Matthew Oppedahl is a financial advisor with Edward Jones in Templeton, California, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Alexander Schams is a Series 66 registered advisor with Edward Jones, where he has worked for a total of nine years across two tenure periods since 2015. He also spent two years at Ameriprise Financial Services. Schams serves as President of the Cayucos Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Redman is a financial advisor with Edward Jones in Morro Bay, California, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she owns a rental property in Creston, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

George Ross III is a CFP® and PFS™ with 20 years of experience in financial advising. He is currently with Cetera and has previously worked with Avantax Insurance Agency and Avantax Advisory Services. In addition to his advisory career, Ross is the CEO of Ross | Carreiro | Brown CPAs, P.C., a tax and accounting firm, and operates his own accounting and tax preparation business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, retirement plans, corporations, charities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and diverse program options.

Craig Bonelli Jr. is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2012. Outside of his advisory role, he serves on the advisory board of St Rose of Lima Catholic School in Paso Robles, CA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and planning analyses tailored to client decisions.

Jeb Brown is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at Blakeslee & Blakeslee for 13 years before joining LPL Financial in 2017. Outside of his advisory work, Brown is also involved as a musician with Second Chance Lucky. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Charles Matthews is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and provides overlay and tax-efficient services while operating under a fiduciary standard.

Daren Friedle is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked at LPL Financial since 2013 and previously spent six years with Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services featuring financial planning, model portfolios, third-party asset management, and institutional platforms.

Dave Pruett is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has prior experience at Wamu Investments, Inc. and Washington Mutual Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffrey Fernandes is a financial advisor based in Paso Robles, CA, affiliated with Merrill. He holds a Series 66 designation and has experience working at several firms including Bank of America and Myogenix. His background also includes roles in both corporate and educational settings. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jenae Hall is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has worked at Cetera and related entities since 2024. Prior to her financial advisory role, she spent 14 years managing information systems at Benchmark Wireline Products, a manufacturer of oilfield service products. Additionally, she supports financial services operations as an administrative assistant at Optimum Wealth Paso. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party strategies.

Sandy Cha is a financial advisor at Edward Jones in Cambria, CA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, Sandy worked at Wells Fargo for 11 years and has been involved with Movere Inc., dba Cambria Business Center, since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including wrap fee strategies and access to separately managed accounts, and manages approximately $1.01 trillion in assets through a network of nearly 23,701 financial advisors and 15,121 branch offices.

Ricardo Cordova II is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, and previously at Merrill and Bank of America from 2015 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jonathan Mumper is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Movere Inc and Citibank. Outside of his advisory role, he is the owner of Movere dba Cambria Business Center, a retail operation in Cambria, CA. 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 investment solutions through a nationwide network of more than 23,000 financial advisors.

Michael Thomas is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has worked with various Raymond James entities since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Anne Crabbe is a CFP®-designated financial advisor with 19 years of industry experience. She is currently with Cetera and has held roles at several related entities including Optimum Wealth Management and Park Avenue Investment Advisory. Outside of financial advising, she serves as assistant moderator and diaconate member at Plymouth Congregational Church in Paso Robles and leads a local networking group called Early But Worth It. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party managers across multiple program structures and custodians.

Loren Peters is a financial advisor with OSAIC, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors Corporation, Bank of America, and Merrill. Outside of advising, he owns WealthQ2, LLC, a legal entity for business management purposes. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation models and automated rebalancing to construct portfolios that include a broad range of investment options.

Christian Kenney is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch and Fidelity Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Sheri Leveille is a CFP® professional with 21 years of experience in the financial services industry. She is currently with LPL Financial, where she has been since 2024. Her prior experience includes twelve years at Stifel and multiple roles at Morgan Stanley dating back to 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Jocelyn Furtado is a financial advisor with Edward Jones in Los Osos, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Jocelyn worked in various roles across hospitality and entertainment sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.