Chapman Dunn is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Dunn held roles in various organizations including Skyline Dairy, Tulare County Office of Education, and Voltage Multipliers Inc., alongside extensive full-time education from 2011 to 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data.

Patricia Arnold is a financial advisor at LPL Financial with 22 years of industry experience. She has held positions at LPL Financial since 2009 and previously worked at Citigroup Global Markets from 2004 to 2009. She holds Series 63 and Series 65 licenses. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Nickolas Seifert is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior roles include positions at The Leaders Group Inc and Southport Capital. He serves on the Board of Directors for the Tulare County Estate Planning Council. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Jeff Boswell is a financial advisor with Wells Fargo Clearing in Visalia, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-trustees a family trust and owns an orange-growing farm. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Neal Hickey is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at Stifel Nicolaus & Co and Idoxworks Inc. Outside of his advisory role, Neal co-owns a rental property with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers a range of services including financial planning and non-discretionary investment consulting, supported by diverse portfolio management styles and extensive affiliated research.

Greg Todd is a financial advisor with Morgan Stanley in Visalia, CA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Brett Schroeder is a financial advisor at Stifel with 34 years of industry experience. He has worked at Wells Fargo Advisors LLC since 2009. Schroeder serves as a board member of the Turnberry Home Owners Association and is president of the Tulare Sunrise Rotary, which provides scholarships to students in need. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client financial planning and asset allocation decisions.

Timothy Wardell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Challenge Dairy Products, Inc. from 2014 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Garth Gipson is a Series 66-registered financial advisor with Ameriprise in Visalia, CA, and has 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Gipson is a managing partner at Center Street Holdings, where he provides leadership and strategic direction for the business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, generally with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

David Sarkisian is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Ameritas Investment Company, Harvest Wealth Group, and Valley Strong Credit Union. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Penney Sick is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. Since 2013, Penney has worked with various entities within the Raymond James organization. Outside of advising, Penney Sick is also the CEO of a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals while maintaining specialized services in municipal advisory and SIMPLE IRA consulting.

Pete Puga is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Wells Fargo, and roles in the home loan sector. He also has experience in education through his time at University of Phoenix and San Joaquin College of Law. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Devon Taylor is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Nunes is a financial advisor with LPL Financial in Visalia, CA, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial (formerly LINSCO/Private Ledger) since 2006, and previously worked at Waddell & Reed. He is also involved in managing Nunes Wealth Management, a business related to his LPL advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Jason Coddington is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. Before joining LPL Financial in 2019, he spent 14 years with Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in a consulting business focused on hospitality. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment and planning solutions including third-party asset management, model portfolios, and institutional platforms.

Eric Todd is a Series 66-licensed financial advisor with Morgan Stanley in Visalia, CA, and has 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Douglas Ruby is a financial advisor with OSAIC and holds the ChFC® and Series 63 designations. He has 39 years of industry experience and has been affiliated with Fortis Investors, Inc. and Principal Mutual Life Insurance Co for over 39 and 40 years, respectively. Outside of his advisory work, he serves as chairman of an S-corp family farm. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate clients through a large network of advisers and offers integrated brokerage, investment advisory services, and multiple managed account platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build portfolios that include a range of securities and alternative investments.

Grant Kincade is a CFP®-designated financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with BancWest Investment Services, Bank of the West, and Sorrento Pacific Financial. 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 financial planning and investment management services through a large network of advisors, combining advisory platforms with non-advisory financial activities.

Therese Tamagni is a Series 66-licensed financial advisor with 11 years of industry experience, currently with UBS Financial Services since 2014. She is based in Amona, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advice supported by proprietary research and model-based asset allocations.

Reginald Findley is a CFP®-designated financial advisor with 25 years of industry experience, currently serving at Cetera since 2004. He also operates a CPA and tax practice, which he has owned since 1985. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. The firm serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts, offering a range of portfolio management, financial planning, and retirement services through multiple program platforms and third-party managers.