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

Norma Casanova is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is also the sole owner of Healthy Wealthy Life LLC, a non-investment related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet a net-worth threshold. Advisors develop recommendations using firm research and tools, with clients choosing how to implement them through brokerage or advisory programs.

Kevin Wong is a financial advisor at Osaic with 25 years of industry experience and holds Series 63 and Series 66 credentials. His prior roles include positions at Woodbury Financial Services, BFC Planning, Berthel Fisher & Company Financial Services, and LPL Financial. Outside of advisory work, he operates a sole proprietorship providing life and long-term care insurance illustrations and policy creation. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party platforms to construct portfolios with various investment vehicles on both discretionary and non-discretionary bases.

Nicholas Cunningham is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial advisory services focusing on wealth management. Nicholas holds a Bachelor's Degree from the California State University System.

Michael Matter is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Lifeco Insurance, Prudential Insurance Company of America, Pruco Securities, Lincoln Financial Group, and JPMorgan Chase. He is also the owner of The Matter Financial Group, LLC, a financial planning and advisory firm. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that emphasizes client approval of transactions and employs fundamental, technical, and cyclical analysis in portfolio management.

Jeanne Lease is a financial advisor with Edward Jones in Sacramento, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Northern Arizona University and has experience in event coordination and the hospitality industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a nationwide network of financial advisors and branch offices.

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, specializing in small business retirement plans and qualified plan education. She partners with business owners to design, implement, and service retirement plans that align with their workforce needs and business objectives. Quintina helps plan sponsors evaluate plan designs, fulfill fiduciary responsibilities, and improve participant outcomes by coordinating with recordkeepers, TPAs, accountants, and other service providers. Quintina holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's degree from Albany State University. Quintina also serves as a resource for retirement plan participants, providing education and personalized guidance to assist them in making informed financial decisions throughout life transitions such as retirement and career changes. Beyond her professional role, Quintina is involved with organizations such as the Alzheimer's Association, the COVA Christian Chamber of Commerce, and the National Association of Plan Advisors. Her personal interests include camping, hiking, and spending time with her family.

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.