G. Keller III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Cambridge Investment Research since 2008 and previously spent eight years at Merrill. Outside of his advisory role, he owns rental properties in the Kansas City area managed by a third party. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies through its Founders Gate Capital brand.

Alejandro Garcia Campos is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses. His background includes multiple roles in various school districts and educational organizations in California. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven investment strategies managed by unaffiliated asset managers.

Carolyn Beasley is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jacqueline Gotelli is a financial advisor with Merrill in Stockton, CA, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Bank of America, N.A. and academic work at the University of Tennessee. Outside of finance, she is involved in family-owned businesses related to land acquisition and management. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sydney Prasad is a financial advisor with LPL Financial in Stockton, CA, holding Series 65 and Series 63 licenses. Prasad has been with LPL Financial since 2025 and has prior experience at BMO Bank NA, California State University - Sacramento, Vitaligent dba Jamba, and Monterey Trail High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of investment options, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Beverly Mulligan is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frank Ahler is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Bank of America and Merrill since 2022. Prior to his advisory career, he held positions at Stanislaus State University and Target. 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Valencia is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. 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 offers a mix of non-discretionary and discretionary investment solutions, combining centralized custody and order-routing with access to alternative investments and cash-sweep services.

Peter Gibson is a financial advisor with Wells Fargo Clearing in Stockton, CA, holding a Series 66 license and 16 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for six years before joining Wells Fargo in 2021. Outside of his advisory role, he has ownership interests in agricultural and land holding entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment vehicles, such as insurance-related products and bank deposit sweep options.

Eric Taylor is a financial advisor with Raymond James Financial Services, Inc. in Modesto, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James in 2018, he worked at Alfred Matthews, Inc. from 2016 to 2018. He is also involved as an owner and financial advisor in two other financial services businesses, Grover Financial Group and Taylor Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Beach is a financial advisor at Stifel with 32 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018. Prior to that, he was employed at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which provide guidance on asset allocation and financial planning.

Lakhwinder Singh is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors since 2007 and has worked at Primerica Financial Services since 2006. Primerica Advisors sponsors and manages a wrap-fee asset management program that serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies overseen by third-party asset managers.

Leonilo Garces is a financial advisor with Wells Fargo Clearing in Stockton, CA, holding a Series 63 designation and 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 2000 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Jordon Chee is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works alongside a team of specialists to offer goals-based wealth management services tailored to accomplished professionals and successful business owners. He is committed to cultivating long-lasting relationships through exceptional service, customized advice, and a disciplined investment approach. Jordon's areas of expertise include college education planning, personal retirement planning, and retirement income. He holds several professional designations: CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's degree from Sonoma State University. In addition to his professional work, Jordon participates in community volunteering activities aligned with the Merrill tradition. His personal interests include basketball, camping, football, golfing, hiking, music, spending time with his family, tennis, traveling, and watching movies.

Daniel Christ is a CFP® professional with 39 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Merrill for 12 years. He serves as a board member of the San Joaquin County Estate Planning Council, helping to find speakers for member meetings. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics and manages approximately $671 billion in assets.

Jerry Brouwer is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He has been affiliated with Cetera and Cetera Financial Specialists LLC since 2012 and owns two tax and business services firms, Jerry Brouwer Financial Services and Jerry Brouwer Tax Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Casey Knowles is a Series 66-licensed financial advisor with Morgan Stanley in Stockton, CA, bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Knowles is the sole proprietor of Knowles Vineyard, a farming operation in Lodi, California. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that includes scenario modeling and offers both direct and employer-sponsored financial plans.

Brandon Azevedo is a financial advisor at OSAIC with a Series 66 designation. He has been with Osaic Wealth Inc since 2026 and has prior work experience in education and the service industry. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Eduardo Zeiter is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alfred Ruiz is a financial advisor with Ameriprise in Tracy, California, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Ruiz serves on the Board of Directors of the Tracy Sunrise Rotary Club and has co-ownership interests in a family vineyard producing wine grapes. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.