Matthew Swanson is a financial advisor at Golden State Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Golden State Wealth Management and affiliated with LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of analytic approaches and offers discretionary portfolio management alongside standalone planning or consulting services.

Samuel Ruxton is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for six years. 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 nationwide network of financial advisors and branch offices.

Jill Knoll is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at several firms, including National Planning Corporation, Wells Fargo Clearing, and PNC Managed Account Solutions. Outside of her advisory career, she owns and teaches at Knoll’s Basic Horsemanship, where she provides riding lessons. 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 supported by advanced research tools and a wide network of investment adviser representatives.

Emma Kerss is a CFP®-credentialed financial advisor with Ameriprise, where she has worked since 2017 and has a total of 10 years of industry experience. Prior to joining Ameriprise, she spent a year at Westlake, Grahl, and Glover. Outside of her advisory role, she is involved in consulting through Unapologetically Us, LLC and co-owns a real estate business, Team ME LLC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Edgar Guevara is a financial advisor at LPL Financial with one year of industry experience. He previously worked at Bank of Stockton and Bbva Compass. Additionally, Edgar holds a notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions through a large network of investment adviser representatives.

Matthew Hefner is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 credential and worked previously at Securities America Advisors from 2013 to 2024. In addition to his advisory role, Hefner is involved in insurance sales through PRJ Insurance & Wealth Management, focusing on life and health insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of integrated financial services and uses various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Thomas Sallady is a financial advisor with LPL Financial in Dixon, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been affiliated with LPL Financial and the Bank of Stockton since 2017 and previously worked at National Planning Corp and Bank of Stockton from 1999 to 2017. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicholas Lenz is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and five years of industry experience. He previously worked at Bank of Stockton and Cintas Corporation and has a background that includes five years at California State University, Chico. Lenz also serves as an Investment Officer at Bank of Stockton on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Julie Norton is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Culp is a financial advisor with Edward Jones in Dixon, CA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked at United Veterinary Care CA Inc and the University of California. Outside of her advisory role, she serves as co-trustee of a trust that owns rental property. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a wide range of investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Brenda Walker is a CFP® and Series 66-licensed financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2016, following a brief tenure at Kelly Services. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Stanley Tzikas is a financial advisor with LPL Financial based in Dixon, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His work history includes roles at Bank of Stockton, National Planning Corporation, CUSO Financial Services, PRUCO Securities, Tzikas Investment Advisory, and Morgan Stanley DW Inc. 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 through a large network of investment adviser representatives and provides access to various investment strategies and institutional platforms.

Inderjit Singh is a Series 66-credentialed financial advisor with LPL Financial, based in Dixon, CA, and has four years of industry experience. He has been associated with LPL Financial since 2021 and concurrently works with Travis Credit Union since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Scott Matter is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor with Edward Jones since 2015. Outside of his advisory role, he is a minority shareholder and member of the board of directors at Holder Mattress Co., Inc., a home furnishings manufacturing and retail business. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad spectrum, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and a proprietary money market fund. The firm supports its clients with a large nationwide network of financial advisors and branch offices and operates under a fiduciary standard when providing advisory services.

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.