Pamela Zedick is a CFP® professional with 23 years of industry experience. She currently serves at Valley Wealth Strategies, LLC and LPL Financial, LLC, where she has worked since 2017. Prior to that, she spent 14 years at National Planning Corporation. In addition to her advisory work, she is involved in estate planning support and tax preparation through Beacon Tax & Wealth Advisors. Valley Wealth Strategies, LLC advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers customized investment management and financial planning with a primarily long-term investment approach, managing over $1.2 billion in assets and providing ongoing oversight of portfolios implemented through independent managers.

Caleb Sasson is an investment advisor representative with Valley Wealth Strategies, LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at Sigma-Aldrich, Inc. for ten years. Caleb is also a commissioned notary in Menlo Park, CA. Valley Wealth Strategies, LLC advises individuals, high-net-worth clients, families, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers customized investment management and financial planning services, employing a primarily long-term investment approach while incorporating fundamental, technical, and cyclical analysis.

Oscar Martinez is a financial advisor with Valley Wealth Strategies, LLC in Lodi, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial LLC and C L Zuk & Associates, alongside his role at Valley Wealth Strategies. Martinez also serves as Chief Information Officer at Zuk Financial Group. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis, managing approximately $1.2 billion in assets with a significant portion managed non-discretionarily.

Michael Mueller is an investment advisor representative with Valley Wealth Strategies, LLC and has 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valley Wealth Strategies since 2020, with prior experience at LPL Financial and National Planning Corporation. Mueller is also president of Mueller Insurance & Financial Services, Inc., a business he has operated since 1999. Valley Wealth Strategies, LLC advises individuals, families, trusts, small businesses, and charitable organizations, offering customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach while incorporating fundamental, technical, and cyclical analysis.

David Sasson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently affiliated with Valley Wealth Strategies, LLC and LPL Financial, where he has worked since 2017. Prior to that, he was with National Planning Corporation beginning in 2008. Valley Wealth Strategies, LLC provides customized investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach, utilizing fundamental, technical, and cyclical analysis, and manages a significant portion of assets on a non-discretionary basis.

Ahamad Manohorathat is a financial advisor at Valley Wealth Strategies, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and National Planning Corporation. Outside of advising, he is a certified paralegal with Citadel Law Offices. Valley Wealth Strategies serves a diverse client base including individuals, families, trusts, and charitable organizations, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach while incorporating fundamental, technical, and cyclical analysis, and manages a significant portion of assets on a non-discretionary basis.

Maria Kamin is a CFP® professional with two years of industry experience, currently serving at Prosperity Capital Advisors. Her prior roles include positions at SageView Advisory Group, LLC and C-J Advisory, Inc. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Nicholas Hagan is a financial advisor with PNC Wealth Management in Stockton, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, J.P. Morgan Securities, Wells Fargo Advisors, and CitiGroup. Outside of advisory work, he is involved in managing a non-investment-related condo rental business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and third-party managed strategies primarily employing mutual funds and ETFs.

Melvin Muela is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has a diverse work history including roles at Champion Health, Inc., Wash & Post Inc., and Blue Shield of California Life & Health Insurance Company. Outside of advisory work, Muela owns Gordito Burrito, Inc., a restaurant business in Sacramento, and is involved with Life Song of Stockton as a board member. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large network of advisors and multiple program platforms. The firm’s advisory model primarily uses model portfolios and third-party managers, offering integrated retirement plan solutions and a range of affiliated investment and insurance products.

Belinda Duran is a financial advisor at SPC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Parkland Securities, Western International Securities, and Financial West Group. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary investment management options.

Juliana Lanier is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 16 years of industry experience. She has been with Transamerica Financial Advisors since 2013 and also serves as president and broker of record for Realta Corporation, a real estate brokerage. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers through multiple program platforms. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

Dale Immekus is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior roles include positions at Creative Financial Designs, Inc., cfd Investments, Inc., and Edward Jones. He is an owner and officer of Dedicated Financial & Insurance Services, offering securities, advisory, and insurance services since 2012. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a mix of firm- and third-party models to develop tailored client strategies and offers services through multiple platforms and asset management programs.

Edward Santos is a financial advisor with PlanMember Securities Corporation who holds a Series 63 designation and has 20 years of industry experience. He has worked with Northern California Planners and PlanMember Securities Corporation since 2006. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment approach is based on a top-down strategic asset allocation framework with risk-based mutual fund portfolios ranging from conservative to aggressive.

Eric Prusinski is a CFP® and holds a Series 66 license with six years of industry experience. He is currently affiliated with Commonwealth Financial Network and Your Dedicated Fiduciary, having previously worked at Brunette & Associates and Capital Group. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, retirement plan consulting, and a range of operational and compliance services. The firm offers advisors discretion to construct client portfolios from diverse securities and manages model portfolios through its Investment Management and Research team.

Albert Paula is a financial advisor with Eagle Strategies (NY Life) based in Lodi, CA, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked with Eagle Strategies since 2012 and operates Parkwest Financial & Insurance Solutions, focusing on brokering insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a majority of its assets on a non-discretionary basis and offers customized advice across multiple program types within an integrated New York Life affiliate structure.

Charles Immekus is a financial advisor at Independent Financial Group, LLC with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Independent Financial Group in 2019, he worked at Dedicated Financial and Insurance Services and also has a background at California State University East Bay. Outside of his advisory role, Immekus serves as an officer and director for Veterans of Oakley and is the vice president of a local Business Networking International chapter. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm combines strategic asset allocation with multi-manager portfolios and offers both discretionary and non-discretionary portfolio management through various platforms and third-party programs.

David Barse is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Commonwealth since 2015. Barse is also the owner of Your Dedicated Fiduciary, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, trading, compliance, and practice-management services.

Bryan Hickingbottom is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 25 years of industry experience. He has been with Raymond James since 2009 and operates Hickingbottom Financial Services as a branch owner since 2021. Outside of advising, he is involved in the non-variable insurance business, including handling renewal commissions on long-term care policies and writing fixed annuity business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a municipal advisor affiliation.

Alexander Glaros is a financial advisor at Edward Jones in Lodi, CA, with six years of industry experience. He has held positions at Edward Jones since 2019 and previously worked at Lincoln High School, Cisco Air Systems, and Penske Truck Leasing. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Markelle Luke is a financial advisor with Edward Jones in Lodi, CA, holding a Series 66 designation and 10 years of industry experience. Prior to joining Edward Jones in 2023, Markelle worked at Cetera Advisor Networks LLC, Girard Securities, and United Capital Financial Advisers, LLC / Goldman Sachs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.