutual in various roles from 2014 to 2022. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and forward-looking capital market assumptions developed by its Investment Strategy Group.

Raymond Digiuseppe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Valic Financial Advisors, Agia, Systemcom US Inc, and Ameriprise. Outside of financial services, he is licensed as a construction contractor and serves as a qualifying individual for multiple construction-related companies. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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.

Kevin Mc Kemie is a financial advisor with Edward Jones in Auburn, CA, holding Series 66 and Series 63 designations and over 23 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Northern Lights Distributors, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Aaron Fry is a CFP®, CFA®, and Series 66 licensed advisor at Fidelity with 16 years of industry experience. He has been with Fidelity Investments since 2013 and currently works in Roseville, CA. Outside of his advisory work, Fry is a member of a local band that performs at weddings and venues on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

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.

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.

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.

David Stone is a financial advisor with OSAIC who holds the CFP® and ChFC® designations and brings 33 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for over three decades. In addition to his advisory role, he is an author and founder of Sierra Consulting Group, a financial planning and business planning firm. OSAIC serves a diverse client base, including retail and institutional investors, and offers comprehensive brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that can include a variety of investments, supporting both discretionary and non-discretionary account management.

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.

Brandon Brooke is a financial advisor with Ameriprise in Auburn, CA, holding a Series 66 designation and 24 years of industry experience. He previously worked at MML Investors Services Inc and MassMutual for 16 years. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Justin Pyle is a financial advisor with J.P. Morgan Securities in Roseville, CA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at NYLIFE Securities, LLC, New York Life Insurance Company, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

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.

Sharon Scoville is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Kaleigh Savage is a financial advisor with Robert Baird & Co. in Roseville, CA, holding a Series 66 designation and seven years of industry experience. She has been with Baird since 2019 and previously worked in various roles including insurance and healthcare. Outside of her advisory work, she is involved as a baker and personal consultant. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Adam Persily is a financial advisor with Robert W. Baird & Co. in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is an investor and passive member of Serrano Marketing LLC. Adam is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, employing a variety of investment strategies and manager oversight options.