Joseph Rodriguez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. He is also associated with Wells Fargo Bank, N.A. since 2009. 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 advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Aman Kaur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked with Wells Fargo in various capacities since 2013. Outside of her advisory role, Kaur is a co-owner of Sajda Design, a business focused on designing Indian jewelry and clothing, and she also serves as a caregiver for her father. 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 through a large network of advisors and provides a range of brokerage and advisory solutions supported by research and analytics.

Andrew Carrigan is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his role at the firm, he has ownership interests in AOC Investments Inc. and Encore Investment Consultants LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Michael Gish is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 47 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at Morgan Stanley Private Bank, National Association from 2015 to 2017. Outside of his advisory role, he is an artist involved in art sales and occasional art shows. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicolas Allen is a financial advisor with Ameriprise in Fresno, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, Allen serves on the Board of Directors for Fresno Pacific University. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered in partnership with client advisors.

Scott Moseley serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial advisory career with Merrill Lynch in 1998 after a 17-year tenure in broadcast management, where he was General Manager of two major Fresno radio stations. A native of Fresno, he earned a Bachelor of Science degree in Communications with an emphasis in Broadcasting from Pacific Union College in Angwin, California in 1975. Mr. Moseley’s investment philosophy is influenced by his extensive business management experience, focusing on achieving client financial goals while minimizing risk. His areas of expertise include custom financial strategies, goals-based wealth management, retirement income planning, IRA and 401(k) management, estate and wealth transfer, and coordination with clients’ CPAs and attorneys. He holds FINRA Series 7 and 65 registrations, California Life and Health licenses, and the Personal Investment Advisor (PIA) designation. His practice is supported by a seasoned assistant with over 24 years of experience at Merrill Lynch. In addition to his professional work, Mr. Moseley enjoys baseball, football, golfing, and spending time with his family. He emphasizes a personalized approach to financial planning, working closely with clients to develop strategies that address their long-term goals.

Paul Wieda is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and Series 65 licenses, and has 49 years of industry experience. He previously worked at Signator Investors, Inc. for over four decades before joining OSAIC in 2018. Outside of his advisory work, Wieda is involved in insurance brokerage through a sole proprietorship and also participates in sales and marketing of securities, investment advisory, and insurance products at Pillar Financial Group. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset allocation tools and automated rebalancing to manage portfolios comprising multiple asset classes, and supports a wide range of third-party managed-account solutions.

Michael Lund is a financial advisor at LPL Financial with Series 63 and 65 licenses and 35 years of industry experience. He has worked at LPL Financial since 2006 and previously spent nine years at UBS Financial Services. 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 financial planning and investment management services, including model portfolios and third-party asset management, supported by various advisor-facing technologies and a broad platform of advisory and non-advisory financial products.

Lykia Yang is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with advisory engagements typically structured as discrete projects tailored to client needs.

Brian Janssen is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Sagepoint Financial and OSAIC, with multiple tenures at 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 supported by various portfolio management options and technology tools, administering over $819 billion in discretionary assets through a network of more than 22,800 advisors.

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 Series 66 licensed financial advisor at LPL Financial with three years of industry experience. She has worked at LPL since 2022 and previously held roles at Fresno State University and Clovis High School, where she currently serves as a soccer coach. In addition to her advisory work, she is involved in coaching youth sports and has experience managing an outside employment role at a local restaurant. 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, including financial planning and access to model portfolios, while utilizing technology and oversight to support a large network of advisors.

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 prior roles include positions at Investment Centers of America, Inc., Sorrento Pacific Financial, LLC, ICBA Financial Services Corporation, Citicorp Investment Services, and Morgan Stanley Dw Inc. Outside of his advisory work, he serves as an assistant track coach at Fresno Christian Schools. 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 broad range of financial planning, model portfolio programs, and institutional platforms, supported by various advisory and operational tools.