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.

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® professional with 13 years of industry experience. He currently works at Topturn Capital, LLC and previously spent 13 years at LPL Financial and 18 years with Educational Employee CU. Topturn Capital, LLC provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a proprietary dynamic allocation model incorporating stocks, bonds, digital assets, and cash, and tailors portfolios based on clients’ risk tolerance and time horizon.

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.

Matthew Johnson is a financial advisor at Marathon Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Marathon Financial Advisors since 2005. Marathon Financial Advisors provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation framework with a core-and-satellite approach and global diversification, primarily using no-load mutual funds and ETFs, and manages nearly all assets on a non-discretionary basis.

Jonathan Holt is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Integrated Planning & Investments and Integrated CPA Group LLP, having previously worked at Principal Financial Services and Principal Life Insurance Company. Holt serves on the board of the Fresno Sunset Rotary and is involved with the Financial Planning Association in Fresno as a board member. Integrated Planning & Investments is a small advisory firm managing approximately $107 million in assets across 205 client relationships. The firm offers discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services, utilizing a combination of fundamental, technical, charting, and cyclical analysis, and operates in affiliation with an accounting practice that provides tax preparation and advisory services.

Christopher Fide is a financial advisor with Integrated Planning & Investments in Clovis, CA, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Principal Financial Services and Principal Life Insurance Company for nine years and is currently a partner and tax advisor at Integrated CPA Group LLP. Integrated Planning & Investments is a small advisory firm serving individuals, high-net-worth clients, trusts, and retirement plans, managing approximately $107 million in assets. The firm provides discretionary asset management and comprehensive financial planning using a combination of fundamental, technical, and cyclical analysis, and offers an ongoing subscription planning service.

Noah Martinez is a Series 65 licensed advisor at BOLT Wealth Management LLC with three years of industry experience. He has worked at BOLT Wealth Management since 2022 and has held roles within the Clovis Unified School District since 2019. In addition to his advisory work, Martinez is a licensed insurance agent offering insurance products through unaffiliated issuers. 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 an emphasis on nondiscretionary portfolio supervision.

I’m Devin Watts, founder of Fallbrook Fi, a financial planning firm based in Clovis, California. I help professionals and growing families navigate life’s big transitions with clarity, confidence, and a financial plan they can trust. Many of my clients are in their 30s, 40s, or 50s, earning good money, but feeling disorganized or unsure if they’re on the right path. They’re often juggling careers, raising kids, managing debt, or preparing for big milestones. They want to do the right thing but don’t have the time or tools to make sense of everything on their own. That’s where I come in. I provide holistic financial planning and investment management that’s tailored to your life, your values, and your goals. My approach is collaborative, personal, and judgment-free. Whether we’re reviewing your insurance, building your investment strategy, planning for taxes, or aligning your finances with your future, we’ll do it together, one step at a time. I’ve been working in financial services since 2016, but I started Fallbrook Fi to create a firm that puts relationships and real-life context first. No jargon. No pressure. Just thoughtful planning that helps you feel more organized and in control. Outside of work, I’m a husband, dad, triathlete, and lover of the outdoors. If you're looking for a down-to-earth advisor who will help you align your money with what matters most, I’d love to connect.

Sam Beckworth is a financial advisor at Secure Investment Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AE Wealth Management, LLC. Beckworth has been an independent licensed insurance agent since 1997 and serves as a licensed minister at Gateway City Church. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed accounts. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, and third-party managers with portfolio customization tailored to client objectives.

Edward Foraker is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. His career includes roles at Clarus Wealth Advisors, WFG Advisors, and Williams Financial Group. Outside of financial advising, he is an owner and managing member of CBM Gas Company LLC and Okan Gas Company LLC, both involved in oil and gas production and lease operations. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm employs multiple management styles with portfolios typically constructed from mutual funds, ETFs, and individual securities, and offers services including discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory support.

Kc Trace is a financial advisor at Verity Asset Management with seven years of industry experience. He holds a Series 65 designation and has been with Verity since 2019. Additionally, he has worked with Teacher's Pension since 2006. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion and serving individuals across wealth levels, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment process with tactical asset allocation and offers customized portfolio management, retirement plan consulting, and sub-advisory services.

Brooke Barnes is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked with Mutual of Omaha/United since 2006. In addition to her advisory role, she is also active as an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, and managed account programs. The firm primarily delivers solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance businesses within the Mutual of Omaha group.

Joshua Sorensen is a financial advisor at Alera Investment Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates its advisory services with insurance and pension-consulting platforms.

Daniel Kulibert is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Motorola Solutions and nOps.io. Outside of his advisory role, he is the sole proprietor of 55e.co, a YouTube channel focused on educational financial content, and serves on the board of directors for Community Health Centers of America, a nonprofit providing affordable primary care health insurance. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process centered on strategic asset allocation using diversified portfolios, offering sub-advisory management and operational support to RIAs.

Ricky Ramos Jr. is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. Before joining Empower Advisory Group, he worked at Kirkman Beck LLC and Empower Financial Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and savings rates.

Bradley Warner is a financial advisor with Commonwealth Financial Network, holding the CFP® and CFA® designations and over 22 years of industry experience. He previously worked at Royal Alliance Associates, Signator Investors, and ran Warner Financial Services before joining Legacy Finance and Commonwealth Financial Network. Outside of his advisory work, he is co-owner of Point Portfolio, a social media and marketing business focused on credit card points. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services, with investment solutions delivered via internal models or outsourced subadvisers.

Juan Garza II is a financial advisor at PlanMember Securities Corporation with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at PlanMember since 2019. Outside of his advisory role, Garza receives residual income as an independent contractor for lobbying and advocacy services through Townsend Public Affairs, Inc. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, supported by education and personalized retirement planning services.

Martin Mccann IV is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Integrity Alliance in 2018, he worked at OneAmerica Securities, Inc. and American United Life. Outside of his advisory role, he is involved in fixed insurance sales and co-owns a business that buys and sells used high-end cars. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.