Martin Mazorra is a CFP® and ChFC® with 28 years of industry experience. He has been with Private Wealth Advisors since 2006. Private Wealth Advisors provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a fundamental, long-term investment approach combined with client-specific guidelines, using options for hedging and strategic purposes.

Michael Weaver is a financial advisor with Cyclus Wealth Management in Fresno, CA, holding a Series 65 designation and five years of industry experience. His background includes roles at Lyons Magnus and periods of self-employment prior to joining Cyclus. Cyclus Wealth Management advises individuals, trusts, corporations, and retirement accounts, managing approximately $24 million across about 39 client relationships. The firm employs a passive investment approach focused on low-cost, diversified asset allocation, combined with a proprietary, tax-aware rebalancing method and selective client acceptance.

Thomas Chandler is a financial advisor at Kerr Wealth Management with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Securities, Inc., Kovack Advisors, Inc., and LPL Financial, LLC. Outside of his advisory role, he is also licensed as a life insurance agent. Kerr Wealth Management provides investment management and financial planning services to individual clients, business owners, corporations, and charitable organizations, including retirement plan consulting. The firm employs a combination of passive and active investment strategies and offers both discretionary and non-discretionary advisory services for employer plans.

Thomas Marsella is a financial advisor with Earnings Investment Co. in Fresno, CA, holding a Series 63 designation and over 54 years of industry experience. He has operated Marsella Financial & Co. since 1986 and has been involved with the Marsella Group, working with fixed and indexed annuities since 1967. Earnings Investment Company provides non-discretionary investment advice primarily to retirement accounts, employer-sponsored plans, IRAs, and trusts, focusing on dynamic asset allocation and sector rotation. The firm emphasizes principal preservation, modest income, and liquidity through a low-turnover strategy, combining in-house analysis with third-party models for larger accounts.

Matthew Johnson is a financial advisor at Marathon Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Marathon Financial Advisors since 2005. Marathon Financial Advisors provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation framework with a core-and-satellite approach and global diversification, primarily using no-load mutual funds and ETFs, and manages nearly all assets on a non-discretionary basis.

Andrew Mcfadden is a CFP® with 13 years of industry experience, currently serving at Panoramic Financial where he has worked since 2014. Prior to this, he worked for five years at the Clovis Unified School District. Panoramic Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management, offering tailored investment strategies that combine active and passive approaches with a focus on tax efficiency. The firm provides ongoing advice under asset-based arrangements and conducts educational workshops for clients and the public.

Todd Pilosi is a financial advisor at Kerr Wealth Management with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial, RBC Capital Markets, Wells Fargo Clearing, and Prudential Equity Group. He has been with Kerr Wealth Management since 2020. Kerr Wealth Management provides investment management and financial planning for individuals, business owners, corporations, and charitable organizations, including services for retirement plans. The firm manages discretionary accounts using a combination of passive and active strategies and offers both limited-scope and discretionary advisory services for employer plans.

Andrew James Flores is a CFP® with 11 years of experience in financial advising, currently serving at Portfolio Advisors, Inc. since 2015. He is based in Fresno, CA, and holds a Series 65 license. Portfolio Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and plan sponsors. The firm emphasizes asset-class allocation using academic research and primarily non-discretionary portfolio management, integrating educational outreach and estate-settlement support into its offerings.

Cary Marsella is a financial advisor at Earnings Investment Co. with five years of industry experience and holds a Series 65 designation. Prior to his advisory role, he has worked in various capacities including at Crumbl Cookies and several homebuilding companies. Outside of advising, he is an independent contractor real estate broker associate with Commercial Retail Associates, where he has been licensed since 1989. Earnings Investment Company provides non-discretionary investment advice focused on dynamic asset allocation and sector rotation for retirement accounts, IRAs, and trusts. The firm employs a low-turnover “Sleep at Night” strategy that combines in-house analysis with third-party models and also offers fixed and indexed annuities.

Angel Valencia is a Series 65 licensed advisor with Portfolio Advisors, Inc. in Fresno, CA, where he has worked since 2026. He previously held positions at JB Hunt Transport, American Income Life, and Home Depot. Portfolio Advisors, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an efficient-market, asset-allocation approach, primarily using non-discretionary portfolio management with non-actively managed mutual funds and Dimensional Fund Advisors strategies.

Jonathan Holt is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Integrated Planning & Investments and Integrated CPA Group LLP, having previously worked at Principal Financial Services and Principal Life Insurance Company. Holt serves on the board of the Fresno Sunset Rotary and is involved with the Financial Planning Association in Fresno as a board member. Integrated Planning & Investments is a small advisory firm managing approximately $107 million in assets across 205 client relationships. The firm offers discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services, utilizing a combination of fundamental, technical, charting, and cyclical analysis, and operates in affiliation with an accounting practice that provides tax preparation and advisory services.

Robert Bell is a financial advisor at Artizan Wealth with a Series 66 designation and two years of industry experience. Prior to joining Artizan Wealth, he worked at Thrivent Financial and Thrivent Investment Management, and he also serves as a principal consultant for Copper & Friant, LLC, providing interim restructuring services for accounting and finance departments. Bell is an adjunct professor at Fresno Pacific University, where he teaches corporate finance, and he serves as the public member on the finance committee of the Fresno Chaffee Zoo. Artizan Wealth offers discretionary investment management and comprehensive financial planning to private clients and institutions, including business owners, high-net-worth individuals, and nonprofit organizations. The firm employs in-house portfolio models combining Modern Portfolio Theory and fundamental analysis, focusing primarily on low-cost passive funds while selectively using active managers, and integrates business services like valuation and exit planning alongside investment management.

Hugo Gutierrez Mozqueda is a financial advisor at Portfolio Advisors, Inc. in Fresno, CA, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, he held various educational roles, including positions at California State University, Monterey Bay, and multiple schools in the San Joaquin area. Portfolio Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, emphasizing efficient-market, asset-allocation strategies primarily implemented through non-actively managed mutual funds and Dimensional Fund Advisors strategies. The firm offers a broad menu of services including financial planning, pension consulting, and estate settlement assistance, with a focus on non-discretionary portfolio management and client consent for trades.

Christopher Fide is a financial advisor with Integrated Planning & Investments in Clovis, CA, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Principal Financial Services and Principal Life Insurance Company for nine years and is currently a partner and tax advisor at Integrated CPA Group LLP. Integrated Planning & Investments is a small advisory firm serving individuals, high-net-worth clients, trusts, and retirement plans, managing approximately $107 million in assets. The firm provides discretionary asset management and comprehensive financial planning using a combination of fundamental, technical, and cyclical analysis, and offers an ongoing subscription planning service.

Michael Van Putten is a CFA® charterholder affiliated with Artizan Wealth in Fresno, CA, with five years of industry experience. His work history includes roles at Artizan Wealth Management LLC, Eden Group Capital Management LLC, and D.A. Davidson & Co. He has also been involved with companies in the agriculture sector such as Fractal Agriculture Inc. and FarmTogether Inc. Artizan Wealth provides discretionary investment management and comprehensive financial and business planning services to a diverse client base including business owners, high-net-worth individuals, corporate executives, and institutions. The firm integrates Modern Portfolio Theory with fundamental analysis and offers a range of investment instruments while providing additional business-related services such as valuation and exit planning.

Noah Martinez is a Series 65 licensed advisor at BOLT Wealth Management LLC with three years of industry experience. He has worked at BOLT Wealth Management since 2022 and has held roles within the Clovis Unified School District since 2019. In addition to his advisory work, Martinez is a licensed insurance agent offering insurance products through unaffiliated issuers. BOLT Wealth Management LLC is a team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for about 121 clients with an emphasis on nondiscretionary portfolio supervision.

Portia White is a CFP® and holds a Series 65 license, with 19 years of industry experience. She has been with Whelan Financial since 2004. Whelan Financial is an SEC-registered advisory firm offering wealth management, financial planning, and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as 401(k) plans, nonprofits, and corporations. The firm integrates financial planning and investment management through client-approved Investment Policy Statements, employing a range of strategies including thematic AI-focused portfolios and tax-aware investing.

Michael Mazman is a CFP® professional with five years of experience at Pathways Advisory Group, Inc. in Fresno, CA, where he has worked since 2021. Prior to joining Pathways, he held positions at Dick's Sporting Goods and Expo Event Productions. Pathways Advisory Group provides fee-only financial planning and investment advisory services to individuals, families, trusts, retirement plan sponsors, and business entities. The firm manages approximately $388 million across about 165 clients using diversified, evidence-based portfolios primarily composed of low-cost institutional mutual funds and ETFs, operating largely on a non-discretionary basis.

Jeffrey Karst is a financial advisor with Pathways Advisory Group, Inc. in Fresno, CA. He holds a Series 65 designation and has 14 years of industry experience, including over 16 years with Pathways. Pathways Advisory Group provides financial planning and investment advisory services to individuals, trusts, retirement plan sponsors, and business entities. The firm employs an evidence-based, asset-allocation approach focused on low-cost, broadly diversified mutual funds and ETFs, operating primarily on a non-discretionary basis with regular portfolio monitoring and quarterly reporting.

Roger Byrd is a financial advisor at Bridgewealth Advisory Group, LLC in Fresno, CA, with 38 years of industry experience. He holds a Series 63 designation and has worked at Cetera Advisor Networks LLC for 15 years before joining Bridgewealth in 2024. Outside of his advisory role, he serves as a trustee for a family trust. Bridgewealth Advisory Group serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm provides comprehensive portfolio management through a firm-sponsored wrap fee program and offers standalone financial planning and retirement plan consulting, with an investment approach tailored to client objectives and risk tolerance using fundamental analysis and a mix of traditional and alternative investment vehicles.