Karl Preheim is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory platform that offers financial planning, model portfolio programs, and institutional platforms.

Mark Macedo is a financial advisor with RBC Capital Markets in Fresno, CA, holding a Series 66 designation and 16 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a range of in-house and third-party investment managers.

Shawn Urena is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as a trustee of a family trust. 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 advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Christopher Underdown is a financial advisor with Ameriprise in Fresno, CA, holding a Series 66 credential and two years of industry experience. His background includes roles at Equitable Advisors, LLC and Bitwise Capital, as well as experience in the food and beverage sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ellen Field is a ChFC® and Series 66 credentialed financial advisor with 39 years of industry experience. She has been with Cambridge Investment Research Advisors since 2010. In addition to her advisory role, she is active as an independent insurance agent and is involved in marketing long-term care and Medi-Cal benefits, as well as working as a real estate agent in Northern California. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning and investment management through a network of independent professionals, utilizing a range of portfolio and model-based solutions tailored to client objectives.

Anthony Linares is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Bank of America/Merrill Lynch. 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 and offers both brokerage and advisory solutions.

Kami Mcdonald is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and methodologies.

Andrew Wheeler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at WELLth Advisory Services, Global Retirement Partners, Roush Investment Group, Wells Fargo Advisors, U.S. Bancorp Advisors, Citigroup Global Markets, and A.G. Edwards & Sons. Outside of his advisory work, Wheeler serves on the Board of Trustees for the Golden Valley Unified School District in Madera, CA, and is a candidate delegate for the Madera Republican Central Committee. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Clinton Fukushima is a financial advisor at Edward Jones in Fresno, CA, holding a Series 66 designation. He has one year of industry experience, including prior roles at BMO Harris and JP Morgan Chase & Co. Edward Jones is a full-service wealth management firm serving a broad client base, including individual investors, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions with a fiduciary standard.

John Otto is a financial advisor at LPL Financial in Fresno, CA, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2013. In addition to his advisory role, he has a longstanding position with Educational Employee Credit Union, which he has held since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, and access to third-party asset managers, supported by technology tools for operational and research purposes.

Kimberly Choi Lindley is a Series 66 licensed financial advisor with LPL Financial, based in Fresno, CA. She has 14 years of industry experience and has been with LPL Financial since 2011. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jason Ahronian is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2019, at Morgan Stanley Smith Barney LLC since 2009, and at Citigroup Global Markets from 1999 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs, including tailored financial planning for individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a Global Investment Committee.

Tyler Garrett is a financial advisor with Wells Fargo Clearing in Fresno, CA. He holds the Series 66 designation and has four years of industry experience. Prior to his current role, he worked in real estate and care services. Outside of finance, he provides respite care to his disabled brother through Pacific Home Care Services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and delivers both brokerage and advisory solutions.

Rajinder Kumar is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial planning and wealth management. He works closely with clients to understand their individual priorities and ambitions, helping them pursue goals such as retirement planning, education funding, and long-term family financial objectives. His approach emphasizes simplicity and transparency in navigating the complexities of investing. Rajinder holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, reflecting his expertise in retirement and investment strategies. He completed an Accredited Certificate Program from the Australian Institute of Technology and Education. Fluent in English, Punjabi, Hindi, and Urdu, Rajinder is committed to building strong client relationships and providing ongoing guidance as financial needs evolve. In addition to his professional work, Rajinder is involved with the Fresno Cambodian Buddhist Society, Inc., demonstrating his engagement with community organizations.

Jim Karas Jr. is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. He also operates Karas Wealth Management Inc., a home-based entity for tax and investment purposes. 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 model portfolios, third-party asset management, and advanced research tools, managing over $819 billion in discretionary assets through a broad network of advisors.

Alyssa Cwik is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Fisher Investments, Ameriprise, and several other firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and fee-based financial planning services to individuals, trusts, and institutions. The firm uses proprietary research and planning tools to develop tailored recommendations and provides a variety of specialized planning services for clients meeting specific net-worth thresholds.

Mark Shepherd is a financial advisor with UBS Financial Services in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2008. His wife is involved in a long-distance marketing role for Excel Telecommunications. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Justin Vartanian is a financial advisor with Ameriprise in Fresno, CA, holding a Series 66 designation and 16 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he is involved in business ownership through Justin A. Vartanian, LLC, where he serves as president and owner/operator. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical for a large institutional firm.

Ron Monis is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

Jeffrey Garton is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also the owner of Garton Wealth Management, LLC, an independent business based in Fresno. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm uses proprietary research and planning tools to develop recommendations, with implementation options available through its brokerage or advisory programs.