Evan R Dockter

John Horn is a financial advisor at Bighorn Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at Park Ave Securities and Guardian. Outside of his advisory role, he serves as fund manager for a limited partnership investing in a biotech company and is involved in a marketing partnership focused on legal professionals. Bighorn Financial, Inc. provides asset management, retirement plan consulting, and private fund management to individuals, trusts, corporations, and pension plans. The firm constructs tailored portfolios of public and private securities and manages all assets on a non-discretionary basis. It also manages a private pooled investment vehicle and offers ERISA-related retirement plan consulting.

Mark Nanamura is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Mutual Advisors and Mutual Securities since 2013 and has also worked with Massachusetts Mutual Life Insurance Company since 1990. Outside of advising, he serves as president of the Central Valley Officials Association and operates a basketball assigning business. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans using a range of investment strategies, combining passive and active management with various analytical approaches tailored to client objectives.

Patrick Nanamura is a financial advisor at Mutual Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Rural Ag Insurance Services, LLC. Outside of his advisory role, he serves as a varsity baseball coach for the Porterville Unified School District and works as a sports official during the fall and winter months. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, ERISA plan advisory, and other services. Its investment approach combines passive and active strategies tailored to client objectives.

Mark Shoemaker is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 32 years of industry experience. His career includes roles at LPL Financial LLC, Mariner Independent Advisor Network, and First Allied Advisory Services. Outside of advisory work, he serves as president of Friends of Silverlake, LLC, a non-investment-related board position. Private Advisor Group serves a wide range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey platforms, and firm-managed model portfolios supported by major strategists and technologies.

Rory Betry is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, he worked for Homegrown Organic Farms for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

John Hardin is a financial advisor with Ameriprise in Porterville, CA, holding 36 years of industry experience. He has been associated with Ameriprise Financial Service, LLC since 1989 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is co-owner of a local beauty salon, Serenity Salon & Gifts. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.