Gorgees Benyamein is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works with individuals, families, and business owners to provide investing advice and personalized strategies aimed at helping clients pursue their financial goals. He also facilitates access to banking and lending services through Bank of America. Gorgees specializes in areas such as legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from California State University Stanislaus. Outside of his professional work, Gorgees enjoys playing chess, pickleball, running, soccer, and spending time with his family.

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. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Balam Wealth Management and Delta Pacific Investment Management, both affiliated with LPL Financial. Outside of his advisory work, he has involvement in part-time employment at a farmers market in Ripon, CA. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a broad network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research, as well as advanced technologies such as machine learning.

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 at Edward Jones in Modesto, CA, holding Series 66 and Series 63 designations with four years of industry experience. He previously worked 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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 Series 66 licensed financial advisor at Raymond James & Associates with over five years of industry experience, including prior work at Merrill Lynch and involvement with the Contentment Brewing Company and Modesto Pregnancy Center. She is based in Modesto, California. Raymond James & Associates 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, investment consulting, and municipal advisory services through a nationwide network of advisors.

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.

Kent Crawford is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial since 2011. He operates in Modesto, CA, and manages Granite Wealth Management as his primary business activity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

Tim Bloemhof is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Advisors since 2019. His career includes prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Bloemhof has significant involvement in almond farming and processing businesses through various family-owned and invested entities in California. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, employing proprietary research and planning tools to develop tailored recommendations. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning.

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 with LPL Financial in Modesto, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Princor Financial Services Corp and Principal Life Insurance Co for nine years each before joining LPL Financial in 2017. Outside of his advisory role, Joel owns a business related to baseball memorabilia. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a broad suite of investment strategies.

Dempsey Grover is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of Stockton and LPL Financial LLC. Outside of his advisory role, he coaches baseball in Modesto, CA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a wide range of investment and financial planning solutions.

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.