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.

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.

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.

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.

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.

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.

Todd Bruns is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, supporting clients under a fiduciary standard.

Joseph Mcgann is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc., Hilltop Securities Inc., and M.L. Stern & Co., LLC. Mcgann is based in Roseville, CA. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Michael Blair is a CFP® and Series 66-registered advisor with Edward Jones in Granite Bay, CA, where he has worked since 2020. He has five years of industry experience and previously worked at the California Dental Association and Mann, Urrutia, Nelson, CPAs & Associates LLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Katherine Treffinger is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Chris Tryforos is a financial advisor with Wells Fargo Advisors in Roseville, CA, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Cetera and Cetera Advisor Networks LLC, and he has been involved with Bruce Kajiwara, CFP since 2011. Outside of his advisory work, Tryforos serves as a trustee for a special needs trust established for his siblings. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options that include retirement, education, risk, and special-needs planning. The firm utilizes proprietary research and tools to develop tailored recommendations delivered through discrete planning engagements.

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.

Dallas Watson is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, he assists clients in pursuing their lifetime financial goals through a structured three-step process that includes understanding each client's individual situation, creating a tailored financial plan, and reviewing strategies based on that plan. Prior to his current position, Dallas held roles as a Financial Solutions Advisor at Bank of America Merrill from 2016 to 2020, a Life Insurance agent at Family First Life in 2015, and a Financial Advisor at Edward Jones from 2014 to 2015. He holds insurance licenses in Arkansas and California. Outside of his professional career, Dallas has interests that include family activities, fishing, military service, motorcycles, outdoor adventures, and swimming.