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.

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 at Integrated Wealth Concepts LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Merrill and Wells Fargo Clearing. Outside of his advisory role, he serves as an assistant wrestling coach at Clovis High School. 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 a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income.

Lucas Quaccia is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA. He holds the ChFC® designation and Series 63 and 66 licenses, with 26 years of industry experience. He has worked with 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 range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

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.

Clifford Hall is a financial advisor with Principal Financial Services in Fresno, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2016 and is currently affiliated with Central Valley Strategic Wealth Management & Insurance Services. Outside of his advisory role, Hall serves on the board of Hands on Central California and is involved in a comedy venture. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. 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.

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® professional with 22 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC since 2023. His prior roles include positions at Strong Valley Wealth & Pension, M.S. Howells & CO, Laurel Wealth Advisors, and Wells Fargo Clearing. He has been licensed as a California insurance agent for fixed life and long-term care insurance products since 2011. 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, employing customized portfolio strategies with a long-term focus alongside periodic rebalancing.

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.

Brandon Schwartz is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior roles include positions at Wells Fargo Clearing, Merrill, Banc of America Investment Services, Wells Fargo Investments, and Morgan Stanley. He is the owner of Schwartz Wealth Management, LLC, an independent practice based in Fresno, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu with specialized services and delivers tailored recommendations supported by its research and planning tools.

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 with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Investments, Investment Centers of America, and Morgan Stanley. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad range of financial products.

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.

Myca Greer is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and model-based outcome simulations, serving clients in both direct and corporate financial planning capacities.

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.