Susan Tackett

Benjamin Reynoso is the principal advisor at FCG Wealth Management LLC in Visalia, CA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Modern Capital Advisors, LLC and Liberty Partners Financial Services, LLC since 2012. In addition to his advisory work, he is an independent insurance agent with over two decades of experience in life insurance sales. FCG Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, along with pension and profit-sharing plan services. The firm employs Modern Portfolio Theory in its investment approach and integrates insurance services, pension consulting, and estate-planning technology to support its clients.

Cole Schieferle is a financial advisor at CWS Asset Management with 12 years of industry experience. He holds a Series 65 designation and also works as a full-time economics instructor at Visalia Unified, a position he has held for over 25 years. CWS Asset Management provides investment advisory and planning services to individuals, businesses, estates, and trusts. The firm employs a passive, index-based investment approach focused on low-cost mutual funds and ETFs, broad asset allocation, and periodic rebalancing, serving a limited client roster through a fee-only structure.

Schad Ten Broeck is a financial advisor at Sequoia Financial, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Sequoia Financial since 2019. In addition to his advisory role, he owns and operates Tenbroeck Insurance Services, an insurance agency. Sequoia Financial serves individual and high-net-worth clients by providing financial planning, investment management, and consulting, including non-ERISA retirement plan consulting. The firm uses asset allocation and modern portfolio theory to construct portfolios and offers discretionary management through a wrap-fee platform.

David Molano is the principal advisor at Molano Wealth Management in Visalia, CA, holding a Series 65 license with three years of industry experience. His prior work includes roles at H&R Block and the Visalia Unified School District, and he also operates Molano Insurance Services, an insurance agency he has managed since 2009. Molano Wealth Management provides discretionary portfolio management and comprehensive financial planning services to individual and business clients. The firm uses tailored investment strategies based on fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo projections, and offers educational seminars and subscription-based planning services alongside its asset management.

Kevil Quinley is the principal advisor at Quinley Stewardship LLC in Visalia, CA, holding Series 63 and Series 65 designations with 24 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Inc. and operating under his own business names since 2006. Quinley Stewardship provides discretionary investment management and limited advisory services to individuals, trusts, and select employer-sponsored retirement plans. The firm focuses on long-term strategic asset allocation primarily through mutual funds, ETFs, and closed-end funds, utilizing a structured client intake and monitoring process supported by third-party fund evaluations.

Samuel Gilman is a Series 65 licensed advisor with 27 years of industry experience. He has been with Gilman, Harris & Travioli, An Accountancy Corporation since 1996. Gilman Harris Travioli Slover Accountancy Corporation is a small, state-registered investment advisory firm managing approximately $37.6 million in discretionary assets for around 74 clients. The firm provides investment supervisory services and individual portfolio management for individuals, charitable organizations, and businesses, using a process that incorporates fundamental analysis, asset allocation, and mutual fund/ETF analysis. The firm’s principals are licensed CPAs who also provide accounting services, a structure that is uncommon among peers.