Ford Financial Group, LLC is a registered investment adviser based in Fresno, California, established in January 2017. The firm offers discretionary portfolio management services tailored to clients' needs and investment objectives. Clients grant discretionary authority for the firm to manage their accounts, allowing for customized or model portfolio investments. Financial planning services are also available, with fees ranging from $300 to $400 per hour. The firm may recommend third-party money managers or wrap fee programs, charging an annual fee of 0.25% to 2.00% for portfolio management services. The firm primarily advises on equities, mutual funds, and bonds, with a focus on long-term and short-term investment strategies. Clients are not required to have a minimum account size, but the firm reserves the right to terminate accounts deemed too small. Ford Financial Group, LLC does not accept performance-based fees, engage in side-by-side management, or have any disciplinary disclosures. The firm receives economic benefits from LPL Financial, LLC, and may receive non-cash compensation from advisory product sponsors. Clients' privacy is a priority, with policies in place to protect personal information. In case of trade errors, corrective actions are taken to restore accounts. The firm does not handle class action lawsuits for clients.

Bridgewealth Advisory Group, LLC is a registered investment adviser based in Fresno, CA, managed by Kevin Hook, Joshua Carpenter, and Derek Elrod. Established in 2025, the firm specializes in managing assets for various clients to help achieve their financial goals while considering risk tolerance and time horizons. As a fiduciary, Bridgewealth always acts in the client's best interest, offering a service-oriented advisory practice with open communication lines. The firm sponsors a wrap fee program, allowing clients to pay a single fee for investment advisory services and associated custodial transaction costs. Bridgewealth manages over $740 million in client assets on a discretionary basis as of December 31, 2024. The firm provides comprehensive portfolio management services through its Wrap Fee Program, tailored to meet clients' needs and investment objectives. Additionally, clients participating in the program receive financial planning services. The annual fee for the Wrap Fee Program does not exceed 1.75% and is billed quarterly based on the account balance. Bridgewealth uses various investment strategies, including fundamental analysis, asset allocation, fixed income securities, and more, to manage client accounts. Clients have the option to set reasonable restrictions on their investments, and the firm provides regular account reviews and reports to ensure alignment with client objectives. Bridgewealth does not compensate for client referrals and does not have custody of client funds, except for fee withdrawals and third-party standing letters of authorization for wire transfers.

Private Wealth Advisors is a registered investment adviser based in Fresno, CA, established in 2007. The firm offers personalized portfolio management and financial consulting services. For portfolio management, they provide discretionary services tailored to clients' needs and objectives, with continuous monitoring and rebalancing. Clients can impose reasonable restrictions on investments. Financial consulting services cover various areas such as investment planning, retirement planning, and estate planning. The firm primarily advises on ETFs and mutual funds, with fees based on a percentage of assets under management. The minimum account size to open an advisory account is $1,000,000, but this may be waived based on the client's potential for asset growth. Private Wealth Advisors acts as a fiduciary and does not accept performance-based fees. They use fundamental analysis and long-term purchase strategies, and may use options for hedging and strategic purposes. The firm does not vote client securities but provides advice on corporate actions. They do not have custody of client funds and maintain strict privacy policies to protect client information. Trade errors are promptly addressed, and the firm does not participate in class action lawsuits on behalf of clients.