David Hall is a financial advisor with Stride Financial Planning in Madera, CA, holding a Series 65 designation and four years of industry experience. His background includes roles at Money Vehicle and academic positions at CSU Fresno and Washington State University. Stride Financial Planning LLC provides fee-only financial planning primarily to individual and high-net-worth clients through comprehensive written plans and ongoing services. The firm focuses on cash flow, retirement, estate planning, insurance, tax strategies, and education funding while relying on fundamental analysis and Modern Portfolio Theory to guide investment recommendations using passive, low-cost mutual funds and ETFs.

Emlen Miles Mattingly is a financial advisor at Gen Next Wealth, Inc. in Madera, CA, with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Principle Life Insurance Company and Principle Securities, Inc. from 2013 to 2017. Gen Next Wealth, Inc. is a fee-only advisory firm serving individual clients with comprehensive financial planning, investment management, and retirement-plan consulting. The firm coordinates tax preparation and estate-planning services through third-party providers and offers client-directed, non-discretionary advice that incorporates both fundamental and technical analysis.

Hi, I'm Evon. I'm the founder and lead advisor at Optometry Wealth Advisors. I'm dedicated to serving optometrists, especially those in private practice. I help optometrists gain clarity on their finances, track progress, and make the best financial decisions for their lives. You're on your way to financial freedom, and I'm your guide to get you there! If you own a private practice - or dream of cold-starting or buying into a private practice - we may be a great fit to work together. After years of extra schooling, you have a world of financial decisions to navigate. Own a practice? You also wear the hat of business owner - building and leading your team, improving your patient experience, and managing the finances. All on top of being an excellent practitioner. With all that on your plate, I'm here to help you grow your wealth, master your money, and plan purposefully. Together we navigate the most important decisions around your finances. We tackle cash flow and debt, tax planning, making work optional, starting a practice, insurance and risk management, estate planning, and understanding your practice finances. My credentials and education: • Certified Financial Planner™ (CFP®) professional • Certified Student Loan Professional™ (CSLP®) • Bachelor of Arts in Finance and Marketing, Fresno Pacific University I began my career in 2014 working for one of those large, product-focused financial companies. I saw the conflicts involved in product sales and knew there was a better way. With that in mind I joined a fantastic local, independent financial planning firm. Yet, I saw there were still gaps for optometrists looking for great financial advice and still on their way to building wealth. Your profession and practices fascinate me. Many advisory firms focused on retirees and people who already grew their nest egg. So, after five great years, I left to launch Optometry Wealth Advisors to help ODs nationwide. When I'm not serving ODs or researching nerdy financial planning stuff, I'm spending time with my wife and two kids, involved in my church community, and trying as hard as I can to get outdoors. If you'd like to learn more, please set up a FREE consultation. If nothing else, check out my blog. Each week I write about issues important to ODs, along with other types of content you'll find helpful. Listen to Evon's podcast here: https://www.buzzsprout.com/1970676.

Steven Boam is an investment advisor representative at Cooper McManus with eight years of industry experience. He holds a Series 66 designation and has previously worked with Lincoln Financial Advisors, Edward Jones, and Cambridge Investment Research. Boam is also an owner of First Principles Wealth Management, a marketing business. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm follows a fundamentally driven investment process using a broad range of instruments and offers both standalone planning and ongoing asset management through a combination of individual securities, pooled products, and model portfolios implemented via sub-advisors.

Elias Reyna is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors and Securities America, Inc. Outside of his advisory role, he sells health insurance through Anthem Blue Cross. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary arrangements with various analytical approaches and specialized advisory management options.

Jason Scott is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Mutual of America Securities LLC and Mutual Of America Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services use an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Adam Bain is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Alberto Escobedo is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He has worked at several major firms including Bank of America, Wells Fargo, Citi Bank, Morgan Stanley, and JP Morgan Chase. Outside of his advisory role, he serves as a board member for the City of Merced Building and Housing Board of Appeals. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers.

Steve Teranishi is a financial advisor with Ameriprise in Merced, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Directors for the Merced County 4-H Sponsoring Committee and has held leadership roles with the Japanese American Citizens League, Livingston-Merced Chapter. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored recommendation reports. The firm operates as a large institutional provider, delivering a broad range of advisory, brokerage, and insurance solutions.

Ted Dietz is a CFP® with 25 years of industry experience currently serving at LPL Financial in Merced, CA. He previously worked at UBS Financial Services for three years and spent six years at Noble Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, utilizing both proprietary and third-party strategies.

James Strutt is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. Prior to this, he was employed at Farmers Financial Solutions and Farmers Insurance Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and provides a wide range of investment strategies and affiliated services through a large national network of financial advisors and branch offices.

James Price is a financial advisor with LPL Financial in Merced, CA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Jared Goodin is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates prior to joining LPL Financial. Outside of his advisory role, he owns and operates Emprah LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment options including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad suite of financial services.

Michael Fitzgerald is a Series 66–licensed financial advisor with Thrivent Investment Management, based in Madera, CA, and has 21 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2004 and 2005 respectively. Outside of his advisory role, he serves as Treasurer for the Horn of Africa Evangelical Mission, a nonprofit focused on training and sending missionaries in Africa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based, holistic financial analyses without discretionary portfolio management. The firm offers integrated planning and managed-account services through a consolidated billing option called “WealthPlan,” emphasizing comprehensive written recommendations across a range of financial topics.

Nicholas Torres is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities 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 searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Holiday is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he serves as Vice President of Jerol W Holiday Inc and is the CEO/President of Jerol W Holiday Inc, an unclassified business based in California. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Cody Bijou is a financial advisor with Edward Jones in Merced, California, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017. Prior to his career in financial advising, he worked at Panera Bread and the University of Arkansas at Monticello. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Matthew Sebastian is a financial advisor with Thrivent Investment Management in Merced, California. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, having worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is involved in managing a single-family residence rental. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm offers comprehensive, goal-based planning across multiple financial topics, combining planning with managed-account programs while keeping those services distinct.

Timothy Welch is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has held roles at Community West Bank and Central Valley Investment Services, where he serves as branch owner and manager in addition to his advisory duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal finance work through its affiliation with a municipal advisor.

Joy Ellison is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with UBS since 2001. Ellison serves as chairman of the finance committee for the 10th Mountain Division Foundation, a nonprofit involved in the maintenance of military memorials. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and capital market assumptions.