Ronald Church is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with Barnes Wealth Management Group in Bakersfield, CA, where he has worked since 2015. He is also the owner of Ron Church Insurance Services, focusing on sales of variable life and annuities. Barnes Wealth Management Group serves individuals, trusts, estates, and retirement plans, managing approximately $411.6 million in assets across 779 client accounts with a seven-advisor team. The firm provides both discretionary and non-discretionary portfolio management, employing a combination of analytic methods and offering pension consulting through Ironwood Retirement Plan Consultants.

Rodney Palmer is a financial advisor with Barnes Wealth Management Group in Bakersfield, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has previously worked with Belpointe Asset Management, Independent Financial Group, Financial Stratagies, and Northstar Financial, where he continues as an owner of an insurance agency. Outside of financial services, he holds a minority ownership in a television and recording production company based in Branson, MO. Barnes Wealth Management Group serves individuals, trusts, estates, and retirement plans, including high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm employs a variety of analytic methods and utilizes third-party model portfolios while maintaining active oversight of client investments.

Dani O’donnell is a financial advisor with Barnes Wealth Management Group in Bakersfield, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Dani has worked at Barnes Wealth Management Group since 2008 and has experience with Purshe Kaplan Sterling Investments and LPL Financial. Outside of finance, Dani is involved in selling fashion jewelry through Premier Designs Jewelry. Barnes Wealth Management Group provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, pension consulting, and fiduciary education, managing approximately $477 million in client assets across its team of seven advisors.

Ryan Castro is an advisor with The AmeriFlex Group based in Bakersfield, CA. He has 20 years of prior work experience at AT&T but does not have industry experience in financial advising. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, money manager selection and monitoring, and retirement plan consulting using model asset allocations and discretionary or non-discretionary management across multiple custodians.

Herbert Nealy is a financial advisor at RMR Wealth Builders, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RMR Wealth Builders since 2018, following eight years at Calton & Associates, Inc. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Joseph Trovato is a financial advisor with ValMark Advisers, Inc. in Bakersfield, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2017 and concurrently operates Trovato Wealth Management, a financial planning and wealth management practice. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, and offers proprietary platforms and fee-based planning services.

Noemi Ortega is a financial advisor at Advisory Solutions Group with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Union Capital Company for 19 years. Ortega has been with Advisory Solutions Group since 2026. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies with regular client reviews.

Tate Trovato is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and based in Bakersfield, CA. He has one year of industry experience and previously worked in education for several years. Outside of his advisory role, he serves as a church intern at Christ Church Carpinteria, where he assists with general accounting and budget tracking. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, alongside various proprietary platforms and advisory services.

Rylan Rozell is a CFP® with 17 years of industry experience, currently serving at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and Liberty Partners Financial Services. Outside of financial advising, he owns several businesses in logistics, insurance solutions, marketing, construction, and real estate. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates, utilizing multiple program platforms and custodial arrangements to implement tailored strategies.

Ismael Romero is a financial advisor at OneSeven with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, he is involved in individual life and health insurance sales. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, employing a primarily long-term investment approach with access to alternative investments and third-party platforms.

Jeffrey Taylor is a financial advisor with ON Investment Management Company in Bakersfield, CA, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience and has worked with firms including The O.N. Equity Sales Company, Ohio National Life Insurance Co, Phoenix Mutual, Standard Insurance Company, and Central Financial Services. Outside of his advisory role, he owns a business selling life, health insurance, and fixed annuities. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs and maintains a dual-registration model integrating broker-dealer activities.

Michael Ross is a financial advisor with Integrated Advisors Network LLC in Bakersfield, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes twelve years at Morgan Stanley and positions at Fortune Financial Services and Lattice Wealth Management. He is an author of a financial professional publication and co-hosts a podcast interviewing entrepreneurs. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a range of investment approaches and frequently incorporates third-party sub-advisers in client portfolios.

Arnell Land is a financial advisor at Integrated Advisors Network LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley for 12 years. Land also operates as an independent licensed insurance agent focusing on accident, health, life, and variable products in Bakersfield, CA. Integrated Advisors Network is a multi-team SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a risk-profile framework and a combination of fundamental and quantitative approaches, including the use of third-party sub-advisers and private funds, to implement client investment plans.

Courtney Demers is a financial advisor at Capital Analysts with Series 63 and 65 credentials and two years of industry experience. She also operates a solo tax preparation business, serving many of her investment clients with personal income tax services. Prior to joining Capital Analysts, Demers has worked at Lincoln Investment and Evans & Evans. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management and advisor-managed portfolios. The firm employs a proprietary mutual-fund screening process and delivers investment management through both discretionary and non-discretionary approaches.

Jeffrey Schwartz is a financial advisor with Primerica Advisors in Bakersfield, CA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2006 and has been self-employed since 1983. Schwartz serves as treasurer and board member for Innovative Entrepreneur Education and is on the board of directors for a local building management group. Primerica Advisors is part of Park Avenue Securities LLC, which serves individual and institutional clients through both brokerage and advisory services, offering a range of proprietary and third-party investment programs with discretionary and non-discretionary options.

Robert Mandolesi is a financial advisor with Principal Financial Services in Bakersfield, CA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Principal Financial Services since 2016 and has been with Principal Life Insurance Company since 1998. Outside of his advisory role, he is a silent partner in a limousine business. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jason Boyd is a financial advisor with Principal Financial Services in Bakersfield, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His previous work includes roles at Northwestern Mutual and Farmers Insurance. He also maintains a financial representative role involving life, disability, and long-term care insurance, as well as annuities. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Rick Meyeres is a financial advisor at NewEdge Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. Meyeres is also president and CEO of Retirement Benefit Partners, Inc., a consulting firm focused on investment-related services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Alberto Alvarez is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Fidelity Investments LLC, Charles Schwab & Co., LLC, and TIAA-CREF. Outside of his advisory work, he operates a produce sales business during market events in the Bakersfield area. Voya Financial Advisors serves individual and institutional clients with services such as financial planning, portfolio management, and plan-sponsor consulting. The firm offers advice primarily through non-discretionary managed accounts, third-party money manager programs, and affiliated retirement-advice platforms.

Tara Lavarias is a financial advisor at Empower Advisory Group with 25 years of industry experience. Her background includes roles at Nationwide Investment Services Corporation, Prudential Insurance Company of America, and Transamerica Financial Advisors, Inc. She holds Series 63 and Series 65 designations. Lavarias also serves as an agent on a power of attorney for her father, assisting with personal financial and medical inquiries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with affiliated entities for recordkeeping and investment products.