Todd Sorensen is a CFA® charterholder and holds a Series 63 license with 27 years of industry experience. He has been the principal advisor at Victory Wealth Management, LLC since 2010. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Victory Wealth Management provides discretionary portfolio management primarily, using fundamental, technical, and cyclical analysis, and manages approximately $69 million in discretionary assets.

James Anadon is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Caitlin John, LLC, where he has worked since 2022. His prior experience includes roles at Pillar6 Advisors, LLC, World Equity Group, and Pacific Equity Partners. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, operating both wrap and non-wrap accounts alongside consulting on non-traditional and private investments.

Gregory Enloe is an investment advisor representative with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining NWF, he worked at Osaic Wealth, Royal Alliance Associates, Pruco Securities, and The Prudential Insurance Company of America. Outside of finance, he owns and operates Enloe Academy, where he runs water polo clinics and coaches, and currently serves as a water polo coach at Cuesta College. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of wrap and non-wrap account programs through an open-architecture platform that combines advisor-managed and third-party model portfolios with strategic long-term and tactical investment approaches.

Luka Pavlina is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with OSAIC and NWF Advisory Services Inc. He has worked at OSAIC since 2012 and at NWF Advisory since 2016. Outside of his advisory roles, he is a small owner of Amador Brewing Company. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers comprehensive advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Roxanna Holguin is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and over four years of experience in financial services. Her prior roles include positions at World Financial Group and Cigna HealthCare. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Sandra Esqueda is a financial advisor with LPL Financial in Hanford, CA, holding a Series 66 designation and 15 years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A., where she worked for six years. Outside of advisory work, she is a commissioned notary in Clovis, CA. 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 variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Oscar Ocana is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. He has been with J.P. Morgan Securities since 2022 and also holds a long-term association with Jpmorgan Chase Bank, N.A. since 2017. Prior to his current role, his work history includes positions at Foothill Packing Inc and Missing Hole Donut Shop. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Darlin Rivera is a Series 66-licensed financial advisor with Wells Fargo Advisors in Visalia, California, where she has worked for seven years. Prior to her current role, she was part of the Wells Fargo Advisors Private Client Group for four years. She is also a commissioned notary public in California. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and uses proprietary research and tools to develop customized recommendations for clients.

Blake Nino is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foresters Financial Services and First Investors Corporation. Outside of his advisory role, he serves as a nonprofit board member for Kingsburg City Hall. 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 accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

James Wohlford is a financial advisor at Raymond James & Associates with 38 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 14 years before joining Raymond James in 2022. Outside of his advisory work, he owns and manages a 25-acre orange farm through Shiffert Ranch LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and has capabilities in public finance and municipal work.

Neal Hickey is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at Stifel Nicolaus & Co and Idoxworks Inc. Outside of his advisory role, Neal and his wife own a rental property in Exeter, CA. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Jason Coddington is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2019. Outside of his advisory role, he is involved in a consulting business focused on hospitality and owns a CrossFit gym. 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 a large network of investment adviser representatives.

Reginald Findley is a CFP® and Series 63 registered advisor with over 25 years of industry experience. He has been with Cetera since 2004 and also maintains a CPA accounting and tax practice that he has owned since 1985. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions across multiple program structures.

Shaun Pedroncelli is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with J.P. Morgan Securities since 2012, including roles at JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Jeffrey Crookston is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has held roles within various Wells Fargo entities since 2011, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Teresa Nino is a CFP®-certified financial advisor with 25 years of industry experience, currently with LPL Financial since 2022. Her prior roles include positions at Bank of America, Merrill, and Foresters Financial Services. Outside of her advisory work, she is involved as a coach in a multi-level marketing business. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies tailored to client needs.

Nicholas Ruiz is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial, he worked at Ameriprise and served in the United States Marine Corps. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.