Andrew Shaw is a CFP® professional with 12 years of industry experience. He currently works at Wells Fargo Clearing and previously spent eight years at Edward Jones and two years at Stryker Corporation. Outside of his advisory role, he operates a farmers market stand called Sizzling Shells in Encinitas, CA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Amanda Rose is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Umpqua Bank, and Wildseed LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools, focusing on advisory services without individual security recommendations in standalone plans.

Willow Seely is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing seven years of industry experience. She has worked with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager 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.

Vanessa Gonzalez Marquez is a financial advisor at LPL Financial with 8 years at the firm and 11 years of prior experience at Cyprus Credit Union. She holds a Series 66 designation and is based in Eureka, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brandon Kakitsuka is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked at Redwood Capital Bank for one year before joining Edward Jones in 2017. Outside of his advisory role, he is involved in refereeing basketball. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services, supported by a large network of advisors and branch offices nationwide.

Ethan Fischel is a financial advisor with LPL Financial in Arcata, CA, holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial since 2022 and completed an MBA at Willamette University’s Atkinson School of Management between 2021 and 2023. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Spencer Pena is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2018. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Reed Nichols is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at CUNA Brokerage Services, Inc., Transamerica Capital, Inc., and Windward Capital Management Co. He is based in Eureka, CA. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Asa Shively is a Series 66 licensed financial advisor with 15 years of industry experience. He has worked at Edward Jones since 2010, based in Eureka, CA. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, under a fiduciary standard.

Haider Ajina is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in community activities as treasurer for both the Humboldt Soccer League and Rotary District 5130 Youth Exchange, managing budgeting and financial reporting responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bryan Plumley is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. Based in Arcata, CA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he occasionally operates a VRBO rental of his residence. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated products, supported by a nationwide network of over 23,000 financial advisors.

Jason Barr is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 23 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the sole proprietor of 5 Bar Ranch, an agricultural business based in Arcata, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and a broad range of investment products.

David Turner is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and market analysis. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Sara Newblom is a financial advisor at Edward Jones with 14 years of industry experience. 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, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Sheryl Collins is a financial advisor at Morgan Stanley with 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Matthew Shiney is a financial advisor with Edward Jones in Arcata, CA, holding CFP® and ChFC® designations and 10 years of industry experience. Prior to joining Edward Jones in 2019, he worked at Fidelity National Title, Shred Aware, J.P. Morgan Private Wealth Advisors LLC, and Mercer Global Advisors Inc. Outside of advising, he has experience as a landlord involving tenant communication and rent collection. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Taylor is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has been with LPL Financial since 2008. Amy also operates a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Dannielle Greco is a Series 66-registered financial advisor with Morgan Stanley in Eureka, CA, bringing two years of industry experience. She previously worked at Merrill for five years and spent ten years at Simpson University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs supported by firm-approved tools and structured investment analyses.