Donna Bradley is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 35 years of industry experience. Her prior roles include more than two decades at Principal Life Insurance Company and Princor Financial Services Corporation. She also engages in fixed insurance sales as a minor part of her business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

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.

Amit Prasad is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His previous roles include positions at BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank, where he worked for over a decade combined. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an employee-only pilot. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists.

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.

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.

Ryan Root is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He has worked at Integrated Wealth Concepts since 2023 and served as a principal at Grimbleby Coleman CPAs since 2021. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income, and provides discretionary investment management, financial planning, family office, and retirement plan advisory services.

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.

Nathan Miller is a financial advisor with Integrated Wealth Concepts LLC in Modesto, California. He holds a principal role at Grimbleby Coleman CPAs, where he has worked since 2000, and has two years of experience in the financial advisory industry. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and oversight of third-party asset managers.

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.

Leeanne Cardoza is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Grimbleby & Coleman Accountants, a CPA firm where she has worked for over 12 years. 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 offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach supplemented by shorter-term trades for specific needs.

Douglas Deboer is a financial advisor with Integrated Wealth Concepts LLC and holds principal status at Grimbleby Coleman CPAs, where he has worked since 2011. He has two years of industry experience and is based in Modesto, California. 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 offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing a combination of internal management and third-party asset managers with a long-term investment approach.

Calvin Heim is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the Series 63 designation and has worked with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Janeese Wozynski is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. She has previously worked at J.P. Morgan Securities LLC and Adventist Health Sonora among other firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a broad client base including individuals, high-net-worth clients, and institutional investors.

Madeline Mc Carthy is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. She previously worked at Charles Schwab and currently owns Feather & Fibers, a custom pillow cover business, and serves as Secretary/CFO for Performance Advantage Baseball, a nonprofit youth baseball organization. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence to deliver customized, non-discretionary advice.

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.