Christopher Dodson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in managing rental properties jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Darren Nikbakhsh Tali is a financial professional at OSAIC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and LPL Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Julie Gaykian Hamory is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Griffith is a financial advisor with Cambridge Investment Research Advisors based in Fresno, CA. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Cambridge, he worked at Commonwealth Financial Network for 12 years and has been with Cornerstone Advisory Group since 2015, where he is also an owner. He is president and owner of Griffith Consulting Group, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of strategies through independent Financial Professionals, combining proprietary models and third-party managers with multiple custody and platform options.

Thomas Dias is a CFP® professional with 27 years of industry experience, currently serving as an advisor at LPL Financial since 2021. His prior experience includes roles at RBC Capital Markets Corporation, Morgan Stanley DW Inc., City National Bank, and Waddell & Reed, Inc. He also maintained ownership of Dias Financial Group Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Aller is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the Wells Fargo organization since 2011. Outside of his advisory role, he owns and manages DJ Aller Holdings, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

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 in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Vincent Mastro is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Investments. 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 advisory and brokerage services through a large network, providing financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lance Backowski is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has held positions at various Morgan Stanley entities from 2002 to 2021 before joining LPL Financial in 2021. 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.

Timothy Burkhart is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is identified as a business owner of Green Curative, Inc. 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 portfolio programs, and institutional platforms, with over 22,800 advisors managing more than $819 billion in discretionary assets.

Michael Holiday is a Series 66 licensed financial advisor with Edward Jones in Madera, CA, where he has worked since 2012, totaling 14 years of industry experience. Outside of his advisory role, he serves as Vice President of Jerol W Holiday Inc and is the CEO/President of Jerol W Holiday Inc, both unclassified business entities. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs, investing strategies, and affiliated financial products, supported by a nationwide network of financial advisors and branch offices.

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. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining LPL Financial, he was self-employed as an independent contractor and worked for over a decade as a high school teacher with the Clovis Unified School District. Outside of his advisory work, Avery is active as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment services through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

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 at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Cetera Advisors, First Allied Advisory Services, and Raymond James Financial. Outside of her advisory role, she is engaged in selling non-variable insurance to friends and family. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolio programs, and retirement advice to individuals, institutions, and retirement plan participants. The firm supports advisors with a broad range of investment strategies and operational tools while managing over $819 billion in discretionary assets.

Thomas Morgan is a financial advisor with LPL Financial based in Fresno, CA, holding Series 63, 65, and 66 credentials and bringing 24 years of industry experience. Prior to joining LPL Financial in 2012, he worked at Edward Jones for three years. In addition to his advisory role, Morgan coaches high school basketball at Clovis East High School. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Kyle Talamantez is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and previously worked in education with the Clovis Unified School District and Valley Oak Elementary. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, including written Recommendation Reports and ongoing advice based on research, third-party data, and algorithmic tools.

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.