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.

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.

Kamal Awrabi is the principal of Kam Awrabi Capital Investment Company and holds a Series 66 designation with two years of industry experience. He has been involved in his investment firm since 2012 and also has extensive experience in real estate development and brokerage, where he supervises and manages transactions. Outside of investment advisory, he works as a real estate broker and loan officer. Kam Awrabi Capital Investment Company serves institutional and pooled clients, including banks, corporations, private investment companies, insurance companies, and high-net-worth individuals. The firm provides discretionary portfolio management and consultative investment advice, utilizing an active investment model that combines charting, fundamental, technical, and cyclical analysis with monthly account reviews.

Timothy Lourenco is a CFP® professional with 12 years of industry experience currently serving as the sole advisor at The Foundation Wealth Management, LLC since 2018. Prior to founding his firm, he worked at Principal Securities, Inc. from 2013 to 2018. In addition to his advisory role, he operates an independent insurance agency focusing on group benefits, fixed life and annuities, disability insurance, and long-term care insurance. The Foundation Wealth Management, LLC provides fee-based investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm offers non-discretionary portfolio management with a mix of fundamental, technical, and cyclical analysis, and includes ERISA 3(21) retirement-plan consulting and monitoring of plan investment options.

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.

Matthew White is the sole advisor at Endurance Investment Strategies, Inc. in Fresno, CA, holding a Series 66 designation with 18 years of industry experience. He has been with Endurance Investment Strategies since 2010. Outside of financial advising, he is involved in beekeeping and also holds a California insurance license, conducting limited fixed insurance sales. Endurance Investment Strategies is an independent registered investment adviser managing approximately $25 million for about 42 clients, including high-net-worth individuals and other advisers. The firm focuses on diversified asset allocation primarily through mutual funds and ETFs, employing various analytical approaches and utilizing third-party managed programs.

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.

Jae Kim is a financial advisor at Cyclus Wealth Management with 13 years of industry experience. He holds a Series 65 designation and has been with Cyclus Wealth Management since 2013. Cyclus Wealth Management serves individuals, trusts, corporations, and retirement accounts by managing approximately $24 million across 39 client relationships. The firm emphasizes passively managed, low-cost diversified portfolios guided by modern portfolio theory and employs a proprietary, tax-aware rebalancing methodology combined with discretionary adjustments based on valuation views.

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.

Jarrett Suddarth is a CFP® with eight years of industry experience and holds a Series 66 license. He is currently affiliated with Panoramic Financial and previously worked at FedEx, Teckmeyer Financial Services, and Forest Lake Lawn and Landscaping. Panoramic Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management, offering tailored investment strategies that combine active and passive approaches with a focus on tax efficiency. The firm also provides modular and hourly planning, oversees held-away employer accounts, and conducts periodic complimentary educational workshops for clients and the public.

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.

Darin Marsella is a financial advisor at Earnings Investment Co. in Fresno, CA, holding a Series 65 designation with 2 years of industry experience. His work history includes roles at Earnings Investment Co. since 2018, Custom Modular Consulting, Inc. from 2015 to 2018, and ongoing service in the Navy Reserve since 2004. Additionally, he operates Marsella Financial, a firm he has maintained since 1995. Earnings Investment Co. provides non-discretionary investment advice focused on dynamic asset allocation and sector rotation for retirement accounts, employer-sponsored plans, IRAs, and trusts. The firm employs a low-turnover “Sleep at Night” strategy emphasizing principal preservation, income, and liquidity, and combines in-house analysis with third-party models for larger accounts.

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.