Joshua Brown is a financial advisor with Edward Jones in Clovis, CA, holding the CFP® designation along with Series 65 and Series 66 licenses. He has seven years of industry experience, including prior roles at Morgan Stanley, Amazon, and Teacher's Pension & Insurance. Outside of his advisory work, he serves as president of Padrino's Guild, overseeing endowment pledges and financial administration. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,000 financial advisors.

Tyler Hirschkorn is a financial advisor with Thrivent Investment Management in Fresno, CA. He holds Series 63 and Series 65 designations and has 11 years of industry experience. He has been with Thrivent since 2014, including a role at THRIVENT Financial starting in 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing arrangement.

Mary Pigott is a financial advisor with Cetera, holding a Series 63 designation and over 38 years of industry experience. She has worked with Pacific Mutual since 1984 and has been affiliated with Cetera and its related entities since 2013. Pigott is co-owner of Pigott Financial & Insurance Services and Pigott Financial Corp, where she manages group insurance business and oversees operational expenses. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a broad network of over 10,000 advisors and manages more than $256 billion in assets.

Jerry Lawless is a Series 63 licensed financial advisor with 36 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and spent 21 years at Investment Centers of America, Inc. He is also involved in managing a support company, Central Valley Investment Services Inc., where he serves as broker and manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical modeling and supports municipal and public finance work through a municipal advisor affiliation.

Robert Stauf is a financial advisor with Primerica Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1998. Outside of advisory services, he is involved in the sales of home-related products through affiliated companies including Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by external asset managers and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets with a network of nearly 3,700 advisors.

Joseph Tooley is a financial advisor with Edward Jones in Clovis, CA, holding a Series 66 designation and eight years of industry experience. His prior work history includes roles at Comcast Cable Corp and a brief period of unemployment before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jon Engel is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Cambridge since 2017, following prior roles at OneAmerica Securities and American United Life. Outside of his advisory work, Engel serves as a director on the board of the China Peak Volunteer Ski Patrol and volunteers as a ski patroller in Lakewood, CO. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using various portfolio management and model-based investment approaches.

Ryan Delcarlo is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and totaling 10 years of industry experience. His work history includes roles at Cetera, LPL Financial, Principal Life Insurance Company, J.P. Morgan Chase, and his own business, Del Carlo Financial. He also operated Del Carlo Backyard Party Rentals, LLC from 2015 to 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supported by a network of over 10,000 advisors and $256 billion in assets under management.

Ian Perales is a financial advisor with J.P. Morgan Securities who holds the Series 63 and Series 66 designations and has 16 years of industry experience. He has worked at various J.P. Morgan entities since 2012, including JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

David Soltes is a CFP® professional with seven years of industry experience and currently serves as a financial advisor at Edward Jones in Clovis, CA. Prior to joining Edward Jones in 2019, he worked for three years at the Fresno County Public Defender. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Aaron Friedrich is a financial advisor with Edward Jones in Clovis, California, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Lindsay Arvin is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Chopin Mon Ami, and the University of Texas Medical Branch. He has been with UBS since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Adam Bay is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Investment Centers of America, Inc., Sorrento Pacific Financial, LLC, ICBA Financial Services Corporation, Citicorp Investment Services, and Morgan Stanley Dw Inc. Outside of his advisory work, he serves as an assistant track coach at Fresno Christian Schools. 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 broad range of financial planning, model portfolio programs, and institutional platforms, supported by various advisory and operational tools.

Amanda Phimmachack is a CFP® professional affiliated with LPL Financial in Fresno, CA, with 21 years of industry experience. She has worked at LPL Financial since 2013 and has been associated with Educational Employees Credit Union since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Michael Lulejian is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior work includes roles at Proequities, Inc. and Producers Financial Group West, where he served for over two decades. In addition to advisory work, he has operated as an independent insurance agent and owned a financial services firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and both discretionary and non-discretionary strategies tailored to client objectives.

Vicente Hernandez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Prior to that, he was employed at Gold Rush Transport for six years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.