Daniel Raymond is a CFP® professional with 23 years of experience in the financial services industry. He is currently associated with Valley Wealth Strategies, LLC and has previously worked at LPL Financial LLC and National Planning Corporation. Outside of his advisory role, he owns and operates a farm business involved in the sale of agricultural products and land rentals. Valley Wealth Strategies, LLC provides customized investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, managing approximately $1.2 billion in assets with a significant portion on a non-discretionary basis.

Pamela Zedick is a CFP® professional with 23 years of industry experience. She currently serves at Valley Wealth Strategies, LLC and LPL Financial, LLC, where she has worked since 2017. Prior to that, she spent 14 years at National Planning Corporation. In addition to her advisory work, she is involved in estate planning support and tax preparation through Beacon Tax & Wealth Advisors. Valley Wealth Strategies, LLC advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers customized investment management and financial planning with a primarily long-term investment approach, managing over $1.2 billion in assets and providing ongoing oversight of portfolios implemented through independent managers.

Caleb Sasson is an investment advisor representative with Valley Wealth Strategies, LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at Sigma-Aldrich, Inc. for ten years. Caleb is also a commissioned notary in Menlo Park, CA. Valley Wealth Strategies, LLC advises individuals, high-net-worth clients, families, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers customized investment management and financial planning services, employing a primarily long-term investment approach while incorporating fundamental, technical, and cyclical analysis.

Larry Stiver is a financial advisor with RiverPath Investments LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at RiverPath Investments since 2015 and has prior experience at Sterling Advisors Inc, Storehouse Financial, and Mass Mutual Investors Services. Outside of his advisory role, Larry owns a business that offers employee benefits and life insurance products. RiverPath Investments LLC provides individualized asset management and pension consulting to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor portfolios using various securities and manages most client assets on a non-discretionary basis.

Oscar Martinez is a financial advisor with Valley Wealth Strategies, LLC in Lodi, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial LLC and C L Zuk & Associates, alongside his role at Valley Wealth Strategies. Martinez also serves as Chief Information Officer at Zuk Financial Group. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis, managing approximately $1.2 billion in assets with a significant portion managed non-discretionarily.

Michael Mueller is an investment advisor representative with Valley Wealth Strategies, LLC and has 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valley Wealth Strategies since 2020, with prior experience at LPL Financial and National Planning Corporation. Mueller is also president of Mueller Insurance & Financial Services, Inc., a business he has operated since 1999. Valley Wealth Strategies, LLC advises individuals, families, trusts, small businesses, and charitable organizations, offering customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach while incorporating fundamental, technical, and cyclical analysis.

David Sasson is a CFP® professional affiliated with Valley Wealth Strategies, LLC in Lodi, CA, with 19 years of industry experience. He has worked at LPL Financial and National Planning Corporation prior to his current role. Sasson also serves as an agent for non-variable insurance through Zuk Financial Group. Valley Wealth Strategies is a multi-advisor firm offering investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, and charitable organizations. The firm employs a mostly long-term investment approach, managing portfolios both internally and through independent managers, and provides predominantly non-discretionary account oversight.

Ahamad Manohorathat is a financial advisor at Valley Wealth Strategies, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and National Planning Corporation. Outside of advising, he is a certified paralegal with Citadel Law Offices. Valley Wealth Strategies serves a diverse client base including individuals, families, trusts, and charitable organizations, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach while incorporating fundamental, technical, and cyclical analysis, and manages a significant portion of assets on a non-discretionary basis.

Tatiane Saravia is a financial advisor at Brickley Wealth Management in Elk Grove, CA, with two years of industry experience. She holds a Series 65 designation and previously worked at Summitry (formerly Golub Group) for four years before joining Brickley Wealth Management in 2019. Brickley Wealth Management offers comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and profit sharing plans, and business entities. The firm employs a diversified, long-term investment approach that combines modern portfolio theory with active and passive funds, ESG screening, and due diligence of third-party managers.

Hermogenes Abero Jr. is a financial advisor with Coppell Advisory Solutions LLC, holding four years of industry experience. He has been self-employed since 2015 and has worked with Coppell Advisory Services, LLC DBA Fusion Capital Management since 2021. Outside of his advisory work, he is also licensed as an insurance agent specializing in Accident & Health and Life insurance. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment approach using internally developed asset allocation models combined with fundamental and technical analysis, implementing strategies consistent with client objectives.

Dudley Mcgee is a financial advisor at Modern Wealth Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Wells Fargo Advisors. Outside of his advisory role, he is also a commissioned notary public. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized investment committee and utilizes model portfolios, third-party managers, and tactical adjustments to guide investment decisions.

Raymond Chow is a financial advisor with Wedbush Securities Inc. in Elk Grove, CA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Wedbush since 2008 and previously worked at M.L. Stern & Co., LLC. Outside of his advisory role, he serves as an assistant coach for a basketball team focusing on player development and AAU tournament planning. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across various sectors, including wealth management, fixed income, and capital markets, offering both discretionary and non-discretionary portfolio management tailored to client objectives.

Andrew Kagan is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience with Tower Bridge Financial and Insurance Solutions Inc. since 2013 and currently operates Kagan Wealth Management DBA Tower Bridge Financial. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that selects and monitors third-party model portfolios using platforms such as OPS and Orion OCIO. The firm focuses on portfolio management rather than financial planning and may engage third-party managers for hedging or income strategies in certain cases.

Payton Boyea is a financial advisor at Berthel Fisher & Company Financial Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, Boyea teaches financial literacy and budgeting techniques to high school students and coaches strength and conditioning. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and tailors strategies to client circumstances through its network of independent investment adviser representatives.

Kenneth Levy is a CFP® with 42 years of industry experience, currently serving at Modern Wealth Management, LLC since 2026. His prior roles include positions at LPL Financial, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm provides investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing centralized investment decision-making supported by model portfolios and third-party managers.

Corey Daniel is a financial advisor at Modern Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Wells Fargo Advisors, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a centralized Investment Committee and multiple portfolio management strategies.

Steven Balaban is a financial advisor at Concorde Asset Management, LLC with 37 years of industry experience. He holds the CFP® designation and multiple securities licenses (Series 63, 65, and 66). He has worked at Concorde Asset Management and Concorde Investment Services since 2014 and previously was associated with Independent Financial Group LLC. Outside of his advisory role, he serves as Vice President of 1031 Capital Solutions, focusing on Delaware Statutory Trust investments to assist investors in deferring taxes when exchanging investment properties. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs asset-allocation and model-based strategies, including overlay management, and provides ERISA retirement-plan advisory services.

Gale Brodie is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Founders Financial Securities, Waddell & Reed, Inc., and Centaurus Financial, Inc. He serves as a trustee for the Arthur & Marilyn Hughes trust. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and integrating advisory services with retirement-plan consulting and administration.

Carlos Rodriguez is a financial advisor at Principal Financial Services with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and Newport Group. He has also worked in diverse fields such as real estate with EXP Realty and public service with CA State Parks. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel overseas. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Chris Johnson is a financial advisor with Principal Financial Services in Elk Grove, CA, holding a Series 66 designation and 11 years of industry experience. He has worked with Principal Securities Inc. since 2016 and held a role at Principal Life Insurance Company from 2015 to 2019. Outside of his advisory work, Johnson serves as a committee member on the finance committee for the Sacramento Literacy Foundation and coaches middle school basketball at Bradshaw Christian School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.