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Tonia R

Series 63, Series 65

Salinas, CA

AFS Investments

Tonia Ryan is a financial advisor at AFS Investments with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Franklin Templeton and Waddell & Reed. Outside of her advisory role, she serves as a notary public in Sacramento, CA. AFS Investments provides advisory and planning services to individuals, retirement plan sponsors, trusts, and business entities, managing approximately $56 million across about 140 client relationships. The firm employs both bottom-up stock selection and top-down asset allocation strategies, offering clients discretionary, non-discretionary, or self-directed engagement options.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Glenn A

Series 63, Series 65

Turlock, CA

AFS Investments

Glenn Andrade is a financial advisor with AFS Investments in Turlock, California, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at AFS Investments since 2012 and previously spent 10 years at Mutual Securities Inc. Andrade is also a licensed life insurance agent involved in the sale and servicing of life insurance policies. AFS Investments provides advisory and planning services to individuals, retirement plan sponsors, trusts, and business entities, managing approximately $56 million across about 140 client relationships. The firm employs both bottom-up stock selection and top-down asset allocation approaches, offering discretionary, non-discretionary, and self-directed engagement options.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Gary P

ChFC®, Series 63

Turlock, CA

AFS Investments

Gary Pevey is a ChFC®-designated financial advisor at AFS Investments with 32 years of industry experience. He has worked at AFS Investments since 2021 and previously spent seven years at Mutual Securities, Inc., as well as over two decades at Wealth Design Group. In addition to his advisory work, he is involved with Wealth Design Group Insurance Corporation, providing life and health planning services. AFS Investments serves individuals, retirement plan sponsors, trusts, and business entities, managing approximately $56 million across about 140 client relationships. The firm employs both bottom-up stock selection and top-down asset allocation approaches, offering discretionary, non-discretionary, and self-directed engagement options.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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