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.

James Payne is a financial advisor at Molano Wealth Management in Visalia, CA, holding a Series 65 designation. He has worked in various roles since 2023 and was a full-time student from 2016 to 2023. Outside of his advisory work, he operates J-Curve Investing LLC. Molano Wealth Management provides discretionary portfolio management and financial planning services to individual and business clients. The firm tailors investment programs to client goals using fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo projections, and offers educational seminars and a subscription-based ongoing planning service.

Bryan Muth is a financial advisor at Pasadena Private Wealth, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including GT Securities, Inc., Pensionmark Securities, LLC, and Bank of America, N.A. Outside of his advisory role, he coaches boys water polo at Exeter Union High School. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm employs a fundamental, model-driven investment approach with a focus on long-term portfolio construction and includes a range of investment vehicles such as ETFs, mutual funds, and alternative strategies.

Robert Larsen is a financial advisor with Optima Capital LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Royal Alliance Associates and Purshe Kaplan Sterling Investments. Larsen is also president of Inheritance Management, Inc. and serves on the Deacon Board of Faith Baptist Church, where he participates in budget and facilities planning. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis.

Kyle Harvey is a financial advisor at Optima Capital LLC with a Series 65 designation and three years of industry experience. He has held roles at Optima Capital and Robert Larsen since 2022, and previously worked in administrative and media positions from 2014 to 2022. Outside of advising, he serves as an office administrator for Robert Larsen, dedicating part of his professional time to administrative support. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETF and mutual fund portfolios, model portfolios, and multiple analytical methods, and is affiliated with Premier Network, offering additional financial industry services such as CPA, tax planning, and insurance.

Patricia Flores is a financial advisor at Mutual Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Mutual Advisors since 2015. Outside of her advisory role, she operates a tax preparation and accounting sole proprietorship during tax season. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers asset management and consulting services, utilizing a blend of passive and active investment strategies tailored to client objectives.

Robert Butts is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SCF Investment Advisors and SCF Securities, among other firms. Outside of his advisory role, he serves as a board member and CFO for CASA of Kings County, advocating for foster children, and is active in local charitable organizations including the Rotary Club of Hanford and Gideons International. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a broad client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategists, and offers services including wrap fee programs, UMA overlay management, and ERISA plan advisory.

Peter Deluyker is a financial advisor at Prospera Financial Services, Inc. with nine years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley Private Bank from 2016 to 2025 and Lampe CDJR from 2015 to 2016. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across around 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio solutions.

Theodore Gill is a financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Prospera in 2025, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for a combined 16 years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Ronald Burrow is a financial advisor with Packerland Brokerage Services, Inc. in Visalia, CA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. He is also involved in estate planning through A&R Burrow's Financial & Estate Planning Inc. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through a variety of managed and fee-based options. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and providing multiple implementation pathways.

Robert Linderman is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Mutual Advisors since 2013 and previously spent 27 years with Mutual Securities, Inc. Outside of advising, Linderman is involved in agricultural management, serving as a managing member and manager for several citrus and avocado farming operations, and he holds a board position with the Villa Park Growers Association, Inc. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants by providing asset management, financial consulting, ERISA plan advisory, and other services, employing a combination of passive and active investment strategies tailored to client objectives.

Marina Rodriguez is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 16 years. Outside of her advisory role, she owns and leases a commercial building. Prospera Financial Services is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through 207 advisors. The firm offers a range of investment advisory and financial planning services using multiple delivery platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio construction.

Susan Tackett is a financial advisor at Concorde Asset Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at SCF Investment Advisors, Inc. and H. Beck, Inc. Outside of her advisory work, she serves on the boards of Kings Art Center and CASA of Kings County, a nonprofit supporting children in the court system, and is a past president and member of the Rotary Club of Hanford. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment options and ERISA fiduciary services.

Ashley Gibson is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and having six years of industry experience. Her prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co., as well as ownership of IronRose Financial and Insurance Services. She is also a board member of Networking for Women, an organization providing networking services for women. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework combined with risk-based mutual fund portfolios and provides education and support services to plan sponsors and participants.

Michelle Lippincott is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at firms including Ministry Partners Securities, LLC and Planmember Securities Corporation. Lippincott is also co-owner of Lippincott Financial & Insurance Services and has been an insurance agent specializing in non-variable insurance since 2007. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of independent advisors.