Christy Frank is a financial advisor with Stifel, holding a Series 63 designation and 22 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she serves as Secretary/Treasurer for the Lodi chapter of BNI, a business networking organization. Stifel serves a diverse client base 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, providing asset allocation and financial planning analyses intended to support client decision-making.

Craig Massei is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, Massei is a freelance writer and reporter, contributing to the Associated Press as a Northern California correspondent and to American Sports Media. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning, employing a non-discretionary implementation approach supported by a centralized service team.

Anthony Apostolidis is a financial advisor with LPL Financial in Stockton, CA, holding Series 63 and Series 66 credentials and possessing 36 years of industry experience. He has been with LPL Financial since 2003. Apostolidis is also the owner of HA Wealth Management LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Mark Stroup is a financial advisor with LPL Financial in Stockton, CA, holding a Series 66 credential and 20 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., various insurance carriers, and ownership positions at Stroup & Silcox Inc and Stroup & Silcox Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Hansen is a Series 66 licensed financial advisor with Merrill in Stockton, California, with 18 years of experience in the industry. He has worked at both Bank of America and Merrill since 2009. Outside of his advisory role, Hansen owns and teaches at Renbukai Karate Club, where he provides martial arts instruction to children at no cost. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

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 CFP® and ChFC® with 34 years of industry experience, currently serving at LPL Financial since 2019. Prior to joining LPL Financial, he spent 24 years at Cuna Mutual Group. His other activities include operating a retirement and wealth management group under LPL and owning a real estate rental business in Stockton, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party research, and various portfolio management tools.

Amrinder Dhaliwal is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial and BANK OF THE WEST, where he worked for over a decade. 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 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.

Kenneth Levy is a CFP® professional with 42 years of industry experience, currently with LPL Financial since 2018. He previously worked at Wells Fargo Advisors from 2015 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning services, and utilizes model portfolios and research to support both discretionary and non-discretionary management strategies.

Katelyn Frizzie is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones, Raymond James Financial Services, and AIG. Outside of advising, she is involved in agricultural business through Frizzie Farms and has been a Mary Kay consultant for over a decade. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and portfolio management options supported by in-house research and third-party subadvisors.

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.

Jerome Williams is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, Balam Wealth Management, and as a contractor for Comcast. Outside of advising, he is the sole proprietor of C.V. Enterprise, where he oversees hiring and administrative tasks. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from a broad range of mutual funds, ETFs, and ETPs.

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.

Corey Daniel is a financial advisor with LPL Financial in Lodi, CA, holding a Series 66 credential and 24 years of industry experience. He previously worked at Wells Fargo Advisors for three years before joining LPL Financial in 2018. Daniel is involved in managing family trust investments and operates wealth management services under affiliated business names. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Haley is a financial advisor with LPL Financial in Stockton, CA, holding a Series 63 designation and 38 years of industry experience. He previously worked at National Planning Corporation for 18 years and has been associated with Bank of Stockton since 1993. Haley serves as an active board member and audit committee member of Golden Bear Insurance Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to provide discretionary and non-discretionary management.