Serena Lynette Davis

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.

Mark Cotter is a financial advisor with SimplyRIA Advisor Network and holds Series 65 and Series 63 licenses. He has six years of industry experience and has worked at firms including Capital Management Consultants, IPS Global Security Services, Imagine Financial Group, and Imagine Advisors. He is also involved with Imagine Advisors LLC and provides insurance sales and coverage advice through Imagine Financial Group. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm operates as an RIA aggregator, with Investment Adviser Representatives managing independent practices under centralized compliance and supervision.

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 with 19 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors, Wachovia Bank, and Triad Advisors. Outside of financial advising, she operates a homestead where she raises and sells poultry products and serves as an emergency substitute teacher for local schools. Continuum Advisory provides financial planning, consulting, and portfolio management services to individual and institutional clients. The firm integrates professional expertise across its advisors and utilizes a centralized technology platform for client services.

Brandon Meyer is a financial advisor at Forum Financial Management, LP with two years of industry experience. He holds a Series 65 designation and has prior experience at MP Capital Management, Inc. and MeyerPink Law, LLP, where he is a partner and attorney. Meyer is active in his community, serving 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 fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turn-key asset management platform for independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs in line with a Modern Portfolio Theory approach.