Kendall Seifert is a financial advisor at Blom & Howell Financial Planning, Inc. in Modesto, CA, with three years of industry experience. He holds a Series 65 designation and has previously worked in education and retail, including roles at Grand Canyon University and Trader Joe's. Blom & Howell Financial Planning serves individuals, trusts, estates, business entities, and retirement plans with comprehensive wealth management, financial planning, and estate-planning services. The firm offers customized asset allocations, both discretionary and non-discretionary portfolio management, and uses third-party providers with AI and machine-learning tools as part of its investment approach.

Michael Howell is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Blom & Howell Financial Planning, Inc. He previously worked at SCF Securities, Inc. and LPL Financial. Outside of his advisory role, Howell is active as a church musician and officer at Shelter Cove Community Church, and he serves as treasurer and secretary of the Lions Baseball Club. Blom & Howell Financial Planning serves individuals, trusts, estates, business entities, and retirement plans by offering comprehensive wealth management, standalone financial planning, and retirement plan consulting. The firm customizes asset allocations across various securities, providing both discretionary and non-discretionary portfolio management through a firm-sponsored wrap fee program and engages periodic due diligence of service providers incorporating AI and machine learning components.