Diamond Sharon Madsen is a financial advisor with Merrill in Manteca, CA, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her career includes roles at Bank of America, Merrill, and JP Morgan, spanning over a decade. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, utilizing model-based and discretionary investment strategies developed by internal and third-party teams.

Augustine Azevedo is a financial advisor with LPL Financial, holding a Series 66 license and 17 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 15 years. Outside of advising, he co-owns the Azevedo Marketing Group LLC, which focuses on e-commerce website programming and marketing, and he is the author of a book titled "C Fear and Succeed Anyways." LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services, supported by research and technology-driven portfolio management options.

Sherry Azevedo is a financial advisor at Osaic with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors and National Planning Corp. Outside of her advisory role, she is involved in life insurance and fixed annuity businesses and serves as owner and CEO of the Azevedo Investment Corporation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm combines brokerage and investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and risk-tolerance analysis to build customized portfolios.

Brian Rambo is a CFP® certificant with 21 years of industry experience, currently affiliated with OSAIC. He has previously worked at Securities America Advisors, Inc. for 15 years. Brian also owns Rambo Wealth Management, a commission-based firm involved in investment management, life insurance, and variable annuity sales. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

John Kjerulf is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Edward Jones. Prior to his advisory career, he operated Kjerulf Law for two years. OSAIC serves a broad mix of retail and institutional clients through an extensive network of advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. Its investment approach includes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing across various asset classes.

Brooks Randolph is a CFP® professional with five years of experience in financial services. He is currently affiliated with Cetera and also holds roles with Valley Financial Services and B&A Financial Inc. Outside of his advisory duties, Randolph has been involved with tutoring and community organizations in prior years. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with access to a range of portfolio management strategies, including discretionary and non-discretionary services and third-party money managers.

Michael Bott is a financial advisor with Morgan Stanley in Stockton, California. He holds a Series 66 credential and has one year of industry experience. Prior to joining Morgan Stanley, he worked at Harmony Communities, US Bank, and Summit Funding. Outside of his advisory role, he manages a single-family rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and planning tools to support client financial goals.

Nicholas Tidwell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously was with Wells Fargo Advisors and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sean Friesen is a financial advisor with LPL Financial, holding a Series 66 designation and bringing four years of industry experience. He has worked at LPL Financial since 2019 and has additional experience with Golden 1 Credit Union and Sacramento Hyundai. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Ravotti is a financial advisor with Stifel in Modesto, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. for a decade before joining Stifel in 2026. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Neal Fearn is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has been with Morgan Stanley since 2009 and currently serves at Morgan Stanley Wealth Management in Stockton, CA. His background includes roles within Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and proprietary tools, managing approximately $2.74 trillion in client assets.

Jose Guerrero Moreno is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill, American Life Income, Sprint, and Arch Telecom. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, incorporating systematic methodologies and long-term asset allocation benchmarks.

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.

Matt Corkern is a financial advisor with Morgan Stanley in Stockton, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved with family and private real estate investment entities. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both direct client plans and corporate financial planning agreements.

David Simpson is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He previously worked for Independent Financial Group for 16 years and has operated his own business, David A. Simpson, Inc., since 1989. Outside of advising, he provides tax preparation and bookkeeping services through his firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Leonardo Resendiz is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. His approach emphasizes building ongoing relationships to provide advice and guidance as client needs evolve. Leonardo specializes in areas including equity compensation services, personal retirement planning, and tax minimization. He offers resources that encompass general investing, retirement planning, and saving for unexpected events, and also provides access to Bank of America specialists in banking, credit, home financing, and small business solutions. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Leonardo completed his high school education at Weston Ranch High School and earned an Associate's Degree from San Joaquin Delta College. Outside of his professional work, his interests include cooking, football, hiking, reading, rock climbing, running, traveling, volleyball, and watching movies.

Felica Ramos is a financial advisor at Morgan Stanley in Stockton, CA, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2008, with brief tenures at New York Life Insurance Company and NYLIFE Securities LLC. Ramos is the founder and a board member of The Guyton Ramos Family Foundation, which focuses on art, culture, education, and community support for children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm employs structured planning tools and investment models to support tailored financial strategies and manages approximately $2.74 trillion in client assets.

Blair Hake is a financial advisor with Ameriprise in Stockton, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he serves on the Board of Directors for the California Delta Chambers and Visitors Bureau, is a trustee at Humphreys College, acts as treasurer for the Stockton Host Lions Club, and is president of Friends of Swenson. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.