Jake Boust is a financial advisor with Principal Financial Services holding a Series 66 designation. He has been with Principal Securities and Principal Life Insurance Co. since 2025. Prior to his current roles, he worked at True Legacy Financial, Pardini's Catering Services, and Valley Wide Beverage, among other positions. He also holds an insurance agent role involving the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides 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 offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Richard Camacho is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Ameriprise Financial Services, and Wells Fargo Clearing. Outside of investment advising, he owns a holding company that supports tax filing and provides fixed insurance services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios using ETFs, mutual funds, and other investments, supported by institutional relationships and affiliated sub-advisory arrangements.

Kory Yoder is a financial advisor with Eagle Strategies (NY Life), holding a Series 66 designation and two years of industry experience. His professional background includes roles at Falcon Financial & Insurance Solutions, Inc., and Eagle Strategies LLC. Outside of finance, Yoder is involved in music education, providing instruction and feedback to high school marching bands at Clovis East and Independence High Schools. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Jarrett Perez is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2013. Prior to this, he was associated with Two Oaks Investment Management, LLC for 11 years. He holds Series 65 and Series 66 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a specialized Private Wealth program for clients with significant net worth, operating under fiduciary standards with both discretionary and non-discretionary investment management options.

David Izat is a financial advisor at Principal Financial Services with 31 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes over two decades at Pruco Securities, LLC and Prudential Insurance Company of America before joining Principal Life Insurance Company and Principal Securities Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s advisory offerings emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kyle Carano is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and New York Life Insurance Company. He serves as Advocacy Chair on the board of the local NAIFA Fresno chapter, where he contributes to industry-related meetings and occasionally speaks on general topics. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Regier is a CFP® professional with 27 years of industry experience, currently affiliated with Commonwealth Financial Network since 2015. He is also co-owner of BRS Financial Group, LLC, and has been involved in fixed insurance sales through his own firm, Regier Insurance And Financial Services, since 2010. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, investment management, technology, and operational support. The firm offers a variety of portfolio management options and compliance services while enabling advisors to tailor investment strategies for their clients.

Geoffrey Barry is a financial advisor with Commonwealth Financial Network in Fresno, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company. Outside of his advisory work, he is involved in cattle breeding. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Hill is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at several firms including Wells Fargo Advisors LLC and Capstone Financial Group. Hill is also licensed as an Independent Insurance Agent and is involved in selling fixed insurance products, including fixed index annuities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services across discretionary and non-discretionary programs, utilizing various investment strategies and platforms.

Adam Tirapelle is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and 65 credentials and 21 years of industry experience. He previously worked at firms including Laurel Wealth Advisors, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, Mr. Tirapelle serves as an assistant wrestling coach at Clovis High School. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Lucas Quaccia is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA. He holds the ChFC® designation and Series 63 and 66 licenses, with 26 years of industry experience. He has worked with Eagle Strategies since 2011 and has been associated with New York Life Insurance Company since 2008. Outside of his advisory role, he is an ordained minister authorized to officiate weddings. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Kimberly Corrente is a financial advisor at Concurrent Investment Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Raymond James Financial Services. Kimberly is based in Fresno, CA. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, with a focus on customized, primarily long-term portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments.

John Sayers III is a CFP® with 24 years of industry experience, currently serving at Prime Capital Financial since 2025. Prior to this, he worked at Financial Engines Advisors L.L.C. for nine years and TMFS Advisors, LLC for two years. He is involved with PCRM, LLC, a firm dealing with fixed-insurance products, and CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, a registered investment adviser. 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 utilizes a variety of investment strategies across discretionary and non-discretionary accounts and maintains an affiliated accounting subsidiary and a family office practice.

Angela Shelton is a financial advisor at Prime Capital Financial with nine years of industry experience. She holds a Series 65 designation and previously worked for Financial Engines Advisors L.L.C. for 12 years before joining her current firm. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and provides consolidated reporting, tax advisory services, and continuity mechanisms for client relationships.

Clifford Hall is a financial advisor with Principal Financial Services in Fresno, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2016 and is currently affiliated with Central Valley Strategic Wealth Management & Insurance Services. Outside of his advisory role, Hall serves on the board of Hands on Central California and is involved in a comedy venture. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Nathaniel Moore is a CFP® with 27 years of industry experience, currently affiliated with PlanMember Securities Corporation. His prior experience includes roles at LPL Financial and leadership positions within Agape Planning Partners, Inc. Beyond financial advising, he serves on several nonprofit boards, including the Fresno County Historical Society and Blue Devils Performing Arts, and is involved in community mentoring and public speaking. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm offers education, support, and fiduciary services to plan sponsors and participants, combining a top-down investment process with comprehensive plan management.

Stuart Sprenger is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He has been with Citigroup Global Markets since 2007 and previously worked at Citicorp Investment Services from 2003 to 2007. He holds Series 63 and Series 66 designations and is based in Clovis, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and leverages its institutional scale and market roles to provide bespoke discretionary solutions and comprehensive custody services.

Dennis Contrestano is a financial advisor with Independent Financial Group, LLC in Fresno, CA, holding Series 63 and Series 66 licenses and 39 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation, UBS Financial Services, and Piper Sandler & Co. He also serves as a co-trustee for a family trust account. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering portfolio management through various platforms and a combination of active and passive investment strategies.

Jason Rankin is a CFP® with 22 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at Strong Valley Wealth & Pension, M.S. Howells & CO, Laurel Wealth Advisors, and Wells Fargo. He holds a California insurance license and has been licensed to offer fixed life and long-term care insurance products since 2011. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach combined with shorter-term trading for rebalancing or cash needs.

Dale Soutas is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at AE Wealth Management and has owned Soutas Financial & Insurance Solutions, Inc. since 2016, where he is involved in insurance sales and Medicaid planning. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies through a network of affiliated offices, using a mix of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.