Craig Miyamoto is a financial advisor at Edward Jones with 25 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2000. Earlier in his career, he worked as a golf instructor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Nicole Davis is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2013. She has 18 years of industry experience. Outside of her advisory role, she owns and maintains a rental property in Wentzville, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Michael Williams is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including seven years at Cantella and Co., Inc. prior to joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Thomas Galeazzi is a CFP® professional with 20 years of industry experience, all of which have been spent at Edward Jones. He holds a Series 66 registration and is based in Woodland, CA. Outside of his advisory role, he owns a vacation rental property in The Sea Ranch, CA, which is managed by a property manager. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sandra Strong is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 37 years of industry experience, including 30 years with MassMutual Life Insurance Company and MML Investors Services. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and collaborative planning to develop written recommendations and offers programs such as wrap and money-manager services and educational seminars.

Darin Nixon is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 31 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. for a combined 31 years. Outside of his advisory role, Nixon is an enrolled agent providing tax preparation and accounting services and also engages in the sale of insurance and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Angelica Cosio is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for ten years at the Superior Court of California, County of Yolo. Outside of her advisory role, she is a fitness coach leading classes at Kaia Fit Woodland. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard, with a notable retail advisor and branch footprint.

Katharine Wilmot is a financial advisor with Ameriprise in Woodland, CA, holding a Series 66 designation and six years of industry experience. She has been with Ameriprise since 2018 and previously worked at LPL Financial for 20 years. Wilmot serves on the boards of a nonprofit focused on sustainable agriculture and a regional library foundation, and she is an adult leader for a local 4H club. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jenny Foraker is a financial advisor with Mass Mutual Investors Services in Davis, CA, holding Series 63 and Series 66 designations and has six years of industry experience. She previously worked at Deloitte Consulting for two years before joining MassMutual Northern California in 2018 and Mass Mutual Investors Services in 2020. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning engagements as annual collaborative relationships using firm-approved software and offers specialized planning programs including divorce and estate-settlement services.

Jason Heise is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including SGC Financial & Insurance Services and Securian Financial Services. He also manages Heise Wealth Management, Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jennifer Kukis is a financial advisor with Edward Jones in Davis, CA, holding Series 63, Series 65, and Series 66 credentials and 22 years of industry experience. She 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 advisory programs and investment strategies, supported by a large national network of advisors and branch offices, managing approximately $1.01 trillion in assets.

Diane Basgall is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at J.P. Morgan Chase Bank since 2013 and has also been involved with One Guy Restorations, a business she operated for over a decade. Based in Arcata, CA, she combines institutional advisory expertise with her entrepreneurial background. 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. As part of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Timothy Vereecke Jr. is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked previously at Golden1 Credit Union, LPL Financial LLC, and Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Martin Devault is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes thirty years at FundX Investment Group LLC and two years at One Capital Management, with a brief retirement period before joining LPL Financial. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management along with access to model portfolios, third-party research, and various technology-driven investment solutions.

Daniel Currywood is a financial advisor with Merrill in Davis, CA, holding a Series 66 designation and nine years of industry experience. He has been affiliated with Bank of America and Merrill since 2007. Outside of his advisory role, he assists with financial and capital management tasks for a small family-owned floral business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joczan Chavez is a financial advisor with LPL Financial in Davis, CA, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He previously worked at JP Morgan Securities LLC and is also affiliated with The Golden 1 Credit Union. In addition to his advisory role, he is a commissioned notary public for the State of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with support from in-house and third-party research.

Scott Matter is a CFP® professional with 11 years of experience currently advising clients at Edward Jones since 2015. He holds Series 66 and Series 63 licenses. Outside of his advisory role, he is a minority shareholder and board member of Holder Mattress Co., a home furnishings manufacturer and retailer, though he holds no active responsibilities in the business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jennifer Ward is a financial advisor with Edward Jones in Woodland, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Leah Roman is a Series 66 licensed financial advisor with Edward Jones, based in Woodland, CA. She has 17 years of industry experience, all of which have been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both 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 under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Brian Dwyer is a financial advisor with Edward Jones in Woodland, CA, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Superior Vision Services, Inc. and Sacramento Municipal Utility District. 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 national network of more than 23,700 financial advisors and over 15,000 branch offices.