James Harvey Berry

David Mathias, CFP®, RICP®, MSBA, is a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional® based in Cloverdale, CA. With over a decade of experience in banking and finance, he specializes in retirement planning, retirement income strategies, and tax-efficient investing for clients across the country, with deep roots serving families throughout Sonoma and Mendocino Counties and the broader North Bay Area. David's background in philosophy shapes how he approaches every financial conversation: with patience, careful listening and a commitment to getting to the real question. He holds a BA from Lindenwood University (2013, Magna Cum Laude), where he served as Student Body President and competed on the National Championship shooting team. He also holds an MS in Business Administration specializing in Financial and Tax Planning from San Diego State University, where he graduated top of his program in 2022. David lives just over an hour north of San Francisco in Northern California's wine country with his wife, Claudia, and their three sons, Benjamin, Levi, and Noah. When he's not with clients, you'll find him enjoying Sonoma's vineyards and Mendocino's rugged coastline and redwoods with his family. Who I Work With I work with individuals and families at every stage of the retirement journey — from those beginning to plan in their 50s and 60s, to those already retired and focused on making their money last. Most of my clients are navigating questions like: When should I retire, and will I have enough? How do I turn savings into reliable monthly income? When is the best time to claim Social Security? How do I reduce what I'm paying in taxes in retirement? What happens to my finances if something happens to me? Areas of Focus Retirement Income Planning Social Security Timing & Optimization Tax-Efficient Withdrawal Strategies Investment Management Retirement Transition Planning

Sam Valtenbergs is a financial advisor at Iluka Advisors with a Series 65 credential and two years of industry experience. Prior to founding Iluka Advisors, he worked at Mellon Investments and Mellon Capital Management. In addition to his advisory work, he provides data science and software engineering consulting services through Iluka Technologies. Iluka Advisors serves individuals, high-net-worth clients, deferred benefit plans, and small businesses with discretionary portfolio management focused on quantitative strategies, including risk-based tax-loss harvesting and customized asset allocation. The firm applies institutional quantitative methods and occasionally uses derivatives in separately managed accounts, combining these with third-party subadvisor relationships and tri-party arrangements.

Dolph Green is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 65 licenses and operates out of Cloverdale, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristin Kurpinsky is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she serves occasionally as a notary public for local clients. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Michael Petri is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with JPMorgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.