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 Series 65-licensed financial advisor with Integrity Advisory Solutions, based in Modesto, CA, and has two years of industry experience. She has held roles at Brokers Financial and Integrity Advisory Solutions since 2024 and has a legal background running her own law firm, The Law Firm of Gina Leguria, since 2009. She 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 a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of investment adviser representatives, utilizing third-party platforms and model portfolios.

Donna Fredrickson is a financial advisor with Wedbush Securities Inc. in Modesto, CA, holding Series 66 and Series 63 credentials and bringing 25 years of industry experience. She has been with Wedbush Securities since 2015. Wedbush Securities serves a diverse clientele including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a combination of brokerage and SEC-registered investment advisory services, encompassing wealth management, fixed income, commodities, and capital markets, with approximately $5.68 billion in regulatory assets under management.

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.

Manoj Bains is a financial advisor with Integrated Wealth Concepts LLC in Modesto, CA, holding one year of industry experience. He has prior experience working at Grimbleby Coleman Advisors & Accountants and Encompass Health, including a role as senior manager at Grimbleby Coleman Advisors & Accountants. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach while also managing shorter-term trades and overseeing third-party asset managers.

Flora Burke is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Agia, E*TRADE Capital Management, Bank of America, Merrill, and Waddell & Reed. Outside of her advisory work, she is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options to tailor client portfolios.

Jeffrey Cleek is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 1997 and also serves as an assistant softball coach for the varsity team at Big Valley Christian High School. Additionally, he acts as an agent for non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Andre Brown is a financial advisor at VALIC Financial Advisors with three years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining VALIC Financial Advisors, he worked at several firms including MML Investors Services, Northwestern Mutual, New York Life, and Morgan Brown Associates Inc. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and managed account programs through a large network of advisors and utilizes centralized technology and model solutions to support its client base.

Craig Silcox is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 1996 and also serves as an agent for non-securities insurance products with Agia. Outside of his advisory role, Silcox is Treasurer and a trustee on the board of the Washington Hospital Foundation, where he chairs the Investment and Audit Committee. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

James Cabral is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with multiple firms, including WealthWave and American Financial Network, and currently engages in estate planning support through Net Law Group, LLC. His other activities include roles in health insurance supplement sales with Champion Health, Inc. and group employee benefits life insurance with Senior Life Insurance Company. Transamerica Financial Advisors serves a wide client base, including individuals, retirement plans, trusts, and businesses, using a large advisor network and multiple program platforms. The firm’s investment approach relies primarily on model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.

Francisco Ortiz Zepeda is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked in various capacities including positions at the San Joaquin County District Attorney's office, Humana, Constellation Brands, and E&J Gallo Winery. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis.

Tommy Roy is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at Agia, Transamerica Financial Advisors, Le Tote, World Financial Group, and CVS Caremark. Outside of finance, he owns a wood fencing company, Out of Sight Fencing Inc., which operates primarily in Tracy, CA. Valic Financial Advisors serves individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Linda Ruby Aguayo is a financial advisor with Valic Financial Advisors in Modesto, CA, holding a Series 66 designation and six years of industry experience. She has worked at Valic Financial Advisors since 2019 and is also an agent with AGIA, where she is involved with non-securities insurance products. Prior to her financial services career, she worked at Amor y Tacos Mexican Restaurant. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker‑dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors and uses centralized technology and model solutions to manage roughly $29.2 billion across nearly 300,000 clients.

Leotha Thurman is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with Valic Financial Advisors since 2003 and also works with Agia. Outside of his advisory role, he serves as a volunteer trustee and board member for Trinity Baptist Church in San Mateo, where he participates in overseeing the church’s financial status and facilities. Valic Financial Advisors primarily serves individual investors in the U.S., including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, consulting, and brokerage services, with client portfolios constructed using Envestnet-developed models and supported by discretionary management and overlay services.

Mark Gentry is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience with Core Value Investors LLC and World Financial Group. Outside of his advisory role, he owns and manages rental property and operates a sole proprietorship providing handyman services. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365.

Jane Johnson Simmons is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She also serves as a principal at Grimbleby Coleman CPAs, a role she has held since 2004. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, focusing on customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Robert Forney is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with multiple firms, including WealthWave and the Heartland Institute of Financial Education, where he provides financial literacy education. Forney is also engaged in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by a large advisor network and multiple program platforms.

Spencer Seidler is a financial advisor with Valic Financial Advisors, Inc. based in Modesto, CA, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. He has been with Valic Financial Advisors since 2016 and is also involved with Agia in a non-securities insurance capacity. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and a centralized technology platform.