Ryan Barnes is a CFP® with seven years of industry experience, currently serving as a financial advisor at Plancorp, LLC. His prior roles include positions at Regency Investment Advisors, Inc., CiTIGROUP, and Principal Securities INC. Barnes’s background also includes experience outside finance with Costco Wholesale. Plancorp, LLC serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, providing both discretionary and non-discretionary management along with tax-aware strategies such as tax-loss harvesting.

Clyde Ford is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior experience includes roles at Kestra Financial Services, Cal Pac Advisors, and Fort Washington Financial. He has been involved with the California State University Fresno Alumni Association as a past president and board member. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisors managing approximately $4.1 billion in assets. The firm offers a range of advisory platforms and services, with investment decisions delegated to its representatives who utilize various management strategies and third-party managers while maintaining fiduciary oversight.

Noah Menezes is a financial advisor at Plancorp, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Regency Investment Advisors and CFG Wealth Management. Outside of advising, he operates a software company called Wealthbloc. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm uses a Modern Portfolio Theory-based investment process and provides both discretionary and non-discretionary management, incorporating tax-aware strategies and ongoing portfolio oversight.

Aaron Mc Kell is a financial advisor with Portside Wealth Group, LLC in Fresno, CA, holding a Series 66 designation and 11 years of industry experience. His work history includes roles at Simplicity Investments, McKell Wealth Planning, Sagepoint Financial, and LPL Financial. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs tailored investment approaches incorporating fundamental, technical, and modern portfolio theory, and integrates affiliated legal and accounting services alongside its advisory offerings.

Pierre Frediere is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC. His career also includes roles as an instructor at Clovis Community College and a mortgage lender at Loans of Any Nature. Additionally, he holds a 25% ownership stake in Frebon Inc, a real estate investment company. Founders Financial Securities LLC provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing about $4.1 billion in client assets. The firm offers a variety of advisory platforms and services, including managed portfolios, financial planning, and specialized consulting such as 1031 exchanges.

Brooke Barnes is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked with Mutual of Omaha/United since 2006. In addition to her advisory role, she is also active as an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, and managed account programs. The firm primarily delivers solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance businesses within the Mutual of Omaha group.

Richard Camacho is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Ameriprise Financial Services, and Wells Fargo Clearing. Outside of investment advising, he owns a holding company that supports tax filing and provides fixed insurance services. 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 emphasizes customized, long-term portfolios using ETFs, mutual funds, and other investments, supported by institutional relationships and affiliated sub-advisory arrangements.

Joshua Sorensen is a financial advisor at Alera Investment Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates its advisory services with insurance and pension-consulting platforms.

Robert Farmer is a financial advisor at Perennial Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and LPL Financial. Outside of his advisory work, he coaches the China Peak Ski Team. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and businesses. The firm offers discretionary asset management and financial planning, using multiple platform relationships and third-party managers to tailor portfolios according to client goals and risk tolerances.

Jarrod Martinez is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Outside of advising, he serves as Treasurer for Valley Children's Hospital and owns businesses related to aircraft asset protection. Ascentis Independent Advisors is a multi-team SEC-registered firm that serves individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management and financial planning, utilizing diversified portfolios and discretionary management strategies through model portfolios and sub-advisory arrangements.

Marc Barton is a financial advisor at NFSG Corporation with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Cetera Advisors LLC, and Newbridge Financial Services Group Inc. Outside of advisory roles, he is a licensed realtor in Maryland and is involved in real estate activities including mortgage services and residential and commercial property sales. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary asset management, constructs diversified portfolios, and supports its advisors with internal research and third-party asset manager partnerships.

Daniel Kulibert is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Motorola Solutions and nOps.io. Outside of his advisory role, he is the sole proprietor of 55e.co, a YouTube channel focused on educational financial content, and serves on the board of directors for Community Health Centers of America, a nonprofit providing affordable primary care health insurance. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process centered on strategic asset allocation using diversified portfolios, offering sub-advisory management and operational support to RIAs.

Tyler Deithloff is an advisor at Founders Financial Securities LLC with a Series 66 designation and one year of industry experience. He previously worked at Zellies and was a student before entering the financial industry. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in client assets through a network of investment adviser representatives. The firm offers multiple advisory platforms, including managed portfolio programs and specialized services such as 1031 exchange consulting and co-advised private wealth portfolios.

Wade Wallace is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Plancorp, LLC. His prior experience includes seven years at Regency Investment Advisors Inc. and a diverse background that includes work at Meathead Movers and Fresno State University. Plancorp serves a broad client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans, offering services such as wealth management, pension consulting, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory, utilizing documented Investment Policy Statements, and incorporates tax-aware strategies and due diligence on third-party managers.

Victor Falck is a financial advisor with World Equity Group, Inc., holding Series 65 and Series 63 credentials and two years of industry experience. He also works with SKA Financial Group in managing life insurance policies and operates Falck Soccer Consultancy Services, which provides training and recruitment support for youth soccer players. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, institutions, and charitable organizations, employing managed portfolios through discretionary third-party money managers and integrated financial planning.

Kimberly Corrente is a financial advisor at Concurrent Investment Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Raymond James Financial Services. Kimberly is based in Fresno, CA. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, with a focus on customized, primarily long-term portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments.

Frank Anderes is a financial advisor at Kovack Advisors, Inc. in Fresno, CA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2015. Outside of his advisory role, he serves as executor of a trust and holds durable power of attorney responsibilities for his mother. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a wide range of clients including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, along with third-party manager recommendations and financial planning services.

Dale Soutas is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at AE Wealth Management and has owned Soutas Financial & Insurance Solutions, Inc. since 2016, where he is involved in insurance sales and Medicaid planning. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies through a network of affiliated offices, using a mix of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.

Richard Nilmeier Sr. is a financial advisor with United Planners Financial Services of America, holding over 52 years of industry experience. He has worked with United Planners since 2010 and has prior experience at Rice Brown Financial Services and his own Nilmeier Financial & Insurance Services and Nilmeier Insurance Services, Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.

Michael Antonsen is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been associated with Eagle Strategies since 2013 and also operates Antonsen Financial & Insurance Services and Hmong Life Insurance Services, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.