Erica York is a financial advisor with Integrated Wealth Concepts LLC in Fresno, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has previously worked at firms including Wells Fargo Clearing, Raymond James Financial Services, and Ameriprise Financial Services. York also serves as a Senior Operations Associate at M.S. Howells & Co, a broker-dealer. Integrated Wealth Concepts provides financial advisory services to individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, utilizing customized portfolios with a focus on long-term strategies and a combination of internally managed and third-party assets.

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 experience in financial services. He is affiliated with United Planners' Financial Services of America as a Limited Partner and has held roles at Rice Brown Financial Services and Nilmeier Insurance Services Inc. Since 2014, he has served as a trustee and national committee person for NAIFA CA and is a board member of the Dean's Advisory Council. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering a range of financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors.

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. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Laurel Wealth Advisors, among others. Trippel serves as board treasurer for Fresno/Madera Youth for Christ and is a board member of River Park Little League. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, emphasizing customized portfolios with a long-term investment approach alongside model and wrap fee program options.

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 industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC. He is a founding partner of Strong Valley Wealth & Pension, where he conducts his advisory business under that name. Mr. Conner holds a California insurance license and has been licensed since 2001 to sell fixed life and long-term care insurance products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, implementing customized portfolios with a long-term focus and utilizing both internal management and third-party asset managers.

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.

Aaron Perez is a financial advisor with PlanMember Securities Corporation in Fresno, CA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining PlanMember, he worked at New York Life and has experience in education with Fresno Unified and Fowler Unified School Districts. Perez is also involved with Agape Planning Partners, where he provides securities sales and financial advisory services. PlanMember offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, providing educational and support services including seminars and personalized retirement planning.

Ezzedean Fahoum is a financial advisor with Eagle Strategies (NY Life) in Fresno, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Eagle Strategies in 2025, Fahoum worked at NYLIFE Securities LLC and New York Life Insurance Company, and spent five years at Lowe’s. Outside of his advisory role, he is appointed as an insurance broker with outside carriers for brokering non-registered products. 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 offers various advisory programs, emphasizing tailored recommendations and managing most assets on a non-discretionary basis within an 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 financial advisor with Principal Financial Services in Fresno, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Principal, he was self-employed from 2018 to 2022 and worked in education from 2000 to 2018. He is a shareholder of Central Valley Strategic Wealth Management, an entity that manages business operations and staff. 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 through 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.