Shawn Young is a financial advisor with RB Capital Management, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with RB Capital Management since 2004 and also serves as a cross country and track coach at Fresno Christian High School. RB Capital Management serves individual and institutional clients through fee-based investment management, focusing on hedged strategies and managed fixed-income portfolios. The firm emphasizes asset allocation, diversification, and personalized portfolios while managing assets in-house.

Vincent Whelan is a CFP® with 13 years of industry experience and is affiliated with Whelan Financial in Fresno, CA. He has been with Whelan Financial since 1991, contributing to the firm for over three decades. 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 offers integrated financial planning and investment management, featuring thematic AI investment strategies and a focus on tax-aware portfolio construction.

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 23 years of experience in the financial services industry. He has been with Plan Financial since 2012 and previously worked at Beechwood Wealth Advisors, Kms Financial Services, and Guardian Life. Plan Financial is a registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers portfolio management, custom asset allocation, and financial planning through a goal-driven approach that combines institutional managers with an in-house process, managing approximately $195 million in discretionary assets.

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 at Secure Investment Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AE Wealth Management, LLC. Beckworth has been an independent licensed insurance agent since 1997 and serves as a licensed minister at Gateway City Church. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed accounts. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, and third-party managers with portfolio customization tailored to client objectives.

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 professional with six years of industry experience, currently serving at Pathways Advisory Group, Inc. in Fresno, CA. She has been with Pathways Advisory Group for over a decade, contributing to the firm’s team of five advisors. Pathways Advisory Group provides fee-only financial planning and investment advisory services to individuals, families, trusts, retirement plan sponsors, and business entities. The firm emphasizes diversified, evidence-based portfolios using low-cost institutional-class mutual funds and ETFs, managing most assets on a non-discretionary basis to allow clients final trade approval.

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 23 years of experience in the financial services industry. He is currently with Perennial Financial Services and has previously worked at Ford Financial Group and LPL Financial. Outside of his advisory work, Louie operates an online sneaker resale business. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm employs a range of portfolio management techniques, integrates new technology including AI tools, and works with multiple custodians and program relationships.

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 at LPL Financial and Sentra Securities Corporation. Ford has extensive experience providing investment advisory services through independent registered investment advisory firms. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to individuals, trusts, pensions, and corporate clients. The firm utilizes a range of asset allocation models, mutual funds, ETFs, separately managed accounts, and incorporates AI tools in portfolio analysis and client communications.

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.

Nikolaus Redmond is a CFP® with 16 years of industry experience, currently advising at Perennial Financial Services since 2023. He has prior experience with Ford Financial Group and LPL Financial. Redmond maintains involvement with Perennial Legacy Insurance Solutions as a non-variable insurance agent. Perennial Investment Advisors serves individual clients, trusts, pensions, and corporate accounts with investment management, financial planning, and retirement plan consulting. The firm employs technology integration, including AI tools and multiple custodian relationships, to offer tailored portfolio management and consulting services.

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 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Perennial in 2023, she worked at Ford Financial Group, LLC for seven years and LPL Financial, LLC for 24 years. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, pensions, and corporate accounts. The firm employs a combination of strategic and tactical portfolio approaches, integrates AI tools for various aspects of portfolio management and client service, and maintains multiple custodian and program relationships.

Steven Boam is an investment advisor representative at Cooper McManus with eight years of industry experience. He holds a Series 66 designation and has previously worked with Lincoln Financial Advisors, Edward Jones, and Cambridge Investment Research. Boam is also an owner of First Principles Wealth Management, a marketing business. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm follows a fundamentally driven investment process using a broad range of instruments and offers both standalone planning and ongoing asset management through a combination of individual securities, pooled products, and model portfolios implemented via sub-advisors.

Erin Redmond is a financial advisor with Perennial Financial Services in Fresno, CA, holding a Series 66 license and bringing 10 years of industry experience. Prior to joining Perennial in 2023, she worked for Ford Financial Group and LPL Financial. Redmond is also involved with Perennial Investment Advisors, LLC, an independent registered investment advisor firm where she provides investment advisory services. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to individuals, trusts, pensions, and corporate clients. The firm employs a range of portfolio strategies including asset allocation models and third-party managers, and integrates technology such as AI tools and third-party platforms to enhance portfolio management and client services.

Vlada Trostyanskaya is a financial advisor at Ascentis Independent Advisors, LLC in Fresno, CA, holding a Series 66 designation with two years of industry experience. Her prior experience includes roles at Raymond James Financial Services Advisors, Inc. and Peak Brokerage Services, LLC. She is also associated with Capital Waypoint LLC, a non-investment-related support company. Ascentis Independent Advisors serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary management, third-party managers, and a Private Direct Investments program.

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 previously at UBS Financial Services, Inc., Raymond James Financial Services, Inc., and Capital Waypoint. Outside of her advisory role, she owns an online housewares business and is a commissioned notary. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing asset management, financial planning, and retirement consulting. The firm’s investment approach includes tailored portfolios with a range of securities and alternative investments, utilizing discretionary management, third-party managers, and private direct investment programs.