Aaron Perez is a financial advisor with PlanMember Securities Corporation in Fresno, CA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining PlanMember, he worked at New York Life and has experience in education with Fresno Unified and Fowler Unified School Districts. Perez is also involved with Agape Planning Partners, where he provides securities sales and financial advisory services. PlanMember offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, providing educational and support services including seminars and personalized retirement planning.

Nathaniel Moore is a CFP® with 27 years of industry experience, currently affiliated with PlanMember Securities Corporation. His prior experience includes roles at LPL Financial and leadership positions within Agape Planning Partners, Inc. Beyond financial advising, he serves on several nonprofit boards, including the Fresno County Historical Society and Blue Devils Performing Arts, and is involved in community mentoring and public speaking. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm offers education, support, and fiduciary services to plan sponsors and participants, combining a top-down investment process with comprehensive plan management.