Pathways is an independent, fee-only financial planning firm located in Fresno, the heart of California’s Central Valley. Clients come to us for many reasons: Retirement Planning Investment Management Saving Income Taxes Estate, Gift, and Legacy Planning Cash Flow and Debt Management Together we tackle the issues and formulate a unique financial life plan.

Capital Financial Global (CFGX) is a specialty finance company that provides asset-backed financing and loan advisory services. Unlike traditional banking models, CFGX helps organizations obtain needed liquidity by using an asset-backed approach rather than a traditional credit approach to originating new loans, buying and selling existing loans, and converting distressed collateral into cash or trade-able form. We are the preferred alternative to traditional bank financing. #CFGX

Cornerstone Advisory Group was initially form as a consulting firm helping businesses with their benefit planning and infrastructure development. It now acts as the holding company for Cornerstone Benefits Consulting Group, Inc. and Cornerstone Business Development, Inc. Additional Areas Of Expertise: Compliance, Federal Compliance, Employee Benefits, Medical Benefits, Healthcare, Employee Retention, COBRA Compliance, Business Operations, Benefits Solutions, Benefits Packages, Growth Planning, Growth Strategy, Business Strategy, Streamlined Benefits

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Resilient Wealth Management is a boutique financial planning firm based in the Central Valley of CA. Our vision is to empower our clients and communities to remove the barriers of life and become fearless in pursuit of their goals and dreams. Operating in fear limits our gifts and talents. If we really stop to think about it, what are we most afraid of? Most would say failing. At Resilient Wealth Management, we realize in order to pursue our dreams, getting knocked down is just a part of life, but the real gift of being knocked down is facing our greatest fears. It is then we are presented with the choice, do we abort the mission or push through adversity? If aborting the mission is the appropriate choice; then perhaps the mission wasn’t appropriate in the first place. But when forced to push through adversity, we believe the adversity presents an opportunity. It’s an opportunity to push the limits of comfort and break the barriers to experience greatness! Being resilient is essential for almost every facet of life, especially when it comes to making sound financial decisions. Our hard earned finances are closely tied to our emotions and we understand sometimes fear of failure can override logic. Financial woes can seem insurmountable and often times, gives us tunnel vision leading us to make bad financial decisions. Our objective is clear and simple, to empower you to reach your highest goals through the removing of the limits set by fear by focusing on one of your greatest strengths- being resilient. “Nothing in the world is worth having or worth doing unless it means effort, pain, difficulty…. I have never in my life envied a human being who led an easy life….” Theodore Roosevelt Securities offered through Brandon Dixon-James as a registered representative of Royal Alliance Associates Inc., member FINRA/SIPC. Investment advisory services offered through NWF