Delree Brownfield is a financial advisor with Ameriprise in Fresno, CA, holding Series 65 and Series 66 credentials and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, offering tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process and offers a broad range of advisory, brokerage, and insurance solutions.

Robert Barber is a financial advisor with LPL Financial based in Fresno, CA. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Vincent Mastro is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Lance Backowski is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for a combined total of 18 years. Outside his advisory role, he is involved with Backowski Financial, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers various advisory programs, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management supported by research and model portfolios.

Timothy Burkhart is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also a business owner of Green Curative, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Nicole Otta is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Betts Recruiting and VincentBenjamin (now The Intersect Group). RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ Advisory Risk Profiles and utilizes both in-house and third-party investment managers.

Richard Quan is a financial advisor with MassMutual Investors Services based in Fresno, CA, holding CFP®, Series 63, and Series 65 designations with 39 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of advising, Mr. Quan is an independent insurance agent and has been involved in insurance sales since 1986. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to deliver written recommendations within collaborative, annual planning engagements.

Joseph Avery is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked as an independent contractor since 2013 and served as a high school teacher with Clovis Unified School District for 13 years. Outside of his financial advisory work, he is also active as an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from multiple sources.

Tyler Hirschkorn is a financial advisor with Thrivent Investment Management in Fresno, CA. He holds Series 63 and Series 65 designations and has 11 years of industry experience. He has been with Thrivent since 2014, including a role at THRIVENT Financial starting in 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing arrangement.

Claudia Vazquez Geis is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. She has 21 years of industry experience and has previously worked with firms including Raymond James Financial, First Allied Advisory Services, and Cetera Advisors. She is also involved in selling non-variable insurance to friends and family. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Thomas Morgan is a financial advisor with LPL Financial in Fresno, CA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones from 2009 to 2012 before joining LPL Financial in 2012. Outside of his advisory role, he coaches high school basketball at Clovis East High School. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and external sources.

Kyle Talamantez is a financial advisor with Ameriprise in Madera, CA, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2020, he worked in education with the Clovis Unified School District and Valley Oak Elementary. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities typical of its institutional category.

Mary Pigott is a financial advisor with Cetera, holding a Series 63 designation and over 38 years of industry experience. She has worked with Pacific Mutual since 1984 and has been affiliated with Cetera and its related entities since 2013. Pigott is co-owner of Pigott Financial & Insurance Services and Pigott Financial Corp, where she manages group insurance business and oversees operational expenses. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a broad network of over 10,000 advisors and manages more than $256 billion in assets.

Jerry Lawless is a Series 63 licensed financial advisor with 36 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and spent 21 years at Investment Centers of America, Inc. He is also involved in managing a support company, Central Valley Investment Services Inc., where he serves as broker and manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical modeling and supports municipal and public finance work through a municipal advisor affiliation.

Mark Manchester is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and has worked at Wells Fargo Bank, N.A. since 2014. Outside of his advisory role, he assists in managing a rental property owned by his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Raphael Rojo is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at various Wells Fargo entities since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Luis Bravo Medina is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment approach.

Douglas Armey is a financial advisor with LPL Financial in Fresno, CA, holding a Series 63 license and 28 years of industry experience. He has been with LPL Financial and its predecessor since 2007. Outside of his advisory role, he is involved in personal real estate investing through Douglas Armey Enterprises. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, various advisory programs, retirement consulting, and brokerage services supported by LPL Research and third-party subadvisors.

David Baker is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach includes structured planning processes and a range of investment programs, supported by resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Seth Wilson is a CFP® credentialed financial advisor with 12 years of industry experience, currently with Osaic Wealth, Inc. since 2024. He previously worked at Securities America Advisors and SECURITIES AMERICA, inc. for a combined total of 10 years and operates Incomemax Financial, an LLC focused on insurance sales and service. He also advises clients on insurance products through affiliated carriers. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.