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.