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, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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 involved with Valley Strong Credit Union since 2002. In addition to his advisory role, he is employed with the Kern High School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Teresa Nino is a CFP®-certified financial advisor with 25 years of industry experience, currently with LPL Financial since 2022. She previously worked at Bank of America and Merrill from 2018 to 2021, and Foresters Financial Services from 2000 to 2018. Outside of her advisory work, she is involved as a coach in a multi-level marketing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management with access to research, model portfolios, and advanced technology.

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.

Nicholas Ruiz is a financial advisor with LPL Financial in Kingsburg, CA, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Ameriprise and the Department of Veterans Affairs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.