David Jackson is a financial advisor with Silverback Financial in Valley Springs, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He founded Silverback Financial in 2018 after seven years with Integral Investment Advisors. Silverback Financial provides portfolio management and financial advice to individuals, families, business owners, and various entities, offering both discretionary and non-discretionary management. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and technical charting to tailor asset allocations and investment strategies to client goals.

Peter Kendall is a financial advisor at Tweddell Goldberg Investment Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2018 following a five-year retirement period. Tweddell Goldberg Investment Management provides fee-only investment advisory and asset management services primarily to individuals, including high-net-worth clients, as well as trusts and business entities. The firm is notable for its predominantly non-discretionary asset management approach, customized portfolios using no-load or low-load mutual funds and ETFs, and its policy of not accepting proxy-voting authority, leaving voting decisions to clients.

Jerold Tweddell is a financial advisor at Tweddell Goldberg Investment Management with 16 years of industry experience. He holds a Series 63 designation and has been with Tweddell Goldberg LLC since 2006. Tweddell Goldberg Investment Management provides fee-only investment advisory and asset management services primarily to individuals, trusts, and business entities. The firm offers customized portfolios often constructed with no-load or low-load mutual funds and ETFs, and is notable for managing a majority of assets on a non-discretionary basis, allowing clients pre-trade approval on many transactions.

Drew Mc Curdy is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Aspen Creek Financial and Appreciation Financial. Outside of financial advising, he serves as an operations manager in the transportation industry. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations. The firm employs a core investment approach that combines exchange-traded options with conservative income-producing assets to manage risk and pursue market appreciation, and it offers specialized services including sub-advisory roles and management of a pooled investment vehicle focused on permanent life insurance policies.

Nicole Kikugawa is a financial advisor at Valley Wealth Strategies, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial and National Planning Corporation prior to her current role. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets with a significant portion handled on a non-discretionary basis.

Shannen Ingram is a financial advisor with Continuum Advisory, LLC, holding Series 63 and Series 65 credentials and with 19 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors, Wachovia Bank, and Triad Advisors. Outside of financial advising, she operates a homestead where she raises and sells poultry products and serves as an emergency substitute teacher for local schools. Continuum Advisory provides financial planning, consulting, and portfolio management services to individual and institutional clients. The firm integrates professional expertise across its advisors and utilizes a centralized technology platform for client services.

Brandon Meyer is a financial advisor at Forum Financial Management, LP with two years of industry experience. He holds a Series 65 designation and has prior experience at MP Capital Management, Inc. and MeyerPink Law, LLP, where he is a partner and attorney. Meyer is active in his community, serving on the boards of several local nonprofit organizations, including the Sonora Area Foundation and the Youth Sports Foundation of Tuolumne County. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turn-key asset management platform for independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs in line with a Modern Portfolio Theory approach.

Jason Pink is a CFP® professional with two years of experience in financial advising, currently with Forum Financial Management, LP. Prior to joining Forum, he worked at MP Capital Management, Inc. and has practiced law as a partner at MeyerPink Law, LLP since 2019. He is active in his community as a board member of the Columbia College Foundation and serves as president of the Calaveras Bar Association. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, employing a Modern Portfolio Theory approach primarily through DFA institutional mutual funds and ETFs.

Jaime Dowell is a Series 65-licensed financial advisor with Commonwealth Financial Network, based in Murphys, CA. Dowell has experience in the wine industry and farming, having worked at several wineries and owning a farming business, The Wild Harbor. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio construction, investment management, and practice management services.

John Krutsinger is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior work includes nine years at Edward Jones and multiple periods with Commonwealth Financial Network and Sierra Family Wealth. He is also the owner of Krutsinger Farms, a commercial wine grape production business in Sonora, California. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing roughly $212.7 billion in client assets. The firm provides a range of managed account programs, third-party asset manager access, and custodial services.

Daniel Clarke is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Riskalyze and Charles Schwab. Outside of advising, he provides tax preparation services under his own name. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm supports affiliated advisors with operations, technology, compliance, and investment management while providing access to discretionary model portfolios and customized investment solutions.

Kimberly Hembree is a financial advisor with Commonwealth Financial Network in Sonora, CA, holding a Series 66 designation and 18 years of industry experience. She has worked at Commonwealth Financial Network since 2007 and was previously with Miller Financial Design. Outside of her advisory role, she serves as secretary of the board for Sierra Village Water Company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering various advisory programs and services including wealth management and retirement plan consulting. The firm provides back-office support, technology, and investment management, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Carrin Blyth is a financial advisor with Commonwealth Financial Network and holds a Series 65 designation. She has worked in financial and legal roles since 2022, including positions at Sierra Family Wealth and Creede-Blyth Law APC. Prior to her advisory career, she spent several years in education at Granite Hills High School, Feather River Community College, and Porterville College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm provides a comprehensive adviser-support platform, including managed account programs, access to third-party asset managers, and custody services.

David Ivan is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Empower Advisory Group and has previous experience at GWFS Equities, Inc and T. Rowe Price. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s integrated approach is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Serena Davis is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and over 25 years of industry experience. She has worked at multiple firms, including Pacific Financial Group and Signator Investors, and currently serves as managing partner of Pacific Financial Group, a marketing DBA. In addition to her advisory work, she is an agent for non-variable insurance. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through advisory and brokerage services. The firm operates with a limited-partnership ownership structure and supports advisors with a mix of custodians, third-party managers, and platform programs, managing over $12 billion primarily in non-discretionary accounts.

Randall Ehle is a Series 66-licensed financial advisor at Commonwealth Financial Network with four years of industry experience. His prior work includes roles at Sierra Family Wealth, Edward Jones, and several educational institutions. He is also involved with WIXIM Ministries, where he has served since 2021. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients with a wide range of investment options.

Sarah Schlenz is a CFP® with 13 years of industry experience, currently affiliated with Commonwealth Financial Network since 2012. She also co-owns Mother Lode Financial, Inc., a company created to facilitate securities and advisory business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, technology, compliance, and practice-management services.

Katlyn Nielson is a financial advisor with Focus Advisor Solutions, LLC, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has worked at Focus Partners Advisor Solutions since 2018 and previously spent seven years at Loring Ward. Focus Advisor Solutions provides turnkey asset management and back-office services mainly to independent registered investment advisors and their clients, offering diversified mutual fund and ETF model portfolios, fixed-income sub-advisory, and retirement plan investment management. The firm manages significant assets with a relatively small advisor base, combining enterprise scale and specialized fiduciary services.

Lindsay Wales is a financial advisor at Focus Advisor Solutions, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Wells Fargo. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering diversified mutual fund and ETF model portfolios along with discretionary fixed-income management and retirement plan fiduciary services. The firm combines enterprise scale with a small advisor base, managing roughly $41 billion in assets across about 33,000 clients.

Stephen Hoversten is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 15 years of industry experience, including prior roles at MWA Financial Services Inc. and Modern Woodmen Of America. He is based in Sonora, CA. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs utilizing in-house models, third-party managers, and integrated solutions through its affiliates.

Todd Simonson is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Edward Jones since 1990. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he acts as secretary for the Tuolumne County Building Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Jordan Sergent is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Applebee's from 2015 to 2018. Based in Sonora, CA, Sergent serves clients through a nationally recognized firm. 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 through a broad network of financial advisors and branch offices.

Michelle McQuinn is a financial advisor with Edward Jones in Sonora, CA, holding Series 63 and Series 66 licenses and having two years of industry experience. She has been with Edward Jones for a combined total of 16 years, including a recent return to the firm in 2026 after a previous 15-year tenure. 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 nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexis Simonson is a CFP®-certified financial advisor with Edward Jones in Sonora, CA, and has three years of industry experience. Prior to joining Edward Jones, Alexis worked at The UNION WELL at Sac State and California State University. Outside of finance, Alexis is a fitness instructor at Sierra Flow Fitness, where they lead high-energy cardio classes using light-weight drum sticks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, with an emphasis on fiduciary standards and tax-efficient services.

Karen Dejong is a Series 66-credentialed financial advisor with 27 years of industry experience. She has worked at OSAIC since 2024 and previously held roles at Securities America Advisors, Inc. and Foothill Securities, Inc. Outside of advising, she owns and manages a commercial property with multiple tenants, including local businesses and nonprofits. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad advisor network, utilizing asset-allocation tools, risk assessments, and access to both proprietary and third-party investment platforms.

Sarah Oskey is a financial advisor at Edward Jones in Angels Camp, CA, holding CFP® and Series 66 designations with eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent one year at Finance Concepts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Timothy Oskey is a financial advisor with Edward Jones in Angels Camp, California, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he manages rental property activities. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Trent Simonson is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Edward Jones, he worked with Marty Gerbasi for nine years and participated in the First Year Experience Program at CSUS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jerimie Zamora is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jessica Leveroos is a CFP® and holds a Series 66 license with 16 years of experience in the financial industry. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Robert Reed is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked with Cetera and its affiliates since 2003 and has been running Reed and Associates since 2013. In addition to his advisory work, he is involved in third-party administration client services and provides financial advice and wealth management through Behr & Associates. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

James Zaiter is a financial advisor with Edward Jones in Sonora, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erika Atwood is a CFP® and Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She has prior work history at University Enterprises Inc. and has also taught POUND Fitness cardio classes at Sierra Flow Fitness. 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, including discretionary and non-discretionary strategies, and maintains a nationwide network of more than 23,700 advisors.

Mauricio Cisneros is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Tri Counties Bank, Martins Specialty Coatings, Wells Fargo Bank, NA, and Compass Bank. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Jeff Costello is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, he is involved in a plumbing supply business serving contractors and homeowners in Sonora, California. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and a broad range of planning topics without including implementation. The firm allows clients to combine planning with managed-account programs under consolidated billing while keeping the services separate.

David Cazares is a financial advisor at Edward Jones in Sonora, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Lewis Financial and has experience in construction and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Joshua Suess is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he owns and operates an insurance services business focused on health, life, and disability insurance. LPL Financial is an 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 brokerage services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Brian Fox is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 credential and has worked at various Cetera entities since 2023. Prior to his advisory roles, he was involved with OARS Rafting and Calaveras Enterprise. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering diversified portfolio management and financial planning through a nationwide network of independent advisors.