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.

Beatriz Buenrostro is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. since 2018 while being with Merrill since 2011. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Darnell Simmons is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. Prior to his current roles, he was employed by Morgan Stanley, SolarCity Corporation, and Forest Hill Management, among others. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryan Nelson is a CFP® with 22 years of experience in the financial industry, currently serving as an advisor at LPL Financial. He has held prior roles at Orion Wealth Inc. and Securities America, Inc., accumulating extensive experience before joining LPL. Outside of his advisory work, Bryan operates a radio broadcasting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, and institutional clients. The firm employs a variety of investment strategies and platforms, supported by advanced research and operational tools.

Derek Nan is the Managing Director and Senior Resident Director - Wealth Management Advisor at the Modesto Merrill Lynch Wealth Management Office. He joined Merrill in 2007 and leads an advisory team that serves California's agricultural, industrial, medical, and technology-based businesses, focusing on a disciplined, goals-based wealth management approach tailored to clients' unique needs. Derek's expertise includes planning-based financial advice, estate planning issues, money management, retirement planning, as well as small business and corporate 401(k) plans including defined benefit and cash balance plans. He holds a bachelor's degree in Economics from California State University of Stanislaus. Derek is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional affiliations include membership in American Mensa, past presidency of Oakdale Sunrise Rotary, current membership in Modesto Sunrise Rotary, and involvement with the Modesto Sons of Italy. Derek has been recognized in Forbes "Best-in-State Wealth Advisors" list for 2025. He is a lifelong citizen of the Modesto area and is involved in community organizations. His business philosophy centers on being accessible, knowledgeable, and committed to building strong client relationships to help families make important financial decisions.

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.

Nancy Fuentes is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has been with Merrill and Bank of America since 2019 and previously worked at Target and CSU Stanislaus. Outside of her advisory role, she is the sole owner of a rental property in Stockton, California. 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, offering model-based and discretionary investment strategies for a variety of individual and institutional clients.

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.

Emily Vierra is a Senior Financial Advisor with the Special Needs Team at Merrill Lynch Wealth Management. She collaborates closely with professional trustees to develop detailed planning and investment frameworks for children and adults with special needs, as well as the elderly and disabled. Her work encompasses conservatorships, guardianships, court-appointed cases, and settlements. Emily focuses on client relationship management, wealth management planning, and team operations, and is skilled in new account onboarding and long-term wealth strategy. Emily began her career at Merrill Lynch in 2007 and has been a member of the Special Needs Team since 2012, progressively taking on additional responsibilities. She holds a Bachelor's Degree in Business Administration with a concentration in Marketing from California State University, Sacramento. She also holds the Personal Investment Advisor (PIA) designation. Emily lives in Modesto and enjoys spending time with her family and friends.

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.

Nicholas Mori is a financial advisor at Edward Jones with eight years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley, and Wells Fargo prior to joining Edward Jones in 2020. Mori holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, with a nationwide network of over 23,700 financial advisors.

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.