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.

Dustin Roberts is a financial advisor at Savvy with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, U.S. Bank, and BBVA-affiliated firms. He serves as a board member of ACT Advancing Children of Turlock, a nonprofit organization. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and third-party tools.

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.

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 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.

David Hubble is a financial advisor at Compound Planning, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Claraphi Advisory Network, LLC, B. Riley Wealth Advisors, Inc., and Brookstreet Securities Corporation. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm utilizes a fiduciary approach with risk-based model allocations and offers both direct investment management and a turnkey asset management program featuring access to in-house and third-party investment models.

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.

Rodney Smith is a financial advisor with NWF Advisory Services Inc in Turlock, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at The Ameriflex Group, Osaic, Independent Financial Group, LPL Financial, and National Planning Corporation. Outside of his advisory work, he serves as an elder and board member at Calvary Chapel Turlock. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers a range of investment programs through an open-architecture wealth management platform combining advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions.

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.

Zeid Muhammad is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has been with Foundations since 2025 and has prior experience as a contract project engineer at Progressive Global Energy since 2018. Outside of his advisory role, Zeid offers life insurance and annuities as an independent agent through InVita Financial LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach to manage investments.