Kevin Moerke

Michael Sullivan is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He has held concurrent roles outside of finance, including coaching junior varsity girls basketball at Del Norte High School. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Christine Cilley is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 20 years of industry experience. Her prior experience includes eight years at Robert Baird & Co. and a brief period outside the industry. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports both retail and institutional clients with a range of advisory and fiduciary solutions.

Katherine Taylor is a ChFC® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. She is based in Crescent City, CA. Outside of her advisory role, she serves as secretary for a local Rotary club, handling member information updates, supply orders, and meeting minutes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Meagan Curtis is a CFP® professional with 12 years of experience in financial advising at Edward Jones, where she has worked since 2011. She is based in Crescent City, CA. Outside of her advisory role, she volunteers as a computer consultant for local nonprofit organizations providing services to individuals with disabilities and families in need of medical assistance. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Gayle Wilson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Thrivent Financial for Lutherans since 2005 and with Thrivent Investment Management since 2003. Outside of financial advising, she is involved in a small-scale rental enterprise that provides short-term housing for tourists and event participants in Crescent City, California. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, with optional managed-account programs available under consolidated billing while keeping planning and portfolio management separate.

Tim Rodriguez Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following eight years at Tri Counties Bank. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.