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.

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.

Justin Pyle is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and NYLIFE Securities, LLC. Prior to his financial services career, he held roles at John L. Sullivan Chevrolet and Wyndham Vacation Ownership. 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 a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

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.

Darling Pineda is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at J.P. Morgan Securities since 2017 and previously held positions at California Bank & Trust and LPL Financial. J.P. Morgan Securities LLC 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.

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.

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.

Katie Cronin is a Financial Consultant at Fidelity Investments, a position she has held since 2022. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2021 to 2022, and she was an Internal Wholesaler at Franklin Templeton from 2012 to 2021. In her current role, Katie focuses on building trusted relationships with clients and their families, working to understand each client's unique financial situation and collaborating to develop customized financial plans that meet their needs. Katie holds a California Insurance License, which supports her work in providing comprehensive financial consultancy services. Outside of her professional duties, she has personal interests that include cooking and baking, gardening, parenthood, caring for pets, reading, and snowboarding.

Kenneth Aquino is a financial advisor with Edward Jones in Lincoln, CA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He worked at Franklin Templeton Investments for 12 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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.