Harry Gaykian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 59 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He also serves as power of attorney for his spouse. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Robert Rocco is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 66 designation and 19 years of industry experience. His work history includes positions at Wells Fargo Clearing, Wells Fargo Investments, LLC, and RBC Capital Markets. Outside of finance, he owns Astonishing Aquariums, a business involved in the wholesale purchase of ornamental fish. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Wilton Owyang is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes six years at Wells Fargo Clearing before joining Morgan Stanley Smith Barney LLC in 2019. Outside his advisory work, he is a partner in Skin Specialists LLC, a retail and online store based in Fresno, California. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering clients advisory services without individual security recommendations as part of the standalone planning program.

Liliana Lopez Garcia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and has also worked at Wells Fargo Bank, N.A. since 2012. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Sonny Botello is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Botello serves on the advisory board of the CSU Money Management Center, contributing to financial literacy initiatives for students. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party analytics to support its diversified investment approach.

Robert Garabedian is a financial advisor with Morgan Stanley in Fresno, CA, holding a Series 63 designation and bringing 50 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the finance committee of the Charlie Keyan Armenian Community School, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients with both direct and employer-sponsored plans.

Albert Linker Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, and founding Linker Financial Group, Inc. Outside of his advisory work, he is a business owner of Healthcare Resource Services, LLC. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Benjamin Monreal is a financial advisor with LPL Financial in Fresno, CA, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is involved with the Fig Garden Swim & Racquet Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kacy Walker is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked at several firms, including Cetera and K. W. Financial, where she is also the owner of an expense management business that functions as a pass-through company for tax purposes. Walker has additional experience assisting with website design and client data organization at Pigott Financial Corporation. 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 a wide range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Brent Folland is a financial advisor with UBS Financial Services in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Zachary Harless is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Wells Fargo since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to support its investment approach.

Craig Vitale is a financial advisor with Cetera, holding a Series 66 credential and 24 years of industry experience. He has worked at Cetera and affiliated entities since 2002. In addition to his advisory role, Vitale is a CPA and an employee at Dristas Groom McCormick LLP, an accounting firm specializing in tax and financial services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of investment management and retirement services with multiple program structures and access to third-party managers.

Daniel Onsurez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities, and service in the United States Marine Corps. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Grannis is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, including prior roles at Merrill and Morgan Stanley. He serves as a board member of the Fresno Estate Planning Council. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external databases.

Paul Forbes is a financial advisor with LPL Financial in Fresno, CA, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2009 and previously held positions at Associated Planners Investment Advisory Inc. and Associated Securities Corp. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational tools and a broad platform of financial activities.

Richard Ahronian is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, previously working at Citigroup Global Markets from 1993 to 2009. Outside of his advisory role, he operates an agricultural farm in Fowler, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and committee insights to support its financial planning process.

Meagan Daniels is a Series 66 licensed financial advisor with over four years of industry experience. She is currently with Wells Fargo Clearing and Wells Fargo Bank, NA, where she has been since 2023. Her prior experience includes roles at First Command Insurance Services, Inc., and First Command Brokerage Services, Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Drew Williams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2021 and has also worked at Wells Fargo Bank, N.A. since 2017. Prior to his financial services career, he was employed at Applebee's for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Keith Orsaba is a Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he works closely with business owners, high-earning professionals, and families to develop personalized financial strategies focused on tax-efficient investing, retirement income planning, and preparing for major financial transitions. He aims to help clients make informed and confident financial decisions by aligning investments and income needs with their long-term planning priorities. Keith's expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Fresno Pacific University. Beyond his professional work, Keith enjoys spending time with his family and engaging in outdoor activities such as hiking, fishing, camping, baseball, basketball, football, softball, hunting, and table tennis. He values his faith and has a background as a firefighter, which contributes to his connection to the outdoors and community.

Kevin Sweeney is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Wells Fargo Investments, Wells Fargo Clearing, and Wells Fargo Advisors since 2002. He also manages a small financial practice, Sweeney Financial, dedicating limited time to this activity. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with a broad range of investment and fee-based financial planning services, leveraging Wells Fargo research and planning tools to deliver tailored client recommendations.