Michael Weil is the sole advisor at Weil Associates, Inc. in Cottonwood, CA, with 31 years of industry experience. He has led Weil Associates since 1993. Weil also oversees a small charitable foundation that manages investments and makes grants. Weil Associates, Inc. serves a small client base including individuals, high-net-worth clients, charitable organizations, and corporations, managing approximately $20.5 million. The firm offers personalized portfolio management and consulting using a variety of investment strategies tailored to client objectives, including services for institutional clients and charitable organizations.

John Gardner is the principal advisor at Convergence Wealth Partners LLC in Redding, CA. He holds a Series 65 designation and has four years of experience in the financial services industry. Gardner is also the CEO and founder of Financial Convergence Insurance Solutions, Inc., where he serves as a licensed insurance agent. Convergence Wealth Partners LLC provides discretionary managed account services and financial planning to individual and high-net-worth clients. The firm offers tailored investment advice, asset allocation recommendations, and may utilize third-party managers while maintaining oversight of those relationships.

Jenna Nichol Fitzgerald is a financial advisor at Morris Wealth Management with two years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Herrick Grapevines, LLC. Outside of her advisory role, she owns HenleysMomPatterns, a business creating and selling crochet patterns on Etsy. Morris Wealth Management provides discretionary and non-discretionary portfolio management to individuals and high-net-worth clients, as well as retirement plan advisory services, including acting as an ERISA 3(38) investment manager. The firm’s investment programs are tailored to client goals and risk tolerance and support both fundamental and technical analysis.

Glenn Morris is a CFP® professional with 28 years of industry experience, currently serving at Morris Wealth Management, a firm he has led since 2013. He is also licensed as a life insurance agent, involved in assessing client needs for insurance products. Morris Wealth Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, corporations, and retirement plans, including acting as a 3(38) investment manager for ERISA plans. The firm tailors investment programs to client goals and risk tolerance, conducting regular account reviews and offering both discretionary and client-approved trading options.

Parrish Malson is a CFP® with 39 years of industry experience, currently serving at Private Advisor Group, LLC. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, and American Financial Advisors. He is also involved in selling life, health, disability, long-term care, and group insurance products. Private Advisor Group provides fiduciary-based financial advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions through proprietary and third-party platforms.

Thoras Cochran is a financial advisor with Edward Jones in Anderson, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is co-owner of Cochran Transport/Double J Construction, a trucking and construction business, and provides administrative support for his spouse's business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ben Swim is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory work, he is a co-owner of a small farm operation selling excess livestock and eggs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Denise Heitsman is a financial advisor with LPL Financial in Anderson, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with LPL Financial since 1999. Outside of her advisory role, she is involved in managing a small real estate rental business related to her office property. 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 financial planning and investment programs, utilizing various advisory platforms and technology tools to support its extensive network of over 22,800 advisors.

James Jones is a financial advisor with Raymond James Financial in Redding, CA, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 1999. Outside of his advisory role, Jones serves as an independent contractor for Ball Jones & Gowen, providing financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm employs tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kenneth Cordy is a CFP® and ChFC® with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Justin Cochran is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked in construction and transportation roles and currently owns and operates a ranch in Cottonwood, CA. He is also involved with a small pop-up movie rental business and holds a pending board position with the City of Anderson Planning Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national advisor network.

Christopher Hall is a financial advisor with LPL Financial based in Redding, California. He holds a Series 66 designation and has 10 years of industry experience, including eight years at Edward Jones prior to joining LPL Financial. Outside of advising, he is the owner of Hall of Fame Marketing, a non-investment-related business. 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, supported by a large network of investment adviser representatives.

Michael Bayer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions in biotech and culinary services, as well as roles in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Mark Gowen is a financial advisor with Raymond James Financial based in Redding, CA, holding a Series 63 designation and with 26 years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 2003 and operates as an independent contractor at Ball Jones Gans and Gowen Financial Services. He also serves as a co-successor trustee on his parents' trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through advisory programs and maintaining a unique municipal advisor affiliation.