Michael Sullivan is a CFP®-designated financial advisor with Edward Jones, based in Crescent City, CA, and has 28 years of industry experience. He has been with Edward Jones since 1999 and also serves as a girls junior varsity basketball coach at Del Norte High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branches.

Christine Cilley is a financial advisor with Raymond James & Associates holding a Series 66 designation and 21 years of industry experience. She previously worked at Robert Baird & Co. for eight years before joining Raymond James & Associates. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Katherine Taylor is a ChFC® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. She is based in Crescent City, CA. Outside of her advisory role, she serves as secretary for a local Rotary club, handling member information updates, supply orders, and meeting minutes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Meagan Curtis is a CFP® professional with 12 years of experience in financial advising at Edward Jones, where she has worked since 2011. She is based in Crescent City, CA. Outside of her advisory role, she volunteers as a computer consultant for local nonprofit organizations providing services to individuals with disabilities and families in need of medical assistance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Gayle Wilson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Thrivent Financial for Lutherans since 2005 and with Thrivent Investment Management since 2003. Outside of financial advising, she is involved in a small-scale rental enterprise that provides short-term housing for tourists and event participants in Crescent City, California. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, with optional managed-account programs available under consolidated billing while keeping planning and portfolio management separate.

Tim Rodriguez Jr. is a financial advisor at Edward Jones in Crescent City, CA, holding the ChFC® designation and Series 66 license with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Tri Counties Bank for eight years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Kevin Moerke is a financial advisor with Edward Jones in Crescent City, CA, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as a basketball official for local middle and high school leagues. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional accounts. The firm offers a wide range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large national network of financial advisors and branches.