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.