James Berry

Sam Valtenbergs is a financial advisor at Iluka Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience 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 offers discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, deferred benefit plans, and small businesses. The firm focuses on quantitative strategies, including strategic asset allocation, efficient-frontier optimization, and risk-parity approaches, utilizing diversified portfolios constructed from ETFs, mutual funds, individual stocks, and fixed-income instruments.

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, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with J.P. Morgan Securities since 2014, including its predecessor entities, and briefly worked at Farmers Insurance Group and Farmers Financial Solutions in 2016. Outside of his advisory role, he is involved as an owner of a private investment entity. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, delivering recommendations on a non-discretionary basis alongside affiliated brokerage and investment management capabilities.

Monica Esquivel is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Outside of her advisory role, she teaches Spanish to employees through Encore Events Rentals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and operating a large network of financial advisors and branch offices nationwide.