Sonora, CA Old Wards Ferry Rd Office

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.

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®-certified financial advisor with Edward Jones in Sonora, CA, and has three years of industry experience. Prior to joining Edward Jones, Alexis worked at The UNION WELL at Sac State and California State University. Outside of finance, Alexis is a fitness instructor at Sierra Flow Fitness, where they lead high-energy cardio classes using light-weight drum sticks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, with an emphasis on fiduciary standards and tax-efficient services.

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.

Erika Atwood is a CFP® and Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She has prior work history at University Enterprises Inc. and has also taught POUND Fitness cardio classes at Sierra Flow Fitness. 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 strategies, and maintains a nationwide network of more than 23,700 advisors.