Stephen Blakeley is a financial advisor with Edward Jones in Modesto, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves on the Finance Committee of the Modesto Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individuals, institutions, and charitable organizations, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jose Guerrero Moreno is a financial advisor at Fidelity with six years of industry experience. His prior roles include positions at Bank of America, Merrill, and American Life Income. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad range of investment vehicles.

Todd Barton is a CFP® with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Karen Looper is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and BMO Bank NA. Outside of her advisory role, she is a member of J.L. Quality Consulting, LLC, a consulting business based in Oakdale, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Vicki Bayley is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Maxwell Nohr is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Cambridge, he worked at National Planning Corporation for six years. In addition to his advisory work, Nohr has conducted financial education workshops for over a decade and has been involved with Chabot College since 2009. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and nonprofit organizations, offering financial planning and investment management through a network of independent professionals. The firm provides tailored strategies across multiple platforms, including proprietary and third-party models, with both discretionary and non-discretionary management options.

Charles Christensen is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for the Modesto Band of Stanislaus County. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports through a centralized consulting team.

Gary Martin is a financial advisor with Primerica Advisors in Escalon, CA, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1984. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm utilizes third-party asset managers and provides a tiered wrap-fee structure while maintaining oversight of model selection and implementation.

Andy Moreno is a financial advisor with LPL Financial in Modesto, CA. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Westamerica Bank, Bank of America, Merrill, Patelco Credit Union, and CSU Stanislaus. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine-learning for research and operations.

Yunsun Rhee is a financial advisor with Cetera, holding a Series 66 designation and bringing 29 years of industry experience. Her career includes tenure at Merrill and Investors Capital Corp. She serves on the boards of the Gallo Center for the Arts and Modesto Artists Movement, engaging in fundraising and arts education activities. Rhee also works as an insurance agent selling life and health insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to various program structures and custodial relationships.

Sharon Amick is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Michael Faircloth II is a financial advisor with Raymond James & Associates, holding the Series 66 designation and bringing 26 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously held roles at Bank of America, N.A. and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and advisory services supported by a nationwide adviser network.

Todd Venturini is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2016, following nine years at Cetera Wealth Services and three years at A. G. Edwards & Sons. Venturini operates Granite Wealth Management, a DBA for his LPL business based in Modesto, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Hector Maldonado is a financial advisor with RBC Capital Markets in Modesto, CA. He holds the Series 66 designation and has 25 years of industry experience, including prior service at Morgan Stanley Smith Barney from 2009 to 2017. Maldonado has been with RBC Capital Markets since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients, including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Michele Mc Call is a financial advisor at Edward Jones in Modesto, CA, holding Series 63 and Series 66 credentials with 22 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Esaul Guerrero III is a Series 66 licensed financial advisor with 20 years of industry experience, currently affiliated with Edward Jones. He has been with UnionBanc Investments Services since 2009. Outside of his advisory work, he is involved in rental property management and operates an RV rental business, as well as a venue rental service for events and photo shoots in Modesto, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Tiffany Mousseau is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. She has worked at Ameriprise since 2016 and has prior experience in education with Central Catholic High School and Ceres Unified School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through detailed Recommendation Reports and ongoing advice. The firm employs a centralized team for retirement income services and operates within a defined investment universe influenced by affiliated product relationships.

Pablo Zeiter is a financial advisor at Ameriprise in Modesto, CA, holding a Series 66 designation. He has one year of experience in the advisory industry and previously worked as a self-employed real estate appraiser for eight years. Before that, he operated Designation Station LLC for two years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Jeffrey Sutton is a financial advisor at Stifel with 32 years of industry experience. He holds the Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the author of a book titled "WHY MY MOMMY?" which he promotes through social media and book signings. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Eugenio Carrillo Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with Rotary International, participating in community service and initiatives promoting integrity and goodwill. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide personalized, written recommendations delivered through a centralized consulting team.