Alan Crosby is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Southland Equity Partners, LLC and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of his advisory role, he is a member of Brave Cycling Company LLC, which designs and sells premium cycling apparel and accessories. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized, mainly discretionary portfolios.

Benjamin Johnson is a financial advisor at Mraz and Associates with 11 years of industry experience. He holds a Series 65 designation and has been with Mraz, Amerine & Associates, Inc. since 2014. Mraz and Associates offers financial planning, consulting, and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a disciplined, value-oriented investment process and manages approximately $917.5 million on a discretionary basis through a five-advisor team.

Dezaree Seeds is a Certified Financial Planner (CFP®) with 13 years of industry experience. She has worked at Sierra Ocean, LLC since 2021 and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management as well as financial planning and consulting. The firm customizes asset allocations using a range of investment vehicles and offers ongoing portfolio monitoring and access to third-party platforms and independent managers.

Gregory Crosby is a CFP®-designated financial advisor at Southland Equity Partners, LLC with 40 years of industry experience. He previously worked at FSC Securities Corporation for 36 years before joining Southland Equity Partners in 2018. Outside of his advisory role, he owns Crosby Capital Advisors, LLC, a limited liability company unrelated to investment activities. Southland Equity Partners serves individuals, pension and profit-sharing plans, and businesses by providing financial planning, direct asset management, and retirement plan consulting. The firm employs fundamental and technical analysis to create customized portfolios across discretionary and non-discretionary mandates.

Vijay Malik is a financial advisor at Sophis Investments LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Everest Group LLC and Holliday Fenoglio Fowler, L.P. Outside of his advisory role, he serves as president of Middle America Capital, a Nebraska real estate investment company. Sophis Investments is a small team advisory firm serving individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity approach with long-term holdings and uses performance-based fees for qualified clients, managing both individual accounts and pooled investment vehicles.

Deidre Mraz is a financial advisor at Mraz and Associates in Modesto, CA, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mraz, Amrine & Associates since 2011 and Concert Wealth Management, Inc. since 2008. Mraz and Associates offers financial planning, consulting, and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $917.5 million on a discretionary basis through a disciplined, value-oriented investment process and serves clients using a five-advisor team.

Mayra Meza is a financial advisor at Sierra Ocean, LLC with a Series 65 designation and four years of industry experience. Prior to joining Sierra Ocean, she held positions at The Save Mart Companies, California State University, Stanislaus, Modesto Junior College, and OpenDoor Services. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm customizes asset allocations using mutual funds, ETFs, individual equities, fixed income, and selectively employs interval and private investment funds.

Patrick Lettice is a financial advisor with Wedbush Securities Inc. in Modesto, CA, holding a Series 63 designation and 42 years of industry experience. He has been with Wedbush Securities since 2013 and also maintains a long-term affiliation with Vulcan Securities LLC since 2002. Wedbush Securities provides both investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, and securities lending, utilizing both discretionary and non-discretionary portfolio management strategies.

Todd Steck is a financial advisor at Verity Asset Management with one year of industry experience. He holds a Series 65 credential and has prior experience with Teacher's Pension and Insurance Services and 1st Light Energy. Outside of advisory work, Steck is involved in solar marketing through Public Solar, LLC, and operates an insurance agency, Steck Insurance Services. Verity Asset Management is an SEC-registered firm providing discretionary portfolio management, model portfolios, retirement-plan advisory, and financial planning to individuals, corporate and institutional clients, and other investment advisers. The firm employs a model-driven investment process with tactical asset allocation across diverse asset classes and offers both internally managed and third-party models.

Eric Anderson is a financial advisor with Verity Asset Management, holding a Series 65 credential and eight years of industry experience. He has been with Verity Asset Management since 2018 and also operates Teacher's Pension and Insurance Services, an insurance agency in Oakdale, CA. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion and serving a broad client base including individuals, retirement plan sponsors, institutional clients, and other advisers. The firm emphasizes a model-based investment approach with tactical asset allocation and acts as a manager-of-managers when selecting third-party models for client platforms.

Robert Powell is a CFP® with 15 years of industry experience, currently serving as an advisor at Ascentis Independent Advisors, LLC. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and Concurrent Advisors. Powell is also CEO of Hebrews 135, LLC, a business support company. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients. The firm provides comprehensive portfolio management and financial planning, utilizing a mix of public and private securities with ongoing monitoring and rebalancing.

Andrew Lambertson is a financial advisor with Founders Financial Securities LLC in Modesto, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He is the owner and president of Lambertson Financial Services and a partner at Skyson Financial, both providing wealth management and structured settlement services. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management programs and financial planning services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised customized portfolios.

George Saljian is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Foundations, he worked at Way Financial and has been involved with Flory Construction, Inc. since 2012. He serves as a planning commissioner for the City of Ripon, reviewing projects related to planning and zoning. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and works with multiple sub-advisers and custodians.

Sofia Leguria is a financial advisor at Integrity Advisory Solutions with a Series 65 designation. She joined the firm in 2026 and has previous experience in legal and academic roles, including positions at Leguria Law and Gonzaga University School of Law. Outside of finance, she has worked in various educational and community organizations. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors. The firm manages approximately $1.1 billion in client assets and offers a range of services including portfolio management, financial planning, retirement consulting, and model portfolio programs.

Gregory Lebbert is a financial advisor at Infinity Financial Services Advisory with 40 years of industry experience. He holds a Series 63 designation and has been with Infinity Financial Services Advisory since 2020, following four years at Infinity Financial Services. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients through a team of 35 advisors. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes charting, cyclical, fundamental, quantitative, and technical analysis, along with modern portfolio theory, implementing strategies across mutual funds, ETFs, annuities, options, and other complex investments.

Manjit Singh is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, and Merrill. Outside of advisory work, he is involved as an insurance agent with Actus Wealth Strategies Insurance Agency and is a partner in an extended stay motel business. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisors, offering portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across a range of asset classes using discretionary and non-discretionary approaches.

Jacob Holleman is a financial advisor with Foundations Investment Advisors LLC in Ripon, CA. He holds the Series 65 designation and has professional experience that includes positions at Way Financial and various security companies. Foundations Investment Advisors, LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing strategy, and provides services through a broad network of affiliated offices and representatives.

Joseph Laswell is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 license. He has nine years of industry experience, including roles at Way Financial and Insurance Services, Inc., Acumen Capital Group, and Abigail Life Insurance Services, Inc. He is also the CEO of Way Financial and Insurance Services, where he is involved in insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and offers services through a large network of affiliated offices.

Shaun Vaught is a financial advisor at Advisor Share Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cetera Advisor Networks LLC since 2015. Outside of his advisory role, he serves as a pastor at Christian Worship Center, an involvement he has maintained since 1995. Vaught is also engaged in insurance services through Vaught and Muela Insurance Services. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers access to third-party sub-advisers and model portfolios, operates a web-based asset management platform, and makes alternative and private investment options available to eligible clients.

Valerie Hurst is a financial advisor at United Capital Financial Advisors with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Goldman Sachs & Co LLC and CETERA Advisor Networks LLC. Hurst serves on the advisory board of the McHenry Mansion, a local historical landmark hosting weddings, public tours, and fundraising events. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth clients, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates a platform, FinLife Partners, that assists independent advisors with technology and practice management services.