Joy Ellison

David Hall is a financial advisor at Stride Financial Planning in Madera, CA, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Money Vehicle and positions at California State University, Fresno, and Washington State University. Stride Financial Planning LLC provides fee-only financial planning services to individual clients, including high-net-worth individuals, focusing on comprehensive written plans and ongoing engagements. The firm uses fundamental analysis and Modern Portfolio Theory to guide investment recommendations, emphasizing passive, low-cost mutual funds and ETFs, and does not offer portfolio management or custody of assets.

Emlen Miles Mattingly is a financial advisor at Gen Next Wealth, Inc. in Madera, CA, with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Principle Life Insurance Company and Principle Securities, Inc. from 2013 to 2017. Gen Next Wealth, Inc. is a fee-only advisory firm serving individual clients with comprehensive financial planning, investment management, and retirement-plan consulting. The firm coordinates tax preparation and estate-planning services through third-party providers and offers client-directed, non-discretionary advice that incorporates both fundamental and technical analysis.

Hi, I'm Evon. I'm the founder and lead advisor at Optometry Wealth Advisors. I'm dedicated to serving optometrists, especially those in private practice. I help optometrists gain clarity on their finances, track progress, and make the best financial decisions for their lives. You're on your way to financial freedom, and I'm your guide to get you there! If you own a private practice - or dream of cold-starting or buying into a private practice - we may be a great fit to work together. After years of extra schooling, you have a world of financial decisions to navigate. Own a practice? You also wear the hat of business owner - building and leading your team, improving your patient experience, and managing the finances. All on top of being an excellent practitioner. With all that on your plate, I'm here to help you grow your wealth, master your money, and plan purposefully. Together we navigate the most important decisions around your finances. We tackle cash flow and debt, tax planning, making work optional, starting a practice, insurance and risk management, estate planning, and understanding your practice finances. My credentials and education: • Certified Financial Planner™ (CFP®) professional • Certified Student Loan Professional™ (CSLP®) • Bachelor of Arts in Finance and Marketing, Fresno Pacific University I began my career in 2014 working for one of those large, product-focused financial companies. I saw the conflicts involved in product sales and knew there was a better way. With that in mind I joined a fantastic local, independent financial planning firm. Yet, I saw there were still gaps for optometrists looking for great financial advice and still on their way to building wealth. Your profession and practices fascinate me. Many advisory firms focused on retirees and people who already grew their nest egg. So, after five great years, I left to launch Optometry Wealth Advisors to help ODs nationwide. When I'm not serving ODs or researching nerdy financial planning stuff, I'm spending time with my wife and two kids, involved in my church community, and trying as hard as I can to get outdoors. If you'd like to learn more, please set up a FREE consultation. If nothing else, check out my blog. Each week I write about issues important to ODs, along with other types of content you'll find helpful. Listen to Evon's podcast here: https://www.buzzsprout.com/1970676.

Steven Boam is a Series 66-licensed financial advisor with Cooper McManus in Madera, California, bringing eight years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Edward Jones. Outside of advisory work, he is the owner of First Principles Wealth Management, a marketing business. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing approximately $2.56 billion in discretionary assets. The firm emphasizes fundamental analysis and tailors investment strategies using various approaches and products, including options and cryptocurrency, with portfolios often implemented through sub-advisors and monitored for ongoing rebalancing.

Elias Reyna is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Centaurus Financial in 2017, he worked at Securities America Advisors and Securities America, Inc. from 2012 to 2017. Outside of his advisory role, he is involved in selling health insurance with Anthem Blue Cross on a part-time basis. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm offers a range of services including financial planning, asset management, third-party money manager access, and retirement-plan advisory, employing both fundamental and technical analysis in its investment approach.

Adam Bain is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.