Jaime Torres

Todd Sorensen is a CFA® charterholder and holds a Series 63 license with 27 years of industry experience. He has been the principal advisor at Victory Wealth Management, LLC since 2010. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Victory Wealth Management provides discretionary portfolio management primarily, using fundamental, technical, and cyclical analysis, and manages approximately $69 million in discretionary assets.

Kamal Awrabi is the principal of Kam Awrabi Capital Investment Company and holds a Series 66 designation with two years of industry experience. He has been involved in his investment firm since 2012 and also has extensive experience in real estate development and brokerage, where he supervises and manages transactions. Outside of investment advisory, he works as a real estate broker and loan officer. Kam Awrabi Capital Investment Company serves institutional and pooled clients, including banks, corporations, private investment companies, insurance companies, and high-net-worth individuals. The firm provides discretionary portfolio management and consultative investment advice, utilizing an active investment model that combines charting, fundamental, technical, and cyclical analysis with monthly account reviews.

Timothy Lourenco is a CFP® professional with 12 years of industry experience currently serving as the sole advisor at The Foundation Wealth Management, LLC since 2018. Prior to founding his firm, he worked at Principal Securities, Inc. from 2013 to 2018. In addition to his advisory role, he operates an independent insurance agency focusing on group benefits, fixed life and annuities, disability insurance, and long-term care insurance. The Foundation Wealth Management, LLC provides fee-based investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm offers non-discretionary portfolio management with a mix of fundamental, technical, and cyclical analysis, and includes ERISA 3(21) retirement-plan consulting and monitoring of plan investment options.

Matthew White is the sole advisor at Endurance Investment Strategies, Inc. in Fresno, CA, holding a Series 66 designation with 18 years of industry experience. He has been with Endurance Investment Strategies since 2010. Outside of financial advising, he is involved in beekeeping and also holds a California insurance license, conducting limited fixed insurance sales. Endurance Investment Strategies is an independent registered investment adviser managing approximately $25 million for about 42 clients, including high-net-worth individuals and other advisers. The firm focuses on diversified asset allocation primarily through mutual funds and ETFs, employing various analytical approaches and utilizing third-party managed programs.

Jae Kim is a financial advisor at Cyclus Wealth Management in Fresno, CA, holding a Series 65 designation with 12 years of industry experience. He has been with Cyclus Wealth Management since 2013. Cyclus Wealth Management serves individuals, trusts, corporations, and retirement accounts, managing approximately $24 million across 39 client relationships. The firm emphasizes passive investment strategies with diversified asset allocation and applies a proprietary, tax-aware rebalancing method that incorporates asset-class volatility, expected return, covariance, and tax considerations.

Jarrett Suddarth is a CFP® with eight years of industry experience and holds a Series 66 license. He is currently affiliated with Panoramic Financial and previously worked at FedEx, Teckmeyer Financial Services, and Forest Lake Lawn and Landscaping. Panoramic Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management, offering tailored investment strategies that combine active and passive approaches with a focus on tax efficiency. The firm also provides modular and hourly planning, oversees held-away employer accounts, and conducts periodic complimentary educational workshops for clients and the public.