ADVISOR BIO

Erika Jenkins is a registered Investment Advisor Representative with Regatta Capital Group, LLC. Erika is licensed to provide investment advice in California. Erika has been in the financial industry since 2009, working with clients in a variety of capacities. Erika specializes in providing financial planning, portfolio management, and coaching services to individuals, businesses, and charitable organizations. Erika has worked at Regatta Capital Group since 2017. Erika is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Erika Lockwood is a financial advisor with Edward Jones. Erika is a Certified Financial Planner and has been in the financial services industry since 2009. Erika is registered with the following states: Arizona, California, Georgia, Idaho, Louisiana, Maryland, Michigan, Missouri, Montana, Nevada, New Mexico, North Carolina, Ohio, Oregon, and Washington. Erika is also registered with FINRA. Erika Lockwood provides financial planning and portfolio management for individuals and businesses.

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ADVISOR BIO

Erin MacNeill is a financial advisor with Cetera Investment Advisers LLC. Erin has been in the financial industry since 2004. Erin specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Erin is a Certified Financial Planner.

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ADVISOR BIO

Erin Cox is a financial professional with over 4 years of experience in the financial services industry. Erin is currently registered with Oneamerica Securities, Inc. and holds Series 6, 63 and SIE licenses. Erin has experience working with high-net-worth individuals and other clients. Erin specializes in providing financial planning, pension consulting and portfolio management services.

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ADVISOR BIO

Erin Sinclair is a financial advisor with Edward Jones. Erin has been in the industry since 1998 and holds the Series 66, Series 63, and Series 24 licenses. She is also a Certified Financial Planner. Erin has experience working with individuals, corporations, and charitable organizations. Edward Jones is a well-established firm that has been providing financial services for over 100 years. They offer a variety of services, including financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Erin Dolabson is a registered representative with J.p. Morgan Securities LLC. Erin has been in the industry since October 20, 2021 and is registered in 53 states and Puerto Rico for both securities and investment advisory activities. Erin has passed the Series 7TO, SIE and Series 66 exams. Erin is licensed with the state of California. J.p. Morgan Securities LLC manages over $50 billion in assets for over 262,000 clients.

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ADVISOR BIO

Erin McPhee is a financial advisor at Edward Jones in Napa, California. Erin has been in the industry since 1999. Erin holds multiple licenses including Series 7, 63, 65, 9, and 10. Erin has prior experience with J.P. Morgan Securities LLC, First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Erin is registered with the state of California as well as several other states and the firm is registered with FINRA.

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ADVISOR BIO

Erin Dicarlo is a financial advisor with Morgan Stanley, offering investment advice and financial planning services. Erin has been working in the financial industry since March 2002, and has a strong track record of success serving clients in various states. Erin's expertise encompasses a broad range of financial planning needs, including retirement planning, college savings, and estate planning. Erin is committed to providing personalized financial advice that meets the unique needs of each client.

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ADVISOR BIO

Erin Goodrich is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Erin has been in the industry since 2011 and holds both Series 6 and Series 7 licenses. Erin is also a registered Investment Advisor in California and Texas. Erin has a strong background in providing financial advice to individuals, businesses, and institutions. She specializes in portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

Erin Amelia Furman is a financial advisor with Eagle Strategies LLC. Erin has been in the financial industry since 2017. Erin is registered to provide investment advisory services in California and Pennsylvania. Erin also holds FINRA Series 7, 6, 63, 66, 24, and 51 licenses. Previously, Erin was associated with NYLIFE Securities LLC. Erin has experience in investment advisory services, portfolio management for businesses, and portfolio management for individuals.

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