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.

Scott Karl is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Caitlin John, LLC, Guardian Pointe Private Wealth Management, Interactive Financial Advisors, and Brooklight Place Securities, Inc. Outside of his advisory work, Karl conducts free educational workshops and consultations through Strategic Education Technologies and the College Planning Network, focusing on college preparation for parents and school district decision makers. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm operates as an RIA-aggregator, with supervised Investment Adviser Representatives managing independent practices under its compliance framework, employing a mix of active and passive strategies along with alternative investments and advisory insurance products.

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.

Judson Myers is a CFA® charterholder based in Fresno, CA, with six years of industry experience. He has worked at Plancorp, LLC since 2026 and previously spent 19 years at Regency Investment Advisors, Inc. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with services including wealth management, investment management, financial planning, and tax preparation. The firm’s investment process follows Modern Portfolio Theory with documented Investment Policy Statements and offers both discretionary and non-discretionary management.

Mary Collins is a financial advisor at Perennial Financial Services with 27 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Ford Financial Group, LLC and LPL Financial, LLC. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management as a fiduciary, utilizing multiple platform relationships and a combination of asset classes, with a focus on discretionary management and ongoing retirement plan consulting.

Erin Redmond is a Series 66 credentialed financial advisor with nine years of industry experience. She is currently with Perennial Financial Services and has worked previously with 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 with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.

Edward Foraker is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. His career includes roles at Clarus Wealth Advisors, WFG Advisors, and Williams Financial Group. Outside of financial advising, he is an owner and managing member of CBM Gas Company LLC and Okan Gas Company LLC, both involved in oil and gas production and lease operations. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm employs multiple management styles with portfolios typically constructed from mutual funds, ETFs, and individual securities, and offers services including discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory support.

Kc Trace is a financial advisor at Verity Asset Management with seven years of industry experience. He holds a Series 65 designation and has been with Verity since 2019. Additionally, he has worked with Teacher's Pension since 2006. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion and serving individuals across wealth levels, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment process with tactical asset allocation and offers customized portfolio management, retirement plan consulting, and sub-advisory services.

Vlada Trostyanskaya is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc., and Peak Brokerage Services, LLC. She is also involved with Capital Waypoint LLC, a non-investment-related support company. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients. The firm offers asset management and financial planning services using a mix of public and private securities, and employs discretionary management through model portfolios, sub-advisory arrangements, and co-advisory programs.

Cheryl Hurne is a financial advisor at Ascentis Independent Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Inc. and Raymond James Financial Services. Outside of advising, she operates an online housewares business on eBay and serves as a paid notary. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm provides comprehensive portfolio management and financial planning, utilizing a mix of public and private securities with ongoing monitoring and rebalancing.