Glenda Robles is a financial advisor with Morgan Stanley in Modesto, CA, holding a Series 63 designation and bringing 31 years of industry experience. She has worked at Citigroup Global Markets since 1985 and has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses structured discovery and firm-approved tools, and they provide services primarily in an advisory capacity.

Mike Phan is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Ericsson for six years. Outside of his advisory role, he is involved in collectible sales in Stockton, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Joseph Runyan is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at various divisions within Morgan Stanley since 2022. His background includes roles outside finance in the retail and education sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by proprietary tools and focuses on structured discovery conversations without offering individual security recommendations as part of standalone planning services.

Japjit Perumalla is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2022, following prior positions at Hogin Financial and Insurance Services. Perumalla is also involved with Balam Wealth Management, a related entity offering insurance and investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various investment strategies and research from internal and third-party sources.

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.

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.

Bhawan Deep is a CFP® and Series 66-registered advisor with Wells Fargo Clearing, based in Tracy, CA. He has 18 years of industry experience, including roles at Wells Fargo Advisors, LLC from 2012 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

Byron Covington Jr. is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Before entering financial services, he worked at Visby Medical and BD Biosciences. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides a range of educational seminars and specialized planning programs.

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 at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked with BancWest Investment Services and Bank of the West since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

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.