Julian Belluomini is a financial advisor at Edward Jones in Nevada City, CA, holding a Series 66 designation with one year of industry experience. His prior work includes various roles outside finance, such as positions at A-1 Stoves and Unique Metal Products, as well as educational work at California State University and Sierra College. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Thomas Woolley is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Wells Fargo for 14 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kevin Harback is a financial advisor with OSAIC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, and Ostrofe Financial Consultants. Outside of advising, he is involved in catering as a chef and serves as a board member of the Alta-Dutch Flat Union Elementary School District. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers across multiple platforms.

Stacy Graham is a financial advisor with LPL Financial, holding a Series 63 designation and 40 years of industry experience. She has worked at LPL Financial since 2024 and previously spent 20 years at American Investors Company. Outside of advising, Graham is involved with Cooper's Ale Works, a business she has been associated with since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Christopher Hart is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. Edward Jones is a full-service wealth management firm serving more than 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 strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Christopher Duncan is a financial advisor at Edward Jones in Grass Valley, CA, holding the Series 66 designation. He has been with Edward Jones since 2026 and has prior work experience in engineering, military service with the US Navy, and academic employment at the University of California, Davis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment options, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Heather Thorpe is a CFP® and Series 66-licensed financial advisor with Edward Jones in Grass Valley, CA. She has nine years of industry experience, all with Edward Jones, following a prior career as a home school teacher. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Newey is a financial advisor at Stifel with 18 years of industry experience. He has held his current position at Stifel since 2010. He holds Series 63 and Series 66 designations. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.