Tracy Peatling is a financial advisor at Edward Jones in Fountain Valley, CA, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise and Parkland Securities. Outside of advising, she manages a residential rental property in Las Vegas with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services through a nationwide network of over 23,000 financial advisors.

Jeffrey Englander is a financial advisor at Edward Jones in Fountain Valley, CA, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience in various roles across the sports, entertainment, and hospitality industries, including positions at SoFi Stadium and the NFL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm operates a large network of financial advisors and branch offices and emphasizes both discretionary and non-discretionary portfolio management under a fiduciary standard.

Lucas Valero is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual, Red Robin, The Beach House, and Kumon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Trisha Braunstein is a Series 66 credentialed financial advisor with Edward Jones in Fountain Valley, CA, bringing four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Acacia for seven years. She serves as Membership Chair for the LeTip Costa Mesa networking group. 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 over $1 trillion in assets and offers a wide range of advisory and investment services through a large nationwide network of financial advisors and branch offices.