Robert Stauf is a financial advisor with Primerica Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1998. Outside of advisory services, he is involved in the sales of home-related products through affiliated companies including Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by external asset managers and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets with a network of nearly 3,700 advisors.

Stephen Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. 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 process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Ostdiek is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Strategic Wealth Advisors Group, Capital Financial Services, and Signator Investors. He is also involved in insurance services through a family insurance agency. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across strategic and tactical allocations.

Joseph Tooley is a financial advisor with Edward Jones in Clovis, CA, holding a Series 66 designation and eight years of industry experience. His prior work history includes roles at Comcast Cable Corp and a brief period of unemployment before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

T. Matt Nichols is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at LPL Financial since 2011 and has been affiliated with Principal Life Insurance since 2002. Nichols also serves as trustee for a family trust and operates Nichols Financial Strategies as a DBA under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Dorothy Zabala is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. 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 IPS-driven advisory process includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Trent Fox is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior experience with LPL Financial LLC and several organizations in educational and community settings. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

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, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior work includes positions at Merrill for 27 years and Bank of America for 7 years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing both proprietary and third-party strategies with a broad range of investment options.

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 five years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes six years at JP Morgan Chase Bank and five years at JP Morgan Securities LLC before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, combining broad retail and institutional offerings with specialized services such as estate planning and private fund relationships.

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.

Reginald Findley is a CFP®-designated financial advisor with 25 years of industry experience, currently serving at Cetera since 2004. He also operates a CPA and tax practice, which he has owned since 1985. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. The firm serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts, offering a range of portfolio management, financial planning, and retirement services through multiple program platforms and third-party managers.

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.

Nicholas Maxwell is a financial advisor with LPL Financial in Fresno, CA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

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.