Samantha Smith Carsey

Paolo Marchetti is a financial advisor with 23 years of industry experience, currently serving as the sole advisor at 401K Engineers Inc. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research, Inc. from 2015 to 2020. Outside of his advisory role, he owns an S-corporation providing fiduciary services under ERISA Section 3(16). 401K Engineers Inc. offers portfolio management to individual investors and advisory services to retirement plan sponsors, including pension and profit-sharing plans, as well as charitable organizations. The firm focuses on customized investment policies and long-term strategies, integrating pension consulting and coordination with estate-planning attorneys.

Michael Ching is a financial advisor at Nardene Wealth Management Inc in Brentwood, CA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Nardene Wealth Management since 2008. Nardene Wealth Management provides investment management and comprehensive financial planning services to individuals, businesses, charities, and small pension plans. The firm combines fundamental and technical analysis to manage diversified portfolios and collaborates with third-party managers to offer specialized investment strategies.

Lance Quesada is a financial advisor at Oak Tree Securities, Inc. with six years of experience, holding Series 63, Series 65, and Series 66 licenses. He has been with Oak Tree Securities since 2020 following his time as a student from 2016 to 2020. Oak Tree Securities, Inc. provides estate and financial advisory services to individuals, couples, executives, small business owners, and retirees, focusing on portfolio analysis, retirement projections, tax and estate planning, and brokerage investment advice. The firm emphasizes diversified allocations with a buy-and-hold investment strategy, managing accounts on a non-discretionary basis with ongoing client reviews.

Daniel Quesada is a financial advisor with Oak Tree Securities, Inc. in Brentwood, CA, holding a Series 63 designation and 49 years of industry experience. He has been with Oak Tree Securities since 1986. Outside of his advisory role, he is involved in life insurance sales through Lakeview Financial on a commission basis. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and fiduciary entities, focusing on diversified investment allocations managed on a non-discretionary basis without market timing.

Daniel Miladinovich is a CFP® with 10 years of experience in the financial industry. He is currently an advisor at DKM Wealth Management, Inc., where he has worked since 2021. Prior to this, he held roles at Litman Gregory Asset Management, LLC and Northwestern Mutual in various capacities from 2014 to 2021. DKM Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a discovery process to tailor portfolios based on client objectives and risk tolerance, employing fundamental analysis and a mix of investment strategies with ongoing monitoring and rebalancing.

Landon Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mercer Advisors, Insight Capital Management, Fisher Investments, and Charles Schwab & Co., Inc. Blodgett Wealth Advisors, LLC manages approximately $251 million for around 103 clients, serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-method investment approach and offers discretionary portfolio management along with financial planning and retirement plan consulting.