Daniel Catone is a financial advisor with Arimathea holding Series 63 and Series 66 designations and over 24 years of industry experience. His career includes roles at Golden State Asset Management and Golden State Wealth Management, LLC. In addition to advisory services, he has been involved in founding insurance services and other business ventures outside the investment advisory space. Arimathea serves individual and high-net-worth clients, as well as trusts, pension, and corporate clients, offering asset management, financial planning, retirement plan consulting, and third-party money manager referrals. The firm emphasizes value-aligned investment screening informed by Catholic social teaching and provides both traditional advisor-led and digital advisory services through its PuriFi platform.

Matthew Catone is a Series 65-licensed advisor at Arimathea with five years of industry experience. He has held roles at Golden State Wealth Management, Golden State Equity Partners, Ascentis Asset Management, and previously worked for the Los Angeles Times for fifteen years. Arimathea serves individual and high-net-worth clients, trusts, pension plans, and corporate clients by offering asset management, portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm’s investment approach incorporates value-aligned screening based on Catholic social teaching and provides both traditional advisor-led and digital advisory services through its PuriFi platform.

Kyle Fairall is a financial advisor with Ascentis Asset Management, LLC, holding a Series 66 designation and offering 12 years of industry experience. He has been affiliated with multiple firms including Golden State Asset Management, Golden State Wealth Management, Redwood Investment Group, Inc., and LPL Financial since 2014. Outside of his advisory roles, he is involved in an agricultural venture, Fairall Ranch. Ascentis Asset Management provides sub-advisory portfolio modeling and signaling services primarily to other investment advisers and UMA program sponsors, delivering model portfolios and implementation guidance without directly managing client assets. The firm employs a combination of charting, fundamental, quantitative, and technical analysis to build asset allocations and custom models tailored to primary advisers’ parameters.

Gregory Perdue is a financial advisor at Edward Jones in Fort Bragg, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Tractor Supply and the Savings Bank of Mendocino County. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Broin is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 12 years of industry experience, including nine years with Bank of America/Merrill Lynch and two years with JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kathleen Erickson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with LPL Financial since 1997, totaling 29 years at the firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on providing flexible investment strategies through a large network of investment adviser representatives.

Bruce Fournier is a financial advisor with Edward Jones in Mendocino, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Paul Sweigart is a financial advisor at Edward Jones in Fort Bragg, CA, holding a Series 66 designation with 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

Caitlyn Salloum is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. Her work history includes roles at Edward Jones and multiple positions related to Key Wealth Management and Raymond James Financial Services. She is also active in insurance policy quoting and writing through her role at Lion Street. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on risk profiling, analytics, and a unique affiliation with a municipal advisor.