Logan Simoni is a financial advisor at Kingsview Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Prospera Financial Services Inc. Outside of his advisory role, he is employed part-time in landscaping with Simoni Lawns. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed investment strategies, offering a broad range of instruments and access to third-party managers and alternative investments.

David Carbiener is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has been affiliated with various Steward Partners entities since 2004, including his current role at Steward Partners Investment Advisory since 2023. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Linda Campbell is a financial advisor with Ameriprise in McKinleyville, CA, holding a Series 63 designation and bringing 35 years of industry experience. She has worked at Ameriprise since 2025, following nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Holly Martel is a financial advisor with Edward Jones in Mckinleyville, CA, holding the CFP® designation and Series 66 license. She has four years of industry experience, including roles at Humboldt State University prior to joining Edward Jones in 2019. Holly has been with Edward Jones for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices, offering various advisory programs, separately managed accounts, and affiliated investment products.

Devin Peal is a financial advisor with Edward Jones in Eureka, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Edward Jones in 2017, he worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2011 to 2017. 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 advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Laura Middlemiss is a financial advisor at Edward Jones with 12 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as Vice President on the Board of Directors for Six Rivers Inc, a nonprofit organization overseeing the wind-down activities of a Planned Parenthood chapter merger. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and maintains a large national network of financial advisors and branch offices.

Gregory Hale is a financial advisor with Morgan Stanley in Eureka, CA, holding a Series 66 credential and with 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Hale is the owner and president of GMH Construction. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but typically does not offer individual security recommendations as part of its standalone financial planning services.

Jenelyn Delaney is a financial advisor with Morgan Stanley in Eureka, CA, holding Series 63, 65, and 66 licenses and 11 years of industry experience. Her prior work includes roles at Northern Trust and E*TRADE Securities. Outside of her advisory work, she contributes product reviews as an Amazon Vine Voice. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools without individual security recommendations in standalone plans.

Von Butterfield is a financial advisor at Edward Jones in Eureka, CA, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Edward Jones since 2002. 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 and a nationwide network of more than 23,700 advisors. The firm offers a range of managed solutions, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Laura Davis is a Series 66 licensed financial advisor with Morgan Stanley in Eureka, California, bringing 12 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she serves as a Successor Trustee. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Keenan Pool is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in managing residential rental properties in Eureka, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Katie Conley is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Chase Bank, Costco, and Recreational Equipment Inc. before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Phillip Freeman is a financial advisor at Ameriprise with 40 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Angelique Konopa is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked in various healthcare-related roles, including at Providence St Joseph Hospital and United Indian Health Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Kenneth Houldsworth III is a CFP®-designated financial advisor with LPL Financial, based in Arcata, CA, and has 38 years of industry experience. He has worked at LPL Financial and its predecessor entities since 1994 and previously operated Ken Houldsworth, Inc. for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kristen Gaser is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JP Morgan Securities and Fairway Independent Mortgage Company. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services that rely on structured discovery processes and firm-approved tools without providing individual security recommendations as part of standalone plans.

Frederick Slack is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Slack is also a managing member of Slack and Winzler LLC, a commercial real estate investment and development entity. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Mark Gorge is a financial advisor with LPL Financial based in Eureka, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at CUNA Mutual Group, Wells Fargo Advisors, and Banc of America Investment Services. Outside of his advisory role, he owns a home-based business called Gorge & Daughters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management, with a platform supported by advanced operational tools and a breadth of non-advisory financial activities.

Seth Schulze is a financial advisor at Morgan Stanley with 10 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley, and JP Morgan Chase Bank and Securities. Schulze holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Kelly Wood is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Cal Poly Humboldt from 2012 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.