G. Keller III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Cambridge Investment Research since 2008 and previously spent eight years at Merrill. Outside of his advisory role, he owns rental properties in the Kansas City area managed by a third party. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies through its Founders Gate Capital brand.

Jacqueline Gotelli is a financial advisor with Merrill in Stockton, CA, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Bank of America, N.A. and academic work at the University of Tennessee. Outside of finance, she is involved in family-owned businesses related to land acquisition and management. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sydney Prasad is a financial advisor with LPL Financial in Stockton, CA, holding Series 65 and Series 63 licenses. Prasad has been with LPL Financial since 2025 and has prior experience at BMO Bank NA, California State University - Sacramento, Vitaligent dba Jamba, and Monterey Trail High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of investment options, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Beverly Mulligan is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Valencia is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions, combining centralized custody and order-routing with access to alternative investments and cash-sweep services.

Peter Gibson is a financial advisor with Wells Fargo Clearing in Stockton, CA, holding a Series 66 license and 16 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for six years before joining Wells Fargo in 2021. Outside of his advisory role, he has ownership interests in agricultural and land holding entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment vehicles, such as insurance-related products and bank deposit sweep options.

Leonilo Garces is a financial advisor with Wells Fargo Clearing in Stockton, CA, holding a Series 63 designation and 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 2000 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Jordon Chee is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works alongside a team of specialists to offer goals-based wealth management services tailored to accomplished professionals and successful business owners. He is committed to cultivating long-lasting relationships through exceptional service, customized advice, and a disciplined investment approach. Jordon's areas of expertise include college education planning, personal retirement planning, and retirement income. He holds several professional designations: CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's degree from Sonoma State University. In addition to his professional work, Jordon participates in community volunteering activities aligned with the Merrill tradition. His personal interests include basketball, camping, football, golfing, hiking, music, spending time with his family, tennis, traveling, and watching movies.

Daniel Christ is a CFP® professional with 39 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Merrill for 12 years. He serves as a board member of the San Joaquin County Estate Planning Council, helping to find speakers for member meetings. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics and manages approximately $671 billion in assets.

Casey Knowles is a Series 66-licensed financial advisor with Morgan Stanley in Stockton, CA, bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Knowles is the sole proprietor of Knowles Vineyard, a farming operation in Lodi, California. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that includes scenario modeling and offers both direct and employer-sponsored financial plans.

Eric Tillotson is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2021, previously holding various roles at BBVA entities from 2009 to 2021. In addition to his advisory work, he serves as an independent contractor at Hickingbottom Financial Services, where he meets with clients to discuss investments and provide recommendations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through a broad advisor network and specialized advisory programs.

Eduardo Zeiter is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Oscar Barraza Llamas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, JP Morgan Chase, Flagstar Bank, Financial Center Credit Union, and Toyota Town of Stockton. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Soon is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of The BWS Group since its inception in 2001. He began his career with Merrill Lynch Wealth Management in 1997 and focuses on developing and implementing customized wealth management plans for clients. Brian acts as a client relationship manager, overseeing the application of the Group’s tailored wealth management process and client service commitment. His areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brian holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He earned a bachelor’s degree from the University of California system and a master’s degree from the California State University system. Outside of his professional endeavors, Brian enjoys golfing, running, and spending time with his family.

Diamond Sharon Madsen is a financial advisor with Merrill in Manteca, CA, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her career includes roles at Bank of America, Merrill, and JP Morgan, spanning over a decade. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, utilizing model-based and discretionary investment strategies developed by internal and third-party teams.

Patrick Ryan is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at J.P. Morgan Securities for three years before joining Merrill and Bank of America in 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Rambo is a CFP® with 21 years of experience in the financial industry. He is currently an advisor with OSAIC and has previously worked at Securities America Advisors, Inc., Brecek & Young Advisors, Inc., Edward Jones, and Morgan Stanley. Rambo is also the owner of Rambo Wealth Management, a commission-based investment management and insurance sales business. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization with various program options, including unified managed accounts and third-party money manager programs.

John Kjerulf is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Edward Jones. Outside his advisory role, he operated Kjerulf Law for two years. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and multi-advisor platform.

Katherine Lindell is a financial advisor at Edward Jones in Stockton, CA, holding the ChFC® and Series 66 designations with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Brooks Randolph is a CFP® professional with five years of experience in financial services. He is currently affiliated with Cetera and also holds roles with Valley Financial Services and B&A Financial Inc. Outside of his advisory duties, Randolph has been involved with tutoring and community organizations in prior years. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with access to a range of portfolio management strategies, including discretionary and non-discretionary services and third-party money managers.