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.