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 financial career, Vaught serves as a pastor at the Christian Worship Center, a religious organization he has been involved with since 1995. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers a web-based asset management platform, utilizes third-party sub-advisers and model portfolios, and provides alternative and private investment options to eligible clients.

Maria Regina Alvis is a financial advisor with Coppell Advisory Solutions LLC, holding five years of industry experience. She has worked with VG Capital Financial Resources since 2016 and also serves as an independent agent with active lines of authority in Accident & Health and Life insurance. Coppell Advisory Solutions operates under the Fusion Investment Advisors brand, providing discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with a broad investment toolkit and employs both fundamental and technical analysis to implement tailored investment strategies.

Roy Ramos is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 63 designation. He has four years of industry experience and has worked with Coppell Advisory Solutions since 2022. Outside of his advisory role, Ramos is also active as a real estate agent with RMME, Inc. in Stockton, California. Coppell Advisory Solutions, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs a tailored investment approach combining internal and independent asset allocation models with fundamental and technical analysis.

Tara Khor is a financial advisor with Coppell Advisory Solutions LLC, holding two years of industry experience. She has been with Coppell Advisory Solutions since 2023 and also has a longstanding affiliation with VG Capital Financial since 2011. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses an open-architecture platform and a combination of internal and external asset allocation models, employing fundamental and technical analysis to manage client portfolios on a discretionary basis.

Jaspreet Aujla is a financial advisor at Intellicents Investment Solutions Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at CalSTRS, J.P. Morgan Securities, JPMorgan Chase Bank, and Heritage Community Credit Union. Intellicents Investment Solutions Inc. serves retirement plan sponsors, administrators, individual clients, charitable institutions, foundations, and municipalities, offering services such as retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer, and manages approximately $9.92 billion in assets with a multi-office, 54-advisor team.

Zeid Muhammad is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has been with Foundations since 2025 and has prior experience as a contract project engineer at Progressive Global Energy since 2018. Outside of his advisory role, Zeid offers life insurance and annuities as an independent agent through InVita Financial LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach to manage investments.

Tolen Teigen is a financial advisor at Intellicents Investment Solutions Inc. with 23 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. His prior experience includes roles at Findec Wealth Services, Inc. and Western Associates Insurance Services. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions, offering retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach with oversight from a CFA-designated Chief Investment Officer.

Leo Biscocho is a financial advisor at Coppell Advisory Solutions LLC with two years of industry experience. He holds a Series 63 designation and has worked at Fusion Capital Management since 2023, VG Capital Financial Services since 2019, and BIG Services from 2009 to 2019. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to implement discretionary investment strategies.

James Simos II is a CFP® with 23 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2018. His prior experience includes roles at National Securities Corp and Infinity Securities, Inc. He is also a partner at Adelphia Capital LLC, where he manages commercial real estate investments. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Kevin Schneider is a financial advisor at BFC Planning, Inc. with 47 years of industry experience. He has held positions at Wells Fargo Clearing and Prudential Equity Group, LLC prior to joining BFC Planning in 2017. Schneider is a member of the San Joaquin Estate Planning Council, a group consisting of professionals involved in estate planning. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and emphasizes flexible fee arrangements and a variety of investment platforms.

Philip Garcia is a financial advisor with Coppell Advisory Solutions LLC who holds a Series 65 designation and has 18 years of industry experience. His prior roles include positions at Fusion Capital Management, Global Asset Management Group, and Financial Leadership Advisors, Inc. In addition to his advisory work, he manages a life and health insurance agency where he oversees operations and training of sub-agents. Coppell Advisory Solutions LLC serves a broad client base, including high net worth individuals, pension and profit-sharing plan participants, trusts, and charitable organizations. The firm offers discretionary portfolio management and financial planning through an open-architecture platform that utilizes both fundamental and technical analysis with a diverse investment toolkit.

Cecilia Pena is a financial advisor at Coppell Advisory Solutions LLC with six years of industry experience. She has worked at Fusion Capital Management since 2021 and previously at Financial Leadership Advisors, Inc. Additionally, she holds an insurance agent license with active lines of authority in Accident & Health and Life. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with internally developed and independent asset allocation models, employing both fundamental and technical analysis across a broad range of investment vehicles.

John Peterson is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Coppell Advisory Solutions LLC and has prior experience at Fusion Capital Management and Global Asset Management Group, Inc. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, fixed, and fixed indexed annuity products. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, estates, and business entities. The firm uses an open-architecture platform with a broad investment toolkit and offers tailored investment strategies supported by continuous monitoring and periodic rebalancing.

Adam Moskowitz is a financial advisor with Transamerica Financial Advisors in Stockton, CA, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. In addition to his advisory role, he serves as president of the Kiwanis Club of Stockton and is involved with several professional and community organizations, including the Silver Lake Chamber of Commerce and The Loudest Wavemakers, Inc. Transamerica Financial Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Steve Ruiz is a financial advisor with PlanMember Securities Corporation, holding 37 years of industry experience. He has been involved with the Envoy Program since 2000 and has operated under his own name since 1985. Outside of his advisory role, Ruiz is an agent selling fixed annuities and life insurance through his own business, Ruiz & Associates. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual-fund portfolios, offering education and support services including seminars and personalized retirement planning.

Samuel Oceguera is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2007 through their predecessor firms. Outside of his advisory role, he serves on the State Council of Developmental Disabilities Regional Advisory Committee. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, with tailored client relationships that include financial planning and retirement plan consulting.

Michele Valdez is a financial advisor with Principal Financial Services based in Manteca, CA, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at Principal Financial Services and Principal Life Insurance Company since 2024 and previously held roles at LPL Financial, Silicon Valley Benefits, and Maxx Home Works, where she also provided bookkeeping services. Outside of advisory work, she offers employee benefits to employers, including medical and group life coverage, as well as Medicare supplement plans. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jeff Berg is a financial advisor with Eagle Strategies (New York Life) based in Stockton, California. He holds a Series 66 designation and has 25 years of industry experience. Berg has worked with Eagle Strategies since 2009 and has been associated with New York Life entities since 2006. Outside of advising, he is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, operating primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Richard Cutler is a financial advisor with Transamerica Financial Advisors based in Stockton, CA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at WealthWave, American Gateway Mortgage & Realty, and Champion Health, Inc., where he is involved in health insurance supplement services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Chad Parilla is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior work includes roles at ICMA Retirement Corporation, Lincoln Financial Advisors, and Simplicity Investments. TLG Advisors serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and fiduciary services for ERISA-qualified retirement plans. The firm’s investment approach emphasizes manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with many accounts managed through sub-advisors and program platforms.