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.

Alberto Escobedo is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Wells Fargo, Citi Bank, Morgan Stanley, and JP Morgan Chase. Outside of his advisory role, he serves as a board member of the City of Merced Building and Housing Board of Appeals. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, by providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes manager selection and tax-efficient strategies and leverages its affiliation with Bank of America for integrated banking and capital markets support.

Steve Teranishi is a financial advisor with Ameriprise in Merced, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Directors for the Merced County 4-H Sponsoring Committee and has held leadership roles with the Japanese American Citizens League, Livingston-Merced Chapter. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored recommendation reports. The firm operates as a large institutional provider, delivering a broad range of advisory, brokerage, and insurance solutions.

Ted Dietz is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 2004 and previously spent six years at Noble Credit Union (formerly Fresno County Credit Union). LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies tailored to client needs.

James Strutt is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. Prior to this, he was employed at Farmers Financial Solutions and Farmers Insurance Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and provides a wide range of investment strategies and affiliated services through a large national network of financial advisors and branch offices.

James Price is a financial advisor with LPL Financial in Merced, California, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2020. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a platform that integrates advisory and brokerage services.

Jared Goodin is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Cetera and served five years at the University of Nevada Reno. Outside of his advisory role, he is the owner of Emprah LLC, a real estate rental business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team, delivering financial planning, model-portfolio programs, third-party asset management, and participant-directed retirement advice through a large network of investment adviser representatives.

Michael Fitzgerald is a Series 66–licensed financial advisor with Thrivent Investment Management, based in Madera, CA, and has 21 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2004 and 2005 respectively. Outside of his advisory role, he serves as Treasurer for the Horn of Africa Evangelical Mission, a nonprofit focused on training and sending missionaries in Africa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based, holistic financial analyses without discretionary portfolio management. The firm offers integrated planning and managed-account services through a consolidated billing option called “WealthPlan,” emphasizing comprehensive written recommendations across a range of financial topics.

Nicholas Torres is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Holiday is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he serves as Vice President of Jerol W Holiday Inc and is the CEO/President of Jerol W Holiday Inc, an unclassified business based in California. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Cody Bijou is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Panera Bread, Walmart, and the University of Arkansas at Monticello. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Matthew Sebastian is a financial advisor with Thrivent Investment Management in Merced, California. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, having worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is involved in managing a single-family residence rental. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm offers comprehensive, goal-based planning across multiple financial topics, combining planning with managed-account programs while keeping those services distinct.

Timothy Welch is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has held roles at Community West Bank, Central Valley Investment Services, and Principal Securities, Inc. Outside of his advisory work, Welch is an independent contractor and branch owner at Central Valley Investment Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory services that support client decision-making rather than discretionary management.

Joy Ellison is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with UBS since 2001. Ellison serves as chairman of the finance committee for the 10th Mountain Division Foundation, a nonprofit involved in the maintenance of military memorials. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and capital market assumptions.