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Vlada T
Series 66
Fresno, CA
Ascentis Independent Advisors, LLC
Vlada Trostyanskaya is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc., and Peak Brokerage Services, LLC. She is also involved with Capital Waypoint LLC, a non-investment-related support company. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients. The firm offers asset management and financial planning services using a mix of public and private securities, and employs discretionary management through model portfolios, sub-advisory arrangements, and co-advisory programs.
Cheryl H
Series 66
Fresno, CA
Ascentis Independent Advisors, LLC
Cheryl Hurne is a financial advisor at Ascentis Independent Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Inc. and Raymond James Financial Services. Outside of advising, she operates an online housewares business on eBay and serves as a paid notary. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm provides comprehensive portfolio management and financial planning, utilizing a mix of public and private securities with ongoing monitoring and rebalancing.
Jarrod M
Series 63, Series 65
Fresno, CA
Ascentis Independent Advisors, LLC
Jarrod Martinez is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Outside of advising, he serves as Treasurer for Valley Children's Hospital and owns businesses related to aircraft asset protection. Ascentis Independent Advisors is a multi-team SEC-registered firm that serves individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management and financial planning, utilizing diversified portfolios and discretionary management strategies through model portfolios and sub-advisory arrangements.
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