Michael James Weil

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 two years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Herrick Grapevines, LLC. Outside of her advisory role, she owns HenleysMomPatterns, a business creating and selling crochet patterns on Etsy. Morris Wealth Management provides discretionary and non-discretionary portfolio management to individuals and high-net-worth clients, as well as retirement plan advisory services, including acting as an ERISA 3(38) investment manager. The firm’s investment programs are tailored to client goals and risk tolerance and support both fundamental and technical analysis.

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.

Parrish Malson is a CFP® with 39 years of industry experience, currently serving at Private Advisor Group, LLC. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, and American Financial Advisors. He is also involved in selling life, health, disability, long-term care, and group insurance products. Private Advisor Group provides fiduciary-based financial advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions through proprietary and third-party platforms.

Thoras Cochran is a financial advisor with Edward Jones in Anderson, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is co-owner of Cochran Transport/Double J Construction, a trucking and construction business, and provides administrative support for his spouse's business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.