Jordan Sergent

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.

Mark Cotter is a financial advisor with Caitlin John, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Caitlin John, LLC, Imagine Advisors, Imagine Financial Group, IPS Global Security Services, the USPS, and Capital Management Consultants, LLC. He also provides insurance sales and coverage advice through Imagine Financial Group. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm employs a team-based approach with personalized investment programs that may include active and passive strategies, third-party managers, and a variety of instruments, along with consulting on non-traditional and private investments.

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.

Shannen Ingram is a financial advisor at Continuum Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors LLC and Triad Advisors. Outside of her advisory role, she operates a homestead raising poultry and livestock and is involved in selling handmade sewing items and makeup products. She also serves as an emergency substitute teacher for local schools. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors, managing over $1.4 billion in assets.

Brandon Meyer is a financial advisor at Forum Financial Management, LP with two years of industry experience. He holds a Series 65 designation and has prior experience at MP Capital Management, Inc. and MeyerPink Law, LLP, where he is a partner and attorney. Meyer is active in his community, serving on the boards of several local nonprofit organizations, including the Sonora Area Foundation and the Youth Sports Foundation of Tuolumne County. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turn-key asset management platform for independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs in line with a Modern Portfolio Theory approach.