Kory Yoder is a financial advisor with Eagle Strategies (NY Life), holding a Series 66 designation and two years of industry experience. His professional background includes roles at Falcon Financial & Insurance Solutions, Inc., and Eagle Strategies LLC. Outside of finance, Yoder is involved in music education, providing instruction and feedback to high school marching bands at Clovis East and Independence High Schools. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

David Izat is a financial advisor at Principal Financial Services with 31 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes over two decades at Pruco Securities, LLC and Prudential Insurance Company of America before joining Principal Life Insurance Company and Principal Securities Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s advisory offerings emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kyle Carano is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and New York Life Insurance Company. He serves as Advocacy Chair on the board of the local NAIFA Fresno chapter, where he contributes to industry-related meetings and occasionally speaks on general topics. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Adam Tirapelle is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and 65 credentials and 21 years of industry experience. He previously worked at firms including Laurel Wealth Advisors, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, Mr. Tirapelle serves as an assistant wrestling coach at Clovis High School. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Lucas Quaccia is a ChFC® with 25 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Fresno, CA. He has worked at Eagle Strategies since 2011 and has been associated with New York Life Insurance Company since 2008. Outside of his advisory role, he is an ordained minister authorized to officiate weddings. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Clifford Hall is a financial advisor with Principal Financial Services in Fresno, CA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked at Principal Securities Inc. since 2016 and previously at Principal Life Insurance Company. Outside of his advisory work, Hall is a board member of Hands on Central California and also performs as a comedian. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both adviser and promoter arrangements.

Nathaniel Moore is a CFP® with 27 years of industry experience, currently affiliated with PlanMember Securities Corporation. His prior experience includes roles at LPL Financial and leadership positions within Agape Planning Partners, Inc. Beyond financial advising, he serves on several nonprofit boards, including the Fresno County Historical Society and Blue Devils Performing Arts, and is involved in community mentoring and public speaking. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm offers education, support, and fiduciary services to plan sponsors and participants, combining a top-down investment process with comprehensive plan management.

Jason Rankin is a CFP® with 22 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at Strong Valley Wealth & Pension, M.S. Howells & CO, Laurel Wealth Advisors, and Wells Fargo. He holds a California insurance license and has been licensed to offer fixed life and long-term care insurance products since 2011. Integrated Wealth Concepts serves individuals, 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, utilizing customized portfolios with a long-term investment approach combined with shorter-term trading for rebalancing or cash needs.

Brandon Schwartz is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors and has held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2010. Schwartz also owns and operates Schwartz Wealth Management, LLC, a financial planning practice based in Fresno, California. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored client recommendations across various specialized planning areas.

Marcus Mouro is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Wells Fargo in 2025, he worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2021 to 2025. Outside of his advisory role, he is involved in buying and selling sports memorabilia through a personal business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Michael Muller is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Teresa Lujan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and has been associated with Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management. The firm offers investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients.

Victor Barajas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously worked at Bank of America and The Home Depot. Based in Fresno, CA, he has been with Merrill since 2022. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Myca Greer is a financial advisor at Morgan Stanley with 14 years of industry experience. She has worked at Morgan Stanley since 2012 and has been with Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s planning process involves structured discovery and firm-approved tools, utilizing advanced modeling techniques such as Monte Carlo simulations.

Jaime Castiel is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Cetera. He has held roles at several firms, including Avantax Advisory Services and H D Vest Insurance Agency, and maintains a tax preparation and accounting practice through J.M. Castiel, CPA, A.C., which has been in operation since 1979. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party managers, overseeing more than $256 billion in assets through over 10,000 advisors nationwide.

Rodrigo Leon is a financial advisor with Wells Fargo Clearing in Bakersfield, CA, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2014. Outside of his advisory role, he is a California Notary Public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Eric Daniel is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 66 designation and 17 years of industry experience. His career has included multiple roles within Wells Fargo entities since 2016, including positions at Wells Fargo Home Mortgage and Wells Fargo Clearing prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored recommendations delivered through meetings and client summary letters.

Cuauhtemoc Ambriz Martinez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021, with prior experience at Wells Fargo Bank, N.A. beginning in 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and utilizes modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Harry Gaykian is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he serves as a power of attorney for his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Rocco is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of finance, he owns Astonishing Aquariums, a wholesale business specializing in ornamental fish. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment products that include insurance-related vehicles and bank deposit sweep options.