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.

Jatinderpal Dhaliwal is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at firms including PNC Investments LLC, Wells Fargo, Bank of America, Merrill, and Morgan Stanley. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

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 with Charles Schwab in Fresno, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Charles Schwab since 1999, including time at Charles Schwab Bank, and worked at TD Ameritrade from 2022 to 2024. Outside of his advisory role, he is exploring rental property ownership with his wife. Charles Schwab & Co., Inc. serves a large client base, 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 provides a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational infrastructure.

Laura Cornell is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her prior roles include 15 years at UBS Financial Services and positions at several firms throughout 2023 and 2024. She is based in Fresno, California. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management services separate.

Niko Rossi is a financial advisor at Morgan Stanley in Fresno, CA, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2024 and has prior experience including roles in education and wealth management. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

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.