Thomas O'malley

Michael McCall is the sole advisor at Michael J.D. McCall, LLC, an independent firm based in Bear Valley Springs, CA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having led his firm since its founding in 2003. Michael J.D. McCall, LLC provides comprehensive portfolio management and integrated financial planning to individuals, high-net-worth clients, corporations, charitable organizations, and other non-individual entities. The firm manages approximately $61.1 million on a discretionary basis, employing fundamental analysis and longer-term purchase strategies with regular portfolio reviews and rebalancing.

Thomas Mills is the sole advisor at Mills Financial Services LLC in Tehachapi, California, with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Waddell & Reed, Inc. and AllState Insurance Company. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales. Mills Financial Services LLC provides customized financial planning and portfolio management for individuals, including high-net-worth clients, and small businesses. The firm incorporates fundamental analysis and Modern Portfolio Theory to construct diversified, nondiscretionary portfolios and also offers educational workshops and retirement plan assistance.

Lance Patton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at NPB Financial Group, LLC and Cetera Advisor Networks LLC. Patton also operates a financial planning business as an independent contractor. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, with services including brokerage, portfolio management, financial planning, and retirement plan solutions.

Jennifer Palakiko is a Series 66-licensed financial advisor with Edward Jones in Tehachapi, California, and has 17 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Francisco Garcia is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) with eight years of industry experience. He has been with Edward Jones since 2018 and previously held roles at Anderson and Associates, Sierra Nevada Brewing Company, Lost Dutchman Taproom, Chico Heat Baseball Club, and the San Francisco 49ers. Outside of his advisory work, Garcia is an author. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs and affiliated investment products. The firm is known for its extensive nationwide network of advisors and branches, fiduciary standards, and additional capabilities beyond advisory services.