After working as a financial advisor in the corporate world, I left Merrill Lynch to launch Infinity Financial Planning. Sensing a shift taking place in the industry, I wanted to create a platform that allows advisors to work in the best interest of their clients while avoiding conflicts of interest. My planning process focuses on open and honest communication partnered with advice that is straightforward and easy to understand. I bring the same principles I've mastered as an athlete and coach to financial planning. You won't find me using jargon or technical terms that only an advisor could understand. My financial plans are based on clear action steps with frequent check-ins to make sure you're progressing towards your goals. I believe wealth is only important when you have the health to go along with it. When I'm not helping my clients with their finances you can find me training at my wife's gym or enjoying an active lifestyle with our 2 children.

Roger Pruitt is a financial advisor with American Investors Company in Los Banos, CA, holding a Series 63 designation and over 40 years of industry experience. He has been with American Investors Company since 1997 and previously worked at Merced Property & Casualty Company from 2013 to 2018. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, 401(k) investment selection and monitoring, and occasional seminars, operating with a combined broker-dealer and SEC-registered adviser structure.

Fernando Mendoza is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Mendoza is based in Los Banos, CA. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported advice through a centralized consulting team.

Jose Zamora is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs, and it serves notable roles in fund advisory and model portfolio delivery.