Derek Elrod is a CFP® professional with 21 years of experience in the financial services industry. He is a partner at Bridgewealth Advisory Group, LLC, where he has worked since 2018, and has prior experience at APW Capital, Inc. and RB Capital Management, LLC. Outside of his advisory role, Elrod is involved in agricultural ventures as a partner in Elrod Farming. Bridgewealth Advisory Group serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses, offering comprehensive portfolio management through a firm-sponsored wrap fee program along with standalone financial planning and retirement plan consulting. The firm emphasizes fiduciary investment advice tailored to client objectives, utilizing a mix of ETFs, mutual funds, stocks, bonds, and, for suitable clients, alternative investments.

Kevin Hook is a CFP® and holds a Series 66 license with 24 years of industry experience. He is a partner at Bridgewealth Advisory Group, LLC, where he has worked since 2018. Prior to that, he was with RB Capital Management, LLC from 2005 to 2018 and has also been affiliated with APW Capital, Inc. since 2011. Outside of his advisory work, he is an independent life insurance broker. Bridgewealth Advisory Group, LLC serves individuals, families, trusts, estates, retirement plans, and small businesses, managing approximately $868.9 million in assets. The firm acts as a fiduciary and uses a wrap fee program to deliver portfolio management along with standalone financial planning and retirement plan consulting tailored to client objectives and risk tolerances.

Michael Manjarrez is a CFP® with six years of industry experience, currently serving as an advisor at Whelan Financial since 2021. His prior experience includes roles at Bolt Wealth Management, Carmax, Citibank, and JP Marketing. Whelan Financial is an SEC-registered advisory firm that provides wealth management, financial planning, and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as 401(k) plans and nonprofits. The firm integrates financial planning with investment management through client-approved Investment Policy Statements and offers a range of investment strategies, including thematic AI-focused portfolios and tax-aware investing.

Lori Ong is a CFP® professional with four years of experience currently serving at Whelan Financial since 2017. Prior to joining Whelan Financial, she worked at Fresno Unified School District and Crown Capital Securities. Whelan Financial is an SEC-registered advisory firm that provides wealth management, financial planning, and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as 401(k) plans, nonprofits, and corporations. The firm integrates financial planning with investment management, offering a range of portfolios and actively managed AI strategies, alongside tax-aware investing and ERISA 3(38) plan management.

Robert Rockwell is a CFP® with 22 years of industry experience and has been with Plan Financial since 2007. He serves as a trustee for a family trust, managing and distributing assets for his deceased brother’s estate. Plan Financial is a team-based firm serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with portfolio management, financial planning, and custom asset-allocation services implemented through dynamically managed portfolios using independent institutional money managers.

Joel Hooper is a financial advisor at Plan Financial in Fresno, CA, holding a Series 65 designation with six years of industry experience. He has been with Plan Financial since 2016 and has served at California State University, Fresno since 2014. Plan Financial is a registered investment adviser managing approximately $195 million in discretionary assets, offering portfolio management, managed accounts, custom asset allocation, financial planning, and educational forums to individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm employs a goal-driven approach that combines institutional managers with an in-house process to adjust asset class weights based on market conditions.

Shawn Young is a financial advisor with RB Capital Management, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with RB Capital Management since 2004 and also serves as a cross country and track coach at Fresno Christian High School. RB Capital Management serves individual and institutional clients through fee-based investment management, focusing on hedged strategies and managed fixed-income portfolios. The firm emphasizes asset allocation, diversification, and personalized portfolios while managing assets in-house.

Vincent Whelan is a CFP® with 13 years of industry experience and is affiliated with Whelan Financial in Fresno, CA. He has been with Whelan Financial since 1991, contributing to the firm for over three decades. Whelan Financial is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and institutional clients such as 401(k) plans, nonprofits, and corporations. The firm offers integrated financial planning and investment management, featuring thematic AI investment strategies and a focus on tax-aware portfolio construction.

Michael Ryan V is a CFP® professional at Whelan Financial with eight years of industry experience. He worked at Sierra Asset Management for nine years before joining Whelan Financial in 2021. Whelan Financial is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and institutional clients such as 401(k) plans, nonprofits, and corporations. The firm combines financial planning with discretionary portfolio management and offers investment strategies ranging from diversified portfolios to actively managed AI-focused strategies.

John Hooper is a financial advisor with Plan Financial in Fresno, CA, holding 26 years of industry experience. He has been with Plan Financial since 1985 and serves as the firm's president. Plan Financial is a registered investment adviser managing approximately $195 million in discretionary assets. The firm offers portfolio management, financial planning, and educational forums to individuals, pension plans, corporations, trusts, and charitable organizations, using a goal-driven approach that combines institutional managers with a dynamic custom asset allocation process.

Joe Chin is a ChFC® with 22 years of industry experience, currently serving as an advisor at Plan Financial since 2012. He is based in Fresno, CA, and works as part of a six-advisor team. Plan Financial serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by offering portfolio management, managed accounts, custom asset allocation, and financial planning. The firm employs a dynamic asset-allocation process with independent institutional money managers and provides educational forums for clients and prospects.

Anna Wilkin is a financial advisor with Bridgewealth Advisory Group, LLC in Fresno, CA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at APW Inc, Bank of America N.A., Merrill, SCF Securities, Inc., and TD Ameritrade. Bridgewealth Advisory Group serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses, providing comprehensive portfolio management through a firm-sponsored wrap fee program along with standalone financial planning and retirement plan consulting. The firm tailors investment advice to clients’ objectives and risk profiles, utilizing a mix of ETFs, mutual funds, stocks, bonds, and, when appropriate, less-liquid alternative investments.

Sam Beckworth is a financial advisor with Secure Investment Management, LLC in Clovis, CA, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at AE Wealth Management since 2019 and owns Beckworth Financial Group, where he has been active since 2018. Beckworth also serves as a licensed minister at Gateway City Church. Secure Investment Management serves individuals, business entities, trusts, and estates with financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory and long-term diversified allocations using low-cost mutual funds, ETFs, third-party managers, and direct indexing.

Whitney Kelley is a CFP® and Series 65-registered financial advisor with Pathways Advisory Group, Inc. in Fresno, CA. She has five years of industry experience and has been with Pathways Advisory Group since 2015. Pathways Advisory Group provides financial planning and investment advisory services to individuals, trusts, retirement plan sponsors, and business entities. The firm employs an evidence-based, asset-allocation approach focused on low-cost, diversified mutual funds and ETFs, primarily managing client portfolios on a non-discretionary basis.

Sean Mason is a financial advisor with Truvestments Capital LLC, holding a Series 65 designation and 12 years of industry experience. His prior roles include positions at Motiv8 Investments, CreativeOne Wealth, Fresno Financial Advisors, Retirement Wealth Advisors, Phi Beta Kapital Investments, and his own Mason Financial & Insurance Services. He is also involved with the Society of Financial Awareness, providing financial education through workshops and seminars on a voluntary basis. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing investment management, financial planning, and consulting. The firm creates customized, primarily long-term portfolios focusing on low-cost mutual funds and ETFs, and manages a private Bitcoin fund as part of its diverse investment offerings.

Ryan Louie is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. He has held advisory roles at Perennial Financial Services since 2023 and Ford Financial Group since 2016. Outside of his financial advisory work, Louie operates a home-based sneaker reselling business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory programs supported by an in-house research team and accommodates various investment strategies and client needs through its extensive network of investment adviser representatives.

Carole Ford is a CFP® with 41 years of experience in the financial services industry. She is currently with Perennial Financial Services and has previously worked with Ford Financial Group, LLC and LPL Financial, LLC. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor client solutions.

Christopher Comstock is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Plancorp, LLC. Prior to joining Plancorp, he worked for 18 years at Regency Investment Advisors, Inc. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach incorporates Modern Portfolio Theory, documented Investment Policy Statements, and a tax-aware focus, including tax-loss harvesting.

Carolyn Parenti Pearson is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 63 designation and 34 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Wells Fargo Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. She owns Cpearson LLC, a support company established for tax purposes, and is involved with Fig Garden Wealth Management Group, a DBA she uses for marketing financial advice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by integrated operational tools and affiliated sub-advisory arrangements.

Nikolaus Redmond is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Perennial Financial Services and has previously worked at Ford Financial Group and LPL Financial. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolio solutions and retirement plan consulting.