Theresa Trayner

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.

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.

Devin Blodgett is a CFP® with 12 years of industry experience, currently serving as an advisor at Blodgett Wealth Advisors, LLC since 2021. Prior to this, he worked at Intersect Capital LLC for six years. Blodgett Wealth Advisors manages approximately $251 million for a diverse client base including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-method investment process and offers discretionary portfolio management alongside comprehensive financial planning and retirement consulting.