Mark Alcorn is a CFP® and holds a Series 66 license with 21 years of industry experience. He is the sole advisor at Diversified Wealth Management Solutions, LLC and has previously worked at M Holdings Securities Inc. and Purshe Kaplan Sterling Investments. In addition to his advisory role, he operates an insurance agency as a sole proprietor. Diversified Wealth Management Solutions provides discretionary and non-discretionary investment management and financial consulting to individual and institutional clients, including corporations, charitable organizations, and state or municipal entities. The firm offers tailored investment programs and ERISA retirement-plan services, managing approximately $74 million in client assets and providing both traditional advisory services and affiliated insurance products.

Welcome to Coffeehouse Capital! I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch. As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population. With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners. I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology. Areas of experience include: 529 College Education Planning Assessing and analyzing current financial and life goals Asset allocation review, education and strategies Cash flow and retirement planning Creating and managing GOALs based financial plans Creating and managing GOALs based investment portfolios Digital asset education Investment education Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.) Loss of loved ones Ongoing financial plan and investment monitoring Organizing for Financial wellness Reviewing and managing 401(k), 457 (b)s and traditional retirement plans It all starts with a conversation, let's connect!

Jimmy Wong is a CFP® with 40 years of industry experience. He is currently affiliated with JSW Global Capital Group and has previously worked at LPL Financial LLC and Crown Capital Securities, LP. Wong also operates Ivory Global Capital Group, an independent investment advisory firm he started in 1990. JSW Global Capital Group is a small independent adviser serving individuals, pension and profit-sharing plans, and businesses. The firm provides financial planning and investment supervisory services primarily on a non-discretionary basis, employing various analytical methods and asset-allocation strategies while allowing clients to set investment restrictions.

Rodney Roque is the principal and sole advisor at RR Financial Management LLC in Fresno, CA, holding a Series 65 designation with five years of industry experience. He has prior experience at Sampson Sampson Patterson and currently operates a CPA firm, Rodney Roque CPA APC, where he provides accounting and consulting services. Additionally, he serves as acting Group CFO at Ruelas Enterprises Inc. RR Financial Management LLC offers investment portfolio management and financial planning to individuals, trusts, pension and retirement plan sponsors, and various business entities, including nonprofits and governmental agencies. The firm integrates tax and accounting considerations into its discretionary asset management and planning services, leveraging Mr. Roque’s background in accounting and financial management.

Robert Domm Jr. is a financial advisor at Clovis Wealth Partners, LLC with three years of industry experience. He holds a Series 65 credential and has a background that includes ownership and brokerage services at Kern Capital Real Estate and a vice president role at San Joaquin Chemicals, Inc. He also creates financial education content through a YouTube channel and provides online education to students. Clovis Wealth Partners, LLC is a registered investment adviser serving qualified high-net-worth clients and institutional mandates. The firm employs quantitative analysis and active management strategies, including an advanced options program called the Synthetic Dragon Strategy, to seek income while managing downside risk.

Ozeme Bonnette Cooley is a financial advisor with Tri-Quest Investment Advisors in Fresno, CA, holding a Series 66 designation and 21 years of industry experience. Cooley has been with Solomon Group III, Inc. since 2005. Outside of advisory services, Cooley is involved in real estate investment and property management. Tri-Quest Investment Advisors primarily serves individual investors, including high-net-worth and trust clients, offering financial planning and discretionary portfolio management with a conservative, low-turnover approach. The firm emphasizes fundamental security analysis and provides tailored services such as written plans, consulting, and educational workshops.

Kamal Awrabi is the principal of Kam Awrabi Capital Investment Company and holds a Series 66 designation with two years of industry experience. He has been involved in his investment firm since 2012 and also has extensive experience in real estate development and brokerage, where he supervises and manages transactions. Outside of investment advisory, he works as a real estate broker and loan officer. Kam Awrabi Capital Investment Company serves institutional and pooled clients, including banks, corporations, private investment companies, insurance companies, and high-net-worth individuals. The firm provides discretionary portfolio management and consultative investment advice, utilizing an active investment model that combines charting, fundamental, technical, and cyclical analysis with monthly account reviews.

Timothy Lourenco is a CFP® professional with 12 years of industry experience currently serving as the sole advisor at The Foundation Wealth Management, LLC since 2018. Prior to founding his firm, he worked at Principal Securities, Inc. from 2013 to 2018. In addition to his advisory role, he operates an independent insurance agency focusing on group benefits, fixed life and annuities, disability insurance, and long-term care insurance. The Foundation Wealth Management, LLC provides fee-based investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm offers non-discretionary portfolio management with a mix of fundamental, technical, and cyclical analysis, and includes ERISA 3(21) retirement-plan consulting and monitoring of plan investment options.

I’m David Lyon, CFP®, EA, CEPA®, and I founded Lyon Wealth Advisory with one purpose: to help restaurant owners turn their business success into lasting personal wealth. I know firsthand how isolating and exhausting this industry can be. On the outside, your restaurant may look like a thriving success, but privately, the financial uncertainty weighs heavily. I’ve lived that reality myself as a restaurant owner, and it’s why I built a firm dedicated exclusively to serving this community. At Lyon Wealth Advisory, we don’t give cookie-cutter advice. We created The Restaurant Owner Wealth System, a specialized planning framework that addresses the unique challenges of hospitality entrepreneurs. We help you master cash flow, reduce taxes, build investment strategies around your preferences, and prepare for an eventual exit so you can protect what you’ve built. Our work goes beyond financial planning. We serve as an ongoing partner who understands how your business and personal life intersect. Whether it’s stabilizing income, evaluating real estate, coordinating with your CPA, or modeling the impact of growth or sale decisions, we bring clarity and confidence to every step. We operate as independent fiduciaries, flat-fee only, with no commissions or hidden agendas. Our mission is simple: to give restaurant owners peace of mind, protect their families, and help them build generational wealth.

Matthew White is the sole advisor at Endurance Investment Strategies, Inc. in Fresno, CA, holding a Series 66 designation with 18 years of industry experience. He has been with Endurance Investment Strategies since 2010. Outside of financial advising, he is involved in beekeeping and also holds a California insurance license, conducting limited fixed insurance sales. Endurance Investment Strategies is an independent registered investment adviser managing approximately $25 million for about 42 clients, including high-net-worth individuals and other advisers. The firm focuses on diversified asset allocation primarily through mutual funds and ETFs, employing various analytical approaches and utilizing third-party managed programs.

David Wright is the sole advisor at Wright Financial & Business Advisors in Fresno, CA, holding a Series 63 designation with nine years of industry experience. He has been self-employed since 1993 and has operated his current firm since 1998. In addition to his advisory work, he is a licensed California insurance agent specializing in life and health insurance. Wright Financial & Business Advisors provides portfolio management and financial planning services to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm develops personalized investment policies through client interviews, fundamental analysis, and asset allocation, managing accounts on either a discretionary or non-discretionary basis.

Russell Maltes is a CFP® with 25 years of industry experience. He is the sole advisor at SimplifiedFP, where he has worked since 2025. His prior experience includes roles at Regency Investment Advisors Inc. and several Transamerica entities spanning from 2003 to 2025. SimplifiedFP is a fee-only registered investment adviser that provides investment management and financial planning services to employer retirement plans, plan sponsors, institutional clients, and individuals. The firm focuses on asset allocation and diversified portfolios using a combination of passive and active funds, outside managers, and custodial model portfolios, and offers retirement plan consulting alongside traditional portfolio management and financial planning.

Paul Herrick is a financial advisor at BOLT Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BOLT Wealth Management since 2017. Prior to that, he was affiliated with Principal Securities, Inc., Princor Financial Services Corp, and Principal Life Insurance Company from 2010 to 2017. Herrick is also involved in selling disability, health, and life insurance through various carriers. BOLT Wealth Management LLC is a team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for about 121 clients, with a focus on nondiscretionary portfolio supervision and integration of insurance and tax services.

Derek Lee is a CFP® professional with 12 years of industry experience. He is currently with Topturn Capital, LLC and previously worked at LPL Financial LLC and Educational Employee Credit Union. Topturn Capital, LLC provides investment management, wealth management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional and entity clients. The firm employs a multi-disciplinary investment approach that integrates fundamental, technical, and cyclical analysis with a proprietary allocation model across multiple asset classes.

Jae Kim is a financial advisor at Cyclus Wealth Management in Fresno, CA, holding a Series 65 designation with 12 years of industry experience. He has been with Cyclus Wealth Management since 2013. Cyclus Wealth Management serves individual and high-net-worth households with discretionary investment management and periodic financial consulting. The firm employs a selective client acceptance process and constructs portfolios primarily with index and passively managed no-load funds, using a long-term buy-and-hold strategy combined with a proprietary rebalancing method.

Hyun Soo Lee is a financial advisor with Taylor Advisory Group in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at OM Pacific Capital, LLC since 2016. Outside of advising, he is the sole owner of SV Capital LLC, a business focused on developing artificial intelligence software. Taylor Advisory Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a fundamentally driven, long-term investment approach with customized portfolios and continuous client contact, operating primarily through a bundled wrap-fee program for portfolio management.

Jarrett Suddarth is a CFP® with eight years of industry experience currently at Panoramic Financial. His prior roles include positions at Teckmeyer Financial Services, Voya Financial Advisors, and Stortz Financial Group, as well as non-financial experience in lawn and landscaping. Panoramic Financial serves individual and high-net-worth clients, including physicians, providing financial planning, modular planning components, and discretionary portfolio management. The firm uses a mix of active and passive investment strategies, emphasizing tax-efficient asset location and periodic rebalancing, and offers educational seminars for clients and prospects.

Brian Traverso is a financial advisor at BOLT Wealth Management LLC with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining BOLT Wealth Management in 2017, he worked at Roush Investments, LLC. Outside of his advisory role, he owns a tax preparation and notary business and is a licensed independent insurance agent. BOLT Wealth Management is a small team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for around 121 clients.

Darin Marsella is a financial advisor at Earnings Investment Co. with 8 years at the firm and a total of 2 years in the industry, holding a Series 65 designation. He has prior experience at Custom Modular Consulting, Inc. and serves in the Navy Reserve. Earnings Investment Company provides non-discretionary investment advice focused on dynamic asset allocation and sector rotation for retirement accounts, employer-sponsored plans, IRAs, and trusts. The firm emphasizes principal preservation and modest income through a low-turnover sector-rotation strategy, combining in-house and third-party analysis while offering additional financial products, including fixed and indexed annuities.

Portfolio Advisors Inc. is a locally owned financial planning firm with a rich history of over three decades, committed to "Enriching Lives Through Transformative Actions." We take pride in serving a diverse client base that includes retirees, individuals within 5-7 years of retiring, mid-level & C-suite professionals, and business owners. Key pain points that Tina and her team can help address include: - Reducing taxes - Decisions around Social Security, Medicare, pensions, etc. - Determining if one has enough to retire or saving enough to retire - Making the most of remaining working years - Delegation of management of personal finances - College planning - Family legacy planning A little more about Tina: Tina is a dedicated community servant and a member of several notable organizations, including the Craig School of Business Associates Board and the International Business Fraternity of Delta Sigma Pi. She also holds a position on the board for the Central California chapter of the Financial Planning Association and serves on the Finance Committee for Reading & Beyond. Tina is a graduate of Leadership Fresno, Class 29. She is happily married to her husband, Adam, and they have two children, Keshan and Meera. In her free time, she enjoys quality family moments, traveling, and playing tennis.