Lindsay Michal Wales

Peter Kendall is a financial advisor at Tweddell Goldberg Investment Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2018 following a five-year retirement period. Tweddell Goldberg Investment Management provides fee-only investment advisory and asset management services primarily to individuals, including high-net-worth clients, as well as trusts and business entities. The firm is notable for its predominantly non-discretionary asset management approach, customized portfolios using no-load or low-load mutual funds and ETFs, and its policy of not accepting proxy-voting authority, leaving voting decisions to clients.

Jerold Tweddell is a financial advisor at Tweddell Goldberg Investment Management with 16 years of industry experience. He holds a Series 63 designation and has been with Tweddell Goldberg LLC since 2006. Tweddell Goldberg Investment Management provides fee-only investment advisory and asset management services primarily to individuals, trusts, and business entities. The firm offers customized portfolios often constructed with no-load or low-load mutual funds and ETFs, and is notable for managing a majority of assets on a non-discretionary basis, allowing clients pre-trade approval on many transactions.

Nicole Kikugawa is a financial advisor at Valley Wealth Strategies, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial and National Planning Corporation prior to her current role. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets with a significant portion handled on a non-discretionary basis.

Shannen Ingram is a financial advisor with Continuum Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked at firms including Wells Fargo Clearing and Wachovia Bank, N.A. In addition to her advisory role, she owns a business selling makeup and handmade sewing items and operates a homestead raising livestock and producing eggs and pork. She also serves as an emergency substitute teacher for local schools. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals and institutional clients. The firm offers tailored investment solutions using a variety of securities and model portfolios, alongside retirement plan consulting and fiduciary services for plan sponsors.

Brandon Meyer is a financial advisor at Forum Financial Management, LP with three years of industry experience. He holds a Series 65 credential and has previously worked at MP Capital Management, Inc. and MeyerPink Law, LLP, where he is currently a partner and attorney. Outside of finance, Meyer serves on the boards of several local nonprofit organizations, including the Sonora Area Foundation and the Youth Sports Foundation of Tuolumne County. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm builds model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management and financial planning services, including sub-advisory and back-office support to independent advisors and RIAs.

Jason Pink is a CFP® and holds a Series 65 license, with three years of experience in financial advisory. He is currently with Forum Financial Management, LP and has prior experience at MP Capital Management, Inc. Outside of financial advising, Pink is a partner and attorney at MeyerPink Law, LLP and serves as the president of the Calaveras Bar Association board, coordinating scholarships and events. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including discretionary portfolio management, financial planning, and sub-advisory and back-office support for independent advisors and RIAs.