Eric Simonians is a CFP® professional with 19 years of experience in the financial industry. He is affiliated with Perennial Financial Services in Fresno, CA, and has previously worked at Ford Financial Group, Inc. and LPL Financial, LLC. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm employs tailored portfolios using various investment vehicles and integrates technology such as AI tools and multiple custodian relationships in its approach.

Ryan Barnes is a CFP® with seven years of industry experience, currently serving as a financial advisor at Plancorp, LLC. His prior roles include positions at Regency Investment Advisors, Inc., CiTIGROUP, and Principal Securities INC. Barnes’s background also includes experience outside finance with Costco Wholesale. Plancorp, LLC serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, providing both discretionary and non-discretionary management along with tax-aware strategies such as tax-loss harvesting.

Noah Menezes is a financial advisor at Plancorp, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Regency Investment Advisors and CFG Wealth Management. Outside of advising, he operates a software company called Wealthbloc. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm uses a Modern Portfolio Theory-based investment process and provides both discretionary and non-discretionary management, incorporating tax-aware strategies and ongoing portfolio oversight.

Robert Farmer is a financial advisor with Perennial Financial Services in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, Ford Financial Group, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he serves as a ski coach for the China Peak Ski Team. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to individuals, trusts, pensions, and corporate accounts. The firm combines discretionary portfolio management with standalone planning services and incorporates technology such as AI tools and third-party platforms to support customized, regularly monitored portfolios.

Jarrod Martinez is a financial advisor with Ascentis Independent Advisors, LLC in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo, among others. Martinez is also an officer and treasurer for Valley Children's Hospital, overseeing the organization’s financial records. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program focused on illiquid private funds.

Wade Wallace is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Plancorp, LLC. His prior experience includes seven years at Regency Investment Advisors Inc. and a diverse background that includes work at Meathead Movers and Fresno State University. Plancorp serves a broad client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans, offering services such as wealth management, pension consulting, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory, utilizing documented Investment Policy Statements, and incorporates tax-aware strategies and due diligence on third-party managers.

Richard Nilmeier Sr. is a financial advisor with United Planners Financial Services of America, holding over 52 years of industry experience. He has worked with United Planners since 2010 and has prior experience at Rice Brown Financial Services and his own Nilmeier Financial & Insurance Services and Nilmeier Insurance Services, Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.

Michael Antonsen is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been associated with Eagle Strategies since 2013 and also operates Antonsen Financial & Insurance Services and Hmong Life Insurance Services, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey King is a financial advisor with Principal Financial Services in Fresno, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Principal Life Insurance Co and Principal Securities in 2026, he worked at Edward Jones from 2023 to 2025 and was involved with The King's Corner Ministries from 2020 to 2023. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Michael Burton is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, Burton works as a sales manager leading a team that sells advertising for CBS Broadcasting and Paramount Plus streaming services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates both as a registered broker-dealer and as a registered investment adviser, providing a range of investment programs and platform features.

Jason Scott is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Mutual of America Securities LLC and Mutual Of America Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services use an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Kevin Sullivan is a CFP® and ChFC® affiliated with Principal Financial Services, with 31 years of industry experience. He currently works at Central Valley Strategic Wealth Management and has held roles at Principal Life Insurance Company and Principal Securities Inc. Sullivan owns a condo that he rents at a below-market rate to a longtime friend who is also his client. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Edward Nicolls is a financial advisor with Transamerica Financial Advisors in Fresno, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with multiple firms, including NRG Advisors, Inc., Legacy Shield, Benefit Mall, and Wfgia. Nicolls also serves as president of NRG Advisors, Inc., where he manages financial record compliance. Transamerica Financial Advisors serves a broad client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing a variety of program choices with discretionary and non-discretionary options.

Kory Brown is a financial advisor with Eagle Strategies (NY Life) in Fresno, CA, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. He has worked with New York Life Insurance Company and its affiliates since 2013 and operates Strategyze Financial & Insurance Solutions. Outside of advisory work, Brown hosts a weekly podcast focused on the San Francisco 49ers and NFL discussions and volunteers as an assistant coach for a local youth soccer team. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Bronson Booth is a financial advisor with Principal Financial Services in Fresno, CA, holding a Series 66 designation and having two years of industry experience. His prior work history includes roles at Edward Jones and various energy and hospitality firms. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through advisory and promoter arrangements.

Russell Auyeung is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including prior roles at New York Life and Thrivent Investment Management. He also acts as a broker of insurance products through non-captive carriers. He is part of Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, businesses, and organizations. The firm offers a range of investment management solutions, including advisor-led discretionary management, model-based strategies, and a digital advisory platform, tailored to meet diverse client needs.

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.

William Griffith is a financial advisor with Principal Financial Services based in Fresno, CA, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 49 years of industry experience, including long-term roles at Principal Securities and Principal Life Insurance since 1986, and has served as Vice President at Central Valley Strategic Wealth Management. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Patricia Merlo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she is the owner and author of a personal blog called Beauty and the Brawn. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional capabilities with unique market roles, including operating as a swap dealer and futures commission merchant.

Erica York is a financial advisor with Integrated Wealth Concepts LLC in Fresno, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has previously worked at firms including Wells Fargo Clearing, Raymond James Financial Services, and Ameriprise Financial Services. York also serves as a Senior Operations Associate at M.S. Howells & Co, a broker-dealer. Integrated Wealth Concepts provides financial advisory services to individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, utilizing customized portfolios with a focus on long-term strategies and a combination of internally managed and third-party assets.