Brian Janssen is a financial advisor with LPL Financial in Fresno, CA, holding Series 66 and Series 63 licenses and having 19 years of industry experience. His prior roles include positions at OSAIC, Sagepoint Financial, and earlier tenure at LPL Financial. 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 advisory programs, financial planning, and retirement plan consulting featuring both discretionary and non-discretionary management supported by research and model portfolios.

Roger Nord is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Wells Fargo Bank, N.A. since 1998 and joined Wells Fargo Clearing in 2021. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad range of financial products.

Donald Vincenti is a CFP® professional with 45 years of experience in the financial services industry, currently serving at Stifel Nicolaus & Co Inc since 2011. He is based in Fresno, CA, and holds a Series 63 license. Outside of his advisory role, Vincenti is a member of the Finance Committee and the Board of Directors at Sunnyside Country Club, where he contributes to budget planning and club operations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Aaron Friedrich is a financial advisor with Edward Jones in Clovis, California, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Barry Holm is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2013 to 2016. Holm has been associated with Wells Fargo Bank, N.A. since 1999. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Jeffrey Paris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns and operates a family farm in Sonora, California, that sells produce and raises animals. 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 solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Callie Thiesen is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. Prior to joining LPL in 2022, she worked at Fresno State University and has been involved with Clovis High School since 2014, where she currently serves as a soccer coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services with both discretionary and non-discretionary management and access to various model portfolios and research.

Lindsay Arvin is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Chopin Mon Ami, and the University of Texas Medical Branch. He has been with UBS since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Taylor Howard is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Hedman Partners, Brouwer, DeJong & Associates, and The Master's University. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing written recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized advice, primarily for clients holding assets within Ameriprise-managed accounts.

Ian Gamboa is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2025, he worked at LPL Financial and Thiesen Dueker Financial Consulting Group. He has also been involved in several external activities, including roles at the United Conservatory of Music and Sequoia Brewing Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with tailored recommendations that incorporate investment research, third-party data, and algorithmic tools.

Adam Bay is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at Investment Centers of America, Sorrento Pacific Financial, ICBA Financial Services, Citicorp Investment Services, and Morgan Stanley. Outside of his advisory work, he serves as an assistant track coach for Fresno Christian Schools. 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 investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Madison Stearns is a Series 66-licensed financial advisor with Morgan Stanley in Fresno, CA, and has two years of industry experience. She has worked with Morgan Stanley Private Bank since 2024 and has been with Morgan Stanley since 2021. Prior to her financial services career, she was employed by Fowler Unified School District and held positions at Fowler High School and Dicks Sporting Goods. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by advanced modeling tools and offers a broad range of retail and institutional investment products.

Peter Baumstark is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since 1990, he has provided financial and wealth management advice and services to individuals, affluent families, and businesses. His expertise includes portfolio asset allocation, investment management, retirement and wealth planning, as well as cash management and employer retirement plans for business clients. Peter approaches wealth management by thoroughly discussing each client's goals and expectations to set targeted objectives that can adapt to their changing needs. He works closely with clients' other trusted advisors, such as attorneys and accountants, to address tax, trust, philanthropic, and estate issues, including wealth transfer strategies, providing individualized attention to each unique circumstance. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning Institutes Corp., and other professional credentials. Peter attended California State University, Fresno, and earned his high school diploma from Palos Verdes High School. His personal interests include cooking, hiking, and traveling.

Michael Marini is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory work, he serves on the advisory board of Simonian Farms, a retail and online agricultural business based in Fresno, California. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and offers broad retail and institutional investment services.

Francisco Puente is a Senior Financial Advisor at Merrill Lynch Wealth Management. He assists families and individuals in pursuing their financial objectives by developing personalized wealth management strategies tailored to each client's specific needs and priorities. Francisco provides access to investment insights from Merrill and offers banking and lending solutions from Bank of America to support his clients' financial goals. Francisco joined Merrill Lynch Wealth Management in 2019. Prior to his current role, he served as a Deputy Sheriff for Fresno County for over 18 years. He holds the Certified Plan Fiduciary Advisor® (CPFA®) designation from the National Association of Plan Advisors, as well as a Bachelor's degree in Business Administration with a Finance option and a Master of Business Administration (MBA) degree from California State University, Fresno. His areas of expertise include college education planning, employee benefits planning, services for endowments, foundations, and non-profits, retirement planning, small business strategies, tax minimization, and investment consulting. Fluent in both Spanish and English, Francisco is actively involved in his community through participation in local softball organizations and membership in the Rotary Club. He enjoys baseball, boxing, football, pickleball, reading, running, softball, spending time with his family, traveling, and watching movies.

Robert Swanbeck is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 1999, including a role at Charles Schwab Bank, SSB since 2005, and at TD Ameritrade from 2022 to 2024. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by a centralized operational structure.

Zaira Quach is a financial advisor with Wells Fargo Clearing in Stockton, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities LLC, as well as experience with LVL Products, LLC. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Niko Rossi is a financial advisor at Morgan Stanley in Fresno, CA, holding Series 66 and Series 63 licenses. Rossi has worked at Morgan Stanley since 2024, with prior experience at Mason Street Wealth Management and various educational institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analytics.

Richard Imamura is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior roles include positions at Equitable Advisors and Axa Advisors. Outside of his advisory work, he is involved in local judo organizations in Fresno, serving as an administrative agent for the Fresno State Judo Club and promotion chairman for the San Joaquin Valley Judo Association, and he also teaches at California State University, Fresno. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm supports a range of investment approaches through various custody platforms and offers proprietary and third-party model strategies.

Patrick Milutinovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates a non-investment business entity for tax and investment purposes. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, various advisory programs, and brokerage services. The firm employs both discretionary and non-discretionary management strategies and provides access to in-house and third-party research and portfolio options.