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 has held roles at Stifel Nicolaus & Co Inc since 2018, following positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of her advisory work, she is involved in managing rental properties in Modesto, California. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

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 J.P. Morgan Securities since 2019. Prior to her current roles, she held positions at Edwin Mills by Equator, State Farm, and Educational Employees Credit Union. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and 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 at Morgan Stanley with 37 years of industry experience. He has held roles at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following nine years at Citigroup Global Markets. Ruiz holds Series 63 and Series 65 securities registrations. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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.

Martin Youmaran is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase bank, and Bankers Life Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone planning services.

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 Series 63 and Series 66 designations and has worked with Fidelity Investments and its affiliates since 2001. His current role is based in Modesto, CA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for managing funds of funds and utilizing systematic methodologies and AI-driven models in portfolio management.

Kent Crawford is a financial advisor with LPL Financial in Modesto, CA, holding the CFP® designation and Series 63 license. He has 39 years of industry experience, including five years at Edward Jones and 15 years with LPL Financial. Outside of advisory work, he operates Granite Wealth Management as a DBA. 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, utilizing both proprietary and third-party investment strategies, supported by advanced analytical tools.

Tim Bloemhof is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Ripon, CA, with 26 years of industry experience. He previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Bloemhof is involved in agricultural operations, holding ownership interests in multiple family-run almond farming and processing businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad range of planning options that address diverse client needs. Advisors develop tailored recommendations using firm research and tools, with clients deciding how to implement them through brokerage or advisory programs.

Moises Aguirre Cabrera is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, BMO N.A., and various educational institutions. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victor Valenzuela is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory services, and model portfolios.

Joel Balam is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Princor Financial Services Corp and Principal Life Insurance Co. Outside of his advisory role, he owns a sole proprietorship called Baseball Fan-Attic. 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 financial planning and investment services through a broad network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Dempsey Grover is a financial advisor with Morgan Stanley in Modesto, California, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of Stockton and LPL Financial LLC. Outside of finance, he has been involved in baseball coaching since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs supported by firm-approved planning tools and investment research.

Keri Van Dyke is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.