Timothy Byers is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He has served as president of Byers Accountancy Corporation, a CPA firm, since 2008. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach supported by model and wrap options.

Lisa Hennesay is a financial advisor with Principal Financial Services in Fresno, CA, holding Series 63 and Series 65 credentials and with 30 years of industry experience. She has worked at Principal Life Insurance Company since 2014 and at Principal Securities Inc. since 2008, while also leading Central Valley Strategic Wealth Management & Insurance Services as a financial advisor since 2017. Her background includes roles in insurance sales and retirement services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Nilmeier is a CFP® professional with 21 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has held roles at Rice Brown Financial Services and Transamerica Financial Advisors, among others. Nilmeier serves as a trustee and national committee person for NAIFA California and is a board member of the Dean's Advisory Council. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and utilizes various custodians, third-party money managers, and platform programs to implement client strategies.

Nichola Peacock is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her work history includes roles at Principal Securities, New York Life, and Eagle Strategies. She is also active as the local affiliate chair for NAIFA in Fresno, CA. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and more than 30,000 client relationships. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, estates, and institutional clients, delivering advisory services primarily through independent Investment Adviser Representatives using a mix of custodians and third-party money managers.

Kyle Trippel is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience and holds a Series 66 designation. He has held positions at firms including Strong Valley Wealth & Pension, M. S. Howells & Co, Laurel Wealth Advisors, Wells Fargo Clearing, and Citigroup Global Markets. Outside of his advisory work, he serves as board treasurer for Fresno/Madera Youth for Christ and is a board member for River Park Little League. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a combination of internal management and third-party asset managers with a mostly long-term investment approach.

Moon Ja Yunouye Petz is a financial advisor at Eagle Strategies (NY Life) based in Fresno, CA, holding a Series 66 designation. She has been with Eagle Strategies and its affiliated entities since 2025. Prior to entering the financial industry, she spent over 17 years at California State University, Fresno, followed by two years at California Polytechnic State University, San Luis Obispo. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated structure connected to New York Life.

Patrick Houston is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Company, Hoodwink Consulting LLC, and several other firms across technology, consulting, and brewing sectors. Outside of finance, he has experience in entrepreneurial ventures such as Full Circle Brewing and 101Voice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Christopher Conner is a CFP® with 29 years of experience in financial advising. He is currently with Integrated Wealth Concepts LLC and is a founding partner of Strong Valley Wealth & Pension, LLC, through which he conducts his advisory business. He has previously worked at firms including Wells Fargo Clearing and Merrill. Conner is also licensed as a California insurance agent, offering fixed life and long-term care insurance products. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors operating under various d/b/a names. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, combining enterprise-scale resources with a range of model and wrap-fee programs.

Clayton Blanton Jr. is a ChFC® credentialed financial advisor with 25 years of industry experience, currently affiliated with Eagle Strategies (New York Life). He has been with Eagle Strategies since 2007 and holds a longstanding relationship with New York Life and its securities affiliate since 2001. He also serves as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers personalized advice through various program types and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life structure.

Daniel Duarte is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has six years of experience in the financial industry and currently serves as a Detentions Deputy at the Kings County Sheriff's Office. Outside of finance, he oversees a trucking company, DM International. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses through a large network of advisors.

Anthony Palermo is a financial advisor with Principal Financial Services in Fresno, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2013. Palermo serves as Treasurer for the Mansionette County Estates Homeowners Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

John Horstmann is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA. He holds a Series 65 credential and has 39 years of industry experience. Horstmann has operated Horstmann Financial and Insurance Services since 2003 and has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1986. He serves as a board member for the Rotary Club of East Fresno and the East Fresno Rotary Charitable Foundation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

Kate Lunn is a CFP® with 22 years of industry experience currently advising at Integrated Wealth Concepts LLC. She has previously worked at Wells Fargo Clearing and UBS Financial Services, among other firms. Outside of her advisory work, she co-owns a mini storage facility with her spouse. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a combination of internally managed and third-party strategies with a long-term investment approach.

Aaron Perez is a financial advisor with PlanMember Securities Corporation in Fresno, CA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining PlanMember, he worked at New York Life and has experience in education roles with local school districts and the California Teaching Fellows Foundation. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary while offering participant investment options and educational support. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios, and it operates as a dual registrant broker-dealer and investment adviser.

Ezzedean Fahoum is a financial advisor with Eagle Strategies (NY Life) in Fresno, CA, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as five years at Lowe's before entering the financial sector. He is also appointed as an insurance broker affiliated with outside carriers for non-registered products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial non-discretionary asset base, working with various institutional sponsors within the integrated New York Life affiliate structure.

Derrick Linman is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with Eagle Strategies since 2021 and is also associated with Falcon Financial And Insurance Solutions, Inc., where he brokers non-registered insurance products. Outside of his advisory role, Linman coaches at the Triumph Volleyball Academy, a volleyball program supporting young female athletes. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Cozzi Jr. is a financial advisor with Principal Financial Services in Fresno, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked with Principal Life Insurance Company since 2004 and joined Central Valley Strategic Wealth Management in 2024. Outside of his advisory work, he volunteers as a referee for the Clovis Junior Soccer League. 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 solutions under various advisory and promoter arrangements.

Jeremy Johansen is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA. He holds a Series 66 designation and has five years of industry experience. In addition to his advisory role, Johansen operates under the Falcon Financial and Insurance Solutions, Inc. DBA and provides notary services locally. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

William Griffith is a Series 66 credentialed financial advisor with four years of industry experience, currently affiliated with Principal Financial Services in Fresno, CA. His prior experience includes roles at Central Valley Strategic Wealth Management and insurance sales and servicing through preferred product networks. He is also a shareholder in Central Valley Strategic Wealth Management, Inc. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jake Boust is a financial advisor with Principal Financial Services holding a Series 66 designation. He has been with Principal Securities and Principal Life Insurance Co. since 2025. Prior to his current roles, he worked at True Legacy Financial, Pardini's Catering Services, and Valley Wide Beverage, among other positions. He also holds an insurance agent role involving the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides 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 offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.