Sandrine Logan is a CFP® with 26 years of industry experience, currently serving at LPL Financial since 2021. Prior to joining LPL, she spent over two decades working with various insurance carriers and Waddell & Reed Inc. She also acts as a non-variable insurance advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a broad range of advisory programs and financial planning services.

Phillip Brown is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 14 years of experience in helping clients achieve their financial goals and build lasting legacies. He holds the Senior Portfolio Advisor title within the Investment Advisory Program and has earned several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Raised by a single mother, Phillip's personal background influenced his commitment to financial education and planning. He specializes in areas such as Divorce Transition Planning, Legacy Planning, LGBT Wealth Planning, Managing New Wealth, Small Business Strategies, Special Needs Planning Strategies, Women and Wealth, Sports & Entertainment, Tax Minimization, and Retirement Income. Phillip's approach emphasizes collaboration and personalized strategies aligned with clients' priorities and values. In addition to his professional work, Phillip has a longstanding involvement in community activities through coaching football at various high schools and junior colleges, including interim head coach at Menlo-Atherton High School, where he led the team to a CIF-CCS Large School Championship. His interests outside of work include baseball, basketball, biking, cooking, football, gardening, golfing, music, spending time with his family, and watching movies.

Timothy Dodd is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and 66 credentials and 19 years of industry experience. He has been with LPL Financial for 18 years. Outside of his advisory role, he owns a martial arts business, Central Valley Kenpo Karate. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Jasvender Grewal is a financial advisor with Charles Schwab in Fresno, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. serves primarily 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 offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Caleb Blech is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Aegis Capital Corp and has also been affiliated with Walla Walla University. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research from various sources.

Katie Altomare is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment vehicles, such as insurance-related products and bank deposit sweep options.

Brian Oakes is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, as well as experience with Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Rachel Mc Elroy is a financial advisor at Morgan Stanley in Fresno, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at JD Food from 2017 to 2019 and the Clovis Unified School District from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

Robert Ralston is a financial advisor at LPL Financial with 11 years of industry experience and holds the Series 66 designation. His prior roles include positions at Waddell & Reed, Ameriprise, BeachBody LLC, and Money Mailer of South San Jose. He has also been involved with River Park Little League. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, supplemented by research from LPL Research and third-party providers.

Jeffrey Bradshaw is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2011. Outside of advising, Bradshaw is a licensed real estate agent and serves as a board member for the Ten Talents Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of platform options and proprietary model strategies.

Bassim Michael is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for 14 years. In addition to his advisory work, he is the owner of Michael & Company, CPA, a tax preparation and accounting firm, and also owns two other business ventures related to practice transitions and technology solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Aaron Carrillo is a financial advisor with Ameriprise in Fresno, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at Walmart Inc., Clovis Community College, and Sanger Unified School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic tools to deliver personalized recommendations for clients nearing or in retirement.

Michael Nili is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, retirement plan consulting, and brokerage services, utilizing a variety of model portfolios, third-party research, and technology-driven investment strategies.

Clayton Johnston is a financial advisor at Stifel based in Fresno, CA. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Stifel, his work experience includes roles at University of California, Los Angeles, Chick-Fil-A Blackstone, and in education with the Clovis Unified School District. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment methodology relies on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning decisions.

Dwayne Michael is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Wells Fargo Advisors since 2016. Michael is also involved in wealth management through his ownership in DM Wealth Management, Inc. and minority ownership in Encore Investment Consultants, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu for clients meeting a net-worth threshold, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Mason Marini is a financial advisor with Morgan Stanley in Fresno, CA, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Ameriprise and involvement in businesses such as TNT Fireworks and Simonian Farms. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Omar Khalil is a financial advisor with Charles Schwab, holding a Series 66 credential and bringing nine years of industry experience. He previously worked for Bank of America and Merrill for 12 years before joining Charles Schwab in 2026. Outside of his advisory role, he is a general partner and managing member of Balady Brothers LLC, a food event pop-up and catering business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts within a large, integrated operational structure.

Jessica Heberger is a financial advisor with RBC Capital Markets in Fresno, CA, holding a Series 66 designation and nine years of industry experience. She has worked at RBC Capital Markets since 2017 and previously spent one year each at Jube J. Najarian, A Professional Corporation, and Hinds Hospice. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining discretionary and non-discretionary portfolio management with access to both in-house and third-party investment managers.

Stevan Horvath is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brooke Simmons is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with LPL Financial since 2010. Simmons also operates a consulting group under the name Theisen Dueker Financial Consulting Group. 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, and retirement plan consulting, utilizing model portfolios, research, and various management options.