Todd Sorensen is a CFA® charterholder and holds a Series 63 license with 27 years of industry experience. He has been the principal advisor at Victory Wealth Management, LLC since 2010. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Victory Wealth Management provides discretionary portfolio management primarily, using fundamental, technical, and cyclical analysis, and manages approximately $69 million in discretionary assets.

James Anadon is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Caitlin John, LLC, where he has worked since 2022. His prior experience includes roles at Pillar6 Advisors, LLC, World Equity Group, and Pacific Equity Partners. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, operating both wrap and non-wrap accounts alongside consulting on non-traditional and private investments.

Matthew Kredit is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 license and four years of industry experience. His prior roles include positions at LPL Financial LLC and Principal Life Insurance Company, as well as public sector work with the City of Hanford and Tulare County HHSA. He maintains side activities as a Certified Divorce Financial Advisor and licensed insurance agent. Concorde Asset Management serves individuals, including high-net-worth clients, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers. The firm employs model-based strategies and serves as an overlay manager, integrating various platforms to tailor portfolios according to client objectives, timelines, and risk tolerances.

Gregory Enloe is an investment advisor representative with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining NWF, he worked at Osaic Wealth, Royal Alliance Associates, Pruco Securities, and The Prudential Insurance Company of America. Outside of finance, he owns and operates Enloe Academy, where he runs water polo clinics and coaches, and currently serves as a water polo coach at Cuesta College. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of wrap and non-wrap account programs through an open-architecture platform that combines advisor-managed and third-party model portfolios with strategic long-term and tactical investment approaches.

Luka Pavlina is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with OSAIC and NWF Advisory Services Inc. He has worked at OSAIC since 2012 and at NWF Advisory since 2016. Outside of his advisory roles, he is a small owner of Amador Brewing Company. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers comprehensive advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Roxanna Holguin is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 66 and Series 63 licenses and has previously worked with World Financial Group and Cigna HealthCare. 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 employs an integrated service model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Sandra Esqueda is a financial advisor with LPL Financial in Dinuba, CA, holding a Series 66 credential and 16 years of industry experience. Her background includes roles at JP Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Valic Financial Advisors. Outside of her advisory work, she is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Oscar Ocana is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities in 2022, he worked at Foothill Packing Inc and JPMorgan Chase Bank, N.A. Outside of his advisory role, his background includes positions in the food service and packing industries. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors via its Institutional Consulting Services program. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Blake Nino is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL since 2019, following roles at Foresters Financial Services and Foresters Advisory Services. He serves as a nonprofit board member at Kingsburg City Hall. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jason Coddington is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. Prior to joining LPL in 2019, he worked at Ameriprise Financial Services for 14 years. Outside of his advisory work, he owns a consulting business in the hospitality sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from LPL and third-party providers.

Reginald Findley is a CFP®-designated financial advisor with 25 years of industry experience, currently serving at Cetera since 2004. He also operates a CPA and tax practice, which he has owned since 1985. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. The firm serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts, offering a range of portfolio management, financial planning, and retirement services through multiple program platforms and third-party managers.

Teresa Nino is a CFP®-certified financial advisor with 25 years of industry experience, currently with LPL Financial since 2022. She previously worked at Bank of America and Merrill from 2018 to 2021, and Foresters Financial Services from 2000 to 2018. Outside of her advisory work, she is involved as a coach in a multi-level marketing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management with access to research, model portfolios, and advanced technology.

Nicholas Ruiz is a financial advisor with LPL Financial in Kingsburg, CA, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Ameriprise and the Department of Veterans Affairs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.