Independent financial advisors in Corcoran, CA

Brent Robinson is a Series 66 licensed advisor at Money Concepts Capital Corp with 12 years of industry experience. He has been with Money Concepts since 2014 and previously worked at Sheraton Hotels for a decade. Outside of his advisory role, he owns BR Tax Planners, a CPA and tax preparation business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, adviser-designed portfolios, and third-party sub-advisers, serving approximately 14,700 clients through discretionary and non-discretionary account structures.

Alexandra Gonzalez is a financial advisor at Merrill with Series 66 credentials and has been with the firm since 2006. She previously worked at Bank of America, N.A. and is based in Tulare, CA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Marc Lippincott is a CFP® with 27 years of industry experience, currently affiliated with United Planners' Financial Services of America a Limited Partner. His prior work includes roles at Ministry Partners Securities, PlanMember Securities Corporation, and Nationwide Provident. Since 2025, he has been involved in adult financial educational services as an instructor in Visalia, CA. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through approximately 359 advisors and managing roughly $12.77 billion in assets. The firm provides both advisory and brokerage services, with a notable emphasis on non-discretionary accounts and features a limited-partnership ownership structure.

Thuy Nguyen is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. Prior to joining J.P. Morgan in 2021, Nguyen worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America/Merrill from 2014 to 2021. Nguyen was also involved with Eagle Fleet LLC from 2009 to 2018. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Bryce Harris is a CFP® professional with eight years of industry experience, currently affiliated with Principal Financial Services in Tulare, CA. Prior to his financial services career, he spent time working in athletics with the New Orleans Saints, Miami Dolphins, and Jacksonville Jaguars. Outside of his advisory role, he trains high school and college athletes in football and serves as a board member for Saint Aloysius Catholic School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, focusing on tailored advisory solutions and ongoing client reviews.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.