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.

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.

Nazaree Jackson is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. He held previous positions at Financial Advocates Investment Management, Strategic Wealth Advisors Group, and LPL Financial, and also worked at Edward Jones from 2003 to 2017. Outside of advisory work, he is involved with Jackson Enterprise LLC, managing real estate transactions in Redmond, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

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.

Lucas Munds is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in residential construction and business services roles. He has also been involved as a billing and scheduling consultant for a residential custom builder. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Deanna Richards is a Series 66-licensed financial advisor with Edward Jones, based in Los Osos, CA, and has 15 years of industry experience. She has been with Edward Jones since 2010. Richards serves as a board director for the San Luis Obispo Symphony, where she advises and assists with governance and policy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering various advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.