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 at Wedbush Securities Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at Wedbush Securities since 2013. He also has concurrent experience with Vulcan Securities LLC dating back to 2002. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services, combining brokerage and SEC-registered investment advisory capabilities.

George Saljian is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. He has worked at Way Financial and Foundations Investment Advisors since 2024 and has over a decade of experience with Flory Construction, Inc. Saljian serves as a planning commissioner for the City of Ripon, reviewing projects related to planning and zoning issues. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Sofia Leguria is a financial advisor at Integrity Advisory Solutions with Series 65 credentials and one year of industry experience. Prior to joining the firm, she worked at Leguria Law and held various roles in academic and athletic departments at universities including Gonzaga University and UC Davis. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and model portfolio programs using a combination of fundamental and technical analysis and a variety of asset-allocation strategies.

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 Series 65 licensed financial advisor at Foundations Investment Advisors LLC with one year of experience in the industry. His prior work background includes roles in security and alarm services from 2015 to 2025. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 advisers. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies, utilizing a broad range of investment products and a network of affiliated service providers.

Joseph Laswell is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, bringing nine years of industry experience. He has worked at Way Financial and Insurance Services, Inc. since 2017, where he also serves as CEO. His prior experience includes roles at Acumen Capital Group and Abigail Life Insurance Services, Inc. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives, offering portfolio management, financial planning, retirement plan support, and sub-advisory services.

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.

Christopher Barber is a financial advisor at Mutual Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 66 registrations and has held positions at Mutual Advisors LLC since 2020, as well as prior roles at Incapital LLC and Griffin Capital Securities, Inc. Barber also works as an independent insurance agent, selling fixed life insurance policies through Swain Financial Services, Inc. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection for a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors. The firm combines institutional capabilities with operational flexibility and employs both active and passive investment strategies alongside specialized tools and services.

Zeid Muhammad is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC and has been with the firm since 2025. He has eight years of experience as a contract project engineer at Progressive Global Energy, where he designs and engineers substation solutions for electric utilities. Muhammad also operates as an independent life insurance agent through InVita Financial LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, and sub-advisory services to individuals, trusts, estates, and registered investment companies, employing tailored asset allocations and working with a broad set of investment products.

Ryan Bertrand is a financial advisor with Missionsquare Retirement based in Modesto, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Andrew Wolf is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Goldman Sachs & Co LLC, CETERA Advisor Networks LLC, and Girard Securities Inc. United Capital provides national financial planning and discretionary investment management services to a broad range of clients, including individual and high-net-worth households, retirement plans, and corporate or institutional accounts. The firm’s investment teams develop client-specific financial plans and manage accounts on a discretionary basis, supporting customization options such as ESG and faith-based portfolios.

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.

Gina Leguria is a Series 65-licensed financial advisor with Integrity Advisory Solutions, based in Modesto, CA, and has two years of industry experience. She has held roles at Brokers Financial and Integrity Advisory Solutions since 2024 and has a legal background running her own law firm, The Law Firm of Gina Leguria, since 2009. She serves as Vice President of the Stanislaus Estate Planning Council and is a board member of United Cerebral Palsy of Stanislaus County. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of investment adviser representatives, utilizing third-party platforms and model portfolios.