Jaime Torres

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 Mariner Advisor Network, holding a Series 63 designation and over 32 years of industry experience. His career includes roles at LPL Financial, First Allied Advisory Services, and Pacific Wealth Strategies Group. He serves as president of Friends of Silverlake, LLC, a nonprofit organization. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, access to model portfolios and third-party managers, and retirement plan consulting services.

Rory Betry is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial in 2023, he spent ten years working at Homegrown Organic Farms. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment options supported by an in-house research team.

Rey Mendez is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has been associated with Bank of America N.A. and Merrill since 2008. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm utilizes multiple program strategy types and emphasizes tax-efficient investment implementation, supported by integration with Bank of America affiliates.