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.

Dustin Donnell is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Vacaville, CA. Outside of his advisory role, Donnell is involved in local sports officiating, serving as Umpire in Chief for the Vacaville American Little League and working as an umpire and official for regional baseball organizations. 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 is notable for its extensive network of advisors and branch offices, its fiduciary standard, and additional affiliated services such as trust and securities-based lending.

Amon Allahyari is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He has worked at several prominent firms including Wells Fargo Advisors, J.P. Morgan Securities, and Charles Schwab. Outside of his advisory role, he owns and manages rental properties. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research-driven investment approaches with a broad range of brokerage and advisory solutions.

Matthew Wieckowski is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked in business development at LSI Business Development and was involved with Smart Metals Recycling LLC, operating as Sprout. He has also held roles in education and retail. 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. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Britni Hastings is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Thomas Sallady is a financial advisor with LPL Financial in Dixon, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Bank of Stockton and LPL Financial since 2017 and was previously with National Planning Corp and Bank of Stockton from 1999 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

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.

Alyssa Connor is a financial advisor with LPL Financial in Vacaville, CA, holding Series 65 and Series 63 credentials and 12 years of industry experience. Her career includes roles at Waddell & Reed Inc and various insurance carriers related to W&R insurance agencies. She also operates a separate financial advisory business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and diverse investment strategies.

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.

Nicholas Lenz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL in 2020, he worked at Bank of Stockton and Cintas Corporation. LPL Financial is a nationwide SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Lacy Senate is a financial advisor with Edward Jones, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2006. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

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.

Kathryn Jabour is a CFP® with 41 years of industry experience, currently serving at Osaic Wealth, Inc. since 2024. She previously worked at Securities America, Inc. and Securities America Advisors, Inc. for over 17 years. Osaic Wealth, Inc. provides a broad range of financial services to retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services with access to multiple platforms and third-party money managers.

David Tozer is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been associated with Cetera and related entities since 2013 and also operates Tozer Wealth Management. Outside of his advisory roles, he is the owner and president of Tozer Enterprises, an S-Corp focused on business operations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors and offers multiple program structures with discretionary and non-discretionary management options.

Julie Norton is a financial advisor with Edward Jones, holding a Series 66 designation and five 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, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Ann Nouchi is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and over 32 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Western International Securities, Inc. for 17 years. In addition to her advisory role, she is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutional entities. The firm offers financial planning, diverse advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Damon Tyler is a financial advisor with LPL Financial in Vacaville, CA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He worked at National Planning Corp for 15 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.