Mark Alcorn Jr. is a CFP® professional with 22 years of experience in financial services. He leads Diversified Wealth Management Solutions, LLC and has prior experience with firms including Citigroup Global Markets and Morgan Stanley. In addition to his advisory role, he maintains an independent insurance practice. Diversified Wealth Management Solutions provides discretionary and non-discretionary asset management, financial consulting, and retirement-plan advisory services to individuals, corporations, charitable organizations, and government entities. The firm emphasizes institutional retirement-plan capabilities and serves state and municipal clients alongside corporate and individual accounts.

Welcome to Coffeehouse Capital! I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch. As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population. With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners. I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology. Areas of experience include: 529 College Education Planning Assessing and analyzing current financial and life goals Asset allocation review, education and strategies Cash flow and retirement planning Creating and managing GOALs based financial plans Creating and managing GOALs based investment portfolios Digital asset education Investment education Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.) Loss of loved ones Ongoing financial plan and investment monitoring Organizing for Financial wellness Reviewing and managing 401(k), 457 (b)s and traditional retirement plans It all starts with a conversation, let's connect!

Jimmy Wong is a CFP® with 40 years of industry experience. He is currently affiliated with JSW Global Capital Group and has previously worked at LPL Financial LLC and Crown Capital Securities, LP. Wong also operates Ivory Global Capital Group, an independent investment advisory firm he started in 1990. JSW Global Capital Group is a small independent adviser serving individuals, pension and profit-sharing plans, and businesses. The firm provides financial planning and investment supervisory services primarily on a non-discretionary basis, employing various analytical methods and asset-allocation strategies while allowing clients to set investment restrictions.

David Hall is a financial advisor with Stride Financial Planning in Madera, CA, holding a Series 65 designation and four years of industry experience. His background includes roles at Money Vehicle and academic positions at CSU Fresno and Washington State University. Stride Financial Planning LLC provides fee-only financial planning primarily to individual and high-net-worth clients through comprehensive written plans and ongoing services. The firm focuses on cash flow, retirement, estate planning, insurance, tax strategies, and education funding while relying on fundamental analysis and Modern Portfolio Theory to guide investment recommendations using passive, low-cost mutual funds and ETFs.

Rodney Roque is the sole advisor at RR Financial Management LLC in Fresno, CA. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role, Mr. Roque is the sole shareholder of Rodney Roque CPA APC, a CPA firm providing accounting and consulting services, and serves as the Acting Group CFO for Ruelas Enterprises Inc. RR Financial Management LLC offers investment portfolio management and financial planning to individuals, trusts, pension and retirement plan sponsors, and business entities, including nonprofit and governmental agencies. The firm manages assets on a discretionary basis, incorporating both fundamental and technical analysis, and integrates tax and accounting considerations into its investment approach.

Daniel Boulware is a financial advisor at The Institute with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Platinum Wealth Management LLC and Institute For Wealth Advisors, Inc. Outside of advising, he is also an insurance agent with various agencies on an infrequent basis. The Institute for Wealth Management provides investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm uses a team approach combining fundamental and technical analysis to construct diversified model portfolios, offering a range of strategies including ESG-focused ETFs, sector rotation, and alternative income, and manages over $1 billion in assets.

Robert Domm Jr. is a financial advisor at Clovis Wealth Partners, LLC with three years of industry experience. He holds a Series 65 credential and has a background that includes ownership and brokerage services at Kern Capital Real Estate and a vice president role at San Joaquin Chemicals, Inc. He also creates financial education content through a YouTube channel and provides online education to students. Clovis Wealth Partners, LLC is a registered investment adviser serving qualified high-net-worth clients and institutional mandates. The firm employs quantitative analysis and active management strategies, including an advanced options program called the Synthetic Dragon Strategy, to seek income while managing downside risk.

Ozeme Bonnette Cooley is a financial advisor with Tri-Quest Investment Advisors in Fresno, CA, holding a Series 66 designation and 21 years of industry experience. Cooley has been with Solomon Group III, Inc. since 2005. Outside of advisory services, Cooley is involved in real estate investment and property management. Tri-Quest Investment Advisors primarily serves individual investors, including high-net-worth and trust clients, offering financial planning and discretionary portfolio management with a conservative, low-turnover approach. The firm emphasizes fundamental security analysis and provides tailored services such as written plans, consulting, and educational workshops.

Lyon Wealth Advisory is a boutique Family CFO practice serving high-net-worth families in the Central Valley and Central Coast. We serve families with $10-50 million in assets who need more than traditional investment management; they need coordinated guidance across their entire financial life. We help bring together financial planning, tax strategy, investments, estate considerations, business interests, and family priorities into one cohesive strategy.

Emlen Miles Mattingly is a financial advisor at Gen Next Wealth, Inc. in Madera, CA, with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Principle Life Insurance Company and Principle Securities, Inc. from 2013 to 2017. Gen Next Wealth, Inc. is a fee-only advisory firm serving individual clients with comprehensive financial planning, investment management, and retirement-plan consulting. The firm coordinates tax preparation and estate-planning services through third-party providers and offers client-directed, non-discretionary advice that incorporates both fundamental and technical analysis.

Hi, I'm Evon. I'm the founder and lead advisor at Optometry Wealth Advisors. I'm dedicated to serving optometrists, especially those in private practice. I help optometrists gain clarity on their finances, track progress, and make the best financial decisions for their lives. You're on your way to financial freedom, and I'm your guide to get you there! If you own a private practice - or dream of cold-starting or buying into a private practice - we may be a great fit to work together. After years of extra schooling, you have a world of financial decisions to navigate. Own a practice? You also wear the hat of business owner - building and leading your team, improving your patient experience, and managing the finances. All on top of being an excellent practitioner. With all that on your plate, I'm here to help you grow your wealth, master your money, and plan purposefully. Together we navigate the most important decisions around your finances. We tackle cash flow and debt, tax planning, making work optional, starting a practice, insurance and risk management, estate planning, and understanding your practice finances. My credentials and education: • Certified Financial Planner™ (CFP®) professional • Certified Student Loan Professional™ (CSLP®) • Bachelor of Arts in Finance and Marketing, Fresno Pacific University I began my career in 2014 working for one of those large, product-focused financial companies. I saw the conflicts involved in product sales and knew there was a better way. With that in mind I joined a fantastic local, independent financial planning firm. Yet, I saw there were still gaps for optometrists looking for great financial advice and still on their way to building wealth. Your profession and practices fascinate me. Many advisory firms focused on retirees and people who already grew their nest egg. So, after five great years, I left to launch Optometry Wealth Advisors to help ODs nationwide. When I'm not serving ODs or researching nerdy financial planning stuff, I'm spending time with my wife and two kids, involved in my church community, and trying as hard as I can to get outdoors. If you'd like to learn more, please set up a FREE consultation. If nothing else, check out my blog. Each week I write about issues important to ODs, along with other types of content you'll find helpful. Listen to Evon's podcast here: https://www.buzzsprout.com/1970676.

Russell Maltes is a CFP® with 25 years of industry experience. He is the sole advisor at SimplifiedFP, where he has worked since 2025. His prior experience includes roles at Regency Investment Advisors Inc. and several Transamerica entities spanning from 2003 to 2025. SimplifiedFP is a fee-only registered investment adviser that provides investment management and financial planning services to employer retirement plans, plan sponsors, institutional clients, and individuals. The firm focuses on asset allocation and diversified portfolios using a combination of passive and active funds, outside managers, and custodial model portfolios, and offers retirement plan consulting alongside traditional portfolio management and financial planning.

Paul Herrick is a financial advisor at BOLT Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BOLT Wealth Management since 2017. Prior to that, he was affiliated with Principal Securities, Inc., Princor Financial Services Corp, and Principal Life Insurance Company from 2010 to 2017. Herrick is also involved in selling disability, health, and life insurance through various carriers. BOLT Wealth Management LLC is a team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for about 121 clients, with a focus on nondiscretionary portfolio supervision and integration of insurance and tax services.

Derek Lee is a CFP® with 12 years of industry experience. He is currently an advisor at Topturn Capital, LLC and previously worked at LPL Financial for 13 years as well as Educational Employee CU for 18 years. Topturn Capital, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a proprietary dynamic allocation model incorporating stocks, bonds, digital assets, and cash, tailored to client risk tolerance and time horizon.

Hyun Soo Lee is a financial advisor at Taylor Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Taylor Advisory Group since 2017, following a year at OM Pacific Capital, LLC. Lee is also the sole owner of SV Capital LLC, a for-profit business focused on developing artificial intelligence software. Taylor Advisory Group is a state-registered investment adviser managing approximately $95 million for around 60 clients, including individual and high-net-worth investors, trusts, estates, and business clients. The firm offers discretionary investment management and financial planning, emphasizing fundamental analysis and a primarily long-term investment approach with tactical trading as needed.

Brian Traverso is a financial advisor at BOLT Wealth Management LLC with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining BOLT Wealth Management in 2017, he worked at Roush Investments, LLC. Outside of his advisory role, he owns a tax preparation and notary business and is a licensed independent insurance agent. BOLT Wealth Management is a small team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for around 121 clients.

Portfolio Advisors Inc. is a locally owned financial planning firm with a rich history of over three decades, committed to "Enriching Lives Through Transformative Actions." We take pride in serving a diverse client base that includes retirees, individuals within 5-7 years of retiring, mid-level & C-suite professionals, and business owners. Key pain points that Tina and her team can help address include: - Reducing taxes - Decisions around Social Security, Medicare, pensions, etc. - Determining if one has enough to retire or saving enough to retire - Making the most of remaining working years - Delegation of management of personal finances - College planning - Family legacy planning A little more about Tina: Tina is a dedicated community servant and a member of several notable organizations, including the Craig School of Business Associates Board and the International Business Fraternity of Delta Sigma Pi. She also holds a position on the board for the Central California chapter of the Financial Planning Association and serves on the Finance Committee for Reading & Beyond. Tina is a graduate of Leadership Fresno, Class 29. She is happily married to her husband, Adam, and they have two children, Keshan and Meera. In her free time, she enjoys quality family moments, traveling, and playing tennis.

Martin Mazorra is a CFP® and ChFC® with 28 years of industry experience. He has been with Private Wealth Advisors since 2006. Private Wealth Advisors provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a fundamental, long-term investment approach combined with client-specific guidelines, using options for hedging and strategic purposes.

Thomas Chandler is a financial advisor at Kerr Wealth Management with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Securities, Inc., Kovack Advisors, Inc., and LPL Financial, LLC. Outside of his advisory role, he is also licensed as a life insurance agent. Kerr Wealth Management provides investment management and financial planning services to individual clients, business owners, corporations, and charitable organizations, including retirement plan consulting. The firm employs a combination of passive and active investment strategies and offers both discretionary and non-discretionary advisory services for employer plans.

Todd Pilosi is a financial advisor at Kerr Wealth Management with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial, RBC Capital Markets, Wells Fargo Clearing, and Prudential Equity Group. He has been with Kerr Wealth Management since 2020. Kerr Wealth Management provides investment management and financial planning for individuals, business owners, corporations, and charitable organizations, including services for retirement plans. The firm manages discretionary accounts using a combination of passive and active strategies and offers both limited-scope and discretionary advisory services for employer plans.