Jim Gary Stephenson

David Nissim is a financial advisor at Luna Capital Management, LLC with 46 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Securities, among other roles. Luna Capital Management serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management, financial planning, and pension/401(k) consulting. The firm customizes investment advice based on client objectives and risk tolerance, utilizing strategies including asset allocation, technical analysis, and derivatives with client consent.

Grant Holliday is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2004 and previously spent three years at Waddell & Reed. Outside of advisory work, he is involved in fixed insurance products through Holliday Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Dan Michaelian is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. His prior work includes roles at Foresters Advisory Services LLC and Foresters Financial. He serves as a successor trustee for the Spanier Family Irrevocable Trust. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance assessments to construct portfolios across multiple investment types.

Jamie Stocks is a financial advisor at Edward Jones in Chester, CA, holding the ChFC® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2017 and previously worked at Butte College and HandleBar. 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 through a nationwide network of over 23,700 advisors, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.