John Mcmanus IV is a CFP® with 25 years of experience in the financial industry. He is currently with Sowell Management and also associated with WealthSource Partners, LLC. Prior to these roles, he spent 20 years at Edward D. Jones & Co., L.P. Mcmanus is a sole proprietor involved in insurance sales and owns a wealth advisory business, Central Coast Wealth Advisors LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

John Mc Manus V is a financial advisor at Sowell Management with a Series 65 designation and two years of industry experience. He has held roles at Central Coast Wealth Advisors d/b/a Cayucos Wealth since 2021 and has been self-employed since 2014. His background includes positions at California Polytechnic State University and Edward Jones. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment advisor representatives.

Andrew Zinn is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and bringing 28 years of industry experience. His prior firms include Citigroup Global Markets, UBS Financial Services, and Prudential Equity Group. Outside of his advisory work, he serves as a director for the Lions Club of Cambria, a nonprofit focused on community service and youth improvement. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion through 154 advisors. The firm offers a variety of services including asset management and financial planning, utilizing both active and passive strategies tailored to each client’s objectives.

Alicia Fleurquin is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Benjamin F. Edwards, she worked at LPL Financial for 15 years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management through a variety of strategies managed internally and by third-party managers.

Alexander Schams is a Series 66 registered advisor with Edward Jones, where he has worked for a total of nine years across two tenure periods since 2015. He also spent two years at Ameriprise Financial Services. Schams serves as President of the Cayucos Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sandy Cha is a financial advisor at Edward Jones in Cambria, CA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, Sandy worked at Wells Fargo for 11 years and has been involved with Movere Inc., dba Cambria Business Center, since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including wrap fee strategies and access to separately managed accounts, and manages approximately $1.01 trillion in assets through a network of nearly 23,701 financial advisors and 15,121 branch offices.

Jonathan Mumper is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Movere Inc and Citibank. Outside of his advisory role, he is the owner of Movere dba Cambria Business Center, a retail operation in Cambria, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

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.

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.