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.

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.

Steven Boam is a financial advisor at Cooper McManus with eight years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors, Edward Jones, and Cambridge Investment Research. Outside of advising, he is the owner of First Principles Wealth Management, a marketing business. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and customizes portfolios through sub-advisors and co-advisory platforms.

Jason Scott is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Mutual of America Securities LLC and Mutual Of America Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services use an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

James Strutt is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. Prior to this, he was employed at Farmers Financial Solutions and Farmers Insurance Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and provides a wide range of investment strategies and affiliated services through a large national network of financial advisors and branch offices.

Michael Fitzgerald is a Series 66–licensed financial advisor with Thrivent Investment Management, based in Madera, CA, and has 21 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2004 and 2005 respectively. Outside of his advisory role, he serves as Treasurer for the Horn of Africa Evangelical Mission, a nonprofit focused on training and sending missionaries in Africa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based, holistic financial analyses without discretionary portfolio management. The firm offers integrated planning and managed-account services through a consolidated billing option called “WealthPlan,” emphasizing comprehensive written recommendations across a range of financial topics.

Nicholas Torres is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Holiday is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he serves as Vice President of Jerol W Holiday Inc and is the CEO/President of Jerol W Holiday Inc, an unclassified business based in California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Timothy Welch is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has held roles at Community West Bank and Central Valley Investment Services, where he serves as branch owner and manager in addition to his advisory duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal finance work through its affiliation with a municipal advisor.