Donna Stevenson

Peter Kendall is a financial advisor at Tweddell Goldberg Investment Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2018, following a five-year retirement period. Tweddell Goldberg Investment Management is a fee-only advisory firm serving individuals, families, trusts, and business entities, including high-net-worth clients. The firm manages approximately $93.6 million across 116 client relationships, offering tailored portfolios primarily using low-cost mutual funds, ETFs, and selected individual securities, with a notable emphasis on non-discretionary management.

Jerold Tweddell is a financial advisor at Tweddell Goldberg Investment Management with 16 years of industry experience. He holds a Series 63 designation and has been with Tweddell Goldberg LLC since 2006. Tweddell Goldberg Investment Management is a fee-only advisory firm serving individuals, families, trusts, and business entities, including high-net-worth clients. The firm manages approximately $93.6 million across about 116 client relationships, offering tailored portfolios primarily using low-cost mutual funds, ETFs, and individual securities, with a notable emphasis on non-discretionary asset management.

Nicole Kikugawa is a financial advisor at Valley Wealth Strategies, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial and National Planning Corporation prior to her current role. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets with a significant portion handled on a non-discretionary basis.

Jaime Dowell is a Series 65-licensed financial advisor with Commonwealth Financial Network, based in Murphys, CA. Dowell has experience in the wine industry and farming, having worked at several wineries and owning a farming business, The Wild Harbor. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio construction, investment management, and practice management services.

John Krutsinger is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones for nine years before joining Sierra Family Wealth and Commonwealth Financial Network in 2023. Outside of financial advising, he owns Krutsinger Farms, which is involved in commercial wine grape production in Sonora, California. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Kimberly Hembree is a financial advisor with Commonwealth Financial Network in Sonora, CA, holding a Series 66 designation and 18 years of industry experience. She has worked at Commonwealth Financial Network since 2007 and was previously with Miller Financial Design. Outside of her advisory role, she serves as secretary of the board for Sierra Village Water Company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering various advisory programs and services including wealth management and retirement plan consulting. The firm provides back-office support, technology, and investment management, enabling advisors to construct client portfolios from a broad range of securities and insurance products.