Top financial advisors working with military members and veterans in Folsom, CA

Eric Schraeder is a Vice President and Wealth Planner at Fidelity Investments, where he has been serving since 2016. In this role, he partners with families to prioritize wealth planning goals and prepare for both certainties and unknowns they may face. He has over a decade of experience in financial advisory, having worked as a Financial Advisor at US Bancorp Investments, Inc. from 2011 to 2016, and previously at UBS Financial Services and Wells Fargo Advisors from 2007 to 2011. Eric holds a California Insurance License.

Angel Perez is a CFP® professional with 29 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held roles there since 2012, including a period at Ideal Life Financial Advisors. In addition to his advisory work, Perez is an enrolled agent and owner of a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Heather Huppe is a CFP® with 16 years of industry experience and currently serves at Dachtler Wealth Advisors, LLC. Her prior roles include positions at Calton & Associates, Inc., Dachtler Wealth Management, LLC, and Ameritas Investment Corp. Dachtler Wealth Advisors is a small SEC-registered firm serving individual investors, trusts, estates, and retirement plans. The firm primarily implements client portfolios through third-party model providers and sub-advisers, offering a range of investment strategies including mutual funds, ETFs, and direct indexing.

Richard Jarvey is a financial advisor at Calton & Associates, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with Transdey, Inc., UPS, and AT&T. Outside of advising, he serves as Secretary and Treasurer on the board of Woodland Medical Closet, a community organization providing medical equipment at no cost. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations to client goals and employing various program structures and analytic approaches.

Yiqing Sobon is a CFP®-designated financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, Sobon worked at Morgan Stanley and the U.S. Small Business Administration and was involved with the Sobon Wine Company, a family business in Plymouth, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Craig Schwegman is a financial advisor with Edward Jones in Erie, PA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward Jones since 1995. 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 23,700 financial advisors.

Jonathan Pollack is a Financial Consultant currently serving clients at Fidelity. He has held several roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at Ameriprise Financial Services LLC from 2022 to 2023. His professional background is complemented by his service as a U.S. Army Special Forces Green Beret, which has contributed to his strategic approach to financial planning. Jonathan holds a California Insurance License, supporting his work in financial consulting. Born and raised in Northern Nevada, Jonathan is committed to serving his community. His personal interests include family activities, fitness, football, military service, pets, and volunteering.

Quintina Wallace is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in small business retirement plans, partnering with business owners to design, implement, and service retirement plans that support workforce and business objectives. Quintina assists plan sponsors in evaluating plan design, navigating fiduciary responsibilities, and improving participant outcomes by coordinating with recordkeepers, third-party administrators, accountants, and other service providers. Additionally, she serves as a qualified plan educator, providing retirement plan participants with education and personalized guidance to help them make informed financial decisions through life transitions such as retirement and career changes. Quintina holds a Bachelor's Degree from Albany State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is affiliated with organizations such as the Alzheimer's Association, COVA Christian Chamber of Commerce, and the National Association of Plan Advisors. Outside of her professional work, Quintina's personal interests include camping, hiking, and spending time with her family. Her mission is to help people build wealth with clarity and confidence through disciplined, data-driven strategies while supporting the healthcare, military, and nonprofit communities important to her.

WHAT I DO: I help Locum Tenens physicians and advanced practice providers gain clarity about their finances, identify opportunities and pitfalls, and stay on track with a trusted accountability partner. WHY IT MATTERS: Three recurring concerns stand out in my conversations with Active Duty Military and Civilian physicians and advanced practice providers: Skill Atrophy – Concerns about staying clinically sharp and staying competitive due to limited patient volume or exposure to diverse clinical settings. Financial Catch-Up – After years of training, many feel the pressure to fast-track savings and build long-term financial security. Time Flexibility – A deep desire for greater control over one’s schedule to prioritize family, entrepreneurship, or personal goals. These pressures often lead physicians to pursue Locum Tenens work—part-time or full-time—for its higher earning potential and flexible structure. But with that flexibility comes greater financial complexity, making a clear strategy and support system more important than ever. HOW I DO IT: Together, we assess your strengths and gaps across the six pillars of financial planning: Cash Flow Management, Risk Management, Estate Planning, Tax Strategy, Retirement Planning, and Investment Management. Then, we develop action items over 3 months to strengthen your financial foundation. Clients are empowered to self implement recommendations or collaborate with us for efficiency and accountability. NEXT STEPS: Ready to take control of your financial future? Connect with me on LinkedIn or reach out directly at [email protected]—I’d love to learn more about your goals and how I can help. MORE ABOUT ME: I rediscovered my love for running three years ago thanks to one of my sons, starting with local 5Ks around the San Francisco Bay Area. Since then, I’ve become especially fond of the half-marathon distance, with races like the Oakland and San Francisco Half under my belt. Marathon training is next on the horizon, and I’m looking forward to the challenge. I also love exploring new places—favorites so far include Ilocos Sur (Philippines), Tokyo, Seoul, Busan, Barcelona, Lisbon, and London.

Scott Cadieux is a CFP® with 27 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services, Strategic Advisers LLC, and Fidelity Personal and Workplace Advisors before founding Echelon Private Wealth LLC, where he has been since 2020. Outside of his advisory work, he owns and operates a vending machine business and works as an independent insurance agent. Echelon Private Wealth provides discretionary portfolio management, asset allocation advice, and goal-based financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering customized investment strategies including options programs managed on a discretionary basis.