Michelle Carter is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with Pathways Advisory Group, Inc. in Fresno, CA since 2008, working as part of a four-advisor team. Pathways Advisory Group provides financial planning and investment advisory services to individuals, trusts, retirement plan sponsors, and business entities. The firm uses an evidence-based, asset-allocation approach with low-cost, diversified mutual funds and ETFs, primarily managing client portfolios on a non-discretionary basis and offering customized financial planning and consulting programs.

Derek Elrod is a CFP® professional with 21 years of experience in the financial services industry. He is a partner at Bridgewealth Advisory Group, LLC, where he has worked since 2018, and has prior experience at APW Capital, Inc. and RB Capital Management, LLC. Outside of his advisory role, Elrod is involved in agricultural ventures as a partner in Elrod Farming. Bridgewealth Advisory Group serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses, offering comprehensive portfolio management through a firm-sponsored wrap fee program along with standalone financial planning and retirement plan consulting. The firm emphasizes fiduciary investment advice tailored to client objectives, utilizing a mix of ETFs, mutual funds, stocks, bonds, and, for suitable clients, alternative investments.

Kevin Hook is a CFP® and holds a Series 66 license with 24 years of industry experience. He is a partner at Bridgewealth Advisory Group, LLC, where he has worked since 2018. Prior to that, he was with RB Capital Management, LLC from 2005 to 2018 and has also been affiliated with APW Capital, Inc. since 2011. Outside of his advisory work, he is an independent life insurance broker. Bridgewealth Advisory Group, LLC serves individuals, families, trusts, estates, retirement plans, and small businesses, managing approximately $868.9 million in assets. The firm acts as a fiduciary and uses a wrap fee program to deliver portfolio management along with standalone financial planning and retirement plan consulting tailored to client objectives and risk tolerances.

Michael Manjarrez is a CFP® with six years of industry experience, currently serving as an advisor at Whelan Financial since 2021. His prior experience includes roles at Bolt Wealth Management, Carmax, Citibank, and JP Marketing. Whelan Financial is an SEC-registered advisory firm that provides 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 and nonprofits. The firm integrates financial planning with investment management through client-approved Investment Policy Statements and offers a range of investment strategies, including thematic AI-focused portfolios and tax-aware investing.

Lori Ong is a CFP® professional with four years of experience currently serving at Whelan Financial since 2017. Prior to joining Whelan Financial, she worked at Fresno Unified School District and Crown Capital Securities. Whelan Financial is an SEC-registered advisory firm that provides 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 with investment management, offering a range of portfolios and actively managed AI strategies, alongside tax-aware investing and ERISA 3(38) plan management.

Vincent Whelan is a CFP® with 13 years of industry experience and is affiliated with Whelan Financial in Fresno, CA. He has been with Whelan Financial since 1991, contributing to the firm for over three decades. Whelan Financial is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and institutional clients such as 401(k) plans, nonprofits, and corporations. The firm offers integrated financial planning and investment management, featuring thematic AI investment strategies and a focus on tax-aware portfolio construction.

Michael Ryan V is a CFP® professional with seven years of industry experience. He has worked at Whelan Financial since 2021 and previously spent nine years at Sierra Asset Management. Whelan Financial is an SEC-registered advisory firm serving 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 using client-approved Investment Policy Statements and offers a range of strategies including thematic AI-focused portfolios and tax-aware investing.

Anna Wilkin is a financial advisor with Bridgewealth Advisory Group, LLC in Fresno, CA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at APW Inc, Bank of America N.A., Merrill, SCF Securities, Inc., and TD Ameritrade. Bridgewealth Advisory Group serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses, providing comprehensive portfolio management through a firm-sponsored wrap fee program along with standalone financial planning and retirement plan consulting. The firm tailors investment advice to clients’ objectives and risk profiles, utilizing a mix of ETFs, mutual funds, stocks, bonds, and, when appropriate, less-liquid alternative investments.

Whitney Kelley is a CFP® and Series 65-registered financial advisor with Pathways Advisory Group, Inc. in Fresno, CA. She has five years of industry experience and has been with Pathways Advisory Group since 2015. 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, diversified mutual funds and ETFs, primarily managing client portfolios on a non-discretionary basis.

Sean Mason is a financial advisor with Truvestments Capital LLC, holding a Series 65 designation and 12 years of industry experience. His prior roles include positions at Motiv8 Investments, CreativeOne Wealth, Fresno Financial Advisors, Retirement Wealth Advisors, Phi Beta Kapital Investments, and his own Mason Financial & Insurance Services. He is also involved with the Society of Financial Awareness, providing financial education through workshops and seminars on a voluntary basis. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing investment management, financial planning, and consulting. The firm creates customized, primarily long-term portfolios focusing on low-cost mutual funds and ETFs, and manages a private Bitcoin fund as part of its diverse investment offerings.

Ryan Louie is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. He has held advisory roles at Perennial Financial Services since 2023 and Ford Financial Group since 2016. Outside of his financial advisory work, Louie operates a home-based sneaker reselling business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory programs supported by an in-house research team and accommodates various investment strategies and client needs through its extensive network of investment adviser representatives.

Carole Ford is a CFP® with 41 years of experience in the financial services industry. She is currently with Perennial Financial Services and has previously worked with Ford Financial Group, LLC and LPL Financial, LLC. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor client solutions.

Christopher Comstock is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Plancorp, LLC. Prior to joining Plancorp, he worked for 18 years at Regency Investment Advisors, Inc. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach incorporates Modern Portfolio Theory, documented Investment Policy Statements, and a tax-aware focus, including tax-loss harvesting.

Carolyn Parenti Pearson is a financial advisor at Concurrent Investment Advisors, LLC with 33 years of industry experience. She holds a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Pearson is also the owner of Cpearson LLC, a support company established for tax purposes. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients through approximately 161 advisors and manages about $9.9 billion in client assets using customized portfolios and a long-term investment approach.

Nikolaus Redmond is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Perennial Financial Services and has previously worked at Ford Financial Group and LPL Financial. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolio solutions and retirement plan consulting.

Judson Myers is a CFA® charterholder based in Fresno, CA, with six years of industry experience. He has worked at Plancorp, LLC since 2026 and previously spent 19 years at Regency Investment Advisors, Inc. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with services including wealth management, investment management, financial planning, and tax preparation. The firm’s investment process follows Modern Portfolio Theory with documented Investment Policy Statements and offers both discretionary and non-discretionary management.

Mary Collins is a financial advisor at Perennial Financial Services with 27 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Ford Financial Group, LLC and LPL Financial, LLC. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management as a fiduciary, utilizing multiple platform relationships and a combination of asset classes, with a focus on discretionary management and ongoing retirement plan consulting.

Steven Boam is a financial advisor at Cooper McManus with eight years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors, Edward Jones, and Cambridge Investment Research. Outside of advising, he is the owner of First Principles Wealth Management, a marketing business. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and customizes portfolios through sub-advisors and co-advisory platforms.

Erin Redmond is a Series 66 credentialed financial advisor with nine years of industry experience. She is currently with Perennial Financial Services and has worked previously with Ford Financial Group and LPL Financial. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.

Eric Simonians is a CFP®-credentialed financial advisor with 18 years of industry experience. He is currently with Perennial Financial Services in Fresno, CA, and has prior experience at Ford Financial Group, Inc. and LPL Financial, LLC. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities, offering discretionary asset management and financial planning tailored to client goals. The firm utilizes multiple platform relationships and integrates ERISA retirement plan consulting with insurance and dually-registered representative services.