Anthony Apostolidis is a financial advisor with LPL Financial in Stockton, California, holding Series 63 and Series 66 credentials and possessing 37 years of industry experience. He has been with LPL Financial since 2003 and worked at Waddell & Reed from 1997 to 2003. Outside of his advisory role, he is the owner of HA Wealth Management LLC, a business entity for tax and investment purposes. 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 services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies across various investment approaches.

Mark Stroup is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked with Stroup & Silcox Inc and Waddell & Reed, Inc. Outside of his advisory role, he acts in a fiduciary capacity for the Stroup Family Trust. 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 broad range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Austin Bronson is a financial advisor with Ameriprise in Lodi, California, holding a Series 66 designation and currently in his first year in the industry. His background includes involvement with California Polytechnic Athletics and Vino Farms, as well as experience at Lodi High School and St. Peter's Lutheran. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet certain asset thresholds, delivering written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Wilkinson is a Series 63 licensed financial advisor at Stifel with 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he is a general partner in family farming operations. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Frank Feng is a financial advisor with LPL Financial in Stockton, CA, holding the CFP® and ChFC® designations and possessing 34 years of industry experience. Before joining LPL Financial in 2021, he worked for 24 years at Cuna Mutual Group. 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 and access to various model portfolios and institutional platforms.

Amrinder Dhaliwal is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Bank of the West, BancWest Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Francesco Quacinella is a financial advisor at Merrill with over 40 years of industry experience. He has worked at Merrill since 1983 and has also been with Bank of America, N.A. since 2011. Quacinella holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he serves as a committee member for the Healing Hearts Society, a charitable organization that provides grants to families experiencing the death of a child. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Timothy Dobler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cetera and its affiliated entities since 2003 and owns small businesses providing tax, bookkeeping, and business consulting services. Additionally, he sells Medicare supplement insurance through Mutual of Omaha and United World Life on a limited basis. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management across various program structures.

Lindsey Randolph is a CFP® professional at Cetera with 38 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and continues with Cetera since 2023. Randolph serves on the boards of two nonprofit organizations, Gospel Center Rescue Mission and New Hope Family Shelter Inc. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through various program structures with over $256 billion in assets under management.

Anand Hundal is a financial advisor at Charles Schwab with four years of industry experience. He previously worked at Fisher Investments for four years and has held roles at Charles Schwab Bank since 2025. Hundal was also involved with the SK Vllzania Basketball Club in 2021. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence-supported alternative investment options.

Randall Weaver is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 1991. He works with entrepreneurs, executives, retirees, affluent individuals, and their families to align their financial goals with asset, liability, and risk management strategies. In 2001, he helped form The BWS Group, which focuses on simplifying clients' financial lives and delivering integrated wealth management strategies in coordination with clients' legal and tax professionals. Randall holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He contributes to the development of examination questions for the CFP Certification Examination and serves as a Senior Portfolio Advisor in Merrill Lynch's Investment Advisory Program. He earned a Bachelor of Science degree in Agricultural Business from California State University, Fresno. A second-generation Californian, Randall enjoys traveling and exploring the outdoors with his family. His personal interests include camping, fishing, hiking, scuba diving, skiing, and spending time with his family.

Jacob George is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. He previously worked in education at University of the Pacific and Moreau Catholic High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

Priscilla Ramirez is a financial advisor at LPL Financial with five years of industry experience. Her background includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Basin Lake. She also operated Marz Salon for 13 years. 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 services, including financial planning and model portfolio programs, supported by extensive technology and a large network of over 22,800 advisors.

Michael Haley is a financial advisor with LPL Financial in Stockton, CA, holding a Series 63 designation and 38 years of industry experience. He has worked at LPL Financial since 2017, following 18 years at National Planning Corporation, and has been affiliated with the Bank of Stockton since 1993. Haley serves as a for-profit board member and audit committee member at Golden Bear Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Charles Smith is a financial advisor at Osaic with 56 years of industry experience and holds a Series 63 designation. His prior work includes roles at Securities America Advisors, National Planning Corporation, LPL Financial, and other firms. He serves on the board of Pathways, Inc., an organization focused on addiction recovery and mental health treatment. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach featuring portfolio optimization and a range of managed strategies, supported by an extensive affiliate network and private-equity ownership.

Shane Mccurry is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has previously worked at BancWest Investment Services and BANK OF THE WEST. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Philip Benson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since January 1987 and has held leadership roles including managing the Stockton, CA office for 24 years and serving as Senior Resident Director of the 101 California Street office in San Francisco. Since June 2018, he has focused on client service and leadership of The BWS Group in Stockton, dedicating his efforts to wealth management strategies that address clients' concerns about financial security. Mr. Benson’s expertise encompasses the implementation of coordinated strategies for the accumulation, preservation, use, and transfer of wealth. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Agricultural and Managerial Economics from the University of California, Davis. Beyond his financial career, Mr. Benson umpired major college baseball games across the United States until his retirement in 2013, including being selected as one of eight umpires to work the 2012 Division I College World Series. He resides in Walnut Grove, California with his wife, Stacy Ann Enos, and has one son, Patrick, who is also a Merrill Financial Advisor.

Tiffany Archimede Ramirez is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A. and PNC Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

Christian Phillips is a financial advisor at LPL Financial with 38 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Waddell & Reed from 1997 to 2003. In addition to his advisory role, he engages in selling fixed insurance products through his own business activities. 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 and third-party asset management, supported by research and technology tools.

Shannon Dubuisson is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 15 years of industry experience. She has previously worked with Wells Fargo Clearing and Bank, as well as Poppy Wealth Management, a firm she owns. In addition to her advisory role, she sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.