Jacob Patrick Derry

Luis Galdamez is a financial advisor with Valtrion Capital Management, LLC, holding the CFP®, CFA®, and ChFC® designations and bringing 22 years of industry experience. His prior roles include positions at Real Talk Capital, LLC, Surevest, LLC, SureVest Wealth Management, Haydel, Biel & Associates, Global Retirement Partners, LLC, LPL Financial, and My 360 Wealth Management. Outside of his advisory work, he is involved with Rob Luna Enterprises, LLC, which offers paid investment courses through RL Wealth Academy, and oversees the Real Talk Mortgage program as a mortgage loan officer with Alameda Mortgage Corporation. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors by providing financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm constructs portfolios using ETFs, individual equities, and fixed-income securities, employing strategic, tactical, and core-satellite asset allocation approaches tailored to clients’ risk tolerances and time horizons.

Shaun Walton is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Stifel, Nicolaus & Co, Inc, Harkness Financial, and operated his own company, Shaun Walton and Company. Walton is also the owner of Pacific Private Wealth, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm offers a broad advisor-support platform that includes managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Tiffany Eberle Dooley is a financial advisor with Edward Jones in Yreka, California, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2008. Beyond her advisory work, she owns a small farm involved in produce, cut flowers, pumpkins, dog breeding, and egg production, and is a co-owner of a show dog business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.

Carlos Kilpatrick is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support customized investment recommendations.

Marc Whiteman is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. 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 under management through a nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Kobee Girven is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he held roles at Cornerstone DEC and E & S Engineers and Surveyors Inc. His background also includes work experience outside finance, such as positions at Chipotle Mexican Grill and in construction and oil industries. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.