Leo Kay is a financial advisor with Merrill in Citrus Heights, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he serves as successor trustee for a family living trust. Merrill, along 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 supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jagger Saca is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with FILCO Inc. and attended Loyola Marymount University. 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 nationwide network of financial advisors and branch offices.

Alex Dutra is a financial advisor with Edward Jones in Folsom, CA, holding a Series 66 designation and 16 years of industry experience. His prior experience includes a 22-year tenure at Merrill Lynch (Bank of America) before joining Edward Jones in 2025. 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 under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Jordyn Johnson is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2026, Johnson worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2026. Outside of financial services, Johnson was involved with Now Boarding LLC and had experience with LuLaRoe and JT Basque Restaurant. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support a diversified investment approach.

Gregory Griffin is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc. since 2014. 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 a proprietary methodology developed by its Investment Strategy Group, providing forward-looking capital market analyses and asset allocation guidance.

Matthew Buschow is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, the Law Offices of Robin C. Bevier, and ownership of the Wild Goose Tavern. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies to address client needs.

Alexandra Telaro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC from 2016 to 2018 before joining Wells Fargo in 2018. Alexandra serves as the chairperson of the Junior League of Sacramento's endowment fund and is a trustee for the Sacramento County Employees' Retirement System. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages roughly $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Joshua Pelz is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior experience includes roles at Merrill and Bank of America. He serves as a board member of the Rotary of Sacramento’s foundation, where he participates in decisions regarding community support funds. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach involves structured discovery and planning tools without individual security recommendations as part of its standalone planning services.

Mark Ward is a Senior Financial Advisor at Merrill Lynch Wealth Management in Sacramento, CA. In this role, he specializes in tailoring financial strategies for individuals, families, and businesses. His approach emphasizes understanding clients’ priorities and goals through thoughtful questions and meaningful conversations to develop personalized investment strategies. He continuously updates these strategies to help clients maintain progress toward their financial objectives amidst changing market conditions and life circumstances. Mark’s areas of focus include Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Individual and Corporate Investment Strategy, Tax Minimization, and Retirement Income. He holds the Personal Investment Advisor (PIA) designation and earned his education from the University of Colorado. In addition to his professional work, Mark participates in community service activities and volunteers with the Ronald McDonald House Charities. Outside of his advisory role, he enjoys adventure sports, boating, fishing, football, skiing, and swimming.

Theresa Goldsmith is a financial advisor with Cetera, holding a Series 63 designation and 38 years of industry experience. She has worked at Cetera and its affiliated entities since 2012, including First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Jon Pierre Evans is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes multiple roles at Morgan Stanley since 2018 and prior experience at Merrill from 2014 to 2018. Outside of advising, he is involved with SMS Ventures, LLC, a real estate business based in Las Vegas. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in assets and provides access to diversified investment programs alongside estate planning strategies.

Justin Perry is a financial advisor with Merrill in Roseville, California, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill since 2018 and previously spent a year at Farmers and Merchants Bank. Outside of finance, he serves as an officer for Fete Today, Inc., a family wine and grape business, and participates in the Lincoln Technical Academy CTE Business and Finance Committee. Merrill, along 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 a range of clients, including individuals, high-net-worth clients, and institutional investors.

Ryan Kelly is a financial advisor with Cambridge Investment Research Advisors based in Rocklin, CA. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Cambridge, he worked at SAFE Credit Union and LPL Financial for 11 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides a range of investment solutions tailored to client objectives, including proprietary models and access to third-party strategists.

Alexander Salidas is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at several firms including Thornburg Securities, Franklin Templeton Investments, and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Danny Stockton is a financial advisor with Stifel in Lincoln, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel Nicolaus since 2008. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and offers access to private funds and municipal market activities.

George Chuchas is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He serves as an advisory board member and investment liaison for the Annunciation Greek Orthodox Church of Sacramento. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management offerings.

Jennifer Logan is a financial advisor with Merrill in Roseville, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2004. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Riley Persily is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining Baird in 2023, Riley worked at Hattori Hanzo Shears for three years and studied at Loyola Marymount University. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pension plans, and charitable organizations through a range of services including financial planning, portfolio management, and custody and brokerage services. The firm offers a combination of manager-traded and model-traded strategies, tax-management, direct-indexing, and ongoing manager selection supported by internal research and tools.

Jeffrey Nielsen is a Senior Financial Advisor with over 30 years of experience in wealth management and financial planning. He currently serves clients through Merrill Lynch Wealth Management, focusing on integrating investment management with banking and lending solutions offered through Bank of America, N.A. His approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their individual goals. Jeffrey began his career in 1993 serving Great Western Bank clients in Sacramento before transitioning to Merrill Lynch in 1995. His extensive experience has enabled him and his team to assist clients with areas such as college education planning, equity compensation services, family wealth management strategies, liquidity management, retirement income, and socially responsible investing. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from California State University Sacramento. Outside of his professional role, Jeffrey’s personal interests include football, hiking, running, yoga, and spending time with his family.

Daniel Huegi Jr. is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2014 and has worked at The Golden 1 Credit Union since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to research, model portfolios, and various investment strategies.