Meredeth Bertacco is a CFP® with 15 years of industry experience, currently serving at Edward Jones since 2011. She is based in Sebastopol, CA. Outside of her advisory role, she is an owner and operating member of Gold Dirt Vineyards LLC, a vineyard project in Sebastopol focused on fruit production. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

William Bertacco is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for American AgCredit, ACA from 2013 to 2023. He serves as a board member of The Farm Bureau Foundation of Sonoma County and is a managing member of Gold Dirt Vineyards, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Julie Dunn is a financial advisor at Edward Jones with 15 years of experience in the industry. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary investment products.