Jennifer Graves is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services Inc and Wells Fargo Clearing. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Andrew Lewis is a financial advisor at OSAIC Institutions, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Noble Credit Union, CUSO Financial Services, LP, and TD Ameritrade. Outside of advising, he has worked as an Instacart driver since 2024. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives and operates a hybrid adviser/broker-dealer structure with extensive affiliations and access to alternative investments.

Lance Hennesay is a financial advisor with Principal Financial Services, holding a Series 66 designation and 24 years of industry experience. He has been with Principal Securities and Principal Financial Group since 2000 and 2001, respectively. Outside of his advisory role, he serves as president of the Benevolent and Protective Order of Elks Clovis No 2599, a local nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through a variety of adviser and promoter arrangements.

Mihailo Jovanovic is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His background includes roles in insurance sales and financial advisory services, as well as involvement in soccer coaching and training through MJ Soccer. He has also worked with firms such as Midland National and World Financial Group. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm manages a diverse range of client assets through discretionary accounts, model portfolios, and third-party sub-advisers, and offers both investment management and financial planning services.

Stuart Sprenger is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He has been with Citigroup Global Markets since 2007 and previously worked at Citicorp Investment Services from 2003 to 2007. He holds Series 63 and Series 66 designations and is based in Clovis, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and leverages its institutional scale and market roles to provide bespoke discretionary solutions and comprehensive custody services.

Walter Cumiford is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked with LPL Financial since 2009, following prior roles at Citigroup Global Markets, Citicorp Investment Services, and Waddell & Reed. Outside of his advisory work, he owns a business selling sportscards and collectibles on eBay. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

M Garcia is a financial advisor at Merrill with six years of industry experience. They hold a Series 66 designation and have been associated with Merrill and Bank of America, N.A. since 2015. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by its internal Chief Investment Office and third-party managers, along with account administration and custody support.

Brian Ruff is a financial advisor with Primerica Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and select discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees, focusing on curated portfolio management rather than institutional plan management.

Mark Steitz is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Valic Financial Advisors, Bank of America NA, Merrill Lynch, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Richard Cavalla is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. His prior roles include positions at Morgan Stanley, Citicorp Investment Services, and SeCU Brokerage Services. Since 2007, he has also been affiliated with Golden 1 Credit Union. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tiffany Gunsorek is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. Her career includes roles at Citigroup Global Markets, Bank of the West, Premier Valley Bank, TD Ameritrade, and prior engagements with LPL Financial dating back to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Melissa Dinatale is a financial advisor at Ameriprise with seven years of experience at the firm and two years in the industry. She previously worked at M Scott & Co., Inc., the Law Office of Robert Abrams, and Pascussi, Pascussi and Stoker. Dinatale holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Christopher Obrien is a financial advisor with Thrivent Investment Management in Clovis, CA, holding Series 63 and Series 66 designations and three years of industry experience. Prior to his current role, he worked for Save Mart Supermarkets for 26 years. Outside of his advisory work, Obrien is a hobbyist woodworker and occasionally completes commissioned projects for compensation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach separates planning from managed-account services and emphasizes periodic reviews and comprehensive written recommendations across various financial planning topics.

Geoff Grabe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His career includes roles at Bank of the West, BancWest Investment Services, and previous tenures at LPL Financial and other firms. 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 financial planning and investment management services, utilizing both proprietary model portfolios and third-party subadvisors, supported by extensive technological tools and a broad non-advisory financial services platform.

Caleb Blech is a financial advisor with LPL Financial in Clovis, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Aegis Capital Corp from 2022 to 2025 and briefly at Walla Walla University in 2020. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Ryan Moll is a Financial Advisor with Merrill Lynch Wealth Management, serving clients by helping them manage their financial goals through personalized strategies. He works one-on-one with clients to define their objectives and develop portfolio strategies tailored to their needs, providing ongoing advice and adapting these strategies as clients' situations evolve. His expertise includes assisting clients with a wide range of financial priorities, such as investing, retirement planning, and managing competing demands like home purchasing, education funding, and healthcare preparation. Ryan holds the Personal Investment Advisor (PIA) professional designation and completed an Accredited Certificate Program at San Joaquin Delta College.

Paul Takhar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Vicente Ibarra is a financial advisor with Primerica Advisors based in Clovis, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2005. Outside of advisory work, Ibarra is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party managers and custodians.

Brandon Calhoun is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Wells Fargo Advisors. In addition to his advisory work, he acts as an insurance agent offering fixed insurance products such as accident, health, disability, annuities, and life insurance. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.