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.

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 six years of industry experience. He holds a Series 65 designation and has worked at Verity since 2019. In addition to his advisory role, Kc has been involved with Teacher's Pension since 2006. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models while operating under fiduciary and ERISA standards.

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.

Mark Steitz is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Valic Financial Advisors, Bank of America NA, Merrill Lynch, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Melissa Dinatale is a financial advisor at Ameriprise with seven years of experience at the firm and two years in the industry. She previously worked at M Scott & Co., Inc., the Law Office of Robert Abrams, and Pascussi, Pascussi and Stoker. Dinatale holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Tulio Martinez is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He has worked at Merrill since 2016 and previously at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Paul Takhar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 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 and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Vicente Ibarra is a financial advisor with Primerica Advisors in Clovis, CA, holding Series 65 and Series 63 credentials and 20 years of industry experience. He has worked with PFS Investments Inc. since 2008 and with Primerica Financial Services since 2005. Outside his advisory role, he is involved in selling home security and automation products through a part-time referral arrangement. Primerica Advisors manages a wrap-fee asset management program serving mostly individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm employs model-delivery strategies and discretionary separately managed accounts supported by third-party asset managers and custodians.

Joshua Brown is a financial advisor with Edward Jones in Clovis, CA, holding the CFP® designation along with Series 65 and Series 66 licenses. He has seven years of industry experience, including prior roles at Morgan Stanley, Amazon, and Teacher's Pension & Insurance. Outside of his advisory work, he serves as president of Padrino's Guild, overseeing endowment pledges and financial administration. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,000 financial advisors.

Tyler Hirschkorn is a financial advisor with Thrivent Investment Management in Fresno, CA. He holds Series 63 and Series 65 designations and has 11 years of industry experience. He has been with Thrivent since 2014, including a role at THRIVENT Financial starting in 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing arrangement.

Joseph Tooley is a financial advisor with Edward Jones in Clovis, CA, holding a Series 66 designation and eight years of industry experience. His prior work history includes roles at Comcast Cable Corp and a brief period of unemployment before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jon Engel is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Cambridge since 2017, following prior roles at OneAmerica Securities and American United Life. Outside of his advisory work, Engel serves as a director on the board of the China Peak Volunteer Ski Patrol and volunteers as a ski patroller in Lakewood, CO. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using various portfolio management and model-based investment approaches.

Ian Perales is a financial advisor with J.P. Morgan Securities who holds the Series 63 and Series 66 designations and has 16 years of industry experience. He has worked at various J.P. Morgan entities since 2012, including JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

David Soltes is a CFP®-designated financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked in public defense for Fresno and Riverside counties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Aaron Friedrich is a financial advisor with Edward Jones in Clovis, California, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Edward Jones since 1995. 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 solutions supported by a large network of financial advisors and branch offices across the United States.