Justin Cochran

John Gardner is the principal advisor at Convergence Wealth Partners LLC in Redding, CA. He holds a Series 65 designation and has four years of experience in the financial services industry. Gardner is also the CEO and founder of Financial Convergence Insurance Solutions, Inc., where he serves as a licensed insurance agent. Convergence Wealth Partners LLC provides discretionary managed account services and financial planning to individual and high-net-worth clients. The firm offers tailored investment advice, asset allocation recommendations, and may utilize third-party managers while maintaining oversight of those relationships.

Jenna Nichol Fitzgerald is a financial advisor at Morris Wealth Management with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Herrick Grapevines, LLC. Outside of advising, she creates crochet patterns and sells them on Etsy through her business, HenleysMomPatterns. Morris Wealth Management provides both discretionary and non-discretionary portfolio management services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored investment programs and serves as a 3(38) investment manager, emphasizing institutional retirement services alongside personalized client portfolio management.

Glenn Morris is a CFP® professional with 28 years of industry experience, currently serving at Morris Wealth Management, a firm he has led since 2013. He is also licensed as a life insurance agent, involved in assessing client needs for insurance products. Morris Wealth Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, corporations, and retirement plans, including acting as a 3(38) investment manager for ERISA plans. The firm tailors investment programs to client goals and risk tolerance, conducting regular account reviews and offering both discretionary and client-approved trading options.

Thoras Cochran is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is a co-owner and administrative/bookkeeper for Cochran Transport/Double J Construction, a trucking and construction business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.

Ben Swim is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory work, he is a co-owner of a small farm operation selling excess livestock and eggs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Denise Heitsman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 26 years of industry experience. She has been with LPL Financial since 1999. Outside of her advisory role, she is involved in managing a real estate rental property in conjunction with her husband. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.