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.

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.

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.

Daniel Krause is a financial advisor with Verity Asset Management in Oakdale, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at The Leaders Group DBA Simplicity Investments and TPX Advisors. He is also involved in managing and overseeing advisors at TPX Advisors. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion across 55 advisors. The firm serves individual clients, retirement plan sponsors and participants, institutional clients, and other registered investment advisers, offering model-based and customized portfolio management along with retirement plan consulting and sub-advisory services.

Elizabeth Wright is a CFP® with 14 years of industry experience. She is currently with Arete Wealth Advisors, LLC and previously worked at Moloney Securities Co., Inc. and Vance Capital Management, LLC. She is also involved in a wholesaler support role with Equity Marketing Group. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model allocations for discretionary portfolio management and uses a due-diligence process for third-party managers and private investments.

Gerardo Vergara is a CFP® professional with seven years of industry experience, currently serving as an advisor at Verity Asset Management. His prior experience includes roles at Ameriprise and Edward Jones. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion for individuals, retirement plans, institutional clients, and other advisers. The firm employs a model-based investment approach with tactical asset allocation across a range of asset classes, offering services such as discretionary portfolio management, retirement plan consulting, and sub-advisory arrangements.

Christopher Barber is a financial advisor with Mutual Advisors, LLC, holding Series 65 and 66 licenses and 19 years of industry experience. He has worked at several firms, including Incapital LLC, Griffin Capital Securities, and Merrill. Barber also operates as an independent insurance agent through Swain Financial Services, focusing on fixed life insurance sales. Mutual Advisors, LLC serves a diverse client base that includes individual investors, retirement plans, trusts, estates, and institutional clients. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is notable for its scale of institutional work and use of various analytical approaches and third-party tools.

Ryan Bertrand is a financial advisor with MissionSquare Retirement in Modesto, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at ICMA-RC Services, LLC and Wells Fargo Clearing. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans with plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm works with Morningstar Investment Management to develop personalized investment advice and model portfolios, supporting more than 40,000 participants with a multi-team advisory structure.

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.

Gregory Komsky is a financial advisor with Verity Asset Management in Oakdale, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Verity Asset Management since 2017 and previously at EBS Financial, Planmember Securities Corporation, and Teacher's Pension & Insurance Services. Outside of his advisory role, he serves as president and CEO of Foundation Financial & Insurance Services and is managing partner at Karma Capital Insurance Solutions, overseeing insurance operations. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional, and registered investment adviser clients with discretionary portfolio management, retirement-plan advisory, and financial planning. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models, operating under fiduciary and ERISA standards where applicable.

Gina Leguria is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 designation and has worked previously at Brokers Financial and Yosemite Community College District. In addition to her advisory role, she is an attorney and president of her own law firm, The Law Firm of Gina Leguria, and serves as Vice President of the Stanislaus Estate Planning Council as well as a board member of United Cerebral Palsy of Stanislaus County. Integrity Advisory Solutions serves a wide range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and businesses, offering portfolio management, financial planning, retirement plan consulting, and sub-advisory services through a network of about 100 independent advisors managing approximately $1.1 billion in client assets.

Donna Fredrickson is a financial advisor with Wedbush Securities Inc. in Modesto, CA, holding Series 66 and Series 63 licenses and possessing 25 years of industry experience. She has worked with Wedbush Securities since 2015. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of solutions including wealth management, fixed income, commodities, and capital markets services. The firm supports tailored portfolio management strategies and administers SMA, MMA, UMA, and IMA offerings while conducting due diligence on third-party managers.

Bryan Turnbull is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm utilizes algorithm-driven risk assessments and approved third-party strategists to manage portfolios primarily using mutual funds and ETFs.

Jeffrey Bowman is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has worked at Integrated Wealth Concepts since 2023 and has over 20 years of experience as a principal at Grimbleby Coleman CPAs, Inc. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income.

Jeroen Hoogeveen is a financial advisor at Transamerica Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2012. He also has a longstanding association with World Financial Group dating back to 2001. Outside of advisory services, he is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm uses a model portfolio approach implemented through multiple program platforms and third-party managers, supported by an extensive advisor network.