Gena Moxey is a financial advisor with Ameriprise in Fresno, CA, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Gianopulos is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Lincoln Financial Advisors, among other roles. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan financial organization.

Peter Arnold is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Merrill for 27 years and Bank of America for 7 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Madison Nearn is a Series 66 licensed financial advisor with Ameriprise in Clovis, CA, and has two years of industry experience. Prior to joining Ameriprise, Madison worked at Southern New Hampshire University and Clovis Community College, as well as in retail at Trader Joe's and Clovis North High School. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a focus on assets held in Ameriprise Managed Accounts.

David Sipe is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Stefani Silva is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Morgan Stanley in 2025, Silva worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2014 to 2025. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Mervin Jesson Uy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and also works with the Hawaii Dental Assisting Academy as a social media marketing liaison. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ram Ramos is a financial advisor at Morgan Stanley in Fresno, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2023, he spent several years in educational roles at California State University, Fresno, Clovis Community College, and Clovis East High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing financial planning and advisory services supported by advanced planning tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs including tailored financial plans and institutional arrangements.

Robert Duran is a financial advisor with Wells Fargo Clearing in Modesto, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at JP Morgan Chase Bank NA for ten years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Diana Kirkorian is a Senior Financial Advisor and Portfolio Advisor based in Fresno, California, and a partner of the Kirkorian Group at Merrill Lynch Wealth Management. She joined Merrill Lynch Wealth Management in February 2019 and works as part of a father-daughter team with a combined 45+ years of experience. Together, they provide comprehensive wealth management services, focusing on retirement planning, investment strategies, and personalized financial guidance tailored to clients' short-term and long-term goals. Diana holds a Bachelor's Degree from Santa Clara University and has earned professional designations including Accredited Asset Management Specialist (AAMS), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her approach emphasizes trust, transparency, and delivering investment insights and banking solutions through Merrill Lynch and Bank of America to help clients navigate financial opportunities in changing markets. Beyond her professional work, Diana is involved in community activities including creating the organization Tennis Buddies and participating in the Food Recovery Network. Her personal interests include boating, golfing, music, running, scuba diving, skiing, skydiving, spending time with family, tennis, and traveling.

Troy Litle is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 34 years before joining Wells Fargo in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Michael Budd is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Fresno, CA, with 45 years of industry experience. He has been with Wells Fargo Advisors since 2016. Budd is also involved in investment-related business activities through ownership in two private firms, including Michael F. Budd Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory solutions with banking and lending products.

Holly Bare is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at LPL Financial and Raymond James affiliates since 2006. She serves as a finance committee member for Sunnyside Country Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools and risk profiling, and supports municipal and public finance through a unique affiliation with a municipal advisor.

Rene Mendoza is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at various Wells Fargo entities since 2008, including Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. Mendoza serves as an Area 2 Board Member for the Washington Colony Elementary School District. 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 services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Chia Lai is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop customized recommendations.

Glenn Ota is a financial advisor with Morgan Stanley in Fresno, CA, holding a Series 63 designation and bringing 46 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and the Global Investment Committee’s return estimates. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Noi Khamsone is a financial advisor with Charles Schwab in Fresno, CA, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Charles Schwab and its affiliated entities since 2012. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Matthew Medeiros is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 66 designation and having 20 years of industry experience. His career includes roles within Wells Fargo entities since 2011. Outside of his advisory work, he co-owns a rental property in Shaver Lake, California, with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored client recommendations.

Jon Engel is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Cambridge since 2017, following prior roles at OneAmerica Securities and American United Life. Outside of his advisory work, Engel serves as a director on the board of the China Peak Volunteer Ski Patrol and volunteers as a ski patroller in Lakewood, CO. 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 a network of independent Financial Professionals using various portfolio management and model-based investment approaches.

Kimberly Gambero is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at DK Fresh and Contours, Inc. There are no notable outside activities listed. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and extensive investment services.