Top financial advisors working with retirees in Sacramento, CA

Norma Casanova is a financial advisor with Wells Fargo Advisors based in Sacramento, CA. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to her current role starting in 2022, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Casanova also owns and operates Healthy Wealthy Life LLC, a financial practice unrelated to her trading activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop personalized recommendations.

Kevin Wong is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Woodbury Financial Services, BFC Planning, and Berthel Fisher & Company Financial Services. Outside of his advisory role, he operates a sole proprietorship focused on life and long-term care insurance illustrations and policy creation. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Nicholas Cunningham is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bank of America, CBRE, and CunninghamLegal, as well as experience as a touring musician. He serves as a board member for the Active 20/30 Club of Sacramento and is involved in music production and live performance activities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies across a range of client types, including individuals, high-net-worth clients, and nonprofit organizations.

Michael Matter is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Lifeco Insurance, Prudential Insurance Company of America, Pruco Securities, Lincoln Financial Group, and JPMorgan Chase Bank. He also owns The Matter Financial Group, LLC, where he provides financial planning and advisory services. Gradient Advisors, LLC offers 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, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

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 Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.