John Horn is a financial advisor at Bighorn Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at Park Ave Securities and Guardian. Outside of his advisory role, he serves as fund manager for a limited partnership investing in a biotech company and is involved in a marketing partnership focused on legal professionals. Bighorn Financial, Inc. provides asset management, retirement plan consulting, and private fund management to individuals, trusts, corporations, and pension plans. The firm constructs tailored portfolios of public and private securities and manages all assets on a non-discretionary basis. It also manages a private pooled investment vehicle and offers ERISA-related retirement plan consulting.

Benjamin Reynoso is the principal of FCG Wealth Management LLC, an independent advisory firm based in Visalia, CA. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to founding FCG Wealth Management in 2022, he worked at Modern Capital Advisors, LLC and Liberty Partners Financial Services, LLC. Reynoso has also been an independent insurance agent since 2000. FCG Wealth Management serves individual clients, including high-net-worth individuals, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a documented Investment Policy Statement and modern portfolio theory, combining long- and short-term trading with regular portfolio monitoring, while also integrating online estate-planning solutions and insurance consultation resources.

Cole Schieferle is a financial advisor at CWS Asset Management with 13 years of industry experience. He holds a Series 65 designation and maintains a long-standing role as an economics instructor at Visalia Unified. CWS Asset Management provides investment advisory and planning services to individuals, businesses, estates, and trusts, using a passive, index-based, buy-and-hold approach with low-cost mutual funds and ETFs, emphasizing broad asset allocation and periodic rebalancing. The firm operates as a single-advisor practice focused on fee-only services and offers both ongoing management and hourly financial-planning options.

Schad Ten Broeck is the principal of Tenbroeck Wealth Management, LLC, based in Visalia, CA, with seven years of industry experience. He holds a Series 65 credential and has been with his current firm since its inception in 2019. Prior to this, he held a position at TEKSystems and has owned Tenbroeck Insurance Services, an insurance agency, since 2016. Tenbroeck Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs asset allocation and modern portfolio theory with diversified exposures and sponsors a wrap fee program through the Altruist platform.

David Molano is a Series 65 licensed advisor with Molano Wealth Management in Visalia, CA, bringing three years of industry experience. Prior to founding Molano Wealth Management, he worked at H&R Block and has operated Molano Insurance Services as a sole proprietor since 2009, where he is active as an insurance agent. Molano Wealth Management offers discretionary asset management and comprehensive financial planning services primarily to individual clients, using tools such as fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo modeling to tailor portfolios and plans. The firm serves non-high-net-worth households with personalized services and conducts educational seminars, while also maintaining an affiliated insurance business.

Samuel Gilman is a Series 65-licensed advisor with 28 years of industry experience. He has been with Gilman Harris Travioli Slover Accountancy Corporation since 1996. Gilman Harris Travioli Slover Accountancy Corporation is a two-advisor state-registered investment advisory firm managing approximately $37.6 million in discretionary assets for individuals, charitable organizations, and businesses. The firm combines investment supervisory services with accounting expertise, employing a personalized approach that includes fundamental analysis and asset allocation to manage accounts on a discretionary basis.

James Payne is a financial advisor at Molano Wealth Management in Visalia, CA, holding a Series 65 license with one year of industry experience. Prior to his current role, he was involved with J-Curve Investing LLC, Gui Automation, and Dynamic Controls Inc., and was a full-time student for seven years. Molano Wealth Management provides discretionary asset management and financial planning services tailored to individual clients, focusing on portfolios built around clients’ goals, time horizons, and risk tolerances. The firm offers various planning options and conducts educational seminars, serving primarily non-high-net-worth individuals.

Chris Harris is a financial advisor at Gilman Harris Travioli Slover Accountancy Corporation with 28 years of industry experience. He has been with the firm, a state-registered investment advisory and accountancy corporation, since 1996. Gilman Harris Travioli Slover Accountancy Corporation manages approximately $37.6 million in discretionary assets for around 74 clients, including individuals, charitable organizations, and businesses. The firm provides personalized investment supervisory services and portfolio management using fundamental analysis, asset allocation, and mutual fund/ETF strategies, while also maintaining a notable dual role as licensed CPAs offering accounting services.

Patricia Flores is a Series 66-registered financial advisor with Mutual Advisors, LLC, bringing 15 years of industry experience. She has worked at Mutual Advisors since 2015 and has also been affiliated with Mutual Securities, Inc. since 2010. Outside of her advisory work, she operates a tax preparation and accounting sole proprietorship during tax season. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, employing a blend of active and passive strategies. The firm manages approximately $9.45 billion across 154 advisors and is notable for its scale of institutional work and use of multiple analytical approaches and third-party tools to tailor client portfolios.

Ronald Burrow is a financial advisor at Packerland Brokerage Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Packerland since 2016. In addition to his advisory role, he is involved with A&R Burrow's Financial & Estate Planning Inc., focusing on life, fixed, long-term care, and estate planning. Packerland Brokerage Services, Inc. serves individual and institutional clients including high-net-worth individuals, trusts, corporations, and retirement plan sponsors through a network of 176 advisors. The firm offers a range of investment solutions such as financial planning, individual portfolio management, and retirement-plan consulting, utilizing both direct and third-party management strategies via the Hilltop/Hilltop-cleared Envestnet platform.

Robert Linderman is a financial advisor at Mutual Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Advisors since 2013, following a 27-year tenure at Mutual Securities, Inc. Outside of advising, he serves on the board of the Villa Park Growers Association, a nonprofit cooperative marketing organization. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management, financial planning, and ERISA plan advisory services, employing both active and passive strategies tailored through multiple analytical approaches and specialized tools.

Seng Saechao is a financial advisor with Focus Advisor Solutions, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Buckingham Strategic Partners, LLC, Foreside Financial Services, LLC, and several other firms between 2014 and 2018. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, combining enterprise scale with a relatively small advisor base.

Brenna Bonillas is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience and holds a Series 66 designation. Her prior roles include positions at LPL Financial LLC, Southern Oregon University, and various firms within the Ameritas and Harvest Wealth Group networks. She is also involved with First Sierra Insurance Services, where she provides Medicare review and application assistance. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolios and investment products, incorporating both firm-developed and third-party models, and maintains a corporate structure that includes affiliated broker-dealer and insurance entities.

James Shaffer is a financial advisor at Ameritas Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Allstate Insurance Co. and Genworth Life Insurance Co. Outside of advisory roles, he occasionally services legacy insurance business for Allstate and Genworth. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, utilizing a range of investment products and program platforms supported by both firm-developed and third-party models.

David Ediger is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at firms such as Eagle Strategies (NY Life) and Principal Financial Services. Outside of his advisory work, he serves as president of Bendicion A Las Naciones, Inc., a nonprofit organization focused on leadership and family values conferences. 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 portfolio management options that include model portfolios, mutual funds, ETFs, and custom strategies, supported by multiple program platforms and third-party technology.

Arthur Eggman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and with 27 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc., Investment Advisors International, Inc., and other financial services firms. He is involved with All Into Life, a platform focused on debt elimination using whole life insurance products, and provides referral services for independent legal services related to wills and trusts. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional plans. The firm emphasizes personalized client strategies using both firm- and third-party models, combining active and passive investment approaches within a multi-manager framework.

Elizabeth Jacques is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Morgan Stanley Private Bank. Outside of finance, she owns and operates Elizabeth Jacques Photography, a business active since 2018. 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 investment programs utilizing model portfolios, mutual funds, ETFs, and individualized strategies, supported by multiple platforms and third-party technology.

Michael Young is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He is also the president of two companies: 20/20 Employee Benefits, LLC, which sells group health insurance and Medicare plans, and Artletic Apparel, LLC, a business that designs and manufactures running and cycling apparel. 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 various asset management and advisory programs using model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and multiple program platforms.

Donald Kaplan is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Commonwealth since 2014 and has maintained a concurrent career as a self-employed CPA since 1991. Outside of his advisory role, Kaplan serves as secretary, treasurer, and co-owner of a family citrus farm through Mirizzi Farms Inc. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Eric Stevens is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Ameritas Advisory Services, LLC and also holds roles with Harvest Wealth Group and Canvas Financial. Stevens is licensed as an independent insurance agent to sell fixed insurance products and supports primary advisor Garrett German in financial planning and client servicing. 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 employs a range of investment approaches using model portfolios, mutual funds, ETFs, interval funds, and individual securities across discretionary and non-discretionary programs.