Bassim Michael is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked for SCF Investment Advisors, INC. and SCF Securities, Inc. for 14 years and has operated Michael & Company, CPA since 2003. He is a business owner involved with Premiere Practice Transitions, Inc. and Practice Solutions Technologies, Inc. in Fresno, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and technology-driven strategies.

Dwayne Michael is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Wells Fargo Advisors since 2016. Michael is also involved in wealth management through his ownership in DM Wealth Management, Inc. and minority ownership in Encore Investment Consultants, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu for clients meeting a net-worth threshold, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Mason Marini is a financial advisor with Morgan Stanley in Fresno, CA, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Ameriprise and involvement in businesses such as TNT Fireworks and Simonian Farms. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Jessica Heberger is a financial advisor with RBC Capital Markets in Fresno, CA, holding a Series 66 designation and nine years of industry experience. She has worked at RBC Capital Markets since 2017 and previously spent one year each at Jube J. Najarian, A Professional Corporation, and Hinds Hospice. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining discretionary and non-discretionary portfolio management with access to both in-house and third-party investment managers.

Stevan Horvath is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Melaney Friesen is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Melaney's focus is on building worry-free retirement plans tailored to her clients' needs. She holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University System. Outside of her professional work, Melaney is actively involved in the community through "Our Community Cares." Her personal interests include antiquing, camping, gardening, genealogy, hiking, photography, reading, watching movies, woodworking, and writing. She also enjoys remodeling houses for low to middle income families.

Michael Harris is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Harris serves as secretary for the Timber Ridge Architectural Control Committee in Shaver Lake, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mark Otta is a financial advisor with RBC Capital Markets in Fresno, CA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and previously at City National Bank from 2017 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides a variety of advisory programs that offer portfolio management, financial planning, and brokerage services, using tailored investment strategies implemented through both in-house and third-party managers.

Lisa Purtell is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 credentials and 32 years of experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Robert Lopez is a financial advisor with Wells Fargo Clearing in Gilroy, CA, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and has also worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Dave Scalzo is a financial advisor with Morgan Stanley in Fresno, CA, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015, and with Morgan Stanley Smith Barney since 2009. Prior to that, he was affiliated with Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and methodologies.

Gregory Geis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Raymond James Financial Services Advisors Inc. 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 financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Jose Limones is a financial advisor with Wells Fargo Clearing in Watsonville, CA, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and has worked at Wells Fargo Bank NA since 2011. Outside of his advisory role, he owns a private company called TBD Corp. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Richard Edwards is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2012 to 2016. 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 advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Richard Martin is a financial advisor with LPL Financial in Fresno, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with LPL Financial since 1984. In addition to his advisory role, he provides tax preparation services and serves as a trustee of the Mary L Widony Irrevocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management options.

Daniel Bono is a financial advisor at Wells Fargo Clearing in Fresno, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Wells Fargo in 2022, he held positions at various companies including Top Golf and Everbowl. 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 offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Charles Johanson is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory and financial planning programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

Randall Biglione is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 63 license and having 42 years of industry experience. He has worked with Wells Fargo entities since 2009 in various capacities. Outside of his advisory role, he serves as a trustee for a family-related entity. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to tailor recommendations for clients.

Rob Robertson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and was previously with RRS Investments LLC from 2021 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Henry Menchaca is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America, Merrill, and multiple positions within Wells Fargo entities dating back to 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 solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.