Michael Petri

Sam Valtenbergs is a financial advisor at Iluka Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Mellon Investments and Mellon Capital Management. In addition to his advisory work, he provides data science and software engineering consulting services through Iluka Technologies. Iluka Advisors offers discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, deferred benefit plans, and small businesses. The firm focuses on quantitative strategies, including strategic asset allocation, efficient-frontier optimization, and risk-parity approaches, utilizing diversified portfolios constructed from ETFs, mutual funds, individual stocks, and fixed-income instruments.

James Berry is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His career includes roles at TLG Advisors since 2014, The Leaders Group since 2013, Brandt Insurance from 2013 to 2019, and he has owned Berry Financial & Insurance Solutions since 2012, where he provides insurance sales and employee benefit consulting. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Dolph Green is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 65 licenses and operates out of Cloverdale, CA. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristin Kurpinsky is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she serves occasionally as a notary public for local clients. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Bryan Anderson is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, Anderson serves as an adjunct faculty member teaching a personal finance course at Wayland Baptist University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and is recognized for its extensive network of advisors and branch offices.

Matthew Anderson is a financial advisor at Edward Jones in Healdsburg, CA, holding CFP® and Series 66 credentials with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Airbnb from 2018 to 2020. He serves as Vice President of the Rio Vista Estates Owners Association board. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, supported by a large network of financial advisors and branch offices nationwide.