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.

Richard Camacho is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Outside of advising, he owns a holding company that supports tax filing services and works as an insurance agent providing fixed insurance products. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans with wealth management, financial planning, and investment management. The firm manages approximately $9.9 billion in client assets through customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, typically employing a long-term investment approach.

Robert Farmer is a financial advisor at Perennial Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and LPL Financial. Outside of his advisory work, he coaches the China Peak Ski Team. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and businesses. The firm offers discretionary asset management and financial planning, using multiple platform relationships and third-party managers to tailor portfolios according to client goals and risk tolerances.

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.

Kimberly Corrente is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney and Raymond James Financial Services. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans with wealth management, investment management, financial planning, and participant advisory services. The firm employs a long-term, customized investment approach and manages approximately $9.9 billion in client assets through a network of 161 advisors.

Dale Soutas is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at AE Wealth Management, LLC, and has owned Soutas Financial & Insurance Solutions, Inc. since 2016, where he also serves as an insurance agent. His activities include oversight of Medicaid planning through his ownership of Soutas Financial & Insurance Solutions, Inc. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services across a broad client base, utilizing model portfolios and a variety of investment products through an extensive network of local investment adviser representatives.

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 65 and Series 63 licenses and has a background that includes roles at Nexstar and Paramount, where he has served as a sales manager leading a team responsible for advertising sales on CBS Broadcasting and Paramount Plus streaming services. He is also a member of the Rotary Club of Fresno. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charities, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and RIA, with discretionary and non-discretionary investment program options.

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 Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company, among other firms, since 2002. Auyeung also engages in brokerage of insurance products through non-captive carriers. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm manages approximately $15 billion in assets and supports a range of investment strategies and account-level services.

Jashanjeet Singh is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation. He has been with Transamerica since 2025 and previously worked at WFGIA from 2023. Singh is based in Fresno, CA, and has no prior industry experience before 2023. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services using proprietary model suites and third-party money managers, operating as both a registered broker-dealer and a registered investment adviser.

William Griffith is a financial advisor with Principal Financial Services in Fresno, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience, including roles at Principal Securities and Principal Life Insurance since 1986, as well as leadership positions at Central Valley Strategic Wealth Management & Insurance Services and James G. Parker Insurance Services Inc. He is a shareholder and Vice President of Central Valley Strategic Wealth Management, Inc., a corporation that supports business operations and employee coordination for his advisory team. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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.