Regina Krumland is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. She is based in Atascadero, CA, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she works as an instructor for the City of Atascadero. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including 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 and offers a wide range of advisory programs with both discretionary and non-discretionary strategies, operating under a fiduciary standard.

Jacob Nichols is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 13 years of industry experience. He previously worked at Merrill and Bank of America from 2017 to 2019, and Wells Fargo Advisors from 2014 to 2017. Outside of finance, Nichols owns and operates a family farm business, 2 Peas in a Pod / Mama's Preserves, which sells fruits, vegetables, and canned preserves. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.