Matthew Johnson is a financial advisor at Marathon Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Marathon Financial Advisors since 2005. Marathon Financial Advisors provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation framework with a core-and-satellite approach and global diversification, primarily using no-load mutual funds and ETFs, and manages nearly all assets on a non-discretionary basis.

Daniel Boulware is a financial advisor at The Institute with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Platinum Wealth Management LLC and Institute For Wealth Advisors, Inc. Outside of advising, he is also an insurance agent with various agencies on an infrequent basis. The Institute for Wealth Management provides investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm uses a team approach combining fundamental and technical analysis to construct diversified model portfolios, offering a range of strategies including ESG-focused ETFs, sector rotation, and alternative income, and manages over $1 billion in assets.

Edward Foraker is a financial advisor with Sowell Management and holds Series 63 and Series 65 credentials. He has 53 years of industry experience, including prior roles at Clarus Wealth Advisors, WFG Advisors, and Williams Financial Group. Outside of advisory work, he is owner and managing member of two oil and gas production companies, CBM Gas Co, LLC and Okan Gas Co, LLC. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and sub-advisory services supported by a platform that includes model portfolios and third-party managers.

Kc Trace is a financial advisor at Verity Asset Management with six years of industry experience. He holds a Series 65 designation and has worked at Verity since 2019. In addition to his advisory role, Kc has been involved with Teacher's Pension since 2006. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models while operating under fiduciary and ERISA standards.

Brooke Barnes is a financial advisor at Mutual of Omaha Investor Services, Inc. with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Mutual of Omaha since 2006. In addition to her advisory role, she is an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and managed account solutions through its network of Investment Advisor Representatives.

Mark Steitz is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Valic Financial Advisors, Bank of America NA, Merrill Lynch, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Bronson Booth is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles in various companies across sectors including hospitality, energy, and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Melissa Dinatale is a financial advisor with Ameriprise in Clovis, CA, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at M Scott & Co., Inc., the Law Office of Robert Abrams, and Pascussi, Pascussi and Stoker. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to produce tailored, algorithm-assisted advice within an institutional framework.

Tulio Martinez is a financial advisor with Merrill in Fresno, CA, holding a Series 66 designation and one year of industry experience. His work history includes roles at Merrill since 2016 and Bank of America from 2016 to 2024. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America affiliates and a broad banking and capital-markets platform.

Vicente Ibarra is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with PFS Investments Inc. since 2008 and Primerica Financial Services since 2005. Outside of advisory activities, he is involved with VA Group Companies Inc., a legal entity formed for Primerica business purposes, and participates in referrals related to home security and automation products through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Joshua Brown is a financial advisor with Edward Jones in Clovis, CA, holding the CFP® designation and Series 65 and 66 licenses. He has six years of industry experience, with prior roles at Morgan Stanley, Amazon, and O’Neill Vintners & Distillers. Brown serves as President of Padrino’s Guild, where he has responsibilities including managing endowment pledges. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Tyler Hirschkorn is a financial advisor with Thrivent Investment Management in Fresno, CA. He holds Series 63 and Series 65 designations and has 11 years of industry experience. He has been with Thrivent since 2014, including a role at THRIVENT Financial starting in 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing arrangement.

Joseph Tooley is a financial advisor with Edward Jones in Clovis, CA, holding a Series 66 designation and eight years of industry experience. His prior work history includes roles at Comcast Cable Corp and a brief period of unemployment before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jon Engel is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 11 years of industry experience, having previously worked with OneAmerica Securities and American United Life. Outside of his advisory role, Engel serves as a director on the board of the China Peak Volunteer Ski Patrol and volunteers as a ski patroller. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement advisory services, implementing both model-based and individualized investment strategies across multiple custodians.

Ian Perales is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

David Soltes is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked in public defense roles within Fresno and Riverside counties and spent time at the University of Virginia School of Law. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Aaron Friedrich is a financial advisor with Edward Jones in Clovis, California, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.