Caitlyn Salloum

Mark Zaifman is the sole advisor at Spiritus Financial Planning in Fort Bragg, CA, holding a Series 65 designation with 19 years of industry experience. He has worked at Talent Acquisition Group, Inc., doing business as Spiritus Financial Planning, since 2003. Spiritus Financial Planning serves individual and high-net-worth clients as well as small business owners, providing personalized financial planning and discretionary investment management. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and operates on a fee-only basis without selling commission products.

Kyle Fairall is a financial advisor with Redwood Investment Group, Inc., holding a Series 66 designation and bringing 11 years of industry experience. His work history includes roles at Golden State Asset Management and Golden State Wealth Management. Outside of his advisory work, he is involved in agricultural activities through Fairall Ranch. Redwood Investment Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, pension and profit sharing plans, and business clients. The firm employs a range of investment strategies and analytical methods, managing approximately $176 million in assets.

Gregory Perdue is a financial advisor at Edward Jones in Fort Bragg, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Tractor Supply and the Savings Bank of Mendocino County. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dennis Sanchez is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Partners Mortgage, Blue Water Credit, Valpak, and an 18-year tenure at Thryv. 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, supported by a nationwide network of more than 23,700 advisors and managing approximately $1.01 trillion in assets under management.

Kyle Broin is a Series 66 licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at Bank of America/Merrill Lynch from 2015 to 2024 and joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kathleen Erickson is a financial advisor at LPL Financial with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with LPL Financial since 1997. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.