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.

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.

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.

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.

James Moffatt is a financial advisor at Edward Jones with 27 years of industry experience, including 15 years at his current firm. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as co-chair of the Investment Committee for the Rotary Club of Paso Robles Scholarship Fund, where he helps review and recommend portfolio allocations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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.

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.

Kristin Kendall is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. She is a 40% owner of Probitas Wealth Management LLC, a financial products and services firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Cindy Bergin is a financial advisor with Stifel in Paso Robles, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Stifel Nicolaus & Co. since 2012. Outside of her advisory role, she serves as Treasurer for the Estrella Warbirds Museum, a nonprofit military museum. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Heather Rukavina is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Pacific Life Insurance Company and Symetra Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has a large national network of advisors and offers affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

Jacquelyn Hayes is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at California Polytechnic State University from 2014 to 2020 and has been with Edward Jones since 2022. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gene Mcabee is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2012. Outside of his advisory role, he owns two lots at The Palms RV Resort in Yuma, Arizona. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Clayton Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Linsco / Private Ledger since 2002 and previously at Morgan Stanley from 1998 to 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, portfolio management, and retirement advice solutions, supported by advanced operational tools and a large network of over 22,800 advisors.

Regina Krumland is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. She is based in Atascadero, CA, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she works as an instructor for the City of Atascadero. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs with both discretionary and non-discretionary strategies, operating under a fiduciary standard.