Kobee Garret Girven

Shaun Walton is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Stifel, Nicolaus & Co, Inc, Harkness Financial, and operated his own company, Shaun Walton and Company. Walton is also the owner of Pacific Private Wealth, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm offers a broad advisor-support platform that includes managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Tiffany Eberle Dooley is a financial advisor with Edward Jones in Yreka, California, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2008. Beyond her advisory work, she owns a small farm involved in produce, cut flowers, pumpkins, dog breeding, and egg production, and is a co-owner of a show dog business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.

Carlos Kilpatrick is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support customized investment recommendations.

Marc Whiteman is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. 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 under management through a nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Jacob Derry is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Outside of his advisory role, he serves as President-Elect of the Rotary Club of Yreka and is an assistant coach for the Mount Shasta High School snowboard team. 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, with a nationwide network of more than 23,700 financial advisors.

Shyla Rose is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2017. Prior to that, she was with Key Investment Services and Key Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of advisory strategies and affiliated investment products.