Tiffany Eberle Dooley

Luis Galdamez is a financial advisor with Valtrion Capital Management, LLC, holding the CFP®, CFA®, and ChFC® designations and bringing 22 years of industry experience. His prior roles include positions at Real Talk Capital, LLC, Surevest, LLC, SureVest Wealth Management, Haydel, Biel & Associates, Global Retirement Partners, LLC, LPL Financial, and My 360 Wealth Management. Outside of his advisory work, he is involved with Rob Luna Enterprises, LLC, which offers paid investment courses through RL Wealth Academy, and oversees the Real Talk Mortgage program as a mortgage loan officer with Alameda Mortgage Corporation. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors by providing financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm constructs portfolios using ETFs, individual equities, and fixed-income securities, employing strategic, tactical, and core-satellite asset allocation approaches tailored to clients’ risk tolerances and time horizons.

Shaun Walton is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Stifel, Nicolaus & Co., Inc., Harkness Financial, and operating his own firm, Shaun Walton and Company. Outside of advisory work, he owns Pacific Private Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various managed portfolio options and distinct program structures, supporting advisors who typically provide personalized advice under Commonwealth’s supervision.

Carlos Kilpatrick is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with multiple market-facing registrations and delivers advisory services on a non-discretionary basis.

Marc Whiteman is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Jacob Derry is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Outside of his advisory role, he serves as President-Elect of the Rotary Club of Yreka and is an assistant coach for the Mount Shasta High School snowboard team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Shyla Rose is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2017. Prior to that, she was with Key Investment Services and Key Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of advisory strategies and affiliated investment products.