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 the Series 65 designation and has been with Mraz, Amerine & Associates, Inc. since 2014. Mraz and Associates provides financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as retirement plans and other institutional entities. The firm follows a disciplined, value-oriented investment approach that integrates fundamental, technical, and cyclical analysis, managing nearly $1 billion in discretionary assets through a small team of five advisors.

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® professional with 41 years of industry experience. He is currently with Southland Equity Partners, LLC and has previously worked at FSC Securities Corporation and OSAIC. He is the owner of Crosby Capital Advisors, LLC, a non-investment-related limited liability company. Southland Equity Partners advises individuals, pension/profit-sharing plans, and businesses, providing financial planning, direct asset management, selection of portfolio managers, and retirement plan consulting. The firm combines fundamental and technical analysis to build customized portfolios and offers both discretionary and non-discretionary management along with flexible billing options.

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, holding Series 63 and Series 65 licenses with 19 years of industry experience. Her prior roles include positions at Concert Wealth Management, Inc. and Morgan Stanley & Co. LLC. She has been with her current firm, previously known as Mraz, Amrine & Associates, for 15 years. Mraz and Associates provides financial planning, consulting, and discretionary investment management services to individuals, retirement plans, and institutional clients. The firm employs a disciplined, value-oriented investment process that integrates fundamental, technical, and cyclical analysis, managing nearly $1 billion in assets with a small team of five advisors.

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.

Robert Powell is a CFP® with 15 years of industry experience currently affiliated with Ascentis Independent Advisors, LLC. His career includes prior roles at Raymond James Financial Services and Concurrent Advisors. He is also the CEO of Hebrews 135, LLC, a business he owns and operates outside of his advisory work. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of discretionary management, third-party managers, and platform solutions to tailor investment advice to client objectives.

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.

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.

Shaun Vaught is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been associated with Cetera Advisor Networks LLC since 2015 and operates Vaught And Muela Insurance Services. Outside of his financial career, he serves as a pastor at the Christian Worship Center, a role he has held since 1995. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, utilizing third-party sub-advisers and model portfolios to implement client strategies.

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 designations and has previously worked at firms including Incapital LLC, Griffin Capital Securities, Inc., and Merrill. Barber is also an independent insurance agent, selling fixed life insurance policies through his S corporation. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm manages portfolios using both active and passive strategies tailored to each client’s objectives, employing multiple analytical approaches and third-party tools. It manages approximately $9.45 billion across 154 advisors and is notable for its scale of institutional work and range of services.

Ryan Bertrand is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Bertrand is based in Modesto, CA. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services. The firm’s Guided Pathways offering includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management, delivered through multiple channels exclusively within MissionSquare-administered accounts.

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.

Gina Leguria is a financial advisor with Integrity Advisory Solutions in Modesto, CA, holding a Series 65 designation and two years of industry experience. She has a background that includes roles at Brokers Financial and Yosemite Community College District, and she has operated her own law firm since 2009. Leguria 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 individuals, trusts, estates, corporations, and business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services using a variety of asset allocation strategies and third-party platforms.

Donna Fredrickson is a financial advisor with Wedbush Securities Inc. in Modesto, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been 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 wealth management, fixed income, commodities, and capital markets services alongside both discretionary and non-discretionary portfolio management.