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.

Theron Morgan is a financial advisor at Avidity Capital with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Morgan Wealth Management prior to his current role. Morgan is planning to establish an LLC for consulting services to other investment advisory firms. Avidity Capital is a solo independent registered investment adviser serving primarily individual clients and managing approximately $13.6 million across 58 accounts. The firm offers discretionary portfolio management, comprehensive financial planning, and a subscription-based planning service called the Avidity Journey, using a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis to inform investment decisions.

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.

James Payne is a financial advisor at Molano Wealth Management in Visalia, CA, holding a Series 65 license with one year of industry experience. Prior to his current role, he was involved with J-Curve Investing LLC, Gui Automation, and Dynamic Controls Inc., and was a full-time student for seven years. Molano Wealth Management provides discretionary asset management and financial planning services tailored to individual clients, focusing on portfolios built around clients’ goals, time horizons, and risk tolerances. The firm offers various planning options and conducts educational seminars, serving primarily non-high-net-worth individuals.

Chris Harris is a financial advisor at Gilman Harris Travioli Slover Accountancy Corporation with 28 years of industry experience. He has been with the firm, a state-registered investment advisory and accountancy corporation, since 1996. Gilman Harris Travioli Slover Accountancy Corporation manages approximately $37.6 million in discretionary assets for around 74 clients, including individuals, charitable organizations, and businesses. The firm provides personalized investment supervisory services and portfolio management using fundamental analysis, asset allocation, and mutual fund/ETF strategies, while also maintaining a notable dual role as licensed CPAs offering accounting services.

Bryan Muth is a financial advisor at Pasadena Private Wealth, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including GT Securities, Inc., Pensionmark Securities, LLC, and Bank of America, N.A. Outside of his advisory role, he coaches boys water polo at Exeter Union High School. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm employs a fundamental, model-driven investment approach with a focus on long-term portfolio construction and includes a range of investment vehicles such as ETFs, mutual funds, and alternative strategies.

Robert Larsen is a financial advisor with Optima Capital LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience with prior roles at firms including Purshe Kaplan Sterling Investments and Royal Alliance Associates. Larsen is also president of Inheritance Management, Inc., and serves on the Deacon Board of Faith Baptist Church. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs tailored investment strategies that include ETFs, mutual funds, and model portfolios, and integrates analytical methods such as modern portfolio theory and technical analysis.

Kyle Harvey is a financial advisor at Optima Capital LLC with a Series 65 designation and three years of industry experience. He has held roles at Optima Capital and Robert Larsen since 2022, and previously worked in administrative and media positions from 2014 to 2022. Outside of advising, he serves as an office administrator for Robert Larsen, dedicating part of his professional time to administrative support. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETF and mutual fund portfolios, model portfolios, and multiple analytical methods, and is affiliated with Premier Network, offering additional financial industry services such as CPA, tax planning, and insurance.

Patricia Flores is a Series 66-registered financial advisor with Mutual Advisors, LLC, bringing 15 years of industry experience. She has worked at Mutual Advisors since 2015 and has also been affiliated with Mutual Securities, Inc. since 2010. Outside of her advisory work, she operates a tax preparation and accounting sole proprietorship during tax season. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, employing a blend of active and passive strategies. The firm manages approximately $9.45 billion across 154 advisors and is notable for its scale of institutional work and use of multiple analytical approaches and third-party tools to tailor client portfolios.

Robert Butts is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Concorde in 2022, he worked for SCF Investment Advisors and SCF Securities from 2017 to 2022, and he has served in various roles outside finance, including as a board member and treasurer for CASA of Kings County and as an elder on the governing council of his local church. He is also actively involved in the Rotary Club of Hanford and serves as vice president of a local chapter of Gideons International. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset-allocation and model-based strategies across proprietary and third-party platforms and offers ERISA retirement-plan advisory services and participant advice.

Peter Deluyker is a financial advisor at Prospera Financial Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for nine years. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Theodore Gill is a financial advisor with Prospera Financial Services, Inc. in Visalia, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include a 16-year tenure at Morgan Stanley Smith Barney and positions within Morgan Stanley Private Bank. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Ronald Burrow is a financial advisor with Packerland Brokerage Services, Inc. in Visalia, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Packerland Brokerage Services since 2016 and previously at Signator Investors, Inc. Additionally, he is involved with A&R Burrow's Financial & Estate Planning Inc., focusing on life, fixed, long-term care, and estate planning. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of 176 advisors and utilizes both direct and third-party investment solutions via the Hilltop-cleared Envestnet platform.

Robert Linderman is a financial advisor at Mutual Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Advisors since 2013, following a 27-year tenure at Mutual Securities, Inc. Outside of advising, he serves on the board of the Villa Park Growers Association, a nonprofit cooperative marketing organization. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management, financial planning, and ERISA plan advisory services, employing both active and passive strategies tailored through multiple analytical approaches and specialized tools.

Marina Rodriguez is a financial advisor at Prospera Financial Services, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Morgan Stanley Smith Barney for 16 years. Outside of her advisory role, she is involved in leasing a commercial building. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

Susan Tackett is a financial advisor at Concorde Asset Management, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including SCF Investment Advisors, Inc. and H. Beck, Inc. Outside of her advisory role, she serves on the boards of Kings Art Center and CASA of Kings County, a nonprofit supporting children involved in the court system, and is active in the Rotary Club of Hanford. Concorde Asset Management serves individual, high-net-worth, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios using model-based strategies and serves as an overlay manager, with operational support from multiple technology providers and a focus on ERISA retirement-plan advisory services.