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 three years of industry experience. She has been with Edward Jones since 2011, with a brief hiatus before returning in 2026. 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 investment advisory programs, including discretionary and non-discretionary strategies, 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.

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®-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.