Jack Fawcett is the principal advisor at Visionary Wealth Planners LLC in Bakersfield, CA, with 8 years of industry experience. He holds Series 63 and Series 65 designations and has operated Fawcett Financial and Insurance Services Inc. since 1988, where he serves as president and insurance agent. Visionary Wealth Planners LLC serves individual clients, including high-net-worth households, and provides advisory services to employer-sponsored retirement plans. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and offers discretionary management, written financial planning, and ERISA 3(21) plan advisory services.

Victoria Gomez is the sole advisor at Gomez Financial Planning in Bakersfield, CA. She holds a Series 65 registration and has recently entered the financial advisory field, with no prior industry experience. Gomez is employed full-time as a high school math teacher and provides investment advisory services outside of her teaching hours. Gomez Financial Planning offers non-discretionary, fee-only financial planning and investment advice to individuals, families, educators, retirees, young professionals, and small business owners. The firm follows an evidence-based, passive investment approach focused on broad diversification, low-cost index funds and ETFs, and client-aligned asset allocation, providing advice without managing or custodying client assets.

Daniel Petrey is a financial advisor at Mestmaker & Petrey Wealth Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with the firm since 2009. Outside of advisory work, he is a co-owner of a real estate holding company. Mestmaker & Petrey Wealth Advisors provides asset management, pension consulting, and 401(k) participant services to individuals, trusts, corporations, and employer retirement plans, offering tailored portfolio reviews and educational resources for clients and plan sponsors.

Jeffrey Mestmaker is a financial advisor with Mestmaker & Petrey Wealth Advisors in Bakersfield, CA, holding a Series 66 designation and 20 years of industry experience. He has worked with Kern Tobacco Corp. and Kern Asset Leasing Corp. since 2014 and has been with Mestmaker & Petrey Wealth Advisors since 2009. Mestmaker & Petrey Wealth Advisors provides discretionary asset management, pension consulting, and 401(k) participant services for individuals, trusts, retirement plans, and business entities. The firm manages portfolios using a combination of charting, fundamental, technical, and cyclical analysis, and offers a subscription newsletter, educational seminars, and individual 401(k) reviews.

Heidi Canet is a financial advisor at Mestmaker & Petrey Wealth Advisors in Bakersfield, CA, holding a Series 65 credential with 10 years of industry experience. She has been with Mestmaker & Petrey Wealth Advisors since 2012. Mestmaker & Petrey Wealth Advisors provides discretionary asset management, pension consulting, and 401(k) participant services for individuals, trusts, retirement plans, and business entities. The firm manages portfolios using a combination of charting, fundamental, technical, and cyclical analysis, and offers a subscription newsletter, educational seminars, and individual 401(k) reviews upon request.

Ryan Castro is an advisor with The AmeriFlex Group based in Bakersfield, CA. He has 20 years of prior work experience at AT&T but does not have industry experience in financial advising. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, money manager selection and monitoring, and retirement plan consulting using model asset allocations and discretionary or non-discretionary management across multiple custodians.

Herbert Nealy is a financial advisor at RMR Wealth Builders, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RMR Wealth Builders since 2018, following eight years at Calton & Associates, Inc. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Noemi Ortega is a financial advisor at Advisory Solutions Group with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Union Capital Company for 19 years. Ortega has been with Advisory Solutions Group since 2026. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies with regular client reviews.

Rylan Rozell is a CFP® with 17 years of industry experience, currently serving at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and Liberty Partners Financial Services. Outside of financial advising, he owns several businesses in logistics, insurance solutions, marketing, construction, and real estate. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates, utilizing multiple program platforms and custodial arrangements to implement tailored strategies.

Jeffrey Taylor is a financial advisor with ON Investment Management Company in Bakersfield, CA, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience and has worked with firms including The O.N. Equity Sales Company, Ohio National Life Insurance Co, Phoenix Mutual, Standard Insurance Company, and Central Financial Services. Outside of his advisory role, he owns a business selling life, health insurance, and fixed annuities. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs and maintains a dual-registration model integrating broker-dealer activities.

Courtney Demers is a financial advisor at Capital Analysts with Series 63 and 65 credentials and two years of industry experience. She also operates a solo tax preparation business, serving many of her investment clients with personal income tax services. Prior to joining Capital Analysts, Demers has worked at Lincoln Investment and Evans & Evans. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management and advisor-managed portfolios. The firm employs a proprietary mutual-fund screening process and delivers investment management through both discretionary and non-discretionary approaches.

Robert Mandolesi is a financial advisor with Principal Financial Services in Bakersfield, CA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Principal Financial Services since 2016 and has been with Principal Life Insurance Company since 1998. Outside of his advisory role, he is a silent partner in a limousine business. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Rick Meyeres is a financial advisor at NewEdge Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. Meyeres is also president and CEO of Retirement Benefit Partners, Inc., a consulting firm focused on investment-related services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Alberto Alvarez is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Fidelity Investments LLC, Charles Schwab & Co., LLC, and TIAA-CREF. Outside of his advisory work, he operates a produce sales business during market events in the Bakersfield area. Voya Financial Advisors serves individual and institutional clients with services such as financial planning, portfolio management, and plan-sponsor consulting. The firm offers advice primarily through non-discretionary managed accounts, third-party money manager programs, and affiliated retirement-advice platforms.

Tara Lavarias is a financial advisor at Empower Advisory Group with 25 years of industry experience. Her background includes roles at Nationwide Investment Services Corporation, Prudential Insurance Company of America, and Transamerica Financial Advisors, Inc. She holds Series 63 and Series 65 designations. Lavarias also serves as an agent on a power of attorney for her father, assisting with personal financial and medical inquiries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with affiliated entities for recordkeeping and investment products.

Gabriel Sedeno II is a financial advisor at J. W. Cole Advisors, Inc. in Bakersfield, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior experience includes roles at Nationwide Investment Services Corp and Nationwide Financial. Outside of his advisory work, he owns a rental property business. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary account management and digital advice solutions.

Gregory Montejo is a financial advisor at Farther with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. Outside of his advisory role, he is involved in outside insurance sales through Proverbs Financial Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform as well as in-person meetings. The firm uses a Modern Portfolio Theory-based investment approach implemented through proprietary models and algorithmic rebalancing, focusing on ETFs, mutual funds, equities, and fixed income.

Timothy Mcneely is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Farther. His prior experience includes roles at Raymond James, Dynamic Wealth, and Strategy Asset Managers. Outside of his advisory work, he owns a business focused on real estate, education, speaking, publishing, and coaching. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke or algorithmic model portfolios with automatic rebalancing and primarily invests in ETFs, mutual funds, individual equities, and fixed income.

Satinder Dhindsa is a financial advisor with GWN Securities Inc., holding a Series 66 license and five years of industry experience. Prior to joining GWN Securities in 2024, he worked at Bank of America and Merrill from 2020 to 2024. Outside of advising, he is a 50% owner of Purple Mango Films, a small wedding videography company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts through a large network of advisors and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Shannon Blair is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Valic Financial Advisors since 2014 and previously worked at Agia. Outside of her advisory role, she retains ownership of a business license for a dormant floral business, Last Chance Flowers, though it has been inactive since 2010. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing discretionary unified managed accounts supported by centralized technology and third-party model managers.

Julia Moon is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. She previously worked at Lincoln Financial Advisors for seven years and also maintains a role at Aegis Consulting. Moon is a co-owner of Moon Wealth Management, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, allowing advisors to implement portfolios through internal models or outsourced solutions.

Karina Marquez is a financial advisor with Principal Financial Services in Bakersfield, CA. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Frank Lee is a financial advisor with LPL Financial in Bakersfield, CA, holding Series 65 and Series 63 licenses. He has two years of industry experience, including prior roles at SCF Securities, Northwestern Mutual, and other firms. Outside of advising, he co-hosts the Moneywise Podcast, focusing on investment topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and significant discretionary assets.

Laura Hacker is a financial advisor at Cetera with 23 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked with Avantax Investment Services, 1st Global Capital Corp, and has operated SBC Financial Services, a financial services firm she owns. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and employs a multi-manager platform featuring various program structures and investment options.

Craig Maytubby is a financial advisor with LPL Financial in Bakersfield, CA, holding Series 63 and Series 66 credentials and 35 years of industry experience. His prior roles include positions at CUSO Financial Services, LP, Strata Credit Union, and Invest Financial Corp. Craig is involved with Strata Credit Union, where he has worked for over a decade. 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 financial planning and investment management services through a large network of advisors, employing a variety of strategies including model portfolios and third-party subadvisors.

Glenn Allen is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones since 2001. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Glenn serves as a board member for the Kern County Probation Auxiliary, an organization involved in managing and distributing donations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Dustin Weaver is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial in Bakersfield, CA. His career includes roles at SCF Securities, Bolthouse Investment Management Services, Barnes Wealth Management Group, and Ameriprise Financial Services, among others. Weaver hosts the Moneywise podcast, which focuses on investment topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Kris Pelster is a financial advisor with LPL Financial in Bakersfield, CA, holding a Series 66 designation and over 20 years of industry experience. Prior to joining LPL Financial in 2025, he spent 14 years with SCF Investment Advisors, Inc. and SCF Securities, Inc. Pelster also hosts the Moneywise Radio Show & Podcast, which he has been involved with since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers various investment strategies, from model portfolios to customized approaches, supported by technology tools and a large network of over 22,800 advisors.

Jason Jensen is a financial advisor with J.P. Morgan Securities in Bakersfield, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he is a rental property owner. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence combined with an ESG eligibility framework. Their services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Michael Allen is a financial advisor with Edward Jones in Bakersfield, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for 21 years at Sherwin Williams. He is a member of BNI Bakersfield. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm offers a variety of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Julianne Finch is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked in various roles before joining Edward Jones in 2023. Outside of her advisory work, Finch serves as an assistant track and field coach specializing in the pole vault at both the high school and collegiate levels in Bakersfield, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Mark Wetterholm is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He worked at NEXT Financial Group for 21 years prior to joining LPL Financial and has additional experience with Wall Street Financial Group and California Financial Network. Outside of finance, Wetterholm is a special education teacher for the Bakersfield City School District. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Jay Ericsson is a financial advisor with Wells Fargo Clearing in Bakersfield, CA, holding Series 63 and Series 65 licenses and 39 years of industry experience. He previously worked at UBS Financial Services Inc. from 2006 to 2018. Outside of his advisory role, he operates a scenic photography business in Bakersfield. 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 approach is IPS-driven and based on modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nancy Lerma is a financial advisor at Primerica Advisors with Series 65 and Series 63 designations and two years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2023. Outside of her advisory role, she is involved with the Holmes Family Foundation and has been a member of the Bakersfield Racquet Club for over two decades. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale and offers advisory services based on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services.

Justin Adams is a financial advisor with LPL Financial in Bakersfield, CA, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and affiliated Banc of America entities, spanning nearly two decades before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology tools to support client strategies.

Sherod Waite is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. Prior to joining LPL in 2025, he worked at SCF Investment Advisors, SCF Securities, and Moneywise, Inc., where he was involved for over a decade each. Outside of his advisory work, Waite owns Woolworth's Luncheonette and The Basement at Woolworth's, both non-investment-related businesses in Bakersfield, CA. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with a range of non-advisory financial services.

Ricardo Flores is a financial advisor with LPL Financial in Bakersfield, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. He has been with LPL Financial since 2017 and previously worked at Macy's. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional platforms.

Justin Leland is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial. He previously spent 10 years at SCF Investment Advisors, INC. and SCF Securities, Inc. In addition to his advisory work, he hosts the Moneywise radio podcast and is involved in local government in Kern County, California. 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 financial planning and investment management services, including model portfolios and third-party asset management, with a platform supporting strategic, tactical, and customized investment strategies.

Alfredo Vigil is a financial advisor with Edward Jones in Bakersfield, CA, holding a Series 66 designation and with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he serves as an assistant coach for the Kern High School District, supporting athletic programs through coaching and related activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a broad range of advisory services including discretionary and non-discretionary strategies, access to managed accounts, and affiliated investment products.

Rama Mutyala is a financial advisor at MassMutual Investors Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with MassMutual and MML Investor Services since 2002. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using advanced analytical tools and offers additional programs including divorce planning and employer-sponsored planning services.

Seth Perry is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Securities, SCF Investment Advisors, Kern High School District, and Primerica Advisors. Perry is also a co-host of the MoneyWise Radio/Podcast. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Keith Galicia is a financial advisor with LPL Financial based in Bakersfield, CA, holding a Series 66 credential and with 11 years of industry experience. He has been associated with both LPL Financial and AltaOne Federal Credit Union since 2016. Galicia is also involved in managing AltaOne Wealth Management and Prime Portfolio Planning, and works as an insurance agent with BackNine Insurance. 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 financial planning and portfolio management services, utilizing multiple advisory platforms and research tools to support its network of over 22,800 advisors.

Guillermo Rivas Flores is a financial advisor with Merrill in Bakersfield, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and California State University Bakersfield. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.