Rebecca Mc Kenzie is a Series 66-licensed financial advisor with Edward Jones, based in Arroyo Grande, CA, and has two years of industry experience. She has been with Edward Jones since 2003, including the firm's institutional category since 2025. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Hilda Gonzalez is a financial advisor with Wells Fargo Clearing in San Luis Obispo, CA, holding Series 63 and Series 66 designations and seven years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2019 and has two decades of experience with Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party databases.

Edward Hollett is the sole advisor at Sierra Shore Financial, an independent firm based in Pismo Beach, CA. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to founding Sierra Shore Financial, he worked at Sentra Securities Corporation from 1998 to 2003. In addition to his advisory role, he is involved in life and health insurance sales through Hollett Insurance Services. Sierra Shore Financial provides investment advisory and financial planning services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans, serving clients across various wealth levels. The firm’s investment approach centers on portfolios primarily composed of mutual funds, ETFs, and individual stocks and bonds, offering both discretionary and non-discretionary account management with access to proprietary programs and independent third-party managers.