David Derby is a CFP®, ChFC®, and Series 63-licensed advisor with 38 years of industry experience. He has been associated with American Investors Company since 1991 and operates an insurance and financial services business separately. American Investors Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations, offering a range of management and consultation options while operating both as a registered broker-dealer and SEC-registered adviser.

Angela Gomez Guerrero is a financial advisor at Mraz and Associates with a Series 65 designation and one year of industry experience. Prior to joining Mraz and Associates, she held various roles including positions at the University of California - Davis and retail companies. Mraz and Associates provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, and other institutional clients. The firm employs a disciplined, value-oriented investment process combining fundamental, technical, and cyclical analysis, managing nearly $1 billion in assets with a small team of five advisors.

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.

George Saljian is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Foundations, he worked at Way Financial and has been involved with Flory Construction, Inc. since 2012. He serves as a planning commissioner for the City of Ripon, reviewing projects related to planning and zoning. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and works with multiple sub-advisers and custodians.

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.

Herson Royce Taasin is a financial advisor with Coppell Advisory Solutions LLC, holding four years of industry experience. He has worked with Coppell Advisory Solutions DBA Fusion Capital Management since 2021 and has additional roles at VG Capital, Kaiser, and Dameron Hospital. Outside of his advisory work, he serves as an emergency department technician at both Kaiser and Dameron Hospital. 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 employs a combination of internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision to align with client objectives.

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 financial advisor with Foundations Investment Advisors LLC in Ripon, CA. He holds the Series 65 designation and has professional experience that includes positions at Way Financial and various security companies. Foundations Investment Advisors, LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing strategy, and provides services through a broad network of affiliated offices and representatives.

Joseph Laswell is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 license. He has nine years of industry experience, including roles at Way Financial and Insurance Services, Inc., Acumen Capital Group, and Abigail Life Insurance Services, Inc. He is also the CEO of Way Financial and Insurance Services, where he is involved in insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and offers services through a large network of affiliated offices.

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.