Drew Tamaki is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Valic Financial Advisors since 2010 and also works with Agia, where he is involved in offering non-securities insurance products. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tam Le is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently an advisor at Valic Financial Advisors and Agia, with prior roles at PFS Investments Inc., Primerica Financial Services, Peak American Investment Advisors, Bank of America, N.A., and Merrill. Outside of his advisory work, he is involved as an agent for non-securities insurance products. 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, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Timothy Buzzini is an investment advisor representative with Kestra Advisory and holds a Series 63 designation. He has 32 years of experience in the financial services industry, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2014. Outside of advisory work, he has been involved with Jack Tone Golf since 1996. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving a range of clients including sovereign wealth funds.

Alexander Aliagaauqui is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, U.S. Bank, Bank of America, Merrill Lynch, and BBVA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities including in-house research and unique market roles.

Yadwinder Chehal is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Transamerica, Chehal worked in banking for over a decade at Yes Bank Ltd., RBL Bank Ltd., and Indusind Bank Ltd. He is also a registered Notary Public in California. Transamerica Financial Advisors serves a diverse range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Judy Dang is a Series 66 licensed financial advisor with Valic Financial Advisors, based in Modesto, CA, with six years of industry experience. She has worked with Valic and Agia since 2016. Outside of her advisory role, she serves as Vice President and President-elect of the Castilleja School Association, where she works on connecting the parent community with school leadership and will serve as a non-voting member of the school’s Board of Trustees. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors.

Fernando De La Rosa II is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Valic Financial Advisors since 2010 and has been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors serves primarily 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christopher Romero is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 66 and Series 63 licenses and 19 years of industry experience. His prior experience includes roles at BancWest Investment Services and Bank of the West. Outside of his advisory work, he assists his children with a small LLC involved in buying and selling sports trading cards. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion in assets.

Brandon Halliday is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Hickingbottom Financial Services, Raymond James Financial Services Advisors, and BBVA Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only pilot for employees. The firm uses algorithmic questionnaires to guide investment risk bands and implements portfolios via approved strategies with mutual funds and ETFs.

Yuchen Tang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Transamerica Financial Advisors since 2012, with a break between 2016 and 2017, and also has experience with World Financial Group and Covered California Health Insurance. Outside of advisory work, 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, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies across multiple platforms, managing approximately $1.7 billion in assets under management.

Kathleen Fitts is a financial advisor at VALIC Financial Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with VALIC Financial Advisors since 2006. Outside of her advisory role, she owns and operates a general construction contracting business. 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, and brokerage services, utilizing Envestnet-developed models to construct client portfolios.

Adrienne Guerra is a financial advisor with Ameriprise in Atwater, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she serves on the board of the Peggy Heller Parent Club as Treasurer, acts as Secretary for the Atwater High School Quarterback Club, and teaches catechism to 2nd through 4th graders at St. Anthony's Church. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad array of advisory, brokerage, and insurance solutions through its affiliated entities.

Laura Zendejas Vargas is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo in various capacities from 2012 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Dora Steeley is a financial advisor with Ameriprise in Denair, California, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate since 1999. Outside of her advisory role, she owns a local coffee shop called The Coffee House. Ameriprise serves individuals approaching or in retirement, typically with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficient strategies to provide written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Moen is a financial advisor with LPL Financial based in Turlock, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Securities America, Inc. and Winton-Ireland, Strom and Green, among other firms. Moen is also involved with NVI, a non-variable insurance business in Modesto, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Jairus Bryant is a Series 66-registered financial advisor with LPL Financial, based in Modesto, CA, and has eight years of industry experience. Prior to joining LPL Financial in 2017, he worked at 1st Light Energy Inc for five years. He is also a certified notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by advanced research tools and maintains oversight of over $819 billion in discretionary assets.

Eric Chu is a Wealth Management Advisor with Merrill Lynch Wealth Management, operating within the Global Wealth Management Division. He is a senior partner of Nan/Chu & Associates, a team of financial professionals providing banking solutions and investment advisory services. Eric works with individuals, families, trustees, and business owners to develop customized wealth management strategies tailored to their financial goals. His expertise includes wealth preservation, retirement planning, trust and estate matters, college education planning, family wealth management strategies, and legacy planning. Eric holds the Certified Investment Management Analyst® (CIMA®) designation and the Personal Investment Advisor (PIA) designation. He completed his education at the University of California system and furthered his studies through The University of Chicago Booth School of Business. Leveraging his credentials and experience, he assists clients in managing and distributing family wealth, including the establishment and administration of estate and trust accounts, fiduciary advisory services, recordkeeping for court filings, and the development of tax-sensitive wealth management strategies. Eric serves clients throughout Modesto, Merced, and the Central Valley and engages in community involvement through organizations such as Merced Sunrise Rotary and University Friend's Circle. He speaks English and Chinese and holds personal interests in chess, golfing, and skiing.

Randolph Cook is a financial advisor with Morgan Stanley in Modesto, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and was previously with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques to support client decision-making.

Glenda Robles is a financial advisor with Morgan Stanley in Modesto, CA, holding a Series 63 designation and bringing 31 years of industry experience. She has worked at Citigroup Global Markets since 1985 and has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses structured discovery and firm-approved tools, and they provide services primarily in an advisory capacity.

Joseph Runyan is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at various divisions within Morgan Stanley since 2022. His background includes roles outside finance in the retail and education sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by proprietary tools and focuses on structured discovery conversations without offering individual security recommendations as part of standalone planning services.