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.

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.

Richard Ayala is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

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.

Ronald Mammen is a CFP® with 52 years of industry experience, currently serving with Cetera since 2013. He is owner and president of Mammen Financial Services Inc., a corporation established in 2002. His background includes fixed insurance sales focused on life and annuities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform featuring a range of program options and third-party managers, managing over $256 billion in assets.

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.

Kevin Martin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked for Cantella & Co., Inc. for 28 years before joining Cambridge in 2022. Outside of his advisory role, he is involved with Alpine Wildfire Service, where he has been active since 1987. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a broad network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

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.

Thaddius Leavens is a financial advisor at Edward Jones in Rocklin, CA. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he served nine years in the United States Army and ten years with the Salt Lake County Sheriff's Office. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

Edward Alexander is a financial advisor with Ameriprise in Reseda, CA, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Ameriprise and its affiliated entities continuously since 2016, with a brief period of unemployment in 2018. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, primarily serving clients with substantial investable assets.

Jennifer Littlefield is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Equitable Advisors since 2013, including its predecessor AXA-Advisors, LLC. She is also the owner of IWM Advisors LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory programs.

Anthony Lombardi is a financial advisor at LPL Financial in Folsom, CA, holding a Series 66 designation with 12 years of industry experience. He has worked at LPL Financial since 2014 and has been involved with Golden 1 Credit Union since 2013, including a role with Golden 1 Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

Saxton Barrett is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He has been with LPL Financial since 2010. 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 variety of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Yoil Awabdeh is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2019. Awabdeh has been with Wells Fargo Clearing since 2019, based in El Dorado Hills, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.