Alicia Ann Fleurquin

John Mcmanus IV is a CFP® with 25 years of experience in the financial industry. He is currently with Sowell Management and also associated with WealthSource Partners, LLC. Prior to these roles, he spent 20 years at Edward D. Jones & Co., L.P. Mcmanus is a sole proprietor involved in insurance sales and owns a wealth advisory business, Central Coast Wealth Advisors LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

John Mc Manus V is a financial advisor at Sowell Management with a Series 65 designation and two years of industry experience. He has held roles at Central Coast Wealth Advisors d/b/a Cayucos Wealth since 2021 and has been self-employed since 2014. His background includes positions at California Polytechnic State University and Edward Jones. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment advisor representatives.

Andrew Zinn is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and bringing 28 years of industry experience. His prior firms include Citigroup Global Markets, UBS Financial Services, and Prudential Equity Group. Outside of his advisory work, he serves as a director for the Lions Club of Cambria, a nonprofit focused on community service and youth improvement. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion through 154 advisors. The firm offers a variety of services including asset management and financial planning, utilizing both active and passive strategies tailored to each client’s objectives.

Alexander Schams is a Series 66 registered advisor with Edward Jones, where he has worked for a total of nine years across two tenure periods since 2015. He also spent two years at Ameriprise Financial Services. Schams serves as President of the Cayucos Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sandy Cha is a financial advisor at Edward Jones in Cambria, CA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, Sandy worked at Wells Fargo for 11 years and has been involved with Movere Inc., dba Cambria Business Center, since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including wrap fee strategies and access to separately managed accounts, and manages approximately $1.01 trillion in assets through a network of nearly 23,701 financial advisors and 15,121 branch offices.

Jonathan Mumper is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Movere Inc and Citibank. Outside of his advisory role, he is the owner of Movere dba Cambria Business Center, a retail operation in Cambria, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.