Luis Bravo Medina is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment approach.

David Baker is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach includes structured planning processes and a range of investment programs, supported by resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Taylor Franzman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan in 2019, Franzman worked at Merrill and Bank of America. Outside of finance, Franzman is an owner and partner of SheraChic LLC, a retail boutique specializing in handmade jewelry and accessories. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Hokokian is a Senior Financial Advisor and Managing Partner at THD Wealth Management Group. He holds several professional designations, including Certified Plan Fiduciary Advisor®, Certified Exit Planning Advisor, Personal Investment Advisor, and Retirement Benefits Consultant. Christopher's approach focuses on simplifying the wealth management and investment process to help clients alleviate day-to-day financial burdens and achieve financial freedom. With extensive experience, he advises private business owners through company and real estate sales, life transitions, and critical issues such as inheritance, divorce, and wealth transfer. Known as the "advisor to the family," Christopher works closely with clients to understand their unique goals and develops strategies involving investment assessments, cash flow planning, tax minimization, and intergenerational wealth transfer, combined with behavioral coaching to sustain wealth across generations. Christopher earned a Bachelor's Degree in Business Administration – Finance from San Diego State University, where he was a Division 1 football player and received numerous academic honors. He is involved in various professional organizations and community initiatives, including the Armenian Artist Project and San Diego State Football. He divides his time between West Los Angeles and San Diego and enjoys philanthropy and travel.

Stephen Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo entities continuously since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics alongside diversification principles and modern portfolio theory in its investment approach.

Nicholas Ostdiek is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Strategic Wealth Advisors Group, Capital Financial Services, and Signator Investors. He is also involved in insurance services through a family insurance agency. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across strategic and tactical allocations.

Dorothy Zabala is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding Series 63 and Series 65 licenses, and has 13 years of industry experience. She has been with Wells Fargo Bank, N.A. since 2006 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Trent Fox is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior experience with LPL Financial LLC and several organizations in educational and community settings. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Daniel Gianopulos is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Lincoln Financial Advisors, among other roles. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan financial organization.

Madison Nearn is a Series 66 licensed financial advisor with Ameriprise in Clovis, CA, and has two years of industry experience. Prior to joining Ameriprise, Madison worked at Southern New Hampshire University and Clovis Community College, as well as in retail at Trader Joe's and Clovis North High School. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a focus on assets held in Ameriprise Managed Accounts.

David Sipe is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. His prior experience includes roles at Wells Fargo Investments, Chase Investment Services, Wamu Investments, and Equitable Advisors. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

Stefani Silva is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes six years at JP Morgan Chase Bank and five years at JP Morgan Securities LLC before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, combining broad retail and institutional offerings with specialized services such as estate planning and private fund relationships.

Mervin Jesson Uy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and also works with the Hawaii Dental Assisting Academy as a social media marketing liaison. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ram Ramos is a financial advisor at Morgan Stanley in Fresno, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2023, he spent several years in educational roles at California State University, Fresno, Clovis Community College, and Clovis East High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing financial planning and advisory services supported by advanced planning tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs including tailored financial plans and institutional arrangements.

Robert Duran is a financial advisor with Wells Fargo Clearing in Modesto, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at JP Morgan Chase Bank NA for ten years. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Diana Kirkorian is a Senior Financial Advisor and Portfolio Advisor based in Fresno, California, and a partner of the Kirkorian Group at Merrill Lynch Wealth Management. She joined Merrill Lynch Wealth Management in February 2019 and works as part of a father-daughter team with a combined 45+ years of experience. Together, they provide comprehensive wealth management services, focusing on retirement planning, investment strategies, and personalized financial guidance tailored to clients' short-term and long-term goals. Diana holds a Bachelor's Degree from Santa Clara University and has earned professional designations including Accredited Asset Management Specialist (AAMS), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her approach emphasizes trust, transparency, and delivering investment insights and banking solutions through Merrill Lynch and Bank of America to help clients navigate financial opportunities in changing markets. Beyond her professional work, Diana is involved in community activities including creating the organization Tennis Buddies and participating in the Food Recovery Network. Her personal interests include boating, golfing, music, running, scuba diving, skiing, skydiving, spending time with family, tennis, and traveling.

Logan Sumter is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Portfolio Advisors, Inc. and has held various roles in educational institutions including Fresno State University and Fresno City College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services using proprietary research and tools, with a focus on discrete planning engagements tailored to client needs.

Troy Litle is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 34 years before joining Wells Fargo in 2024. 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 incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Michael Budd is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Fresno, CA, with 45 years of industry experience. He has been with Wells Fargo Advisors since 2016. Budd is also involved in investment-related business activities through ownership in two private firms, including Michael F. Budd Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory solutions with banking and lending products.

Rene Mendoza is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, alongside a longer tenure at Wells Fargo Bank, N.A. Since 2016, he has served as an Area 2 Board Member for the Washington Colony Elementary School District in Fresno, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.