Nou Her is a financial advisor at Morgan Stanley with 6 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

James Trevino is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating customized wealth management strategies that align with the unique needs and goals of his clients. His approach involves understanding clients' personal and financial situations to provide comprehensive financial guidance. James's expertise includes college education planning, family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income planning. He integrates insights from Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. James holds a Bachelor's Degree from Saint Mary's College of California and is a Personal Investment Advisor (PIA) with NMLS#2438550. Outside of his professional role, James enjoys basketball, chess, football, golfing, music, reading, spending time with his family, and watching movies.

Randall Gibson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Wells Fargo Advisors since 2016. Gibson has ownership interests in two investment-related businesses based in Fresno, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and tools to develop customized recommendations.

Daniel Howard is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and six years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2019. Prior to that, he held roles at Sodexo and Grand Canyon University. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Justin Warren is a financial advisor with OSAIC based in Fresno, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at OSAIC since 2018 and has prior experience with Signator Investors Inc and SagePoint Financial. Warren also serves as a FINRA non-public arbitrator and holds the title of Vice President of Financial Planning at Pillar Financial Group. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Leslie Fitzgerald is a financial advisor with Thrivent Investment Management in Fresno, CA, holding a Series 66 designation and 17 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and planning across a wide range of topics, offered as either one-time or ongoing engagements, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Daniel Miller is a financial advisor at LPL Financial in Fresno, CA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Cetera Advisors and Bimbo Bakeries USA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, retirement plan consulting, and brokerage services delivered through a national network of investment adviser representatives.

Patrick Howell is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with RBC Capital Markets LLC since 2008 and has also worked at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and combines in-house expertise with third-party managers to tailor investment strategies according to each client’s risk profile.

Antoinette Robinson is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing, Bank of America, and Ruckus Wireless. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis developed by its Global Investment Committee.

Christopher Obrien is a financial advisor with Thrivent Investment Management in Clovis, CA, holding Series 66 and Series 63 credentials and three years of industry experience. Before joining Thrivent, he worked for 26 years at Save Mart Supermarkets. Outside of his advisory work, he is a hobbyist woodworker who occasionally completes commissioned projects for compensation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning engagements that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Rick Avelar is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at Fidelity Investments, E*TRADE Capital Management, and The Vanguard Group. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Christopher White is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with LPL Financial in Fresno, CA. He has worked extensively with SCF Securities, Inc. and related entities prior to joining LPL Financial. Outside of his advisory role, he is involved with Fireside Finance, LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-driven model portfolios and technology-enhanced services.

Tanner Barrett is a financial advisor with LPL Financial in Fresno, CA, holding Series 65 and Series 63 designations and two years of industry experience. His prior roles include positions at Hermes Wealth Strategies, Gineris Wealth Management, and Woodbury Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Frank Vargas Jr. is a financial advisor with RBC Capital Markets in Fresno, CA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His prior roles include positions at City National Bank and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to clients' risk profiles through a combination of in-house and third-party investment managers.

Jeff Branch is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his advisory role, he is a partner at Branch Ranch Cattle Co., an agricultural business in Raymond, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and diverse advisory programs, managing approximately $2.74 trillion in client assets.

John Banuelos is a CFP® with 38 years of industry experience, currently advising at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc., KMS Financial Services, Inc., and over 25 years at H.D. Vest Advisory Services. He is also the owner of Financial Alliance, where he is an enrolled agent providing tax preparation services. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs advanced asset allocation tools and supports a variety of portfolio management options that include traditional and alternative investments.

Scott Taylor is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 25 years. Outside of his advisory role, Taylor is also licensed to offer disability insurance, fixed and indexed annuities, traditional life insurance, and long-term care insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm provides integrated brokerage and advisory services using a range of investment strategies and third-party platforms to deliver customized portfolio solutions.

Geoff Grabe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes roles at Bank of the West and Bancwest Investment Services, where he worked for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Amy Mathers is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked at Arizona State University, DreamServ, and Community Regional Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Robert Barbour Jr. is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding Series 63 and Series 65 designations and possessing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He serves as co-trustee for his mother's scholarship trust. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.