Daniel Robert Catone

Matthew Catone is a Series 65-licensed advisor at Arimathea with five years of industry experience. He has worked at several firms, including Golden State Wealth Management and Golden State Equity Partners, and spent 15 years at the Los Angeles Times prior to entering the financial industry. Arimathea serves individual and high-net-worth clients as well as trusts, estates, pension and profit-sharing plans, corporations, and employer plan sponsors, providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm integrates Catholic social teaching into its investment process and offers a combination of traditional advisor services and a digital advice platform.

Kyle Fairall is a financial advisor at Ascentis Asset Management, LLC in Fort Bragg, CA, holding a Series 66 designation with 12 years of industry experience. He has worked with several firms simultaneously, including Golden State Asset Management, Golden State Wealth Management, Redwood Investment Group, and LPL Financial. Outside of advisory roles, he is involved in agricultural activities through Fairall Ranch. Ascentis Asset Management provides sub-advisory portfolio modeling and implementation guidance to other investment advisers and UMA program sponsors. The firm utilizes various analytical methods to build custom model portfolios and generally delivers its services through third-party platforms without directly managing client 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.

Kyle Broin is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 12 years of industry experience, including nine years with Bank of America/Merrill Lynch and two years with JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kathleen Erickson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials, and has 39 years of industry experience. She has been with LPL Financial since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors through various investment strategies and operational tools.

Bruce Fournier is a financial advisor with Edward Jones in Mendocino, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.