Jennifer Ward is a financial advisor with Edward Jones in Woodland, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Russell Burch II is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at BancWest Investment Services and Bank of the West since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Leah Roman is a Series 66 licensed financial advisor with Edward Jones, based in Woodland, CA. She has 17 years of industry experience, all of which have been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both 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 under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Brian Dwyer is a financial advisor with Edward Jones in Woodland, CA, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Superior Vision Services, Inc. and Sacramento Municipal Utility District. 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 range of advisory programs and investment solutions, supported by a national network of more than 23,700 financial advisors and over 15,000 branch offices.

Richard West is a Series 66 licensed financial advisor with 47 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. and Foothill Securities, Inc. Outside of his advisory roles, he serves as a water polo consultant and evaluator. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of financial advisers, offering integrated brokerage and advisory services alongside various investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Joseph Trotter is a CFP®-certified financial advisor with Edward Jones in Winters, CA, where he has worked since 2009 and has 16 years of industry experience. Outside of his advisory role, he holds an ownership interest in the Green Bay Packers football team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.