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.

Joseph Trovato is a financial advisor with ValMark Advisers, Inc. in Bakersfield, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2017 and concurrently operates Trovato Wealth Management, a financial planning and wealth management practice. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, and offers proprietary platforms and fee-based planning services.

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.

Tate Trovato is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and based in Bakersfield, CA. He has one year of industry experience and previously worked in education for several years. Outside of his advisory role, he serves as a church intern at Christ Church Carpinteria, where he assists with general accounting and budget tracking. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, alongside various proprietary platforms and advisory services.

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.

Ismael Romero is a financial advisor at OneSeven with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, he is involved in individual life and health insurance sales. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, employing a primarily long-term investment approach with access to alternative investments and third-party platforms.

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.