Dane Anderson is a financial advisor with Stifel in Modesto, CA, holding a Series 63 license and 28 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Stifel in 2018. Outside of his advisory role, Anderson is involved in managing short-term rental properties through Airbnb. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Zachary Walters is a financial advisor with Cetera based in Modesto, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been affiliated with Cetera Wealth Services since 2010 and currently serves as an insurance agent offering fixed group and individual annuities. Outside of his advisory role, Walters co-owns an automated RV and trailer storage facility and serves as Director of Membership for the Society Human Resources Managerd organization. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and consulting services, allowing advisors to use affiliated and unaffiliated managers or create custom strategies across various program structures.

Randall Jenkins is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. His career includes long-term roles with Avantax firms and insurance agencies, and he currently operates a financial services business called Inspired Growth. Outside of advising, he serves as treasurer and board member for several church-related charities and manages a small almond farm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program platforms and manager options, overseeing more than $256 billion in assets.

Richard Magallanes is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Grant Wiebe is a financial advisor at Stifel with Series 66 registration and one year of industry experience. Prior to joining Stifel, he held positions at Monte Vista Farming Company, Blue Diamond Growers, and Spring Creek Golf and Country Club. He also studied at California Polytechnic State University. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Randall Anderson is a financial advisor at Stifel with 59 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Anderson is involved in property management and commercial real estate as a partner and landlord. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jesse Cortez is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. He is based in Modesto, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Chad Webster is a financial advisor with LPL Financial, holding a Series 66 license and 18 years of industry experience. His prior roles include positions at BancWest Investment Services, Bank of the West, Sorrento Pacific Financial, Chase Investment Services Corp., and Wells Fargo Clearing. He is based in Escalon, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alana Scott is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated for 10 years before joining Raymond James in 2017. Scott is a founding board member and current president of the Women's Education and Leadership League, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Asma Mahmood is a financial advisor at Stifel with 25 years of industry experience. She holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Brandon Karp is a financial advisor with LPL Financial in Modesto, CA, holding a Series 66 designation and three years of industry experience. He has worked with LPL Financial-affiliated firms since 2018 and has also been involved with Depalma Farms since 2019. Outside of advising, he has a part-time role at a local farmers market. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Leann Lumpkin is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Edwin Mills by Equator. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Cullen Bearden is a financial advisor with Edward Jones in Modesto, CA, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at LPL Financial, Bank of Stockton Investment and Insurance Services, and MOCSE Federal Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets.

Aaron Gill is a Financial Advisor with Merrill Lynch Wealth Management, specializing in partnering with individuals, families, and business owners to navigate important financial decisions. He focuses on family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Aaron holds a Bachelor's Degree from the University of California System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes building strong client relationships through trust, communication, and understanding each client's unique priorities. Outside of his professional work, Aaron enjoys activities such as basketball, chess, golfing, hiking, pickleball, tennis, watching movies, and spending time with his family.

Raymond Ruiz is a financial advisor with Morgan Stanley in Modesto, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and methodologies.

Brian Hoekman is a financial advisor with Ameriprise in Modesto, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to support its advisory approach.

Stephanie Martin is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch and with Contentment Brewing Company and Modesto Pregnancy Center. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Alias Masudi is a financial advisor at UBS Financial Services with 15 years of industry experience. Prior to joining UBS in 2023, he worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2018 to 2023, and held roles at Wells Fargo Bank, Merrill, and Bank of America. Outside of finance, he owns and operates a restaurant business, Rocket Kabob, and oversees an Amazon FBA business through Masudi Enterprises, LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering access to proprietary research and capital markets services.

Jana Kearns is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2020, following roles at Raymond James & Associates and Merrill. Outside of advising, she is involved in property management as a sole proprietor of personal rental real estate and serves as a trustee. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning incorporates structured discovery and firm-approved tools, offering a wide range of investment and advisory solutions.

Adam Juday is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.