Jason Rankin is a CFP® with 22 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at Strong Valley Wealth & Pension, M.S. Howells & CO, Laurel Wealth Advisors, and Wells Fargo. He holds a California insurance license and has been licensed to offer fixed life and long-term care insurance products since 2011. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach combined with shorter-term trading for rebalancing or cash needs.

Dale Soutas is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at AE Wealth Management and has owned Soutas Financial & Insurance Solutions, Inc. since 2016, where he is involved in insurance sales and Medicaid planning. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies through a network of affiliated offices, using a mix of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.

John Ledesma is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He is also co-owner of Elevare Advisors, Inc., a private entity that facilitates securities, advisory, and insurance business. His prior experience includes roles at Principal Securities Inc. and Principal Life Insurance Co. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm provides a broad platform of managed-account programs, access to third-party asset managers, and custodial services, serving a diverse client base of individual and institutional investors.

Brandon Schwartz is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors and has held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2010. Schwartz also owns and operates Schwartz Wealth Management, LLC, a financial planning practice based in Fresno, California. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored client recommendations across various specialized planning areas.

Thomas Frost is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Prudential Equity Group, LLC for five years. Outside of his advisory role, he is the owner and general business manager of a motorsports marketing company and is involved with an LLC that operates a restaurant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports advisors with technology and research tools.

Marcus Mouro is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Wells Fargo in 2025, he worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2021 to 2025. Outside of his advisory role, he is involved in buying and selling sports memorabilia through a personal business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Michael Muller is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Teresa Lujan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and has been associated with Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management. The firm offers investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients.

Michael Funk is a financial advisor with OSAIC in Fresno, CA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at OSAIC since 2018 and previously held roles at Sii and SagePoint Financial. Additionally, he serves as successor trustee of a family trust. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports legacy platform programs and various third-party model and managed-account solutions.

Myca Greer is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and model-based outcome simulations, serving clients in both direct and corporate financial planning capacities.

William Roeser is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Cetera. He has previously worked at Avantax Advisory Services, 1 St Global Advisors, and operates multiple business ventures, including a CPA firm and a landscape photography business. He owns and manages Roeser Wealth Management, providing financial advisory services in Fresno, California. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining model portfolios, third-party managers, and customized strategies.

Jaime Castiel is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Cetera. He has held roles at several firms, including Avantax Advisory Services and H D Vest Insurance Agency, and maintains a tax preparation and accounting practice through J.M. Castiel, CPA, A.C., which has been in operation since 1979. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party managers, overseeing more than $256 billion in assets through over 10,000 advisors nationwide.

Rodrigo Leon is a financial advisor with Wells Fargo Clearing in Bakersfield, CA, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2014. Outside of his advisory role, he is a California Notary Public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Monica Peterson is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 65 licenses. Peterson is a member of the Visalia Breakfast Rotary, engaging in community service activities. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Eric Daniel is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 66 designation and 17 years of industry experience. His career has included multiple roles within Wells Fargo entities since 2016, including positions at Wells Fargo Home Mortgage and Wells Fargo Clearing prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored recommendations delivered through meetings and client summary letters.

Walter Cumiford is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked with LPL Financial since 2009, following prior roles at Citigroup Global Markets, Citicorp Investment Services, and Waddell & Reed. Outside of his advisory work, he owns a business selling sportscards and collectibles on eBay. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

David Casparian is a financial advisor at LPL Financial with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. Outside of his advisory role, he is a co-owner of a real estate rental property. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Cuauhtemoc Ambriz Martinez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021, with prior experience at Wells Fargo Bank, N.A. beginning in 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and utilizes modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Harry Gaykian is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he serves as a power of attorney for his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Rocco is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and RBC Capital Markets. Outside of finance, he owns Astonishing Aquariums, a wholesale ornamental fish business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth criteria. The firm uses proprietary research and planning tools to develop recommendations, with clients deciding how to implement them through various brokerage or advisory programs.