Michael Haley is a financial advisor with LPL Financial in Stockton, CA, holding a Series 63 designation and 38 years of industry experience. He has worked at LPL Financial since 2017, following 18 years at National Planning Corporation, and has been affiliated with the Bank of Stockton since 1993. Haley serves as a for-profit board member and audit committee member at Golden Bear Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Shane Mccurry is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has previously worked at BancWest Investment Services and BANK OF THE WEST. 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 Wells Fargo Investment Institute and third-party databases.

Philip Benson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since January 1987 and has held leadership roles including managing the Stockton, CA office for 24 years and serving as Senior Resident Director of the 101 California Street office in San Francisco. Since June 2018, he has focused on client service and leadership of The BWS Group in Stockton, dedicating his efforts to wealth management strategies that address clients' concerns about financial security. Mr. Benson’s expertise encompasses the implementation of coordinated strategies for the accumulation, preservation, use, and transfer of wealth. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Agricultural and Managerial Economics from the University of California, Davis. Beyond his financial career, Mr. Benson umpired major college baseball games across the United States until his retirement in 2013, including being selected as one of eight umpires to work the 2012 Division I College World Series. He resides in Walnut Grove, California with his wife, Stacy Ann Enos, and has one son, Patrick, who is also a Merrill Financial Advisor.

Efrain Velasquez is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A., as well as Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michaela Sobrero is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at Aldos Italian Ice and Gelato. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven models and tax-efficient strategies to deliver tailored recommendation reports.

Shannon Dubuisson is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 15 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Poppy Wealth Management, where she is also the owner. She additionally works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and supports various investment strategies and program structures.

Jamie Ince Santikham is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He is based in Stockton, California. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal guidance for clients approaching or in retirement.