Michael Oliphant is a financial advisor with Eagle Strategies (New York Life) based in Fresno, CA. He holds the ChFC® designation and Series 63 license and has 33 years of industry experience. Prior to joining Eagle Strategies in 2018, he has been affiliated with New York Life Insurance Company since 1996. He is also involved in insurance brokering through Oliphant Insurance Services. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Jeffrey King is a financial advisor with Principal Financial Services in Fresno, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Principal Life Insurance Co and Principal Securities in 2026, he worked at Edward Jones from 2023 to 2025 and was involved with The King's Corner Ministries from 2020 to 2023. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Michael Burton is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes roles at Nexstar and Paramount, where he has served as a sales manager leading a team responsible for advertising sales on CBS Broadcasting and Paramount Plus streaming services. He is also a member of the Rotary Club of Fresno. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charities, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and RIA, with discretionary and non-discretionary investment program options.

Jordan Lee is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has three years of industry experience and has previously worked at Bank of America and LPL Financial LLC. Outside of financial advising, he is also a licensed public notary in Fresno, CA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing multiple investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Kevin Sullivan is a CFP® and ChFC® affiliated with Principal Financial Services, with 31 years of industry experience. He currently works at Central Valley Strategic Wealth Management and has held roles at Principal Life Insurance Company and Principal Securities Inc. Sullivan owns a condo that he rents at a below-market rate to a longtime friend who is also his client. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Edward Nicolls is a financial advisor with Transamerica Financial Advisors in Fresno, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with multiple firms, including NRG Advisors, Inc., Legacy Shield, Benefit Mall, and Wfgia. Nicolls also serves as president of NRG Advisors, Inc., where he manages financial record compliance. Transamerica Financial Advisors serves a broad client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing a variety of program choices with discretionary and non-discretionary options.

Kory Brown is a financial advisor with Eagle Strategies (NY Life) in Fresno, CA, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. He has worked with New York Life Insurance Company and its affiliates since 2013 and operates Strategyze Financial & Insurance Solutions. Outside of advisory work, Brown hosts a weekly podcast focused on the San Francisco 49ers and NFL discussions and volunteers as an assistant coach for a local youth soccer team. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ricky Ramos Jr. is a financial advisor with Empower Advisory Group in Clovis, CA, holding Series 66 and Series 63 licenses and two years of industry experience. He has also worked with Kirkman Beck LLC and Empower Financial Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. Their approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Bronson Booth is a financial advisor with Principal Financial Services in Fresno, CA, holding a Series 66 designation and having two years of industry experience. His prior work history includes roles at Edward Jones and various energy and hospitality firms. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through advisory and promoter arrangements.

Russell Auyeung is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company, among other firms, since 2002. Auyeung also engages in brokerage of insurance products through non-captive carriers. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm manages approximately $15 billion in assets and supports a range of investment strategies and account-level services.

Wei Ping Xian is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also maintains long-term affiliations with CIMS and World Financial Group. In addition to advisory work, he is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, supporting a regulatory AUM of approximately $1.7 billion.

Andrew Schantz is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been affiliated with New York Life Insurance Company and its related broker-dealer entities since 2011. Outside of his advisory role, Schantz serves as a board member and vice president of Collaborative Excellence of Fresno, a professional networking group. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, working closely with institutional sponsors and individual investors alike.

Bradley Warner is a financial advisor with Commonwealth Financial Network, holding the CFP® and CFA® designations and over 22 years of industry experience. He previously worked at Royal Alliance Associates, Signator Investors, and ran Warner Financial Services before joining Legacy Finance and Commonwealth Financial Network. Outside of his advisory work, he is co-owner of Point Portfolio, a social media and marketing business focused on credit card points. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services, with investment solutions delivered via internal models or outsourced subadvisers.

Eric Pailing is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Outside of his advisory role, he is involved in investment-related activities through entities associated with fixed-insurance product sales and providing professional services as an Investment Adviser Representative. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a variety of investment strategies and integrates family office offerings and tax advisory services.

William Griffith is a financial advisor with Principal Financial Services based in Fresno, CA, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 49 years of industry experience, including long-term roles at Principal Securities and Principal Life Insurance since 1986, and has served as Vice President at Central Valley Strategic Wealth Management. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Patricia Merlo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she is the owner and author of a personal blog called Beauty and the Brawn. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional capabilities with unique market roles, including operating as a swap dealer and futures commission merchant.

Erica York is a financial advisor with Integrated Wealth Concepts LLC in Fresno, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has previously worked at firms including Wells Fargo Clearing, Raymond James Financial Services, and Ameriprise Financial Services. York also serves as a Senior Operations Associate at M.S. Howells & Co, a broker-dealer. Integrated Wealth Concepts provides financial advisory services to individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, utilizing customized portfolios with a focus on long-term strategies and a combination of internally managed and third-party assets.

Craig Sullivan is a CFP®-certified financial advisor with 16 years of industry experience. He has worked with Commonwealth Financial Network since 2015 and is also a partner and co-owner of BRS Financial Group, LLC. Sullivan has a background that includes prior roles in the financial and medical device industries. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, compliance, and practice management.

Timothy Byers is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He has served as president of Byers Accountancy Corporation, a CPA firm, since 2008. 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 customized portfolios with a long-term investment approach supported by model and wrap options.

Lisa Hennesay is a financial advisor with Principal Financial Services in Fresno, CA, holding Series 63 and Series 65 credentials and with 30 years of industry experience. She has worked at Principal Life Insurance Company since 2014 and at Principal Securities Inc. since 2008, while also leading Central Valley Strategic Wealth Management & Insurance Services as a financial advisor since 2017. Her background includes roles in insurance sales and retirement services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.