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.

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.

Jason Pink is a CFP® professional with two years of experience in financial advising, currently with Forum Financial Management, LP. Prior to joining Forum, he worked at MP Capital Management, Inc. and has practiced law as a partner at MeyerPink Law, LLP since 2019. He is active in his community as a board member of the Columbia College Foundation and serves as president of the Calaveras Bar Association. 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 turnkey asset management platform for other independent RIAs, employing a Modern Portfolio Theory approach primarily through DFA institutional mutual funds and ETFs.

Daniel Clarke is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Riskalyze and Charles Schwab. Outside of advising, he provides tax preparation services under his own name. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm supports affiliated advisors with operations, technology, compliance, and investment management while providing access to discretionary model portfolios and customized investment solutions.

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.

Serena Davis is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Pacific Financial Group, Signator Investors, Inc., and Transamerica Financial Advisors, Inc. She is also an agent for non-variable insurance and serves as managing partner of Pacific Financial Group, a marketing DBA. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial services through a network of independent advisors.

Sarah Schlenz is a CFP® with 13 years of industry experience, currently affiliated with Commonwealth Financial Network since 2012. She also co-owns Mother Lode Financial, Inc., a company created to facilitate securities and advisory business. 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 investment management, technology, compliance, and practice-management services.

Stephen Hoversten is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 14 years of industry experience. He previously worked at MWA Financial Services Inc. and Modern Woodmen Of America. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement plan advisory, and financial planning through a range of strategies and affiliated investment adviser representatives.

Todd Simonson is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Edward Jones since 1990. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he acts as secretary for the Tuolumne County Building Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Blane Franca is a financial advisor with Edward Jones, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jordan Sergent is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Applebee's from 2015 to 2018. Based in Sonora, CA, Sergent serves clients through a nationally recognized firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

Connie Ferrell is a financial advisor at Cetera with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cetera and Cetera Financial Specialists LLC since 2004. Outside of her advisory work, she is president and owner of Flavin and Associates, where she manages tax preparation and IRS representation services. Ferrell also serves as president and volunteer for the Tuolumne County Tennis Association and is a speaker on tax matters for the California Society of Enrolled Agents. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions using advisor-managed accounts, firm-sponsored model portfolios, and third-party managed programs.

Alexis Simonson is a CFP®-certified financial advisor with Edward Jones in Sonora, CA, and has three years of industry experience. Prior to joining Edward Jones, Alexis worked at The UNION WELL at Sac State and California State University. Outside of finance, Alexis is a fitness instructor at Sierra Flow Fitness, where they lead high-energy cardio classes using light-weight drum sticks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, with an emphasis on fiduciary standards and tax-efficient services.

Tanner Kohl is a CFP® and holds a Series 66 designation, with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Star One Credit Union and the University of California Davis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 financial advisors nationwide, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Trent Simonson is a CFP® professional with five years of experience at Edward Jones, where he has worked since 2016. Prior to this, he was involved with the First Year Experience Program at CSUS and has experience working with Marty Gerbasi. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Jerimie Zamora is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jessica Leveroos is a CFP® and Series 66-registered financial advisor with Edward Jones in Sonora, CA. She has 15 years of industry experience and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.

James Zaiter is a financial advisor with Edward Jones in Sonora, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erika Atwood is a CFP® and Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She has prior work history at University Enterprises Inc. and has also taught POUND Fitness cardio classes at Sierra Flow Fitness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a nationwide network of more than 23,700 advisors.

Riley Calise is a financial advisor at Edward Jones with Series 66 certification and one year of industry experience. Prior to joining Edward Jones, Riley completed four years of education at the University of Nevada, Reno. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jeff Costello is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, he is involved in a plumbing supply business providing products to contractors and homeowners. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across multiple areas without including implementation. The firm allows clients to combine planning with managed-account services under a consolidated billing option while maintaining separate management and planning functions.

David Cazares is a financial advisor at Edward Jones in Sonora, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Lewis Financial and has experience in education and construction sectors. Edward Jones is a full-service wealth management firm serving a broad client base, including individual, institutional, and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors and manages approximately $1.01 trillion in assets under management.

Joshua Suess is a financial advisor with LPL Financial in Sonora, California, holding a Series 66 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, Suess owns and operates an insurance services business focused on health, life, disability, and related insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and combines large-scale advisory operations with insurance and other financial product services.

Katlyn Nielson is a financial advisor with Focus Partners Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at Foreside Financial Services, LLC and Loring Ward. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors.

Lindsay Wales is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Colony Group, Buckingham Strategic Wealth, and Wells Fargo in various capacities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.