Manuel Mendonca is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. Outside of advisory work, Mendonca is involved in independent insurance brokering with Genworth Life and Anthem Blue Cross. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Purkiss is a financial advisor with LPL Financial in Visalia, CA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Morgan Stanley, A.G. Edwards & Sons, Wells Fargo Clearing, and First Allied Securities. Purkiss has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Salem Faulkner is a financial advisor with LPL Financial in Visalia, CA, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2017 and has been employed with Valley Strong Credit Union since 2002. Faulkner also holds a non-investment role with Kern High School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies and advisor support tools.

Hayden Hobbs is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and two years of industry experience. His prior experience includes roles at Fidelity Investments and Wells Fargo Advisors. Outside of finance, his background includes entrepreneurial and city government work. 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 employs a large team of advisors and utilizes research-driven strategies based on diversification principles and modern portfolio theory.

Adam Zachary is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individual families and business leaders to develop strategies aimed at achieving their financial objectives. He is a member of a dynamic team that employs a collaborative approach, combining diverse experience to deliver customized solutions in wealth management, investment planning, estate preparedness, and retirement planning. Adam leverages Merrill Lynch’s resources to build comprehensive, goal-oriented strategies tailored to the unique needs of each client. Adam’s expertise includes college education planning, family wealth management, corporate benefits, legacy planning, retirement income, portfolio management, and small business strategies. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). He holds a high school diploma from Oakdale High School and has completed an accredited certificate program at Modesto College. Outside of his professional role, Adam is involved with the Kuna Youth Softball and Baseball Association. He enjoys a variety of personal interests, including adventure sports, baseball, camping, football, golfing, hunting, music, softball, spending time with his family, and traveling.

Bruce Geiger is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services Inc. for nine years. He also operates a sole proprietorship focused on outside sales of insurance products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers a range of brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.