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.

Natali Sanchez is a financial advisor at Edward Jones with 11 years of industry experience. She holds the ChFC® designation and Series 66 license. Sanchez has worked at Edward Jones since 2015. 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.

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.

Marie Caldera is a financial advisor at LPL Financial with 36 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for NEXT Financial Group, Inc. for 25 years. Outside of her advisory role, she owns and operates Marie Caldera Insurance Services, a non-variable insurance agency based in San Luis Obispo, CA. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Eddie Holmes is a CFP® and ChFC® with 30 years of industry experience, currently advising at OSAIC since 2024. His previous roles include positions at Woodbury Financial Services and Questar Asset Management. In addition to his advisory work, he operates as a sole proprietor selling life, disability, health insurance, and fixed annuities in San Luis Obispo. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated advisory and brokerage services through a large network of affiliated financial advisers. The firm utilizes various tools and platforms to construct and manage portfolios across multiple asset classes on discretionary or non-discretionary bases.

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.

Elizabeth Raines is a financial advisor at Cetera with five years of industry experience and holds Series 63 and Series 65 registrations. She previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory role, she assists with event coordination at her family’s Dubost Winery, supporting various wine club and wedding events. Cetera Investment Advisers LLC serves individual, corporate, institutional, and charitable clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets.

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.

Kathleen Swan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.