Rory Betry

John Horn is a financial advisor at Bighorn Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at Park Ave Securities and Guardian. Outside of his advisory role, he serves as fund manager for a limited partnership investing in a biotech company and is involved in a marketing partnership focused on legal professionals. Bighorn Financial, Inc. provides asset management, retirement plan consulting, and private fund management to individuals, trusts, corporations, and pension plans. The firm constructs tailored portfolios of public and private securities and manages all assets on a non-discretionary basis. It also manages a private pooled investment vehicle and offers ERISA-related retirement plan consulting.

Mark Nanamura is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Mutual Advisors and Mutual Securities since 2013 and has also worked with Massachusetts Mutual Life Insurance Company since 1990. Outside of advising, he serves as president of the Central Valley Officials Association and operates a basketball assigning business. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans using a range of investment strategies, combining passive and active management with various analytical approaches tailored to client objectives.

Patrick Nanamura is a financial advisor at Mutual Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Rural Ag Insurance Services, LLC. Outside of his advisory role, he serves as a varsity baseball coach for the Porterville Unified School District and works as a sports official during the fall and winter months. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, ERISA plan advisory, and other services. Its investment approach combines passive and active strategies tailored to client objectives.

Mark Shoemaker is a financial advisor with Mariner Advisor Network, holding a Series 63 designation and over 32 years of industry experience. His career includes roles at LPL Financial, First Allied Advisory Services, and Pacific Wealth Strategies Group. He serves as president of Friends of Silverlake, LLC, a nonprofit organization. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, access to model portfolios and third-party managers, and retirement plan consulting services.

Jaime Torres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Jaime earned his Bachelor's Degree from the University of California System. He is bilingual in Spanish and English. Jaime specializes in areas including college education planning, corporate executive services, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. His approach centers on building long-term relationships by understanding the goals that matter most to his clients and their families, leveraging the resources and technology available through Merrill Lynch to deliver goals-based wealth management strategies. Beyond his professional role, Jaime is involved in community service through organizations such as the Peninsula YMCA and Ronald McDonald House Charities of San Diego. He enjoys personal interests including cooking, fishing, football, hiking, music, reading, soccer, spending time with his family, traveling, and watching movies.

Eric Ball is a CFP® and ChFC® with 41 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. His prior experience includes roles at Securities America Advisors, Inc. and KMS Financial Services, Inc. Outside of advising, he is an author and operates a YouTube channel focused on travel, also engaging as a part-time destination speaker. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with various non-advisory product offerings.