Marc Alan Lippincott

Benjamin Reynoso is the principal advisor at FCG Wealth Management LLC in Visalia, CA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Modern Capital Advisors, LLC and Liberty Partners Financial Services, LLC since 2012. In addition to his advisory work, he is an independent insurance agent with over two decades of experience in life insurance sales. FCG Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, along with pension and profit-sharing plan services. The firm employs Modern Portfolio Theory in its investment approach and integrates insurance services, pension consulting, and estate-planning technology to support its clients.

Cole Schieferle is a financial advisor at CWS Asset Management with 13 years of industry experience. He holds a Series 65 designation and maintains a long-standing role as an economics instructor at Visalia Unified. CWS Asset Management provides investment advisory and planning services to individuals, businesses, estates, and trusts, using a passive, index-based, buy-and-hold approach with low-cost mutual funds and ETFs, emphasizing broad asset allocation and periodic rebalancing. The firm operates as a single-advisor practice focused on fee-only services and offers both ongoing management and hourly financial-planning options.

Schad Ten Broeck is the principal of Tenbroeck Wealth Management, LLC, based in Visalia, CA, with seven years of industry experience. He holds a Series 65 credential and has been with his current firm since its inception in 2019. Prior to this, he held a position at TEKSystems and has owned Tenbroeck Insurance Services, an insurance agency, since 2016. Tenbroeck Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs asset allocation and modern portfolio theory with diversified exposures and sponsors a wrap fee program through the Altruist platform.

David Molano is a Series 65 licensed advisor with Molano Wealth Management in Visalia, CA, bringing three years of industry experience. Prior to founding Molano Wealth Management, he worked at H&R Block and has operated Molano Insurance Services as a sole proprietor since 2009, where he is active as an insurance agent. Molano Wealth Management offers discretionary asset management and comprehensive financial planning services primarily to individual clients, using tools such as fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo modeling to tailor portfolios and plans. The firm serves non-high-net-worth households with personalized services and conducts educational seminars, while also maintaining an affiliated insurance business.

Kevil Quinley is the sole advisor at Quinley Stewardship LLC in Visalia, CA, holding Series 63 and Series 65 designations with 25 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and managing his own financial stewardship and insurance services firms since 2006. Quinley Stewardship LLC provides discretionary investment management and advisory services mainly to individual and high-net-worth investors, trustees, and select employer-sponsored retirement plans. The firm emphasizes long-term asset allocation through mutual funds, ETFs, and closed-end funds, using risk questionnaires and quantitative assessments to tailor and monitor client portfolios.

Samuel Gilman is a Series 65 licensed advisor with 27 years of industry experience. He has been with Gilman, Harris & Travioli, An Accountancy Corporation since 1996. Gilman Harris Travioli Slover Accountancy Corporation is a small, state-registered investment advisory firm managing approximately $37.6 million in discretionary assets for around 74 clients. The firm provides investment supervisory services and individual portfolio management for individuals, charitable organizations, and businesses, using a process that incorporates fundamental analysis, asset allocation, and mutual fund/ETF analysis. The firm’s principals are licensed CPAs who also provide accounting services, a structure that is uncommon among peers.