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.

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 three years of industry experience. He holds a Series 65 credential and has previously worked at MP Capital Management, Inc. and MeyerPink Law, LLP, where he is currently a partner and attorney. Outside of finance, Meyer serves 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 investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm builds model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management and financial planning services, including sub-advisory and back-office support to independent advisors and RIAs.

Jason Pink is a CFP® and holds a Series 65 license, with three years of experience in financial advisory. He is currently with Forum Financial Management, LP and has prior experience at MP Capital Management, Inc. Outside of financial advising, Pink is a partner and attorney at MeyerPink Law, LLP and serves as the president of the Calaveras Bar Association board, coordinating scholarships and events. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including discretionary portfolio management, financial planning, and sub-advisory and back-office support for independent advisors and RIAs.

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.

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.

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 63 and Series 65 licenses and having 13 years of industry experience. She has worked at Focus Advisor Solutions since 2018 and previously was with Loring Ward from 2011 to 2018. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in regulatory assets with a focus on diversified, systematically invested mutual fund and ETF portfolios.

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 worked previously at The Colony Group, Buckingham Strategic Wealth, and Wells Fargo in various capacities. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, fixed-income sub-advisory services, and retirement plan investment management. The firm serves a substantial client base with a relatively small number of advisors, combining enterprise scale with personalized service.

Stephen Hoversten is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 15 years of industry experience. His career includes prior roles at MWA Financial Services Inc. and Modern Woodmen Of America. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

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.

Blane Franca is a financial advisor with Edward Jones, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment solutions including discretionary and non-discretionary wrap fee strategies, 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.

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.

Connie Ferrell is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 22 years of industry experience. She has been with Cetera and Cetera Financial Specialists LLC since 2004 and is also president and 50% owner of Flavin & Associates, where she manages tax preparation and related services. Ferrell serves as president and volunteer of the Tuolumne County Tennis Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

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® professional at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2018 and is also a fitness instructor at Sierra Flow Fitness, where she teaches a high-energy POUND cardio class using light drum sticks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and affiliated capabilities under a fiduciary standard.

Tanner Kohl is a CFP® with eight years of industry experience and is currently an advisor at Edward Jones, where he has worked since 2018. Prior to joining Edward Jones, he spent two years at Star One Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs supported by a large network of financial advisors and branch offices across the country.

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.

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®-designated financial advisor at Edward Jones with four years of industry experience. She previously worked at University Enterprises Inc and has taught POUND Fitness classes as a cardio fitness instructor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Riley Calise is a financial advisor at Edward Jones with Series 66 certification and one year of industry experience. Prior to joining Edward Jones, Riley completed four years of education at the University of Nevada, Reno. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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 credential and 25 years of industry experience. Prior to joining LPL Financial in 2008, he worked at Financial Telesis Inc., Heffernan Investment Advisors, Inc., and Osaic FA, Inc. He is also the owner of an insurance agency that offers health, life, disability, and related insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and investment options, including financial planning, model portfolios, and third-party asset management, supported by a large network of advisors and multiple financial service platforms.